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United Way Business Performance Matrix & Partnerships Overview

Learn about the new Business Performance Matrix by United Way U.S. CEO Summit in 2013, driving local performance, partnerships in graduation & corporate engagement, creation timeline, and matrix usage examples.

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United Way Business Performance Matrix & Partnerships Overview

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  1. New Organizing Frameworks:Business Performance Matrix and United Way Partnerships United Way U.S. CEO Summit February 15, 2013

  2. 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

  3. 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

  4. Network Engagement and Support Team Committee Members Segment 2B/C, 3B/C Webinar November 14, 2012

  5. Business Performance Matrix Resources/Capacity/Influence Y-Axis Business Performance Index X-Axis Organizing for Success Source: United Way Research

  6. 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

  7. 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

  8. 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

  9. 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

  10. Using the Matrix: Examples Organizing for Success

  11. 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

  12. Key points of contact Organizing for Success

  13. 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

  14. Discussion Organizing for Success

  15. United Way Partnerships Organizing for Success

  16. 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.

  17. 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

  18. Thank You

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