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H B S A S S o c i At i o n o f B o S t o n

Annual Report 2012

C o m m u n i t y A C t i o n P A r t n e r s

Community Action PArtners (CAP) was established in 1993

by the Harvard Business School Association of Boston to assist

nonprofit organizations in the Greater Boston area. CAP matches

Harvard Business School (HBS) and Harvard Kennedy School (HKS)

graduates with nonprofit organizations, allowing them to apply their

management skills as volunteer consultants working on challenging

and high impact projects.

Since our founding, over 1,000 HBS and HKS alumni have shared

their skills and passion for making a difference. Our volunteers have

worked on pro bono consulting projects to assist with strategic plan-

ning, marketing assessments, operational reviews and many other

business needs for over 200 nonprofit organizations across all mission

areas, including social services, youth and education, health care, arts

and culture, and environmental causes.

Every year, Community Action Partners volunteers provide an aver-

age of 15,000 hours of consulting, equivalent to over $3 million in pro

bono services to worthy nonprofits.

Our Mission Statement

CAP improves the lives of people in the Boston area by strengthening

the nonprofits that serve them.

We do this by:

• providing pro bono business consulting to nonprofit organizations

• providing opportunities for HBS and HKS alumni to channel

business skills into community service

We truly appreciate the support that the Harvard Business School Association of Boston and Harvard Kennedy School Alumni Association of New England clubs have given to Community Action Partners and extend our thanks to our donors who have sustained our mission and work through their generosity. Our deepest gratitude goes to our volunteers who have given their skills, time, and passion to our clients. The impact you have had in our community is tremendous.

B S C PB i o m e d i c a l S c i e n c e C a r e e r s P r o g r a m

Community Action Partners 2012-2013 Clients

NEADS

BLUE PMS 660 C

BLACK PMS

RED PMS 1805 C

NEADS logo: brand guideline for full color logo 3.7.2011

NEADS font:Gloucester MT Extra Condensed

tagline font:Cambria

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What our clients say

“The CAP team combined a masterful group of caring, insightful and motivated individuals that displayed an unwavering commitment and passion to our organization from day one…Our board and staff were left with more than just a Strategic Plan: we now have the confidence, optimism and vision to move forward and grow our organization with purpose and sustainability… Your organization and the members of our CAP Team made a lasting difference in many people’s lives and for that we thank each of you from the bottom of our hearts.”

—Cliff Simmonds, Executive Director, Agassiz Village

“Our organization would not be where it is today without the support of CAP. Their advice and support has been invaluable to our growth and success.”

—Julie Rosen, Executive Director, The Schwartz Center for Compassionate Healthcare

“As a repeat CAP client, Historic New England has benefitted tremendously from the business skills that our CAP team members bring to our projects. We’ve challenged the teams with a wide range of issues from public programming, to membership, to function rentals, to farming operations. Each team has jumped in with enthusiasm, energy, focus, and invaluable skills to deliver practical recommendations that have moved our programs forward. We truly value the outstanding work that CAP does.”

—Diane Viera, Executive Vice President and COO, Historic New England

“We now have had two engagements with CAP and each has been instrumental to the success that we have enjoyed. In 2008-2009, with the downturn in the economy and significant internal turmoil, we had to drastically change the focus of our project from long-term strategy to short-term survival. CAP was able to help us through this magnificently so that we not only survived, but thrived. In our more recent engagement this past year, CAP has provided powerful data and in-sightful analysis that has allowed us to focus our mission in a way that should lead to longer-term success... One of the keys to success has been CAP’s ability to ensure that we buy into what we are undertaking.”

—Dan Hogan, Executive Director, Passim

2012-2013 Clients

This year, 115 CAP volunteers are serving 15 diverse clients on a wide range of projects.

The Achievement Network www.achievementnetwork.org

ARC of the South Shore www.arcsouthshore.org

Associated Early Care & Education www.AssociatedEarly

CareAndEducation.org

Biomedical Science Careers Program

www.bscp.org

Boston Building Resources www.bostonbuildingresources.com

Boston Foundation for Sight www.bostonsight.org

Citizen Schools www.citizenschools.org

CONNECT– The Neighborhood Developers Inc.

www.connectnow.org

Cradles to Crayons www.cradlestocrayons.org

Historic New England www.historicnewengland.org

National Education for Assistance Dog Services

www.neads.org

Pine Manor College www.pmc.edu

South Africa Partners www.sapartners.org

Trinity Boston – Sole Train www.trinityinspires.org

Walker Home and School www.walkerschool.org

other

6% board governance

8%

business plan

9%

marketing communications

branding stategy

10%

financial sustainability &

development

12%market assessment

15%

organizational/ operational

review

15%

strategy/growth plan

27% What kinds of projects do we do?

