United Way Asia Pacific Regional Meeting: Self-Assessment Results and Strategic Insights

1. Global Standards Self-AssessmentResults Asia Pacific Regional Meeting Sean Garrett, June 30th, 2011

2. Regional Results Participants • Participation from India, New Zealand, Thailand, Indonesia and Taiwan • 81 total respondents • 48 Staff • 32 Board Members and Volunteers • 1 Community Partner

3. Key Themes • Mature operations with basic business operations in place • Strong fundraising and governance practices in place • Opportunity to better involve and manage relationships with stakeholders in the work of United Way • There is a need to better define and implement community impact strategies • Characteristics of organizations in between the community chest and community impact models • Not everyone is in the same place

4. Greatest Strengths • Standards • 2.4 Safety, Courtesy, Respect and Support • 1.4 Root Causes • 2.6 Inclusiveness and Diversity • 4.4 Legal Operation • Components • Resource Mobilization • Governance, Ethics and Volunteer Leadership • Volunteerism

5. Greatest Opportunities • Standards • 2.2 Mutually Beneficial • 2.5 Accurate Representation • 1.3 Shared Vision • 6.3 Culture of Relationships • 7.3 Involvement of People • 7.4 System Approach to Management • Components • Operations and Management • Reputation and Relationships • Financial Accountability and Transparency • Community Impact

6. The use of SAT by UW of Taiwan

7. Steps taken by UW of Taiwan • Introduction of Global Standards • Communication with Board members • Translation of Global Standards and SAT • Review with Standing board members • Board & Staff retreat for future strategies • Strategic plan

8. Introduction of Global Standard • Since 2006 • Explore US united way models • Localization – language, scope of community … etc. • Pilot programs • Communication – with staff, volunteers and partners

9. Board members • Report & Introduction of Self Assessment Tool • Review SAT with individual board members • Collect feedback (agrees and disagrees) over the process • Communicate misunderstanding and differences • Lessons learned • Definition of “community” – the role of State, Market. Civil Society and Family • Positioning of UW organizations varies • Redefining 3 focuses – Education, Income and Health

10. Board & Staff retreat • Use SAT as a reference structure for further development • Reflect on differences with local facts • Communication, communication, and more communication • Visions, strategic goals … etc. • Benefits • Reminder of improving governance capacity • Restructuring sub-committees – auditing and ethics • Bold action as milestone for UWTW as 2012 will be our 20th anniversary

11. EvolutionaryInnovation Next steps

12. Table Discussion • How can we use regional network to improve my local work? • What are the vehicles we can use to do this? • The Asia Pacific Learning Center • Regional Conferences • On webinars • Conference Calls • Other exchange opportunities

13. Thank you