Performance & Execution

1. Performance & Execution United Way U.S. CEO Summit February 14, 2013 Stacey D. Stewart U.S. President United Way Worldwide

2. Today we will discuss • United Way Worldwide realignment • 2013 U.S.A. metrics and key strategies • How we can measure performance & execution together Performance & Execution

3. United Way Worldwide Realignment Overview • Put a fresh stake in the ground to be a catalyst for community change • A true worldwide movement of which the U.S.A is a significant part • Different deployment of resources and leadership through network-wide partnerships • U.S.A Team: • Engagement &Capacity Building • Education, Income & Health Strategies and Partnerships • Diversity • Policy • Organized Labor

4. 2013 U.S.A. Network Metrics and Priorities Vision: Fuel & accelerate a nationwide movement that builds opportunity for all,  and adds velocity to United Way USA in fulfilling its potential to “do well and do good” U.S.A. Network Metrics U.S.A. Network Priorities • Trust • Impact • Supporters (donors, advocates, volunteers) • Revenue (mission-oriented) • Performance and execution with reliance on data • Presence as leader & convener on Education, Income, Health; strategic relationships • Lead & support worldwide network as prominent member • Recruit & retain the right talent; Reflect future state Cultural Foundation Distributed leadership, Interdependency, Mutual accountability, Alignment Performance & Execution

5. 2013 Strategic Priorities Performance and Execution -- Focus on Data • Tangible Progress and Network Contribution Toward 2018 Goals • Partnerships • Education • Corporate Engagement • Network Segmentation and Execution • Aligned Metrics • Trust • Impact • Supporters (donors, volunteers, advocates) • Revenue Performance & Execution

6. 2013 Strategic Priorities Education, Income and Health leader and convener • Secure position in the U.S.: • “Go-to” organization in Education, Income, and Health • Strengthen strategic relationships: • Corporate • Philanthropic • Policy • Media • Education, Income, Health partners One of the greatest assets of United Way is our strong relationship with strategic partners Performance & Execution

7. 2013 Strategic Priorities Lead and Support Worldwide Network • Serve as key member of the worldwide network: • Knowledge management • Best practices -- Innovation • Resources and revenue • Partnerships Performance & Execution

8. 2013 Strategic Priorities A Beacon for Talent The right talent will drive performance & results against the toughest challenges Reflect the communities we serve Retain and develop current top talent Leverage early-mid career talent Network-wide talent strategy Executive Leadership Development Succession planning Core competencies Culture, relationships, diversity Performance & Execution

9. Measuring Performance & Execution Together Performance & Execution

10. Discussion

11. Small Table Conversations • What value do you see in the network driving performance on key indicators together? • How could this benefit your local United Way? • What are the challenges you see in this approach? • What else do you need (tools, resources, messaging, etc.) to adopt these metrics locally? Performance & Execution

12. Discussion

13. Thank You