% saying “Agree” or “Strongly Agree”

0102030405060708090

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OVERALL EXPERIENCE POSITIVE

HIGH QUALITY RESULTS

PROJECT WELL DEFINED

TEAM WORKED WELL TOGETHER

CLIENT WORKED WELL WITH TEAM

RESULTS WERE USEFUL

RESULTS WERE ACTIONABLE

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A few examples of projects CAP teams are working on this year

CAP has received numerous accolades for our work. To view the full articles and press releases, please visit our website.

Connections, Journal of the Peabody Essex Museum,

Sept/October 2012

RESPOND Press Release, March 2012

JBCC CAP Press Release, January, 2012

Speakeasy Press Release, November 2011

Historic NE Newsletter LookingForward, May 2011

The Boston Business Journal, July 31, 2009

The Boston Globe, April 12, 2008

HBS Alumni Bulletin, June 2005

The Boston Globe, April 3, 2005

Associated Early Care & Education works to “give Greater Boston’s youngest children in need, from birth to age five, the opportunity to reach their full potential by investing in school readiness, promoting healthy development, and strengthening families.” In 2014, Associated will open an innovative Learning Center that will take a cutting-edge approach to engaging children and families in the context of community. Associated has asked CAP to help identify a sustainable Funding Model to support growth and an enhanced delivery model, in light of a widening state funding gap.

Cradles to Crayons (C2C) provides children ages 0-12 living in homeless and low-income situations with the essential items they need to thrive – at home, at school, and at play. To help C2C achieve its rapid expansion goals, the CAP team is assisting with an Operations Plan, with the ultimate goal of revamping C2C’s current online ordering system to integrate with a new inventory management system.

Biomedical Science Careers Program (BSCP) has as its overall goal to increase the representation of under-represented minorities in the biomedical and other science-related fields. The CAP team is working on a Strategic Plan to guide the organization’s goals, strategies, and activi-ties as it enters a rapid phase of growth. The Plan will identify how BSCP can leverage its assets to deliver value to its constituencies, draw on best practices governance models of similar non-prof-its, and address issues of scope, scale and reach for BSCP.

NEADS/Dogs for Deaf and Disabled Americans works to provide indepen-dence for deaf and disabled people through the use of canine assistance. Founded in 1976, NEADS helps a broad array of individuals including wounded veterans, children on the autism spectrum, people with balance and stability issues and teachers, ministers and therapists who use the dogs to help others. The CAP team is creating a Communications Strategy for NEADS that will include recommendations for communications goals, brand positioning, messaging consistency, and targeted outreach to potential donors.

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ACCESSACCION InternationalACCION USAAcre Family Child CareAgassiz VillageAlliance FrancaiseAmerican Humane Education SocietyAmerican Red Cross of Massachusetts BayAppalachian Mountain ClubArsenal Center for the ArtsArts BostonAsian Task Force Against Domestic ViolenceAtlas CommunitiesBeacon Hill VillageThe B.E.L.L. FoundationBenjamin Franklin Institute of TechnologyBig Brothers Big Sisters of Massauchusetts BayBlue Hills ObservatoryBoston Architectural CollegeBoston AthenaeumBoston Ballet CompanyBoston Center for the ArtsThe Boston FoundationThe Bostonian SocietyBoston Natural Areas NetworkBoston Partners in EducationThe Boston Photo CollaborativeBoston Public LibraryBoston Renaissance Charter Public SchoolThe Boston Running ClubBoston Symphony Orchestra VolunteersBoston VA Research InstituteBottom LineBoys & Girls Clubs of BostonThe Brain Tumor SocietyBridge Over Troubled WatersBuilding Materials Resource CenterBrazelton Touchpoints CenterCambridge Family & Children’s ServiceThe Carroll SchoolCenter for Women and EnterpriseCentral Square TheaterChildren’s Advocacy CenterChildren’s Services of RoxburyCitizen SchoolsCitySproutsCity YearCommonwealth Zoological Corporation

