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Focusing on Issues and Strategies for RESULTS 2
Standards of Excellence Framework
Impact Strategies,Resources & Results
Impact Strategies,Resources & Results
Relationship Building & Brand
Management
Relationship Building & Brand
Management
Community Engagement & Vision
Community Engagement & Vision
Organizational Leadership & Governance
Organizational Leadership & Governance
United Way’s strategy for strengthening communities
Broad organizational capabilities needed to execute on strategy
Operations Operations
Results for Communities, Value for Investors
Core values of commitment to community success, accountability/ transparency, operational excellence, customer-centered, inclusiveness,
innovation/continuous improvement
Focusing on Issues and Strategies for RESULTS 3
Five Standards:
1: Impact Strategies
2: Partner Engagement
3: Resource Development and Mobilization
4: Implementation and Action
5: Measure, Evaluate and Communicate Results
“Getting focused” relates to all of these.
Component 2:Impact Strategies, Resources and Results
Focusing on Issues and Strategies for RESULTS 4
Intended Outcomes
As a result of this session, you will:
• Understand the strategic benefits of focusing your resources to achieve targeted results
• Have a framework and examples to help your organization narrow its focus
• Know issues to consider in making decisions
• Have advice and lessons learned from United Ways that have focused successfully
Focusing on Issues and Strategies for RESULTS 5
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
How one United Way got focused
Making decisions about your focus
Other lessons learned
Related resources
Topics
Focusing on Issues and Strategies for RESULTS 6
• Contributed to their recognition as a community leader around specific community issues
• Led to a framework for a 5-year investment strategy focused on community change
• Provided a rational alternative to historical funding
• Helped them to say “no” to work not in alignment
• Helped align skills and resources
Benefits Reported by “Focused” United Ways
Focusing on Issues and Strategies for RESULTS 7
• Defined different investment products to
offer to different donor segments and
serve as alternatives to agency designations
• Provided content for a marketing strategy that differentiates them
• Revitalized interest in the United Way by donors, staff, volunteers, partners
• Attracted new people with fresh ideas
Benefits of Getting Focused, continued
Focusing on Issues and Strategies for RESULTS 8
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
How one United Way got focused
Making decisions about your focus
Other lessons learned
Related resources
Topics
Focusing on Issues and Strategies for RESULTS 9
What Does “Getting Focused” Mean?
Selecting a limited number of issues and strategies in which to invest time, relationships, technology,
expertise, money, and other resources to improve people’s lives
Getting focused is essential for delivering meaningful results with limited resources
Focusing on Issues and Strategies for RESULTS 10
Investments of time, relationships, technology, expertise, money, other resources
Focus Area
What Does “Getting Focused” Look Like?
Focusing on Issues and Strategies for RESULTS 11
Investments of time, relationships, technology, expertise, money, other resources
Focus Area
What Does “Getting Focused” Look Like?
Specific direct-service and/or community change strategies
for improving lives
Focusing on Issues and Strategies for RESULTS 12
Investments of time, relationships, technology, expertise, money, other resources
Focus Area
Next level; more specific
Next level; still more specific
Next level; evenmore specific
What Does “Getting Focused” Look Like?
Specific direct-service and/or community change strategies
for improving lives
Focusing on Issues and Strategies for RESULTS 13
United Way of Santa Fe County Levels of Focus
Investments of time, relationships, technology, expertise, money, other resources
Priority Area
Goal
Objective
Strategy
Focusing on Issues and Strategies for RESULTS 14
United Way of the Midlands (Omaha) Levels of Focus
Investments of time, relationships, technology, expertise, money, other resources
Focus Area
Impact Initiative
Strategy
Project
Focusing on Issues and Strategies for RESULTS 15
United Way of America Levels of Focus
Investments of time, relationships, technology, expertise, money, other resources
Focus Area
Vision
Objective
Strategy
Target Issue
Focusing on Issues and Strategies for RESULTS 16
Focus Area: Healthy Children
Getting Focused
e.g.
Vision: Our community’s children are physically and mentally healthy
Specific Strategies:• ???
