District Captain Role and Responsibilities Identify and drive Team Depot partnerships for stores Serve as initial point of contact for disaster relief strategies Train and provide support for store Captains Understand the role of a sponsor
Store Captain Role and Responsibilities Drive Homer Fund awareness Encourage Homer Fund contributions Understand the role of a sponsor (for ASDS or manager ONLY) Find, plan, apply for quality Team Depot projects Knowledgeable of THDF and Homer Fund programs
Everyone Role and Responsibilities Play a part - attend projects and fundraising events Drive excitement and awareness Update leadership, recognition Be creative, establish themes, make supporting The Homer Fund engaging
The Homer Fund Values in Action
The Homer Fund $145M AWARDED TO ASSOCIATES IN CRISIS AWARDED 117K GRANTS TO ASSOCIATES
Natural Disasters
Dollars Awarded in 2016 Unemploy 4% Fire 4% Other 9% Death 22% Nat. Disaster 9% Housing 9% Illness/Injury 43%
Thousands Millions Homer Fund Growth Since Inception 18 $18 16 $16 14 $14 12 $12 10 $10 8 $8 6 $6 4 $4 2 $2-1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 # R'cvd # Awarded $ Awarded $-
Thousands Matching Grant vs Direct Grant (2010 2015) 14 12 10 8 6 4 2 0 2010 2011 2012 2013 2014 2015 Direct Matching
Matching Grant Restructure Restructure implemented to help guide sponsors when determining which grant is appropriate for the associate s situation, if any Pre-approval is now required PRIOR to collecting funds for matching purposes The Fund declines requests that qualify for Direct Grants Matching Grant collections may be done with CASH ONLY Make checks payable to creditor where possible Cap matching amount based on actual need $2-for-$1 match still applies, up to actual need
Direct Grant Enhancements Expanded qualifying criteria to address more unforeseen hardships Transportation expenses to funerals of immediate family members Parents, children and siblings ONLY Transportation expenses must be documented Plane/train/bus ticket for associate and spouse Mileage stipend for automobile travel over 200 miles from home Basic Direct Grant rules still apply Must prove inability to pay through The Homer Fund s Financial Worksheet
Thousands Trend Reversal 14 12 10 8 6 4 2 0 2010 2011 2012 2013 2014 2015 2016 Direct Matching
# Grants Dollars Awarded # Grants Dollars Awarded Deeper Look (Aug-Feb 2015 vs 2016) Direct Grants Matching Grants 4,500 $7,000,000 7,000 $6,000,000 4,000 3,500 99% INCREASE $6,000,000 6,000 36% DECREASE $5,000,000 3,000 $5,000,000 5,000 $4,000,000 2,500 2,000 $4,000,000 $3,000,000 4,000 3,000 $3,000,000 1,500 $2,000,000 2,000 $2,000,000 1,000 500 $1,000,000 1,000 $1,000,000 0 2015 2016 $- 0 2015 2016 $- Rcvd # Awarded $ Awarded Rcvd # Awarded $ Awarded
How to Apply for Assistance Associates must ALWAYS apply through an authorized sponsor (manager, ASDS or HR personnel ONLY) Sponsors MUST have the link to the Grants Application Page
Associate s Role in Application Process Associates in need SHOULD take the eligibility quick-test on the home page of The Homer Fund s website Associates in need SHOULD let their manager, ASDS or HR personnel know of their hardship Associates SHOULD complete and compile the supporting documentation packet prior to partnering with a sponsor Associates SHOULD return completed documentation and copies of bills to their manager, ASDS or HR personnel
Sponsor s Role in Application Process Sponsors act as liaison between the associate in need and The Homer Fund team Sponsors should only complete the electronic application AFTER going through the eligibility quick-test and getting the supporting documentation packet from the associate Sponsors SHOULD provide guidance and support to the associate in need throughout the application process
Grant Applications Page THDHomerFund.org/grants/applyhere.html
Successful Direct & Matching Grants Fair assessment of associate s situation Comprehensive documentation Thorough description of associate s hardship Prompt response to emails from The Homer Fund
Direct Grant Life Cycle Assess Need & Collect Info Decision Issued Submit Request Homer Fund Review Request Assigned to Homer Fund Staff
Direct Grant Life Cycle Assess Need & Collect Info Decision Issued Submit Request Homer Fund Review Request Assigned to Homer Fund Staff
Direct and Matching Grant Examples Vague Description Best Description Associate is ill Dave was on a medical LOA from June through December. He fell behind on his rent while on leave. Direct Grant Unforeseen hardship Although Dave has paid his rent on time, his landlord has not paid the mortgage, resulting in a foreclosure. Dave needs help moving into a new residence. Fire in home Dave s home was damaged in a fire. He has insurance to cover the repairs, but needs help paying the deductible. Associate s spouse died Dave s wife passed away and there was no life insurance. The Direct Grant will help with funeral expenses. Store wants to help pay for the grave marker. Matching Grant Associate lost his job Due to schedule conflicts, Dave had to resign from his job. He needs help with his rent. Illness Dave was hospitalized and needs funds to pay medical expenses.
