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Audio Preparations

Audio Preparations. Call into the webinar by dialing 1-888-417-8531, confirmation code 7843315. We will have discussion questions during the webinar, so please have at least one participant from your United Way on the phone. Income Mobilization Group: Kick-Off and Orientation Webinar.

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Audio Preparations

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  1. Audio Preparations Call into the webinar by dialing 1-888-417-8531, confirmation code 7843315. We will have discussion questions during the webinar, so please have at least one participant from your United Way on the phone. Income Mobilization Group Kickoff – October 27, 2010

  2. Income Mobilization Group: Kick-Off and Orientation Webinar October 27, 2010

  3. Our Journey Income Mobilization Group Kickoff – October 27, 2010

  4. Poll Question #1 • When you take a road trip, what do you do to prepare? • Nothing – I’m the type to just get in the car and go. • I stop for gas, make sure I have my map, and then go. • My journey is well planned. I plug it into my GPS, pack a snack, fill up the gas tank the night before I go, and then hit the road early the next morning. Income Mobilization Group Kickoff – October 27, 2010

  5. Income Mobilization Group Communities Atlanta Bay Area Broward County, FL Central and NE CT Delaware Kansas City Income Mobilization Group Kickoff – October 27, 2010

  6. Income Mobilization Group Communities Lane County, OR Madison County, IN San Diego Silicon Valley Somerset County, NJ Income Mobilization Group Kickoff – October 27, 2010

  7. United Way Worldwide Executive Sponsors Brian Gallagher President and CEO Stacey Stewart Executive Vice President Community Impact Leadership & Learning Income Mobilization Group Kickoff – October 27, 2010

  8. United Way WorldwideMobilization Markets Team Coming soon! Barbara Edmond Vice President Jessica Weaver Manager Jeff Sheedy Manager Tish McCutchen Director Income Mobilization Group Kickoff – October 27, 2010

  9. United Way WorldwideIncome Team Josephine Robinson Vice President Laura Scherler Director, Income Impact Strategies Jamie Carter Manager, Income Impact Strategies Income Mobilization Group Kickoff – October 27, 2010

  10. Fuel Additives • Our essential partners include: • The Harwood Institute for Public Innovation • Blue State Digital • Collaborative Communications Group • The Clarity Group Income Mobilization Group Kickoff – October 27, 2010

  11. Today’s Agenda  Welcome & Introductions • Our Destination • How We Get There: Our Road Map • Next Steps • Q&A Income Mobilization Group Kickoff – October 27, 2010 11

  12. Today’s Agenda Welcome & Introductions • Our Destination • How We Get There: Our Road Map • Next Steps • Q&A Income Mobilization Group Kickoff – October 27, 2010 12

  13. Our Destination • A Vision of Mobilization Income Mobilization Group Kickoff – October 27, 2010

  14. Mobilization and The Campaign for the Common Good • Mobilization is about going deep… • …The Campaign for the Common Good is about going broad. Income Mobilization Group Kickoff – October 27, 2010 14

  15. The Goals for Mobilization • Mobilization United Ways are committed and actively executing to: • Make progress on your goals in education, income and health • Engage more people and institutions in your work • Raise more revenue and resources Income Mobilization Group Kickoff – October 27, 2010

  16. Measured by: Lives improved Individuals engaged: giving, advocating, volunteering Investor satisfaction and confidence Long-term, sustained financialgrowth Resources under management Big Ideas: Build impact strategies in education, income, and health that improve lives Frame strategies as investment products Segment and understand your markets Connect investor aspirations with need/opportunity Values: Outward facing, engaged with the community, committed to community success Accountability/ transparency Operational Excellence Customer-centered Inclusiveness Innovation/continuous improvement • United Way Business Framework Income Mobilization Group Kickoff – October 27, 2010

  17. Mobilization How we execute against the Business Framework • Work on things that matter to people • Connect with more people - get them involved • Get agreement on strategies • Give everyone a chance to support the plan • Tell people about the results Income Mobilization Group Kickoff – October 27, 2010

  18. Our Value Proposition • And by doing that we are fulfilling United Way’s value proposition: Galvanizing and connecting a diverse set of individuals and institutions, and mobilizing resources, to create long-term community change. Income Mobilization Group Kickoff – October 27, 2010

  19. Our Commitment To You Income Mobilization Group Kickoff – October 27, 2010

  20. The Work of Mobilization Community’s Income Goal Local United Way’s Impact Goals Local United Way’s Income Focus Engage More People Generate More Revenue Elements of Work Income Mobilization Group Kickoff – October 27, 2010

  21. Stable, adequate income Stable, adequate financial resources 3. Savings and assets to cover unexpected expenses 2. Income supports 1. Family-sustaining employment 4. Manageable expenses 5. Affordable housing United Way’s Financial Stability Framework 10-year Goal: Cut in half the number of lower-income* working families who are financially unstable * Family income below 250% of Federal Poverty Level Income Mobilization Group Kickoff – October 27, 2010

  22. Poll #2 • Which financial stability area(s) are you currently working in? • Family-sustaining income • Income supports • Savings and assets to cover unexpected expenses • Manageable expenses • Affordable housing Income Mobilization Group Kickoff – October 27, 2010