Target issue: Dental health of preschool children
Objectives:• Ensure that children establish good dental health
habits early• Promote regular dental check-ups and needed
treatment beginning at age 1
Focusing on Issues and Strategies for RESULTS 17
Specific Direct-service and Community- change Strategies
• Incorporate information on children’s dental health care in parenting programs
• Promote dental health education activities in child care centers
Prevention & development
services that:
• Increase parents’ knowledge of child dental health• Amend state Medicaid guidelines to cover
children’s dental care
Efforts to influence
community changes that:
• Influence a media campaign on children’s issues to spotlight child dental health
Breakthrough
opportunities to advance
community change efforts
• Provide evaluation and referrals for emergency dental care for children in homeless shelters
Basic human-needs &
crisis services that:
e.g.
Focusing on Issues and Strategies for RESULTS 18
Specific Strategies Mapped on Community Investment Triangle
• Provide evaluations and referrals for emergency dental care for children in homeless shelters
• Incorporate child dental health care infor-mation in parenting programs
• Promote dental health ed in child care centers
• Increaseparents’
knowledge of child dental health
• Influence media campaign
• Amend state Medicaid guidelines to cover children’s dental care
e.g.
Focusing on Issues and Strategies for RESULTS 19
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
How one United Way got focused
Making decisions about your focus
Other lessons learned
Related resources
Topics
Focusing on Issues and Strategies for RESULTS 20
United Way of Santa Fe County Levels of Focus
Investments of time, relationships, technology, expertise, money, other resources
Priority Area
Goal
Objective
Strategy
Focusing on Issues and Strategies for RESULTS 21
Getting Focused in Santa Fe CountyHow and How Long – Level 1: Priority Areas
Who Did What:
• Staff researched & provided options. Included research into other UWs, survey of donors, discussion of options, selection of draft
• Community Investment Committee (CIC) proposed
• Staff & CIC identified & recruited experts for Work Groups (agency & nonprofit staff and other community members with expertise in each priority area).
• Work Groups & Board approved proposed priority areas
How Long It Took:
• Approximately 5 months (not including board approval)
Focusing on Issues and Strategies for RESULTS 22
United Way of Santa Fe County Four Priority Areas
Helping Kids Succeed
Improving Health & Healing
Increasing Self-sufficiency
Unifying Our Diverse Community
Focusing on Issues and Strategies for RESULTS 23
Getting Focused in Santa Fe CountyHow and How Long – Level 2: Goals
Who Did What:
• Staff provided options
• CIC recommended
• Work Groups reviewed, approved
• Board approved
How Long It Took:
• Once priority areas determined, draft in about 1 month
• Finalized in 2 more months (not including board approval)
Focusing on Issues and Strategies for RESULTS 24
Getting Focused in Santa Fe CountyA Goal Within a Priority Area
Priority Area: Increasing Self-sufficiency
Goal: Individuals and families have opportunities to maintain independence and improve their quality of life
Focusing on Issues and Strategies for RESULTS 25
Getting Focused in Santa Fe CountyHow and How Long – Level 3: Objectives
Who Did What:
• Staff synthesized Work Group input, drafted objectives
• CIC recommended
• Work Groups vetted
• Board approved
How Long It Took:
• Approximately 3 months, not including board approval (1 month overlap with finalizing goals)
Focusing on Issues and Strategies for RESULTS 26
Priority Area: Increasing Self-sufficiency
Goal: • Individuals and families have opportunities to maintain
independence and improve their quality of life
Objective:• Increase economic opportunities and financial
security for families and individuals by focusing on financial skills, housing options, employment and job opportunities, and functional literacy
Getting Focused in Santa Fe CountyObjectives for a Goal
Focusing on Issues and Strategies for RESULTS 27
Getting Focused in Santa Fe CountyHow and How Long – Level 4: Strategies
How Long It Took:
• Approximately 2 months
Who Did What:
• Staff synthesized Work Group input, drafted strategies
• CIC recommended
• Work Groups vetted
• Board approved
Focusing on Issues and Strategies for RESULTS 28
• Provide outreach and education leading to financial literacy and security for low-income, at-risk populations
• Provide people in the hospitality industry with skills needed to advance their careers
Prevention & development
services that:
• Promote innovative approaches such as IDAs to help families become self-sufficient