Disaster Response
Types of Disasters Tornado Wildfires Hurricane Extreme Heat Severe Flooding Winter Storms
Disaster Donations WHEN WHAT WHO Immediate Relief supplies (tarps, gloves, water, trash bags, etc.) Nonprofits and government agencies
Disaster Donation Funds Contact Field Manager ASAP Field Manager can activate on average $1,000 for product donation (to nonprofits and government agencies) per district per disaster Documents needed Store quote, disaster relief donation form, 501c or W-9 Reimbursement Home Depot gift cards to SM American Red Cross already has disaster donation funding
Team Depot in Disasters Safety is critical; be aware of the insurance process Notify Field Manager Partner up: National partners, like Team Rubicon and Operation Blessing, exist to mobilize volunteers in times of disaster Partners know disaster zones, can prevent unsafe environments and help with logistics (food, water, bathrooms, etc.) Share your story
The Home Depot Foundation Programs
Coupons
Community Impact Grant For nonprofits and government entities Community volunteers only, no Team Depot Grants range from $800 - $5K Veteran and community focused; nonprofit must be in existence for one year Resource for non-team Depot projects
Team Depot Program
Team Depot and the ACI On average, associates who participate in at least one Team Depot project score five percentage points higher on ACI and customer service More than two-thirds of associates say Team Depot enhances their commitment to The Home Depot 72% of associates say they are interested in giving back to their community through The Home Depot 60% of associates report they have NOT participated in a Team Depot project in the last three years 87% of associates say our commitment to giving back to veterans and their families through Team Depot is important to them
Team Depot Strategy: Create a long lasting, physical change in the community by engaging associates in meaningful projects Keys to Success: 1. Community Partner 2. Volunteer-Friendly Projects 3. Team Depot Grant
Community Partner: How & Where To Find Them 501c nonprofits and tax-exempt government agencies Community partner resource guide on thd.co/teamdepot
Projects: Planning Process Site-visit checklist Pre-project checklist 1-day project (4-6 hours); prep days may be required thd.co/teamdepot
Projects: Unfriendly Volunteer Tasks Tasks completed on any structure not permanently affixed to the ground is prohibited (e.g. manufactured homes, mobile homes, trailers) Roofing, HVAC, major electrical or plumbing, removal or disposal of mold, asbestos or other hazardous materials should not use volunteers If project tests positive for lead paint (pre 78), asbestos (pre 81) or mold, a certified professional must remove prior to project
Projects: Unfriendly Volunteer Tasks Restricted funding for unfriendly associate volunteer tasks Must contact Home Depot Renovation Services to complete complex tasks Team Depot grant can provide up to 30% of the total cost of the project for Services Ex: $10,000 Grant, max of $3,000 can be used for Services if $7,000 is for volunteer friendly projects Team Depot will do
Team Depot Grant: Giving Guidelines Average Team Depot Project is $7,000 and engages 23 associates Team Depot Veteran Focus Project Budget Guideline Grant Request $1,000 - $10,000 $15,000 $20,000 $25,000 Store Engagement # of Team Depot Volunteers Single Store Multi-Store or District Multi-Store or District District 5-20 35 50 75 Projects > $10,000: Your Regional Captain buy-in Projects > $20,000: Your Divisional Captain buy-in Non-Veteran Team Depot Project Budget Limit is $2,000
Team Depot Grant: Funding Process Overview 1. Store partners with nonprofit or government agency 2. Store completes Team Depot project funding request form, produces store quote and gives all to community partner 3. Partner visits link on first page of the project funding request form 4. Partner completes online grant application, uploads project funding request form and store quote 5. Field Team reviews grant application 6. Field Team notifies community partner and store of a grant decision 7. If approved, partner signs grant agreement and returns to Field Team 8. Field Team sends gift cards to community partner
Team Depot Grant: Captain s Responsibilities Build store quote Complete the Team Depot Project Funding Request Form completely Email the request form and store quote as a PDF to the nonprofit