Community Boating, Inc.Community Rowing, Inc.Conservation Law FoundationCrittenton Hastings HouseThe Copley Society of BostonDanforth Museum of ArtDimock Community HealthDiscovering JusticeEarthwatch InstituteEastern Massachusetts Literacy CouncilThe Environmental Careers OrganizationEnvironmental Defense FundThe Esplanade AssociatonFamilies FirstThe Food ProjectGloucester AdventureHarbinger PartnersHealth Care for AllHILLHistoric New EnglandHuntington TheaterInquilinos Boricuas en AcciónInstitute of Contemporary ArtIsabella Stewart Gardner MuseumJewish Women’s ArchiveJudge Baker Children’s CenterJumpstart for Young ChildrenLena Park Community DevelopmentManometMassachusetts Audubon Society, BNCMassachusetts Audubon Society, Drumlin FarmMassachusetts Audubon Society, JFCMassachusetts Alliance on Teen PregnancyMassachusetts Historical SocietyMassachusetts Horticultural SocietyMetropolitan Boston Housing PartnershipMinute Man National Park AssociationMore Than WheelsMore Than WordsMuseum of ScienceNational Consumer Law CenterNatl. Foundation for Teaching EntrepreneurshipNational Heritage MuseumNeighborhood of Affordable HousingNeedham Children’s MuseumNewbury CollegeNew England AquariumNew England Board of Higher Education

New England Center for ChildrenNew England Healthcare InstituteNew England Wild Flower SocietyNew Profit, Inc.Newton Community Service CenterNewton Wellesley Weston Committee for Community LivingOpen Circle Program, Stone CenterOxfam AmericaPACT ProjectPassimPeabody Essex MuseumPlanned Parenthood League of MassachusettsPrimary SourceProject BreadProject PlaceRaising A Reader MAReadBostonRESPONDRiverside Theater WorksRocaRoot CapitalR.O.S.E. FundRoxbury YouthworksSave the Harbor/Save the BaySchwartz Center for Compassionate HealthcareScience Club for GirlsSecond NatureSocial Capital Inc.Somerville Homeless CoalitionSouth Africa PartnersSouth Boston Harbor Academy Charter SchoolSpeakeasy Theater CompanySquashbustersSteps to SuccessSudbury Valley TrusteesTrustees of ReservationsUnited South End SettlementsUSS Constitution MuseumVisiting Nurse and Community HealthVinfenYouth Enrichment ServicesWBURWest Suburban YMCAWomen of MeansWomen’s Educational and Industrial UnionYoung AudiencesYWCA

CAP Clients 1993-2012 Community Action Partners has served nearly 200 clients in the Greater Boston Area since our founding.

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CAP Donors 2011 and 2012CAP relies on the generosity of our donors, our board and our volunteers. On a very modest budget of under $40,000, CAP delivers over $3 million annually in consulting services to carefully selected organizations, and they in turn serve our entire community better.

Thank you so much for your generous support!

$1,000 and upHarvard Business School Association of Boston

Harvard Kennedy School Alumni Association of New EnglandHarvard Business School, the HBS Social Enterprise Initiative and the Harvard iLab

Harold and Anna S. Ullian Foundation and the Snider FamilyIBM, Corporate Citizenship

Shipp ConsultingBruce and Holly Johnstone

Nancy BudgeCharles Zeien

Jennifer CraigPhilip CrutchfieldCharles CuneoPaul DaleyIphigenia DemetriadesPeter DemuthPeter D’ErricoJennifer DoughertyBrooks FennoSusan and William FinkGlenda FishmanJohn FitzgeraldLaura FooteDavid GaylinRob GreenlyGary GutAsha HajiJohn HarringtonDon HawleyNancy HawthorneMi HerzogAnne Hoffman Brad HoweRobert HuebscherAlison Poorvu JaffePhilip Jenks