• Develop partnerships between nonprofits and educational institutions that lead to careers in small business and nonprofit management
Efforts to influence
community changes that:
• Increase the development of affordable housingBreakthrough
opportunities to advance
community change efforts
• No strategies identified for investmentBasic human-needs &
crisis services that:
Getting Focused in Santa Fe CountyDirect-service and Community-change Strategies for One Objective
Focusing on Issues and Strategies for RESULTS 29
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
How one United Way got focused
Making decisions about your focus
Lessons learned from the field
Related resources
Topics
Focusing on Issues and Strategies for RESULTS 30
At Each Level of Decision-making About Your Focus:
• Be clear about the topic – what you are trying to decide
• Understand how it fits within the level above and provides the context for the level below
• Define criteria to guide the decision
• Based on the criteria, decide what specific information you need to make the decision
• Think strategically about who to engage
• Be prepared to amend earlier decisions
Focusing on Issues and Strategies for RESULTS 31
In Each Level of Decision-making: Engagement
Focus Area
next level
next level
next level
Strategies
Focusing on Issues and Strategies for RESULTS 32
Engagement
• Not about engaging everyone in every decision
• Not necessarily about engaging the same players in each decision
Agencies
Individuals
Corporations
Labor groupsGovernmentFoundations
Academia
InstitutionsSystems
Neighborhoods
Formal organizations
Faith-based groups
Informal associations
Networks
Demographic
groups
Issue
advocates
Community investors
Focusing on Issues and Strategies for RESULTS 33
Strategic Engagement
• The right players
• At the right points in the process
• In the right roles
• For the right purposes
Focusing on Issues and Strategies for RESULTS 34
Considering . . .
• what you are trying to decide at this point
• the information needed to apply your decision-making criteria
• the realities of history, political climate, turf, influence, etc.
• other important considerations
Deciding Who to Engage
knowledge
skills
relationships
population perspective
affiliations
legitimacy
support for implementation
etc.
what people/organizations/interests need to be involved to provide the required . . .
Focusing on Issues and Strategies for RESULTS 35
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
How one United Way got focused
Making decisions about your focus
Other lessons learned
Related Resources
Topics
Focusing on Issues and Strategies for RESULTS 36
Other Lessons Learned
Things they’re glad they did
• Lots of communication with agencies and donors along the way
• Engagement of people with specific expertise through work groups to provide input and vetting at each level
• Staff provided recommendations to volunteers, who actually made decisions
• Regular education of board members
• Not holding out for consensus on every decision
Focusing on Issues and Strategies for RESULTS 37
Best advice they can offer
• Fewer (focus areas, objectives, strategies) is better
• Involve all organizational functions in the process
• Persevere. Unless you are ready for a long-term commitment, do not start
• You can proceed at different speeds with different focus areas
Other Lessons Learned
Focusing on Issues and Strategies for RESULTS 38
Best advice they can offer, continued
• Adapt. Be ready to change based on valid input while maintaining the core of your original plan
• Expect and work with resistance from some agencies and other stakeholders
• Take as much time as you need, but no more
• Have courage and take (calculated) risks
Other Lessons Learned
Focusing on Issues and Strategies for RESULTS 39
Best advice they can offer, continued
Communicate, communicate, communicate – internally and externally
• Volunteers need to know why you need to focus, how decisions will be used, how it’s being done
• Funded agencies/programs, other partners, stakeholders need to know how, why, what it may mean for them
Other Lessons Learned
Focusing on Issues and Strategies for RESULTS 40
Getting focused: Why do it? What are the benefits?
What does “getting focused” look like?
Making decisions about your focus
How one United Way got focused
Lessons learned from the field
Related resources
Topics
Focusing on Issues and Strategies for RESULTS 41
• The Community Investment Triangle: Targeting Our Resources (keyword: CITriangle)
• Connecting Program Outcome Measurement to Community Impact (keyword: POM-CI)
• Getting Focused to Make Tough Choices (keyword: GetFocused)
• Redefining Agency Relationships for Community Impact (keyword: RedefineAgency)
• Small Cities: Getting Focused for Greater Results webinar replay (http://uwa.breezecentral.com/p84658172/)
Related Resources on United Way Online