Team Depot Grant: Community Partner Responsibilities Review the Team Depot Project Funding Request Form and store quote Gather electronic versions of required documents listed on the request form (Liability Insurance + IRS Letter) Apply for a Team Depot Grant ONLY at homedepotfoundation.org/page/teamdepotapplication Include details on the veteran(s) and the impact of the project in the application
Team Depot Grant: What the Community Partner Sees & Does Follows link on your Team Depot Project Funding Request Form Complete the Eligibility Quiz Complete the application Hit submit nonprofit receives an email confirmation Applications take 4-6 weeks to process
Team Depot Grant: Delays & Declinations Delays Missing Info on Paperwork (5 Business Days) Expired Liability Insurance (7 Business Days) Declined Missing Paperwork Team Depot Project Request Form, store quote, liability insurance, 501(c)3 letter or W9
Seasons of Service
Spring Into Service 2017 [ March 20 - June 20 ] Increase first-time associate volunteer participation - #BringABuddy @TeamDepot Districts with the highest percentage of firsttime volunteers at a single project will receive special recognition Project Requirements: Online applications submitted 3+ weeks prior to project with a minimum of 20 associates Email completed project sign-in sheets to Team_Depot@homedepot.com
Celebration of Service 2017 [ Sept. 7 - Nov. 11 ] Focus on quality veteran projects and get creative Ask organizations how they plan to thank associate volunteers Will there be a follow up with associates regarding the veterans they helped; Take before, during after pictures and videos to share Split your project day into shifts, engage volunteers on prep days
Why the Team Depot Story Matters to Your Business
Doing Good & Doing Well A person s willingness to buy, recommend, work for, and invest in a company is driven 60% by their perceptions of the company or its reputation and only 40% by their perceptions of the products or services it sells *Reputation Institute, 2015
Three Ways Team Depot Makes Sense for Your Business Customer and community connection Hiring and retention A reason to shop with us
Customer & Community Connection 9-in-10 consumers expect companies to do more than make a profit, but also address social or environmental issues *2015 Cone Communications Global CSR Study
Hiring & Retention 70% of millennials (18-26) say a company s commitment to the community influences their decision about where to work *2016 Deloitte
A Reason to Shop with Us 90% of consumers would switch brands to one associated with a good cause, given similar price or quality *2015 Cone Communications Global CSR Study
Public Relations is the Game Changer In order to achieve our three business outcomes we must tell the story of what we re doing in communities Customers want to know what businesses stand for and make decisions with that information. What people say about our business matters and we have the opportunity to shape the narrative
Social Media Ambassadors Designate a social media ambassador on each project site Gather photos and videos Share on social media and share back with Team Depot PR (TeamDepotPR@homedepot.com) Social media ambassador toolkit is located in the resource guide Outlines the type of content to capture
What We Need From You 1 2 3 4 Think of public relations as an extension of your team Fill out grant paperwork completely to fully tell the story Let s chat! TeamDepotPR@homedepot.com Engage @TeamDepot on social media
Captain s Calendar
Captain s Calendar: One Step Ahead! This document is designed to help you stay organized, informed, and set you up for success as a leader of Community Captains Communicates critical dates and timelines for campaigns, training, Q calls, etc. that is inclusive of both Homer Fund and Team Depot Customizable for your Regional/District/Store/Associate needs to help plan out your year and keep things on pace
Q1 Q2 Q3 Q4 January February March April May June July August September October November December TD Team Depot Projects: Engage Associates and Supporting Our Veterans PR Team Depot Storytelling: 4 Pictures & 2 Descriptive Sentences of Every Project Go To: Thd.co/TeamDepot HF Homer Fund Awareness and Education Efforts: Taking Care of Our People and Living Our Values Homer Fund Campaign Feb. 15 April 15 Orange Scholars Nov. Jan. 2017 Spring Into Service March 20 June 20 Celebration of Service Sept. 1 Nov. 11 Q1 Call: Homer Fund Kick-Off Q2 Call COS Kick-Off Call Q3 Call Q4 Call Legal & Team Depot How to apply for a Team Depot Grant March 24 Recruiting First-Time Volunteers/ Spring Hire April 21 Finding a Good NP Partner June 23 Making A Great District COS Project! Aug. 25 COS Check In Sept. 22 Reporting for your District Oct. 12 Community Captain Training Dec. 1