UWSEM Investment Guidelines and Strategy Frameworks for 2011

1. UWSEM Investment Guidelines and Strategy Frameworks for 2011

2. Agenda and Purpose Purpose: Provide a high level overview of future partnership guidelines and expectations, criteria and timeline Agenda • Overview • Changes to our process and why • Timeline • Overview of Educational Preparedness criteria • Strategy by strategy • Timelines for strategy • Questions

3. Funder of many diverse agencies based on long, historical relationships • Taking the lead on initiatives where we can add value and selecting the best partners to achieve our prioritized outcomes • Neutrally supporting community work • Having a point of view on how to achieve community impact • Organization aligned around raising and distributing funds • Organization aligned to work against strategic goals with theprocesses, tools and capabilities to measure impact of everything we do To create social change, we must continue to take bold steps toward a fundamental transformation From . . . . . . to . . . to • Engagement becoming the foundation for everything we do • Building on lessons learned to invest capital in powerful partners aligned against the scorecard • Focusing on public policy and engagement strategies to solve complex social issues • Organization aligned to work against the scorecard with the talent, expertise and capabilities to demonstrate impact of everything we do

4. Guideposts/Key Elements for 2011 Investment Plan Resources • Focus all resources (human and financial) in Educational Preparedness, Income and Basic Needs • Allow for flexibility in funding as well as timelines during any given year in order to address emerging needs. • Shift from a “spending” mentality to an “investment” framework that is aligned to the 10-year goals. • Move to funding fewer and more strategic partnerships. • Allow for investments to a wide range of strategies that go beyond funding agencies (communications, public will building). • Invest resources to build capacity (i.e. engagement). • Focus on regional approaches to work Engagement • Engage potential partners throughout investment process. • Allow for continued input by the community - create environments that welcome and supports the participation of all people who want to and value opportunities to work together. • Ensure that engagement and public policy strategies are in place and authentically engage targeted communities. Powerful Partners • Invest in the most powerful, strategic partners that could include public, private and non-profit sector entities that are qualified to address the 10-year goals. • Support partners that are partnering with others through either alliances/collaboration/mergers Accountability • Fierce Focus on results against 10 year scorecard goals

5. Bottom-line – what does this mean for 2011? • No funding guarantees for current funded organizations – 3 year funding cycle ends June 30, 2011 • Invitation only processes with some opportunities to submit a request to partner depending on the stragey • Money would get used in different ways • Fewer agencies may be funded

6. Timeline December 2010 January 2011 Feb. - March 2011 April - May 2011 June - July 2011 On-going • Investment guidelines distributed • Potential partners notified in December and January • - Information Sessions held Request to partner form available in ODM - Formal invitations to partner extended via letter - Organizations notified -Partners not invited may have opportunities to submit a request to partner depending on the strategy Meetings scheduled as needed with invited partners to review strategies and intended results Meeting timelines will vary depending on strategy - Request to partner forms reviewed - Meetings scheduled with invited partners to review strategies and intended results Meeting timelines will vary depending on strategy - Preliminary Investment Portfolios provided to the UWSEM Community Impact Cabinet (CIC) - Preliminary Investment Portfolios provided to the UWSEM Board of Directors - Final Investment Portfolios provided to the UWSEM CIC - Final Investment Portfolios provided to the UWSEM Board of Directors - Request to partner forms reviewed - Investment strategies toward results reviewed and assessed - Periodic meetings held with invited partners to review strategies and intended results - Investment Portfolios provided to the UWSEM Board of Directors each July

7. Investment Framework

8. Educational Preparedness goals • Move kindergarten readiness rates from roughly 50% to higher than 80% in eight key communities. • Move high school graduation rates from less than 60% to higher than 80% in thirty high schools with chronically and historically high drop out rates.

9. Key Strategies Community-Based Partnerships: This funding is designed to help ELC’s and High Schools build and pay for partnerships with smaller non-profits focused on common goals. Regional and National Organizations: This funding is designed for larger non-profits focused on building or sustaining high quality programs in high poverty communities across the tri-county region. Innovation: We are interested in funding bold and new ways of creating social change. This is intended to foster and reward unique and exceptional thinking and concept delivery.

10. Early Learning Investment Plan

11. Vision: Building the foundation for successful adults by kindergarten. 10-year early learning goals: 100,000 children have the cognitive and character package for the 21st century society by kindergarten, as measured by the Early Development Instrument, Ages & Stages, and other validated evaluation tools. 50,000 parents and caregivers are knowledgeable and practice positive language-rich relationships with the children in their lives. 1.3 million residents understand that cognitive and character development is established in children, birth to age 5, and leads to academic and economic success. Children in the region have 1.5 million books in their homes.

