The Knowledge Sharing Portal A 360 Degree Value

The Knowledge Sharing Portal

A 360 Degree Value

• Bringing Value to Your Customer, Your local UW, Value to Partner UWs - the GCL Program.

• How it works – an Overview

• How & Why the Data Will Be Used.

Corporate and employee engagement

Goal: to drive revenue and relationships

Corporation

Corporate SocialResponsibility

• Workforce campaign

• Volunteerism

• Leadership development

• Loyal Contributors

• Grants (education,

income, health, 2-1-1)

• Corporate contributions

• International Donor

Advised Giving

• Cause marketing

• Licensing

• Sponsorships

• Business partnerships

Employee Engagement

Consumer Engagement

Knowledge Sharing Portal Overview

The Knowledge Sharing Portal is a web portal designed to:

• Expand United Way’s reach

• Centralize membership and GCL information

• Create opportunities to leverage regional relationships with companies

• Offer locally relevant and culturally appropriate examples of a companies’ work in communities around the world

Value of the ProductUnited Way Network

• Portal centralizes information gathering and sharing

• Basic Information about International Partners (Mission, Vision, etc)

• GCL information

• Saleforce compatible

• Data collected empowers International Network, IDAG & GCL

• Additional reporting available to UWW teams for regional and worldwide tracking

• Future phases will include increased functionality to meet more of IDAG requirements, project descriptions and case statements

Value of the ProductGlobal Corporate Relationships

• Leverages system-wide relationships with GCL companies to build or strengthen local relationships

• Demonstrates the United Way system’s reach and global brand value

• Centralizes information to have a full picture of a company’s global partnership with United Way

• Offers locally relevant & culturally appropriate examples of how a company is working in local communities around the world

• Enhances capacity assessment efforts by highlighting local experiences with companies

• Includes key membership elements, local fundraising, volunteer experiences, and GCL engagement

Global Fellows take on the Portal

Tiffany DowManager, Volunteer CenterUnited Way of Central Indiana

Brenda Hazlett*Major Gifts OfficerUnited Way of Northern Arizona

Elise LeeAssociate Vice President, Major GiftsUnited Way of Central Maryland

Phuong NgoProgram ExecutiveAmCham Vietnam

*Team Project Leader

Global Fellows Survey

• Developed a survey that was sent to United Ways that had used the portal as well as United Ways identified as potential users by Regional Directors.

• Survey consisted of 22 questions (mix of open- and closed-ended).

• Provided valuable input on challenges and use

• The survey was sent to United Ways for input:

United Way Australia United Way of Russia

United Way of Bengaluru, India United Way of Romania

United Way of Delhi, India United Way of Hungary

Ubuntu Community Chest, South Africa United Way Latin America

Community Chest of Korea

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The NEW Knowledge Sharing Portal

Key improvements to the Portal:

• Easier to Access and Complete

• User Friendly

• Less Time Consuming

• More Data Collected to Extrapolate Useful Reporting

• More Relevant Questions and Content

• Full GCL Company Choice

Web Address:

http://online.unitedway.org/site/globalportal/index.cfm

Users Guide:

STEP 1 - Login to http://online.unitedway.org/site/globalportal/index.cfm

STEP 2 - Enter Global Corporate Leadership Portal

STEP 3 - Add Companies within your region

STEP 4 - Add detail about Companies within your region

STEP 5 - Run detailed reports about companies in your region

STEP 6 - Return to the Knowledge Sharing Portal as much as needed to learn about companies in your region, to update your United Way’s/ Organization’s information or to see how other United Ways/ Organizations are working with companies you also have in your region.

Accessing the Portal and Users Guide

New Portal Introduction

General Information About My United Way

New Portal Introduction

Corporate Summary Information

1. Add GCL Companies in your Region

Choose a Company:

1. Click GCL Companies within your Region

2. Choose company name from dropdown menu

3. Click Save

4. Add Relationship

5. Click Summit

2. Add Company Details

Choose your Company to add details:

1. Click on Add Details

2. Update fields in the following categories:

• General Information about the Company

• Corporate Giving

• Employee Giving

• Volunteering

• Goals

3. Click Save

3. View Field Reports

Field Reports by Company or United Way

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Sample Field Reports

Company Reports United Way Reports

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Custom Sample Reports

Company Reports

Regional Reports

Country Reports

Resources and Tools

Portal Link:

http://online.unitedway.org/site/globalportal/

Portal Timeline:

GCL information updated by July 2011

Future phases will include IDAG requirements, certification process and Global Standards Self Assessment by summer 2011

Portal Assistance:

Amy Lord

Global Corporate Leadership

United Way Worldwide

703.836.7112 x308

Amy.lord@uww.unitedway.org

Juanita Ortiz

International Network

United Way Worldwide

703.836.7112 x113

Juanita.ortiz@uww.unitedway.org

Comments/ Questions?

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