Cheryl AbbottTony AldrichSonny AliHayden AndersonAmelia AngellaRobert ArmstrongRandall AtkinDevereux BarkerSusanne BeckGeorge BermanAlexander BokEdward BondJeanne BushnellJoseph ButtAmy CahnersAnamaria CamargoRuth CareyJohn CarrierCharles CassidyThomas ChinThomas ClaflinBernard ClarkCarolyn ClarkJulia ClarksonKenneth ColburnCharles Coolidge

Robb JohnsonJennifer KelmRussell LeblangHerb LernerRobert ListfieldRichard LowJessica LutzkerDanielle ManningWalker MartinKevin McCareyRobert NealonBill NicholsEric NierenbergMartin NovemberTim O’BrienAdiya OdeNeal OlkenDeborah PegeSteve PollackAlbano PonteWalt PresseyCarole PrestFrederick PritikinTuck RickardsJeff RossKathryn Roy

Richard RubackRob SavignolWilliam SchmidtBradley SeemanDavid SempleMary ShelmanJeffrey SimonKim SlaterRoger StangSteve StantonVincent StantonLee SteeleAlan SteinertElliot SwanDick TerryTara ThiessenPeter TorkildsenMatthew TorreyTony WainBarbara WallDarice WarehamGarrett WatersPatrick WetherilleDave WilsonAlice Wolf

Irfan AliGene BonteDennis CorcoranNancy DearmanSteve DiamondBarbara FainChuck FrenchDavid HarrisAnne HayesLisa Hicks

Ken HodgeBarry HorwitzBrian KinneyLaura McTaggartHamilton MehlmanBill MorrisonJanet NicholasFrank OrlandoPaul Rapisarda

Dan RossDick SayreJerry ShafirJon ShippEverett ShoreyPaul SniderAnita SpringerScott Taylor Diogo Teixeira

$500 to $999

up to $500

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Steve Diamond, CAP Board and former co-Chair, at our CAP orientation discussing key success factors for working with clients

CAP 2012-2013 Volunteers

CAP’s 2012-2013 Volunteers at our CAP Orientation on October 1st at HBS

Cheryl AbbottSonny AliIrfan AliHayden AndersonAmelia AngellaRandall AtkinBarbara BaumanSusanne BeckDaniel BehrCarissa Bellarine BlackRichard BlandMark BlecherMendi BlueMagdalene CaradimitropouloJon CellRebecca Chase

Thomas ChinBill ChurchillThomas ClaflinCharles CoolidgeAnne CoylePaul DaleyPeter DemuthPeter D’ErricoRobert DuffyAlan EisenbergStephen ElliottRichard FisherJohn FitzgeraldLaura FooteMarcy GefterJim Gist

Robert GoodofGary GutAdrian HancockDavid HarrisDon HawleyMi HerzogAnne HoffmanErnesto HumpierresPhilip JenksAjit JhangianiMike KellyJennifer KelmNathalie Laidler-KylanderRussell LeblangMichael LeeRoss LeimbergRoberta LeisJason LewisNancy LoderickRichard LowScott LyonBarbara MackMichael MahoneyStephen MaireDanielle ManningCarol MartinKevin McCareyShirley MillsMary Francis MitchnerSuzanne MootAmy Moran LoweThomas Mark MorleyHolly MusonDiana NicholsonEric Nierenberg

Martin NovemberTimothy O’BrienMarlene O’BrienAdiya OdeDeb PegeLance PierceSteve PollackN. Ram RamakrishnanPaul RapisardaSarah RichAlice RichmondTod RiedelNick RigasTeg RoodJeffrey RossMarc RubinJudy RydeRobert SavignolArjun (AJ) SharmaJeffrey SimonKim SlaterPaul SniderEmmanuel StefanakisRoger StrangDick TerryDebra ThomasRoss TrimbyBarbara Wall LoboscoDarice WarehamNeil WeberPeter WeilDavid WilsonAlice WolfKara Yu

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...And many thanks to our 2011-2012 volunteers!

