Project Title: Analyzing Mentoring Risks and other Liabilities for Climate Steps

Climate Steps

Details
Project Title Analyzing Mentoring Risks and other Liabilities for Climate Steps
Project Topics Climate and Gender Justice Corporate Social Responsibility Digital Marketing Education Quality and STEM Education Operations Product Design & Development Quality Control Research, Analysis, Evaluation Social Protection Talent Management UX/UI & Human-Centered Design
Skills & Expertise Basic Data Visualization Comparative Policy Analysis Critical Review and Validation of AI-Assisted Outputs Data Collection Decision Trees and Risk Flowchart Design Development of Risk Control Plans Excel or Google Sheets for Risk Matrices and Analysis Generative AI for Research Summarization and Drafting Support Google Docs for Collaborative Drafting Google Slides or Canva for Board-Ready Presentations Governance and Compliance Frameworks Interview Design and Synthesis Legal and Ethical Reasoning Liability and Insurance Landscape Analysis Literature Review and Source Evaluation NGO and Think Tank Risk and Governance Reports Peer-Reviewed Legal and Nonprofit Research Plain-Language Writing for Non-Technical Audiences Policy Analysis Policy Drafting and Review Qualitative Research Methods Qualitative Thematic Analysis Quantitative Research Methods Risk Assessment and Risk Management Scenario Analysis Stakeholder Analysis Statistics Strategic Writing and Synthesis Structured Decision Making Survey Design and Analysis SWOT Analysis U.S. Government and Regulatory Sources UX/UI Principles for Accessibility and Clarity
Project Synopsis: Challenge/Opportunity
Climate Steps is a 501(c)(3) nonprofit organization dedicated to addressing climate change through community engagement and education. With a mission to guide individuals and organizations toward sustainable practices, such as solar adoption, Climate Steps has successfully built a vibrant community - international in scale. It gently mentors (it is not one-on-one assigned mentoring) people by providing science-based recommendations through Facebook, Instagram, and presentations to organizations and schools and holding conversations with the user at that time. However, as the organization expands and makes more specific its mentoring activities with the aim to provide some through digital platforms on its website (with signed waivers)—there are significant challenges related to liability and risk management. For instance, a recommendation through online discussion for people (in general) to install solar, geothermal, green roofs, heat pumps, or wind power may result in a homeowner's inability to sell a house within typical market value later. Our current lack of a structured framework to navigate these risks, beyond our current disclaimer, raises concerns about potential legal ramifications and the quality of advice provided by volunteer mentors. This gap not only jeopardizes the organization’s reputation but also exposes it to possible lawsuits resulting from misinformation or inadequate guidance. The potential for lawsuits requires liability insurance for the Board and more, depending on standard practice. 
Project Synopsis: Activities/Actions Required
  1. The project will involve a mix of qualitative and quantitative research methodologies. Students will conduct literature reviews on relevant, legal framework structures for risk, analyze existing policies of comparable organizations, and, when relevant, gather stakeholder feedback (CSteps staff, users, and potential funders) through surveys or interviews. They will utilize SWOT analysis to evaluate Climate Steps' current and planned mentoring practices and identify potential risks. The analysis, which should focus on the United States legal system only, will culminate in the deliverables of: 
    1. Risk assessment report, on the likelihood of these risks for this type of nonprofit. 
    2. Sample risk framework structures, summarized for similar organizations, for the Board's review.
    3. A risk control plan, which will include recommended policy language, a suggested navigation flow chart for risks events, and guidelines, and
    4. Recommended types of liability insurance, if needed.
  2. Additionally, students will create a user-friendly “safe mentoring” operating guide, incorporating UX/UI principles to ensure accessibility for volunteer mentors, including those for whom English is a second language/or from another country. 
  3. Throughout the project, collaborative meetings among students, with Climate Steps staff/volunteers, and with others will facilitate peer learning and iterative feedback, enhancing the final deliverables.
Project Synopsis: Expected Results
For students
  • Expected outcomes include a student's comprehensive understanding of legal and ethical implications surrounding mentoring in nonprofits, as well as the ability to develop practical policy recommendations.
  • Students will learn to assess stakeholder impacts/risks, enhancing their analytical skills and understanding of risk management.
For Climate Steps
  • Business value will be achieved through the creation of actionable deliverables that will strengthen Climate Steps' mentoring and legal framework, ultimately improving stakeholder trust and engagement.
SMART goals include: 1) completion of a risk assessment report by the end of the first month; 2) development of policy recommendations (a risk control plan and recommended types of insurance, if needed) by the six-week mark; 3) finalization of the “safe mentoring” operating guide by the end of the project; and 4) presentation of findings to Climate Steps stakeholders.

Project Timeline

Climate Steps - Analyzing Mentoring Risks and other Liabilities for Climate Steps
Due Date
Activities
Deliverables
Status
Action
Mon, 03/09/26
6:00 PM US/Eastern (UTC-04:00)
Optional: Project Kick Off Meeting w/Climate Steps
No Deliverables
No deliverables are required for this action item.
Location: Virtual
Teams
Instructions:
Join Teams

Please review the project instructions and review Climate Steps' website to familiarize yourself with the project in advance. Come to this session to meet our business partner, Dr. Annette Olson, Founder and Executive Director of Climate Steps. You'll have the opportunity to ask questions, discuss the project, and network.
Sun, 03/29/26
11:59 PM US/Eastern (UTC-04:00)
Outline
Required Deliverable
Supporting Work:
 
  • Review all milestones.
  • Gather credible, open-access sources to support your research and develop a working reference list (you can add/remove sources as needed throughout your project).
  • Consider how you will respond to milestone one, specifically.
  • Create your outline.
This task will help ensure you get started in the right direction by giving our business partner time to review your ideas and give guidance before you complete your final report for Milestone One.

Required Deliverable
Deliverable submission is required.
Guiding Questions:
Supporting Work:
 
  • Review all milestones.
  • Gather credible, open-access sources to support your research and develop a working reference list (you can add/remove sources as needed throughout your project).
  • Consider how you will respond to milestone one, specifically.
  • Create your outline.
This task will help ensure you get started in the right direction by giving our business partner time to review your ideas and give guidance before you complete your final report for Milestone One.

Deliverable Instructions:
Primary Objective: Create an outline response to milestone one. Submit your outline as a Word document. Use appropriate structure and include your reference list.

Fri, 05/15/26
11:59 PM US/Eastern (UTC-04:00)
Milestone #4 Presentation Materials
Required Deliverable
Please see your project overview document for guidance.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Please see your project overview document for guidance.
Deliverable Instructions:
Please see your project overview document for guidance.

Program Managers

Name Organization
Amanda LeDesma Watertown Extension