  23. Our Destination: Discussion • As you thought about your own United Way, what was the most exciting or aspirational part of The Mobilization Story? • What elements are you most looking forward to working on? Income Mobilization Group Kickoff – October 27, 2010

  24. Atlanta Income Mobilization Group Kickoff – October 27, 2010

  25. Bay Area Income Mobilization Group Kickoff – October 27, 2010

  26. Broward County FL Income Mobilization Group Kickoff – October 27, 2010

  27. Central and NE Connecticut Income Mobilization Group Kickoff – October 27, 2010

  28. Delaware Income Mobilization Group Kickoff – October 27, 2010

  29. Kansas City Income Mobilization Group Kickoff – October 27, 2010

  30. Lane County OR Income Mobilization Group Kickoff – October 27, 2010

  31. Madison County IN Income Mobilization Group Kickoff – October 27, 2010

  32. San Diego Income Mobilization Group Kickoff – October 27, 2010

  33. Silicon Valley Income Mobilization Group Kickoff – October 27, 2010

  34. Somerset County NJ Income Mobilization Group Kickoff – October 27, 2010

  35. Our Destination: Discussion • What elements of The Mobilization Story did you find the most challenging? Are there elements that you did not understand? Are there elements that you disagreed with? Income Mobilization Group Kickoff – October 27, 2010

  36. Today’s Agenda Welcome & Introductions Our Destination • How We Get There: Our Road Map • Next Steps • Q&A   Income Mobilization Group Kickoff – October 27, 2010 36

  37. Our Road Map Income Mobilization Group Kickoff – October 27, 2010

  38. Mobilization: Executing on the Business Framework What will it take to become a mobilizing United Way? A deeper focus on certain elements of the Standards of Excellence Engage with the community Create & deepen relationships with individuals& institutions Develop strategies and focus actions Align and execute on plans and strategies Mobilize resources Measure, evaluate & communicate results If we wish to be effective, we will need to: Operate as an integrated and aligned organization Have the right skills, competencies & leadership Income Mobilization Group Kickoff – October 27, 2010

  39. Many On-Ramps Income Mobilization Group Kickoff – October 27, 2010

  40. Our Trip Plan: Multiple Segments Four face-to-face group meetings and four webinar meetings over 24 months Income Mobilization Group Kickoff – October 27, 2010

  41. Our Trip Plan: Four Performance Cycles BEGIN ANEW • SCOPE ASSESS Building short-term wins that add up over the course of 24 months PLAN EVALUATE DO Income Mobilization Group Kickoff – October 27, 2010

  42. What Will It Look Like Over 24 Months?The Life Cycle of the Mobilization Group This is a rough planning guide. Each United Way will work on different performance challenges and may have a slightly different timeline. Income Mobilization Group Kickoff – October 27, 2010

  43. Ready, Set, Go: The Harwood Institute for Public Innovation Income Mobilization Group Kickoff – October 27, 2010

  44. United Way Worldwide Consulting Team • The United Way Worldwide Consulting Team will include: • A lead United Way Worldwide relationship manager from the Mobilization Markets team • A subject matter expert in Income • A community engagement and mobilization coach • Additional team members as needed, determined by your areas of work Income Mobilization Group Kickoff – October 27, 2010

  45. Local Mobilization Team • The Mobilization Team’s role: • Be fully engaged and committed to progress across the five dimensions of mobilization • Provide leadership to establish organizational goals and shape desired outcomes • Collaborate with other team members and leadership to design, plan and resource change activities • Deploy staff to leverage and implement change activities • Direct and guide communications and course corrections • Work closely with the Mobilization Coordinator Income Mobilization Group Kickoff – October 27, 2010

  46. Mobilization Team Coordinator • The Mobilization Team Coordinator’s role: • Be seen as a leader of change efforts • Be the source of energy, direction and support • Coordinate all activities on the ground • Hold others accountable for work • Be the focal point of contact with the United Way Worldwide relationship manager to schedule activities and monitor progress • Work closely with the Mobilization Team members Income Mobilization Group Kickoff – October 27, 2010

  47. Today’s Agenda Welcome & Introductions Our Destination How We Get There: Our Road Map • Next Steps • Q&A    Income Mobilization Group Kickoff – October 27, 2010 47

  48. Calendar • 2011 • November - December: Site visits • January 11-14: Group Meeting / Harwood Public Innovators Lab, Alexandria • February - March: Site visits • June: Group meeting, date and location TBD • 2012 • January: Site visits • February: Group meeting, date and location TBD • July: Group meeting, date and location TBD • October: Final Group meeting, date and location TBD • October - November: Final site visits / wrap-up Income Mobilization Group Kickoff – October 27, 2010

  49. Next Steps • Finalize your local Mobilization Team and coordinator • Schedule the first site visit by the United Way Worldwide team (November or December) • Make travel plans for the January 11-14 meeting • Register for Open Atrium, the Income Mobilization Group online space • Review a resource for the January meeting: • Read and discuss, as a team, The Organization First Approach from the Harwood Institute • Take the Harwood “Turning Outward” quiz and discuss as a team Income Mobilization Group Kickoff – October 27, 2010

  50. Q & A Income Mobilization Group Kickoff – October 27, 2010

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