We go through a 4 stage vetting process:
#1: Organization identification
We work with a global partnership network to identify locally-led impact projects — and the groups, teams, and organizations behind them — who can benefit from pro-bono support. These partners, many shown here, evangelize our service to these changemakers. We equip these partners with readiness resources, and often even manage orientation and training webinars to welcome their organizations into our network.
#2: Organization legality and alignment
When organizations enter our platform, they must first create an organization profile. We screen these organizations on a variety of factors to first ensure they are legal and legitimate organizations, and second to ensure that they have sustainable impact missions (it's where we also check to make sure they are not part of any watchdog lists).
#3: Project appropriateness
When organizations start to post projects, they can post their most pressing needs following our project posting and scoping process. If organizations need additional help, we also manage a "skills gap assessment" to help organizations focus on their biggest needs, and receive guidance as to which projects will be the most impactful. This article in SSIR helps explain this if you want to learn more.
#4: Project scope and alignment with you
Once introduced to an organization, you and the organization's representative will be guided through the matching process, which is detailed here. By collaborating on our Experteering Planning Guide, you'll have the chance to personally get to ask questions and know the organization, and its team, so that you feel comfortable with the organization, team, mission, and work.
*Please note that if you proceed with a custom match, these steps can be combined - i.e. #3 and #4 tend to get compressed together as the organizations will take a more iterative process in working with you to co-design a project. We still use the Planning Guide to provide structure.