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Strengthening Your CSR Impact Story with a Program Outcomes Framework

Tuesday, September 26, 2017 -
9:30am to 11:30am PDT
Northern California Grantmakers
160 Spear Street, Suite 360 | San Francisco, CA
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Companies are tackling numerous issues through their corporate citizenship programs, and they often struggle to tell a coherent CSR Impact story about their achievements.  In many cases, that story is even more difficult to communicate due to unclear goals, and lack of a strategic approach to capturing the information necessary to tell a CSR Impact story.  Strengthening a signature program’s goals, and developing an outcomes framework to support the data collection process, can reinforce the company’s commitment, and strengthen relationships with key stakeholders.

In this workshop, we will explore how companies tell a strong CSR Impact story, review the process for clarifying priority program goals, and describe how to build a framework for identifying and collecting the signature program information and data necessary to tell that story.

Join Us To:

  • Review a strong CSR Impact story
  • Understand the Drivers for Corporate Citizenship
  • Create an outcomes framework for your portfolio

o Clarifying and strengthening goals for a priority program

o Engaging the appropriate stakeholders

o Building the logic model and identifying the indicators


Jaime Barclay, Senior Manager for Corporate ResponsibilitySymantec

Jaime Barclay is senior manager of corporate responsibility at Symantec Corporation, the global leader in cyber security, and deputy director of the Symantec Foundation. She joined Symantec in 2005 as the administrative assistant to the public affairs team. Not long after, she discovered a passion for aligning Symantec’s resources of people, product, and profit with the needs of the communities surrounding the company’s offices.   

Since then, she has worked with all aspects of the community relations program including employee engagement, cash and in-kind donations. In her current role, she oversees the global implementation of the community investment efforts, which has grown to be a $24 million cash and software donation portfolio impacting more than 20,000 nonprofits annually.

This includes overseeing the Symantec Cyber Career Connection, an impact driven workforce development program focused on filling the need for qualified entry level cyber security professionals with people of color, women, and veterans.

Barclay joined Symantec after teaching in K-8 public education. She holds a Masters of Education in elementary education from DePaul University and a Bachelor of Arts in psychology from Miami University.

Lisa Frantzen, Senior Evaluation ConsultantTCC Group

At TCC Group, Lisa designs, manages, and conducts evaluations for the firm's philanthropic, nonprofit, and corporate clients.  Her work centers on understanding clients’ needs for measurement and learning, and developing systems that enable them to answer key strategic questions and build their own evaluative capacity.  Lisa has led evaluation engagements with clients including the Bill and Melinda Gates Foundation, the Robert Wood Johnson Foundation, Johnson & Johnson, Symantec, Pew Charitable Trusts, Harvard University’s Center on the Developing Child, Hand in Hand International, Women Deliver, and Princeton in Africa.  She has also facilitated measurement and learning sessions with corporate grantmaker groups at Philanthropy New York, Grantmakers of Western Pennsylvania, and West Virginia Grantmakers.     

Prior to joining TCC Group, Lisa led the performance measurement practice at Changing Our World, Inc., where she designed measurement frameworks and evaluated the effectiveness of corporate grantmaking portfolios, provided evaluation technical assistance to corporate grantees, and helped integrate evaluation findings into strategy and signature program design.  Clients included ConAgra Foods Foundation, ConocoPhillips, and Phillips 66.   

Lisa also brings strong field-based experience which includes working directly within the areas of international development, global health, and workforce development. In roles held at Structured Employment Economic Development Corporation (Seedco), AmeriCares Foundation, and Peace Corps Honduras, Lisa worked to engage stakeholder groups, answer core strategic and evaluation questions, use data to inform program design changes, and build internal capacity in evaluation.

Lisa has extensive international experience having worked in over 18 countries and speaks Spanish fluently. She completed her MBA at Monterey Institute of International Studies with a focus on Nonprofit Management and International Development and her Bachelor of Business Administration at Texas A&M University.

Tom Knowlton, Partner and Director of the Corporate PracticeTCC Group

Thomas W. Knowlton, Partner and Director of Corporate Services, has extensive experience in the field of Corporate Citizenship.

Since joining TCC Group in 2001, Knowlton has worked with a number of corporate clients, primarily leading strategic planning projects and developing high impact programs and approaches that fully mobilize a company’s unique resources to provide significant social and business impact.  Recent clients include Novartis, Symantec, ViiV Healthcare, Ascena Retail Group, Blue Shield of California, Starwood, Wells Fargo, Medtronic, Independence Blue Cross, and Monsanto. Relevant nonprofit projects include strategy assistance for Aspen Institute’s Business and Society Program and United Way Worldwide’s efforts to refine their partnership approach with corporations.

Knowlton writes and speaks extensively on the subject of corporate citizenship and community involvement.  Most recently, he has given presentations and webinars and written a briefing paper on a framework for successful corporate citizenship, and has written a blog series for CSRWire on the topic.  He has also written about leveraging corporate resources under the title of “Mobilizing Resources: A Unified Business Approach to Corporate Community Involvement,” which focuses on the evolving role of corporate philanthropy and the leveraging of resources and employees to create social and business impact. 

Prior to joining the firm, Knowlton spent six years at The Council on Economic Priorities, most recently as the Executive Director.  The Council’s work focused on tracking, evaluating, and reporting on the corporate social responsibility records of Fortune 500 companies.

Knowlton received his Master’s Degree in Public Administration from Harvard University’s Kennedy School of Government and Bachelor of Arts Degree from Trinity College.

Who Should Attend

Corporate Funders, CSR Professionals, and Community Foundations


9:00 am - 9:30 am: Check-in and Networking
9:30 am - 11:00 am: Program


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