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New Organizing Frameworks: Business Performance Matrix and United Way Partnerships. United Way U.S. CEO Summit February 15, 2013. Today We Will Discuss. United Way’s new organizing framework for local United Ways in the U.S. – the Business Performance Matrix What’s in the Matrix

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new organizing frameworks business performance matrix and united way partnerships

New Organizing Frameworks:Business Performance Matrix and United Way Partnerships

United Way U.S. CEO Summit

February 15, 2013

today we will discuss
Today We Will Discuss
  • 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

Organizing for Success

timeline of business performance matrix creation
Timeline of Business Performance Matrix Creation

Creation of U.S. Task Force on United Way’s Economic Model & GrowthApril 2010

Network Engagement and Support Team (NEST) Formed

September 2011

Task Force Executive Summary: Recommends new segmentation framework

July 2011

Business Performance Matrix developed

May 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

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

network engagement and support team committee members
Network Engagement and Support Team Committee Members

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

business performance matrix
Business Performance Matrix

Resources/Capacity/Influence

Y-Axis

Business Performance Index

X-Axis

Organizing for Success

Source: United Way Research

business performance matrix y axis is relatively fixed year to year movement is on x axis
Business Performance MatrixY-axis Is Relatively Fixed Year to Year, Movement is on X-axis

Population ≥ 1,000,000

F500 / GCL co. HQ or

≥ 12 GCL non-HQ co.’s

Resources/Capacity/Influence

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

FTE < 1

Business Performance Index (BPI)

Organizing for Success

scope of business performance index is comprehensive
Scope of Business Performance Index Is Comprehensive
  • Show 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

Organizing for Success

individual profiles key points
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

Organizing for Success

the matrix is a tool for you
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

Organizing for Success

using the matrix examples
Using the Matrix: Examples

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table conversation
Table Conversation
  • Brainstorm examples of how you could use the matrix for learning, for driving your own performance
  • What other information do you need to make the Business Performance Matrix useful?
  • What other support should we provide?

Organizing for Success

key points of contact
Key points of contact

Organizing for Success

next steps business performance matrix
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

Organizing for Success

discussion
Discussion

Organizing for Success

united way partnerships
United Way Partnerships

Organizing for Success

driving performance united way performance partnerships overview
Driving Performance: United Way Performance Partnerships Overview
  • 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
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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