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United Way Business Model

Measured by : Lives improved Individuals engaged : giving, advocating, volunteering Investor satisfaction and confidence Long-term, sustained financial growth Resources under management. Big Ideas : Build impact strategies in education, income, and health that improve lives

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United Way Business Model

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  1. 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 Model

  2. United Way Business Model - Another view Develop & implement impact strategies in education, income, and healththat improve lives Segment and understand investors’interests and build ongoing relationships with them Frame strategies as investment products and connect them to investor interests/aspirations

  3. Operate as an integrated and aligned organization Have the right skills, competencies & leadership Executing on the Business Model What will it take to become a community impact United Way? A deeper focus on certain elements of the Standards of Excellence Engage and align with the community around a cause Create & deepen relationships with individuals& institutions Develop strategies and focus actions Mobilize resources Align and execute on plans and strategies Measure, evaluate & communicate results If we wish to be effective, we will need to:

  4. Sequencing: The Pathway to Mobilization • Next Critical Steps • Starting point varies • Continue deepening previous steps • Begin work in at least one • additional business practice below Critical First Steps Outwardly Facing Steps to Deepen & Recalibrate Leadership Commitment to Community Impact & Turning Outward CEO, Sr. Staff, Board Mobilize Resources Give, Advocate & Volunteer To what end? Progress on Community Education, Income & Health Goals Develop & Implement Strategies & Metrics With community focus & involvement Measure & Evaluate Results. Adapt Strategies Turning Outward & Listening in the Community Deepen Relationships With individuals, institutions & informal networks Public Commitment of UW & Partners to an Issue Learn & Innovate Critical Competencies/ Behaviors to Ground & Support Throughout Strategically Communicate Develop Talent Align & Integrate

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