United Way Business Performance Overview United Way’s Organizing Framework for Performance

1. United Way Business Performance Overview United Way’s Organizing Framework for Performance

2. Business Performance Matrix Resources/Capacity/Influence Business Performance Index (BPI) Understanding Business Performance Source: United Way Research

3. Business Performance MatrixPlacement on Y-axis is relatively fixed year-to-year Population ≥ 1 million people Fortune 500/GCL* company HQ or ≥12 GCL companies No Fortune 500/GCL company HQ and<12 GCL companies Full-time staff member < 1 Resources/Capacity/Influence *GCL = Global Corporate Leadership – United Way Worldwide’s Corporate Relations Program Understanding Business Performance

4. Business Performance MatrixUnited Ways will show movement/progress on X-axis An “A” is either focused on the traditional model or making progress on some aspects of United Way’s business model A “B” is either making substantial progress on some aspects of the business model or showing overall progress A “C” is showing substantial overall progress on the business model but with room to grow Business Performance Index (BPI) Understanding Business Performance

5. Business Performance Matrix 2013 Resources/Capacity/Influence Business Performance Index Source: United Way Research (Community Impact Practices Survey, DB2, DB1, Human Capital Survey) Source: United Way Research

6. Introducing… • The Business Performance Overview • Performance Dashboard • Business Performance Index Profile • Community Impact Snapshot • General Resources Understanding Business Performance

7. Performance dashboard • Progress on four priority performance indicators • Trust • Impact • Supporters • Donors • Advocates • Volunteers • Revenue • Current Year Support • Resources Under Management Understanding Business Performance

8. Business Performance Index profile • Practices outlined drive achievement of performance dashboard results • Index value between 1 and 100 provides the A/B/C placement • Index value is calculated from self-reported performance around practices Understanding Business Performance

9. Community Impact snapshot • Remember… this is a snapshot in time • These are the key Community Impact practices that drive community change • Tracks community goals and whether they tie to United Way network’s 2018 goals Understanding Business Performance

10. General tools • General; not yet individualized • High-level resources • Directly tied to Business Performance Index • More comprehensive version coming online in early 2014 Understanding Business Performance

11. The Overview is a tool for you • Use in strategic planning • Identify key areas for improvement. Gut check with staff. • Reach out to United Ways leading in key areas to learn more • Share what you know in strong areas with your colleagues • Use the Performance Dashboard to help shape your local scorecard/dashboard • Fill the Community Impact Practices Survey out as a team/engage your board • Feedback consistent that this is an enormously helpful conversation-starter and provides a more informed, accurate picture of performance • Get connected to UWW tools and resources Understanding Business Performance

12. Resources from United Way Worldwide • List of performance tools • Performance Improvement Plans (late 2014/early 2015) • Business Performance Self-Assessment (Membership Accountability) • U.S. Network Engagement Corps • Performance presentations available • online.unitedway.org/BPM • Expanded Business Performance Overview in 2014 Business Performance Matrix: 2013 Results

13. Learn more… • United Way Onlineonline.unitedway.org/BPM • More questions? • For questions about performance and using the Overview as a tool, contact:kelli.kreps@unitedway.org • For technical questions about the Overview and surveys:jeff.elder@unitedway.org Understanding Business Performance