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

Why We Are In Business

Mission

To improve lives by mobilizing the caring power of communities around the world to advance the common good.

Value Proposition

We galvanize and connect a diverse set of individuals and institutions, and mobilize resources, to create long-term change.

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• Network-wide effort

• Significant contribution to United Way’s future

• Growth plan in key aspects of our model

• Value to all United Ways & communities

• Call to action & call to leadership

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• Persistent childhood poverty

• High school dropout crisis

• Health risks fueled by obesity

• Income polarization

• High unemployment rates

• Fiscal pressures at all levels

Realities in the U.S.

• Economic & operating models under pressure

• Highly-designated LUWs with little flexibility

• Network revenue growth too slow

• Continued donor erosion

• Inability to increase public trust

• Slowed progress to drive impact agenda

Realities in the Network

Setting the Context: Pressures & Challenges

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The status quo is not acceptable

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U.S. Task Force: The Opportunity

Leverage our assetsbut transform:

Our culture

Our model

Our operations

Our strategies

Our relationships

Our nation

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The common good response begins with us

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Our Response: The Cultural Foundation

Commitment to work together as a network to collectively solve some of the nation’s most significant problems

Opportunity to consistently develop, leverage and scale strategies, approaches & partnerships to drive progress

Opportunity to define and develop the complex skills needed to initiate and sustain complex social change

Ability to develop and deliver value across the network to create “win-win” environment among local United Ways

Performance-based approach that accelerates & consistently delivers results

Interdependence

Alignment

Leadership

Differentiation & Customization

Mutual Accountability

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The cultural foundation provides a new way of working together as a network

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Our Response: The Big Moves … “What” We’ll Do

#1: From individual to network impact

• Stronger public engagement

• Influencing public policy

• Collaborating with partners

• Leveraging resources

• Shared strategies

• Common metrics

• Critical mass

• National goals

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Our Response: The Big Moves … “What” We’ll Do

#2: From workplace campaigns only to strategic philanthropic partner

• More consistent experience

• Expanded platform for companies

• CSR & employee engagement

• Consumers & donor stewardship

• Tiered levels of service

• Strong alignment

• Strategies & metrics

• Accountability plans

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One of the greatest assets of United Way is our strong relationship with the private sector

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Our Response: The Big Moves … “How” We’ll Do It

#3: From metro size to a new organizing framework for working together

• Business Performance Matrix

• Supports & services

• Collaboration mechanisms

• Partnerships & compacts

• Performance challenges

• Leadership & innovation

• Network-wide value

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Partnerships will allow United Ways to perform together against targeted challenges with solutions shared and

scaled within the network

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Our Response: The Big Moves … “How” We’ll Do It

#4: From a place to work to the mission of choice

• Network-wide talent strategy

• Recruitment through succession

• Core competencies

• Culture, relationships and diversity

• Leadership development

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The right talent will drive performance & results against the toughest challenges

The Value if We Get it Right

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Drive growth, increase resources & strengthen relationships

Operate more effectively & efficiently at local, state and national levels

Achieve scale through local & national leadership

Accelerate progress & change that benefit children, families & communities everywhere

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Measurable impact, community change, a stronger United Way network

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Call to Action

and

Call to Leadership

right now

“Together with our broad range of partners across sectors, United Way can – and must – make significant contributions to addressing the critical issues of our time. We cannot accept the status quo. We must be catalysts for change and champions of progress, both within our network and across the nation. We must model the leadership that is required in today’s complex environment and leverage the resources and relationships that will foster dialogue, generate action and deliver results at scale.”

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Each United Way will have an important role to play in defining the future

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Discussion

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Resources

United Way’s Task Force Website

www.unitedway.org/ourfuture

Questions/Feedback

Mike Wood, Vice President, U.S. Field Engagement

michael.wood@unitedway.org or 703-836-7112 x 235

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