Cheryl Abbott Mark AdamcyckLaurance AllenHayden Anderson Susan Anderson Tony ArtusoRandall AtkinDev Barker Barbara BaumanRichard BlandKamen BliznashkiBlair BrownJoseph Butt Ruth CareyJohn CarrierRebecca ChaseThomas Chin William Churchill Thomas Claflin Lisa CollClaire CollinsCharlie CoolidgeRachel CornPeter D’ErricoRobert DuffyAlan EisenbergJohn FitzgeraldLaura FooteDavid GaylinMarcy GefterElaina GoldsteinRobert GoodofAsha HajiJohn HarringtonDavid HarrisDon HawleyNancy HawthorneTara HealeyMi HerzogLisa HicksAnne HoffmanJohn HowardBob HuebscherImtiyaz HusseinAlison Poorvu JaffePhilip JenksAjit JhangianiGlenn JohnsonRobb JohnsonEllen KenyonRonald KutriebNathalie Kylander

Michael LeeRoberta LeisRobert ListfieldParker LlewellynNancy LoderickRichard LowStephen MaireNahid MalikBonnie MartinKevin McCareyBonnie McConchieLaura McTaggart Ham MehlmanJason MischelSuzanne Moot Jeff NelsonMarlene O’Brien Tim O’Brien Jim O’Connell Frank Orlando Deborah Pege Carole PrestFred PritikinCarol PullekinesBarbara RabinowitzJerry Rappaport, Jr. Sarah Rich

Who are our volunteers?

• Approximately 55% of our volunteers have volunteered on a previous CAP project• Nearly 15% of our volunteers have volunteered on 4 or more projects• 80% are HBS graduates; 20% HKS graduates

Volunteers by alumni class

Tod RiedelVicky RobinsonTeg RoodJeffrey Ross Rick Ruback Marc RubinRobert SavignolBradley Seeman Sue Sheffler Jeff SimonPaul Snider Jeff Starfield Emmanuel StefanakisAllan Steinert Richard Terry Debra ThomasBarbara WallSteve WalshDarice WarehamMelissa WeiksnarMaxwell WesselKim Whelan David Wilson Bob YeltonHeidi YipErrol Yudelman Xiao-Wei Zhu

Volunteers tell us they find working on CAP projects satisfying and valuable

on many levels.

“I enjoyed the intellectual, politi-cal and business challenges work-ing with the team and the client in developing a strategy. I particularly liked working with my teammates and the client’s Board.”

“It felt great to be able to offer insight and advice that the client valued so highly. It was personally invigorating to get out of what I do every day and think about new problems with new people.”

“I loved the opportunity to engage deeply with our client and the team, to apply my skills (and learn new ones)… and to make a difference to our client and the people they serve…CAP rocks!”

just graduated

1 – 5 years out

6 – 10 years out

11 – 20 years out

21 – 30 years out

31 – 40 years out

41 – 50 years out

51+ years out

0% 5% 10% 15% 20% 25% 30%

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More projects to come!

If you are interested in volunteering or if you know a nonprofit organization that would like to work with CAP, please contact Sarah Perry at info@cap-hbsab.org. To learn more about the clients we are serving, the impact we are having, to donate or to see how your gift is being put to work, please visit our website at www.cap-hbsab.org.

Sarah Perry Executive Director

Community Action Partners (CAP) Harvard Business School Association of Boston

617-584-8908info@cap-hbsab.org www.cap-hbsab.org

Steve Diamond, ‘70

Barbara Fain, HKS ‘87

Anne Hayes, ‘90

Lisa Hicks, HKS ‘93

Ken Hodge, ‘78

Barry Horwitz, ‘88

Laura McTaggart, ‘97

Hamilton Mehlman, ‘89

Bill Morrison, ‘98, Co-Chair

Janet Nicholas, ‘80 , Co-Chair

Frank Orlando, ‘76

Sarah Perry, HBS and HKS ‘95 Executive Director

Dan Ross, ‘78

Jon Shipp, ‘89

Diogo Teixeira, ‘82

And a special thank you to Paul Snider, a highly valued member of CAP’s Development Committee, in addition to being a repeat volunteer, CAP’s photographer, and a key do-nor and ambassador for CAP.

CAP’s Board Members

Front row, left to right: Barbara Fain, Sarah Perry (Executive Director), Steve Diamond, Hamilton Mehlman.

Second row: Jon Shipp, Ken Hodge, Barry Horwitz, Bill Morrison (Co-Chair).

Third row: Diogo Teixeira, Anne Hayes, Frank Orlando. Back row: Laura McTaggart, Dan Ross, Janet Nicholas (Co-Chair). Missing: Lisa Hicks

Harvard Business School Association of Boston

Community Action Partners

Board of Directors

2012-2013