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Agency Report 2012-2013 https://metrounitedway/Begin.jsp For assistance:

Agency Report 2012-2013 https://metrounitedway.org/Begin.jsp For assistance: Jan Sherrell 502.292.6133 Cindy Lehnert 502.292.6151 Daryle Unseld 812.206.7519 (Southern Indiana) Jan or Cindy (Shelby/Oldham). On our website at:

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Agency Report 2012-2013 https://metrounitedway/Begin.jsp For assistance:

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  1. Agency Report 2012-2013 https://metrounitedway.org/Begin.jsp For assistance: Jan Sherrell 502.292.6133 Cindy Lehnert 502.292.6151 Daryle Unseld 812.206.7519 (Southern Indiana) Jan or Cindy (Shelby/Oldham)

  2. On our website at: www.metrounitedway.org/Your Work/ Agencies and Partners/Agency Tools We have posted this PowerPoint and several documents that can be of help in this submission process.

  3. Changes made last year deleted: • Budgets • Activities • Projected outcome numbers • And added for full agency reports only: • Agency Demographic Profile • Board Roster including professional and personal expertise • Most recent 990 • Year to date income and expense statement compared to budget (Statement of Activities or Income Statement) • Balance Sheet (Statement of Financial Position)

  4. * “Save” - Saves your work* “Submit” - Saves work and Locks you out from that section* “Cancel” – doesnotsave and returns you to the last screen* “Return” – doesnotsave but can be used after save to navigate back* Back arrow on toolbar – unpredictable

  5. https://metrounitedway.org/Begin.jsp Login Screen Logins are always CB, first initial, last name. Passwords are randomly assigned.

  6. Begin with Contacts. This is who at your agency works on this submission process. You can delete person from process using X. To terminate employee or add employee – email cindy.lehnert@metrounitedway.org

  7. Mission Statement and Descriptionswill pre-fill with your 25 word description of agency and your mission statement and can be edited using the pencil and paper icon.

  8. Report Questions takes you to the bulk of the submission, Customized for your agency. Click under Description to open.

  9. All sections listed will need completed. The Evil Submit button triggers change of “Outstanding” to “Complete” status – use at your own risk. Never Submitting still conveys all that you have saved.

  10. Significant content changes for FULLs are here under Agency Section.

  11. Everyone enters all demographics.All except Zips will be integrated into the report.MUW website has an Excel template to help you prepare demographics.

  12. Outcomes: The majority of agencies will make no changes here, unless you are rewording or reworking your outcomes.

  13. Indicators Actual – enter numbers that you just tracked/recorded. Click under “Indicator” to enter counts.

  14. Drill down to input numbers. Use Comments to help reader better understand tool you used to track indicator or why % achieved. No projected or targeted numbers asked for.

  15. All programs complete Community Outcomes. Choose ONE that best fits your services. We are working to aggregate numbers of services to quantify the collective impact of your services.

  16. For completion by agencies with childcare programs only.Outcome: Children have shown improvement toward developmental milestones. Indicator: Percent of children that have received two assessments and have shown improvement.

  17. Agencies submitting full reports will need to attach:Agency Demographic Profile, Board Roster (including professional and personal expertise), Most recent 990, Statement of Activities or Income Statement (year to date income and expense statement compared to budget), and Balance Sheet (Statement of Financial Position)

  18. To get hard copy of report use: My Reports in Main Menu Printed report will be an Adobe PDF. Report will take about 60 seconds to generate. Information refreshes every 10 minutes. You may generate as many times as needed. Please print and review final report, saving a copy.

  19. The Submit button finalizes and locks your data. If you NEVER submit – we can still pull your report. If you see it on the report, we can see it on the report. ***Do not hit Submit*** If you just can’t help yourself and need to make changes after submitting, please call. We can unlock it.

  20. Helpful documents are posted at www.metrounitedway.org/Your Work/ Agencies and Partners/Agency Tools This PowerPoint Strong Full Report Example Submission Cycle (who submits when) Demographic Template (can compile demographics in Excel) Blank Report (several different versions of final report) Assessment that Program Review Team uses Listing of ALL questions for full and abbreviated versions

  21. When you think you are done…. Print your report and have fresh eyes review it. Have them complete the Assessment – are all areas covered or supported by your submission? If full did you attach the required documents? If completed early enough and time allows, MUW staff can look it over and offer feedback.

  22. The Website will close August 15 at 5:00 PM For assistance through the process please call: Cindy Lehnert 502.292.6151 Jan Sherrell 502.292.6133 Daryle Unseld 812.206.7519 Those submitting Full Proposals will have conferences with the Program Review Team between Labor Day and Thanksgiving. Abbreviated submissions will have no conference.

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