Transcript Webinar Wednesday - Ways to Work, Inc.

Today’s Agenda:
Welcome and Roll Call
Quarterly Incentive and Annual Performance Award Review
Full-Court Press to 2013 Success
Examples to Practice
Getting Ready to Win Big!!!
Congrats to the Top 2012 Performers!
Awarding $104,000 during the year and
$80,000 at the WtW Institute
The Madness Continues and Improves in
2013
Future Initiatives and Enhancements
• Real-Time Monthly Statistics and Program Output Reports
 Via the GreenLight Reports Tree and an External Web Portal (May,
2013)
• A Major Network News Story (Apr, 2013)
• Save the Date – WtW 15th Annual Institute – Sep 18-20th
 $80K in Performance Awards – Measuring Sep 1, 2012 – Aug 31st, 2013
Putting on the Full-Court Press for Success
• 6-months to Institute Performance Awards
• 9-months to finish the year
HOW ARE YOU GOING TO GET THERE?
1.
Understand the Expected Goals, Determine Where You Want to Be, Set
Realistic Targets and Goals
A. In general serving a minimum of 40-60 families / year with the
program and a delinquency of under 22%
Why? – Good stewards of philanthropy
B. Recognize the steps and metrics needed to be successful
1. Use a Process Control Range
2. Scorecards
3. Self-Reflection towards Identified Areas for Improvement
C.
Develop Your Game-Plan (Tactics, X’s and O’s)
D. Practice
E.
Game Day
1. Understanding, Determining and Setting the Goal
A. Look at your projected Walmart Goals from your grant
B. 10 loans per quarter gets you the incentive, keeps you
employed
C. 15 loans per quarter makes you a rock star!
Institute Pace 2013
Agencies
Branches
Catholic Charities of the Diocese of Albany
Child and Family Services Ways to Work Family Loan
Community Resource Center
Families First
Family and Children’s Service
Family Answers, Inc.
Family Foundations
Family Matters of Greater Washington
Family Services of Greater Houston
Family Services of Western Pennsylvania
Family Services, Inc.
Goodwill Industries of San Antonio
Heartland Family Service
Jewish Family Service of San Diego
Lutheran Child & Family Services
Matrix Human Services
Metropolitan Family Service
Peninsula Family Service
Presbyterian Homes and Family Services
PRISM
Spectrum Child and Family Services
The Family Tree, Lafayette LA
The Salvation Army Family and Community Services
Ways to Work, Inc. - WOW Region
qty loans Loan qty goal
20
20
27
11
12
18
21
14
35
15
26
42
24
24
9
73
20
25
15
94
35
19
7
33
18
Pace
80
40
68
40
52
40
36
52
80
108
68
40
40
40
40
80
40
52
80
108
80
40
28
80
40
34
34
46
19
21
31
36
24
60
26
45
72
41
41
15
125
34
43
26
161
60
33
12
57
43
Metrics That Can Shape Success
• Process Control Range
• Percentage Report
• Scorecards
Component
S.O.U. (Standard Operating Unit)
Value
1.7
Score
Loan quantity prior year
70
Loans amount in dollars prior year
$406,322
Average loan amount
$5,820
Cost / Loan
$3,813
Loan document process compliance
Yes
Utilizes starter interrupter / GPS
Yes
Utilizing Credco for credit reports
Yes
If not using Credco, how are credit reports being obtained
Best practices recovery plan in place
N/A
No
Financial education curriculum utilized
BMO Harris
Financial education pre-score and post-score captured
Yes
Financial education score delta
2
Financial education sessions frequency
3x a month
Financial education using volunteers linked to philanthropy
No
Average number of financial education participants
8
How many Loan Committee groups does the Agency utilize
2
How many members comprise the Loan Committee(s) [size of each]
5
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Utilizing the portable program
Yes
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Component
Goals
Low-Mid-High
At 1.70 S.O.U.
Score
Inquiries
Applications sent
Applications received
Applications presented
Applications approved
Loans funded
Delinquent percentage 30 days overdue+
Delinquent percentage 60 days overdue+
2 year default rate
1,250
624
250
145
85
68
25.00%
22.00%
5.3%
202-470-739
78-224-370
74-132-188
47-102-139
73-110-132
61-76-95
19%-22%-25%
21%-23%-25%
6%-9%-12%
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*****
*****
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Scorecard
Performance
Measures
Tactics and Strategies to Deploy
Take Care of the Fundamentals:
Does the team agree on the strategy?
Do we all know our roles on the team?
What and where are our office hours?
What are our strengths and weaknesses?
What kind of offense and defense are we
running?
Is any of this on paper? Has it been shared
with anyone?
Center of Influence Network
Community
College /
Technical
Schools – Staff
and Students
Media
Board and
Loan
Committee
Members
Your Agency
(Me Inc)
Employers
e.g. –
Hospitals,
Universities
Other NonProfit
Employees and
financially
stable clients
Workforce
Investment
Boards
Private Industry
Councils
/ Workforce
Investment
Boards
Chamber of
Commerce /
Rotary Clubs
Marketing Planning Chart
Marketing Initiative
Meet with Pro-Health Hospital
Systems HR Department
Goal of Initiative
Responsible
Party
Engage Pro-Health Leadership about the
employer and employee benefits of Susan Dreyfus
WtW
Have the local Rotary Clubs and
Chamber business leaders promoting
Having the national office staff
WtW to the various employers and
present "The Changing Face of
business leaders as a catalyst for
Human Service Delivery and
economic development through
Tonnie Boston
making Social Investments" to local
employee retention, removing regional
Rotary Clubs and Chambers of
transportation issues, and improving
Commerce, etc
program visibility in the business
community
Contacting United Way of
Waukesha, Ozaukee, and
Washington Counties to provide
outreach to the local non-profits
for program visiblity and quality
client referrals
UW will help to identify the community
agencies that can provide the best
immediate client referrals or promote
their employee into the program
Linda Brost
Due Date
Follow-Up
Next Steps and Due
Date
2/26/2013
Meet with Staff
managers to present
the program / meet Reach out to Pro-Health
with new employees
contact by 3/12/13
at new hire
orientations
3/1/2013
Meet with the
individual leaders that
XYZ Person will follow up
expressed interest in
with… by …
allow staff to present
to their employees
3/15/2013
Identify internal staff
that will reach out to Coordinate meetings and
the specific agencies drop-offs for moving the
UW has identified as
relationship forward
target partners
Who Can Assist Us in These Endeavors?
What’s Been Successful So Far?
Establishing a Good
Defense
*Minimize delinquencies while maximizing tax season
*VITA site partners
*Why the telephone works
*Group meetings
*Real-life examples of “what is working” from peers
*Texting: The next big thing
Institute Steering Committee
*Assist in creating workshop content
*Help deliver the most impact for your program’s
growth
March Madness
Questions and Answers