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Welcome! Performance Report Agency Training. Report Information. Performance Report – gives details of your agency’s achievement on indicators for the past period of July 1, 2012 through June 30, 2013. Basic Information. www.hwmuw.org

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Presentation Transcript
Welcome performance report agency training
Welcome!Performance Report Agency Training


Report information
Report Information

  • Performance Report – gives details of your agency’s achievement on indicators for the past period of July 1, 2012 through June 30, 2013.


Basic information
Basic Information

  • www.hwmuw.org

  • Click “Our Work” tab, “Agency Providers”, “Resources for Agencies” and then “United Way’s Impact Center”

  • OR use this direct link: www.uwimpactcenter.org

  • Usernames and passwords are the same as last year.

  • Select the Performance Reports tab at the top of the screen.

  • Select the report to be completed by it’s due date:

    • Performance Reports are due July 31, 2013


Basic information1
Basic Information

  • For assistance while completing the reports, please contact:

    Emily Schichtel

    [email protected]

    (616)752-8601


Navigating within reports
Navigating within Reports

  • “jump to section” – allows you to save the current page and move on to the selected section.

  • “Save changes” – saves the report with it’s current information and you remain on the current page.

  • “Save and exit” – saves the report with it’s current information and takes you out of the report.

  • “<<“ and “>>” – saves the current information and takes you forward or backward to the next section.

  • The report must be saved BEFORE exiting or moving on to a different report or you will lose your data!

  • Be sure to SUBMIT the report when you have completed the revisions:

Submit Proposal


Tips

I. Parameters:

  • Indicators did not receive United Way funding will show a $0.

  • Did you complete a 2-1-1 update survey in the last 12 months?

    • If you are unsure if your agency has completed the update, contact John Mitchell at #752-8648 or [email protected] .

  • Projected vs. Actual number of individuals served.


Tips

II. Achievement:

  • Data is pre-entered based on the Revision Document that you completed on August 15, 2011.

  • If Proposed data differs from Actual data in any section, use the narrative sections to explain or correct.

  • Please be as detailed as possible when explaining changes. If no changes were made to the program, simply state No Changes in the narrative box.

  • If you do not know if a funding recommendation was given, contact Emily Schichtel.


Tips

IIIa. – IIIe. Demographics:

  • Make sure all boxes have a GREEN CHECKMARK. This means data you entered is consistent with previous parts of the document.

  • A RED CIRCLE means data is not consistent and you will have to find and correct your error.

  • In section IIIe. explain why some demographic data is not collected or reported, especially if it is a significant percentage of the population served.


Tips

  • Use the pull-down menu to select “Revision Review and Submission.” This view will allow you to view the entire report, print a hard copy and track the number of the report (document identifier).

  • Using this screen, you can go back to any section by clicking on [go back to this step].

  • Be sure to SUBMIT the report when you have completed the revisions:

  • System will lock down after 11:59pm July 31, 2013.

Submit Report



Additional information bob mckown
Additional InformationBob McKown

  • Training questions and answers available on the Impact Center

  • Required documentation

  • Andar 360 system

  • Training Evaluation



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