12. Investment Strategies: Early Learning Communities • Invitation only • Early Learning hubs are invited to apply for support to increase the number of new enrollees, active participants and coaching participants in ELC • Early Learning hubs may also apply for Enhanced Components: supporting strategies and partnerships that broaden the hub model of early childhood activities and engagement • Open to current ELCs only • Award: Up to $250,000

13. Investment Strategies: Early Learning Communities--Timeline Early Learning hub partners must submit a Request to Partner by February 15, 2011 Current Early Learning hubs must submit their programming plans by March 31, 2011 Funding decisions will be sent to UWSEM leadership by June 15, 2011 Funding is for a three year timeframe from July 1, 2011 to June 30, 2014 and is dependent on meeting deliverables.

14. Investment Strategies: Best Practice/Regional Approach Best practice models submitted by Great Start Collaboratives (GSC) of Wayne, Oakland and Macomb counties. Proposal may be on the behalf of the GSC, or the GSC may act as a lead partner on the behalf of a group of GSC members Preferred issues to address: • Implementing a data system with the Early Development Instrument (EDI) and/or Ages & Stages assessment. • Implementing a community engagement strategy designed to strengthen the early childhood movement in local communities and impact public policy on early childhood issues. • Executing a public awareness campaign to increase overall awareness about the importance of early childhood. • Implementing professional development supports or services that improve child care quality. Award: Up to $150,000 for each GSC.

15. Investment Strategies: Best Practice/Regional Approach--Timeline Great Start Collaboratives will submit Request to Partner letters by February 15, 2011. Strategy plans are due March 31, 2011. Funding decisions will be sent to UWSEM leadership by June 15, 2011 Funding is for a three year timeframe from July 1, 2011 to June 30, 2014 and is dependent on meeting deliverables.

16. Investment Strategies: Innovation/New Ideas Organizations are invited to submit proposals that focus on innovative ways to meet the vision, goals and metrics of the Early Learning investment plan. Proposals in this category can be submitted by • ELC Hub Partners • Great Start Collaboratives of Wayne, Oakland or Macomb Counties • Businesses or organizations Proposals must: • Bring a new product or service to market • Be scalable • Demonstrates cost effectiveness • Demonstrates measurable results Open to 501(c) (3)s as well as for profit organizations.

17. Investment Strategies: Innovation/New Ideas--Timelines Request to Partner letters accepted on a rolling basis Funding is dependent on meeting deliverables.

18. High School Turnaround Investment Plan

19. Vision: Creating the Next Generation of High Performing High Schools where caring adults and supportive partners help graduate students prepared to succeed in post secondary education, work, and life. 10-year high school turnaround goals: Graduation rates of 80% or higher by 2018 in all 30 high schools in Southeastern Michigan that were labeled “drop-out factories” by national research in 2008

20. Investment Strategies: Network of Turnaround Schools • Leaders of High Schools identified as “dropout factories” as well as leaders from high schools in the 5% lowest performing category • Award: No monetary investment will be paid to schools, but a an investment valued at up to $200,000 per small school will be supported by United Way to create high performing schools • The investment includes the services of a Turnaround coach and funding for partnerships that support the students of the school • Up to five high schools will be selected to join the turnaround network

21. Investment Strategies: Turnaround Schools--Timeline Second Network of Turnaround schools: Schools will be invited to apply in January of 2011 Screening and interviews of applicants conclude in February 2011 and final approval will be completed in the first quarter of 2011 Community partnerships and student support services: Turnaround school leaders may submit a plan by June 1. Funds are to be used in the August 2011-June 2012 school year.

22. Investment Strategies: Best Practice/Regional Approach Best practice models for improving high school graduation rates will be accepted from agencies that serve 5,000 young people through local and national affiliates Resulting outcomes should improve the quality of life for students. Award: Up to $200,000

23. Investment Strategies: Best Practice/Regional Approach--Timeline Request to Partner letters accepted on a rolling basis. Funding process begins January 2011. Funding is dependent on meeting deliverables.

24. Investment Strategies: Innovation/New Ideas Organizations are invited to submit proposals that focus on providing innovative system change models for improving graduation rates. Proposals must be: • Able to drive, deliver and disseminate timely and insightful data • Strategic in increasing parental support and solutions that improve students’ academics • Scalable and outcome driven • Maximizing the use of technology activate partners to create system change • High impact and cost effective • Advance multiple UWSEM outcomes • Drive systems Open to 501(c) (3)s as well as for profit organizations. Award: Up to $500,000

25. Investment Strategies: Innovation/New Ideas--Timelines Request to Partner letters accepted on a rolling basis Funding is dependent on meeting deliverables. Project should include United Way as a partner and not just as a funder.

26. Questions?

27. Next Steps • Within the next week you will receive a link to the entire investment process that includes all timelines • Current partners will be notified in January if they have been invited to participate in one of the strategies. • Organizations not invited may have an opportunity to submit a request to partner. • UWSEM staff will work with organizations throughout the next 5 months to discuss strategies and deliverables. • Please note that being invited to participate does not guarantee funding.