AN INVITATION TO LEAD: United Way Partnerships Discussion of a New Way to Work Together .

1. AN INVITATION TO LEAD: United Way Partnerships Discussion of a New Way to Work Together. October 2012

2. Today’s Hosts Rob Reifsnyder President & CEO Chair, Partnership Implementation Group United Way of Greater Cincinnati Stacey Stewart President United Way U.S.A. An Invitation to Lead: United Way Partnerships

3. Today’s Conversation • Context • Partnerships: what and why? • Potential benefits • Necessary commitments • Application process and timeline • Discussion An Invitation to Lead: United Way Partnerships

4. A Network-wide effort • Significant contribution to United Way’s future • Business growth plan in key aspects of our model • Value for all United Ways & communities • Call to action & call to leadership Working Together to Drive Results Across Our Communities October 2012

5. Changing Conditions • Education, income and health challenges are complex; we can’t solve community problems without working together • We are increasingly interdependent • Systemic change requires a network response • People want to be connected to causes wherever they are • Our corporate partners want a more comprehensive, more consistent experience across geographies An Invitation to Lead: United Way Partnerships

6. Our Response: The Cultural Foundation Interdependence Commitment to work together as a network to collectively solve some of the nation’s most significant problems Alignment Opportunity to consistently develop, leverage and scale strategies, approaches & partnerships to drive progress Opportunity to define and develop the complex skills needed to initiate and sustain complex social change Leadership Ability to develop and deliver value across the network to create “win-win” environment among local United Ways Differentiation & Customization Performance-based approach that accelerates & consistently delivers results Mutual Accountability The cultural foundation provides a new way of working together as a network An Invitation to Lead: United Way Partnerships

7. Our Response: United Way Performance Partnerships • Create a new economic and operating model with: • Shared decision making • Shared accountability • Shared commitment • Shared goals • Shared relationships An Invitation to Lead: United Way Partnerships

8. Graduation Initiative PartnershipVision and Scope Vision: Achieve sustainable and scalable change in high school graduation rates. Scope: United Ways currently working or interested in expanding into Middle and High school achievement. An Invitation to Lead: United Way Partnerships

9. Graduation Initiative PartnershipPotential Compacts and Metrics • Potential Compacts • Building and Leading Coalitions • Establishing Early Warning Systems • Protecting and Advancing Public Policy • Shared Community/Individual Engagement Strategy • Establishing Corporate Strategic Alliances • Determining a Pathway from the Early Grades into Middle and High School • Potential Metrics • Progress on the 2018 Goal for the Common Good in education • Feeder school patterns identified • Key school performance metrics • Strategic partnerships • Individuals engagement An Invitation to Lead: United Way Partnerships

10. Corporate Engagement PartnershipVision and Scope Vision: Corporate strategic partner of choice. Scope: United Ways working with companies with aligned interests, multi-city footprints and an interest in consistency.

11. Corporate Engagement PartnershipPotential Compacts and Metrics • Potential Compacts • Expanding Across the Corporate Engagement Platform • Enhanced Workforce Campaigns • Impact Products • Donor Stewardship • Growing Donor Segments • Engaging New Companies • Potential Metrics • Progress on 2018 Goals for the Common Good • Engagement across Corporate Engagement Platform • New corporate partners • Dollars raised • Resources under management An Invitation to Lead: United Way Partnerships

12. Talent Management PartnershipVision and Scope Vision: Attract and retain the diverse talent and leadership necessary to carry out our mission. Scope: Implementation and execution of the Network-wide talent management strategy. An Invitation to Lead: United Way Partnerships

13. Talent Management PartnershipPotential Compacts and Metrics • Potential Compacts • Diversifying United Way’s Leadership • Transforming Boards for Collective Impact • Scaling Results and Knowledge • Keeping and Growing Key Players • Strategic Management of Top Performing Talent: • Social Recruiting • Potential Metrics • Core competencies adopted • Succession plans implemented • Diversity in leadership roles • Leadership performance (including Boards). • Improvement across key talent management practices • Number of high-performing leaders and staff An Invitation to Lead: United Way Partnerships

14. Partnership Overview • Groups of United Ways working on issues collectively • Formal agreements (MOUs) • Sharing human and financial resources to address common challenges • Making strategic decisions together • Holding one another accountability • 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. An Invitation to Lead: United Way Partnerships

15. Benefits to Partners • 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 An Invitation to Lead: United Way Partnerships

16. Partners Commitment • Commit to working together on the issue with other United Ways for the long term • Dedicate CEO, lead volunteer and lead staff time to the partnership • Be ready to 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 to cover the costs of the program, facilitation and coaching support. • Other commitments and investments to be decided on by the members of the Partnerships. An Invitation to Lead: United Way Partnerships

17. Process and Timeline • Share information with Senior Staff and Boards • Submit a letter of intent and sign up for an interview by December 31st • Complete the Partnership application and interview by February 1st • Selection committee will review and respond in early March 2013 • Partnerships will launch in late spring of 2013 An Invitation to Lead: United Way Partnerships

18. Early Questions Who decides the composition of each Partnership? Can I apply for more than one Partnership and more than one compact? What do I get for my $30,000 investment?

19. Early Questions How long is the commitment to a Partnership? What is the role of volunteers in the work of the Partnerships? How many United Ways will be in each Partnership and Compact? What is the role of United Way Worldwide in the Partnership work?

20. Discussion An Invitation to Lead: United Way Partnerships