1

United Way Business Model

Big Ideas

: Build impact strategies in education, income, and health that improve lives Frame strategies as investment products Segment and understand your markets Connect investor aspirations with need/opportunity

Measured by :

Lives improved Individuals engaged : giving, advocating, volunteering Investor satisfaction and confidence Long-term, sustained financial growth Resources under management

Values :

Outward facing, engaged with the community, committed to community success Accountability/ transparency Operational Excellence Customer-centered Inclusiveness Innovation/continuous i mprovement

2

United Way Business Model

- Another view

Develop & implement

impact strategies

in education, income, and health that improve lives Segment and understand

investors’ interests

and build ongoing relationships with them Frame strategies as

investment products

and connect them to investor interests/aspirations

Executing on the Business Model

What will it take to become a community impact United Way?

A deeper focus on certain elements of the Standards of Excellence

Engage and align with the community around a cause Create & deepen relationships with individuals & institutions Develop strategies and focus actions Mobilize resources

If we wish to be effective, we will need to:

Align and execute on plans and strategies Measure, evaluate & communicate results Operate as an integrated and aligned organization Have the right skills, competencies & leadership

Critical First Steps

Outwardly Facing

Leadership Commitment to Community Impact & Turning Outward

CEO, Sr. Staff, Board

Turning Outward & Listening in the Community Public Commitment of UW & Partners to an Issue Sequencing: The Pathway to Mobilization Next Critical Steps

Starting point varies • Continue deepening previous steps • Begin work in at least one additional business practice below

Steps to Deepen & Recalibrate Mobilize Resources

Give, Advocate & Volunteer

Develop & Implement Strategies & Metrics

With community focus & involvement

Measure & Evaluate Results. Adapt Strategies Deepen Relationships

With individuals, institutions & informal networks To what end?

Progress on Community Education, Income & Health Goals Critical Competencies/ Behaviors to Ground & Support Throughout Strategically Communicate Learn & Innovate Develop Talent