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UWW Strategic Direction Tocqueville & Million Dollar Roundtable Leaders Summit Draft. Brian A. Gallagher President and CEO United Way Worldwide April 10, 2014. Today. Strategy Examples of Execution Your Leadership. United Way’s Vision and Mission.

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slide1

UWW Strategic Direction

Tocqueville & Million Dollar Roundtable

Leaders Summit

Draft

Brian A. Gallagher

President and CEO

United Way Worldwide

April 10, 2014

slide2

Today

  • Strategy
  • Examples of Execution
  • Your Leadership

Draft, April 10, 2014

united way s vision and mission
United Way’s Vision and Mission

Vision: United Way envisions a world where all individuals and families achieve their human potential through education, income stability, and healthy lives

Mission: To improve lives by mobilizing the caring power of communities around the world to advance the common good

Draft, April 10, 2014

competitive positioning critical to convey in a compelling consistent manner
Competitive Positioning:Critical to Convey in a Compelling, Consistent Manner
  • What Makes Us Unique
  • Willingness to Embrace the Complexity of the Challenge in Communities
    • We appeal to donors that are frustrated that one-off solutions don’t improve big problems
  • Community Solutions at Scale
  • We are the #1 platform for community impact driving positive outcomes in 1,800 communities around the world
  • Unparalleled Relationships across Sectors
  • We engage all sectors in sustainable solutions
  • Powerful Brand with Millions Engaged
  • We influence policy and drive public engagement
  • Who We Are
  • United Way advances the common good by creating opportunities for all.
  • Our focus is on education, income, and health -- the building blocks for a good quality of life.
    • We engage people and organizations from all across the community who bring passion, expertise and resources needed to get things done -- We invite everyone to be part of the change.

Draft, April 10, 2014

an impact growth imperative frames our strategy
An Impact Growth Imperative Frames Our Strategy
  • Impact Growth Imperative: To achieve our mission, we must grow our position as the #1 platform for community impact
  • Scale and complexity of our mission demands it
  • Our communities need us; Our assets and our cross-sector, collaborative approach provide the greatest promise for driving positive outcomes
  • Our leadership position and relevance depends on it
  • Powerful internal statement that United Way’s best days are ahead of us
  • We are exploring defining the Impact Growth Imperative by setting an internal goal of doubling network community resources to $10B by 2024.

Draft, April 10, 2014

five bold plays will drive success of impact growth imperative
Five Bold Plays Will Drive Success of Impact Growth Imperative
  • Bold Plays
  • Actionable Insights
  • To drive performance and trust, we need to evaluate our portfolio of programs/actions through the discipline of maximizing impact
  • To drive impact and revenue, we need greater engagement with millenials and deeper, lifetime relationships with all individual donors
  • To drive impact and revenue, we need to move our corporate relationships to a value proposition rooted in delivering shared value
  • To drive innovation and capacity, we need to leverage the leadership of High Net Worth Individuals in our efforts to scale the United Way’s impact work around the world
  • To drive performance, we need to deliver on the compelling promise of quality, scale, and efficiency of being a worldwide network

Draft, April 10, 2014

slide7

Assets to Put Against the Strategy

  • 1,800 local United Ways in 41 countries/territories
  • $5.273 billion in total revenue 
  • Nearly 11 million individual donors
  • 2.92 million volunteers
  • 25,000 individuals, $10,000+ annually (Tocqueville)
  • 500 Million Dollar Roundtable members
  • 55,000 women’s leadership council members contributing $160 million
  • 50,000 young leaders contributing $50 million
  • Resource Investment for Impact

Draft, April 10, 2014

slide8

Examples

  • Leveraging our Unique Position

U.S. Progress

in Education, Income & Health

Embracing Complexity

Community Solutions At Scale

Unparalleled Relationships

Powerful Brand Influence

Draft, April 10, 2014

slide9

Progress in the U.S.

Strategies Taking Root, Becoming the Norm

Through the work of many people, organizations, government and United Ways, progress in key areas of education, income and health:

  • U.S. High School Graduation Rate increased to 80% in 2011, up from 78.2% in 2010 and 71.7% in 2001 (DoE)
  • The national childhood obesity rate has dropped 40% from a decade ago (2003), from 14% to 8% (Journal of the AMA)
  • The teen pregnancy rate is at a record low for women ages 15-19, 31.3 live births per 1,000 women in 2013 (CDC)

Draft, April 10, 2014

slide10

Examples

  • Leveraging our Unique Position

Anti-Human Trafficking & Slavery

Embracing Complexity

Community Solutions At Scale

Unparalleled Relationships

Powerful Brand Influence

Draft, April 10, 2014

slide11

Human Trafficking Endemic

Scope and Scale

  • There are 28 million women, men and children currently trapped in forced labor or commercial sexual exploitation
  • There are more slaves in the world right now than any other time in our history
  • Cases have been reported in every country and in all 50 states
  • Among the world’s fastest growing criminal enterprises, generating more than $32 billion each year
  • Less than1% of victims have been identified by current efforts, according to the U.S. State Dept.

Draft, April 10, 2014

slide12

Vision

United Way envisions a world where all individuals and families achieve their human potential through education, income stability and healthy lives.

Slavery fundamentally undermines

opportunity for all.

We envision a world without slavery.

Draft, April 10, 2014

the center to combat human trafficking slavery at uww
The Center to Combat Human Trafficking & Slavery at UWW
  • Mission: The Center to Combat Human Trafficking & Slavery at United Way Worldwide convenes the leading actors in the anti-trafficking field, along with business and civil society partners, to elevate, align and scale the fight against human trafficking and slavery.

Draft, April 10, 2014

slide14

Examples

  • Leveraging our Unique Position

Embracing Complexity

Community Solutions At Scale

Unparalleled Relationships

Powerful Brand Influence

Draft, April 10, 2014

slide15

United Way and WEF

  • Leadership within WEF
      • NGO Advisory Council
      • Global Gender Parity Group
      • Promoting Global Financial Stability Inclusion Initiative
  • New relationships and strategic opportunities
  • Network voice shaping discussions
  • Intro Video: “Leading in a Complex World” Panel

Draft, April 10, 2014

slide16

United Way and WEF

Draft, April 10, 2014

slide17

Examples

  • Leveraging our Unique Position

A Strengthened Civil Society

in China

Embracing Complexity

Community Solutions At Scale

Unparalleled Relationships

Powerful Brand Influence

Draft, April 10, 2014

slide18

Civil Society in China

  • Safety net-focused and highly-regulated
  • 30 years of economic growth overwhelmed many systems
  • Growing government understanding of sector role in meeting complex modern community challenges
  • Interest in loosening regulatory restrictions past 10-15 years
  • Significant autonomy and capacity challenges remain

Draft, April 10, 2014

slide19

United Way in China

  • Accelerating Sector Development
  • Change the philanthropic landscape (build awareness, support regulatory shifts)
  • Build capacity for all of Civil Society (establish shared norms and infrastructures, identify key partners)
  • Execute at the city-level (Shanghai Charity Foundation as the model)

Intro Video: Shanghai Charity Foundation

Draft, April 10, 2014

slide20

United Way in China

  • Accelerating Sector Development

Draft, April 10, 2014

slide21

Discussion

  • How do you want to leverage your influence?
  • Issue-specific priorities
  • Driving normative change
  • Relationship building and revenue growth
  • Influence policy and drive public engagement
  • Other

Draft, April 10, 2014