Performance & Execution

United Way U.S. CEO Summit February 14, 2013

Stacey D. Stewart U.S. President United Way Worldwide

Today we will discuss

• • • United Way Worldwide realignment 2013 U.S.A. metrics and key strategies How we can measure performance & execution together

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Performance & Execution

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United Way Worldwide Realignment Overview

• Put a fresh stake in the ground to be a catalyst for community change • A true worldwide movement of which the U.S.A is a significant part • Different deployment of resources and leadership through network-wide partnerships U.S.A Team:  Engagement & Capacity Building  Education, Income & Health Strategies and Partnerships    Diversity Policy Organized Labor

2013 U.S.A. Network Metrics and Priorities

Vision: Fuel & accelerate a nationwide movement that builds opportunity for all, and adds velocity to United Way USA in fulfilling its potential to “do well and do good”

U.S.A. Network Metrics

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Trust 2.

Impact 3.

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Supporters (donors, advocates, volunteers) Revenue (mission-oriented)

U.S.A. Network Priorities

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Performance and execution with reliance on data 2.

Presence as leader & convener on Education, Income, Health; strategic relationships 3.

4.

Lead & support worldwide network as prominent member Recruit & retain the right talent; Reflect future state

Cultural Foundation Distributed leadership, Interdependency, Mutual accountability, Alignment 4

Performance & Execution

2013 Strategic Priorities

Performance and Execution -- Focus on Data Tangible Progress and Network Contribution Toward 2018 Goals

Partnerships • Education • Corporate Engagement Network Segmentation and Execution Aligned Metrics • Trust • Impact • Supporters (donors, volunteers, advocates) • Revenue

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Performance & Execution

2013 Strategic Priorities

Education, Income and Health leader and convener

Secure position in the U.S.: 1) “Go-to” organization in Education, Income, and Health 2) Strengthen strategic relationships: • • Corporate Philanthropic • • • Policy Media Education, Income, Health partners

One of the greatest assets of United Way is our strong relationship with strategic partners

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Performance & Execution

2013 Strategic Priorities

Lead and Support Worldwide Network

• • • • Serve as key member of the worldwide network: Knowledge management Best practices -- Innovation Resources and revenue Partnerships

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Performance & Execution

2013 Strategic Priorities

A Beacon for Talent

The right talent will drive performance & results against the toughest challenges

Reflect the communities we serve Retain and develop current top talent Leverage early-mid career talent

Network-wide talent strategy Executive Leadership Development Succession planning Core competencies Culture, relationships, diversity 8

Performance & Execution

Measuring Performance & Execution Together

Metric

Trust Impact Supporters Revenue

Potential Measures

• Local public opinion polling • Local community-level data in alignment with national goals and/or • Local community-level data on your own efforts (i.e. teen pregnancy, early childhood readiness) • Self-reporting on donors, advocates and volunteers for causes

Ways to Report

• Local United Way Brand Trackers (and report via DB2) • Community Impact Practices Survey (CIPS) • DB2 ( need to refine how we measure advocates ) • Self-reporting on Current Year Support (CYS) and Resources Under Management (RUM) as a percentage of CYS • DB2

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Performance & Execution

Discussion

Small Table Conversations

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What value do you see in the network driving performance on key indicators together?

How could this benefit your local United Way?

What are the challenges you see in this approach?

What else do you need (tools, resources, messaging, etc.) to adopt these metrics locally?

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Performance & Execution

Discussion

Thank You