United Way U.S. CEO SummitFebruary 15, 2013

New Organizing Frameworks:Business Performance Matrix and United Way Partnerships

• United Way’s new organizing framework for local United Ways in the U.S. – the Business Performance Matrix

• What’s in the Matrix• Using the Matrix as a tool to drive local

performance• United Way Partnerships in Graduation and

Corporate Engagement

Today We Will Discuss

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Timeline of Business Performance Matrix Creation

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Creation of U.S. Task Force on United Way’s Economic Model & Growth

April 2010

Task Force Executive Summary: Recommends new segmentation framework

July 2011

Network Engagement and Support Team (NEST) Formed

September 2011

Business Performance Matrix developed

May 2012

Segment 2B/C, 3B/C Webinar November 14, 2012

Highlights:• 18-member field committee• Two National Professional Council endorsements• Presentation on work at Community Leaders Conference• Two national webinars on work with more than 400 attendees• Builds on Standards of Excellence and the ‘new business’• 700+ United Ways receiving Matrix segment designation

Network Engagement and Support Team Committee Members

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NAME UNITED WAY TITLE

Jill Michal (Chair) United Way of Greater Philadelphia and Southern New Jersey

President and CEO

Kerry Blume (Vice Chair) United Way of Northern Arizona President & CEO

Bob Berdelle (Executive Sponsor) United Way Worldwide Senior Vice President and Chief Financial Officer

Chris Preston United Way Worldwide Project Manager

Karen Rathke Heartland United Way (NE) President

Kate McGowan United Way of Addison County (VT) Co-Director

Eric McDonnell United Way of the Bay Area Executive Vice President & COO

Donna Buchanan United Way of Metropolitan Atlanta Chief Operating Officer

Peter Carpino United Way of Greater Rochester President & CEO

Patrick Jinks United Way of Lancaster County (PA) President/ CEO

Connie Hodges United Way of Northeast Florida President

Alice Thacker United Way Retirees Association

Scott Ferguson United Way of the Chattahoochee Valley (GA)

President and CEO

Debby Hampton United Way of Central Oklahoma President & CEO

Carol Burger United Way of the Capital Area (MS) President and CEO

Mary Lou Goeke United Way of Santa Cruz County (CA) Executive Director

Jeff Elder United Way Worldwide Director, Research

Segment 2B/C, 3B/C Webinar November 14, 2012

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Business Performance Matrix

Source: United Way Research

4 00%

141%

131%

282%

3 544%

16313%

605%

454%

2 20516%

26922%

403%

272%

1 24520%

826%

3<1%

1<1%

Missing Data A B C0-49 50-74 75-100

Business Performance IndexX-Axis

Resources/C

apacity/InfluenceY-A

xis

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Business Performance MatrixY-axis Is Relatively Fixed Year to Year, Movement is on X-axis

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3

2

1

A B C0-49 50-74 75-100

Business Performance Index (BPI)

Resources/C

apacity/Influence

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FTE < 1

Population ≥ 1,000,000

F500 / GCL co. HQ or ≥ 12 GCL non-HQ co.’s

No F500/GCL co. HQ and <12 GCL non-HQ co.’s

Scope of Business Performance Index Is ComprehensiveShow Leadership • Align and integrate

• Strategically communicate

• Develop talent

• Network engagement

Engage Individuals, Organizations, and the Community• Engage and align with the community*

• Publicly commit to an issue

• Deepen relationships with individuals, organizations and networks

• Mobilize resources

Develop Community Impact Strategies to Get Results• Develop and implement community impact strategies to get results

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Individual Profiles: Key Points

• All profiles are at http://online.unitedway.org/bpm

• If you did not get a matrix designation, we’re doing it again this summer and fall

• Indexes aren’t perfect; the nuances of your progress may not be evident in every individual topic (and we know that)

• There is a key online that shows you what survey questions go into each of the 25 topics

• The tool is only as accurate and useful as you want it to be

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The Matrix is a tool for you

• Use it in your strategic planning• Set local goals to move indicators• Reach out to United Ways leading in key areas to

learn more• Share what you know in strong areas with your

colleagues

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Using the Matrix: Examples

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Table Conversation

1. Brainstorm examples of how you could use the matrix for learning, for driving your own performance

2. What other information do you need to make the Business Performance Matrix useful?

3. What other support should we provide?

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Key points of contact

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United Way Contact Name(s)

Group 4 United Ways Sean Garrettsean.garrett@unitedway.org

Jeff Sheedyjeff.sheedy@unitedway.org

Group 3 United Ways Jamie Muellerjamie.mueller@unitedway.org

Groups 1 & 2 United Ways Roger Woodroger.wood@unitedway.org

General Questions Mike Woodmichael.wood@unitedway.org

Kelli Krepskelli.kreps@unitedway.org

Next Steps: Business Performance Matrix

• Regional Conferences

• Mid-Winter Institute

• Tri-State Conference)

• State Meetings

• Texas, Pennsylvania, Others TBD

• Staff Leaders Conference

• Resource Page – http://online.unitedway.org/bpm

• UWW field engagement aligned to Matrix

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Discussion

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United Way Partnerships

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Driving Performance: United Way Performance Partnerships Overview

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• Groups of United Ways working on issues collectively: Graduation, Corporate Engagement

• Formal agreements (MOUs)

• Sharing human and financial resources to address common challenges

• Making strategic decisions together

• Holding one another accountable

• Measuring results collectively

Each Partnership will launch with a 14-month Partnering Program which will provide coaching and facilitation to help build

our partnering muscle.

Driving Performance: United Way Performance Partnerships – Commitments and Benefits

Commitments• Dedicate CEO, lead volunteer and

lead staff time to the partnership• Engage in joint planning, co-

investing of resources, and joint resource development for shared goals

• Invest in and participate in 14-month Partnering Program with an initial fee of $30,000

• Other commitments and investments to be decided on by the members of the Partnerships

Benefits• Achieve better local results

through: • Improved relationships with key

partners• More access to best practices,

training, and technical support• Greater ability to attract human

and financial resources• Enhanced local and national

leadership• Ability to innovate and take

risks

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Thank You