Active Partnerships: Example of a Working Collaborative

1. Active Partnerships: Example of a Working Collaborative Southern Institute May 23, 2013

2. Presenters • Steve Pulliam, Executive Director, United Way of Transylania County • Barbara Boerner, Past President, UWTC • StoneyBleveins, Director, Dept. Social Services, Transylvania County • Susan Grider, Executive Director, The Family Place Southern Institute - May 23, 2013

3. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

4. 2008 Challenge • How to develop our long-term vision, goals and initiatives around the three focus areas put forth by UWW, rally all needed partners to be involved, and achieve improvements in community level outcomes with 1.75 staff members. Southern Institute - May 23, 2013

5. United Way of Transylvania County (UWTC) • UWTC adopts the 3 focus areas - June, 2008 • UWTC Board approves two potential partners in December, 2008 • Child & Family Coalition – Education • Land of Waterfalls Partnership for Health (LWPH) – Health • UWTC – Financial Stability Southern Institute - May 23, 2013

6. Transylvania United • Transylvania United formed - February, 2009 education,health, and financial stability • Members recruited, Theory of Change training August ‘09 • Completed the vision mapping process December, 2009. • Identified Barriers to success and Community Level Outcomes (Needed Improvements) to overcome those Barriers Southern Institute - May 23, 2013

7. Southern Institute - May 23, 2013

8. Southern Institute - May 23, 2013

9. Health Financial Stability Education Transylvania UnitedFirst Year Initiatives Reduce Obesity Create Health & Human Service Access Network* Create/Train for Living- Wage Jobs Prepare preschool age children for kindergarten

10. 2010Year of Cooperation • UWTC integrated Focus Triangles with Allocation Process • Identified “Owners” for 1st year initiatives • Formed work groups around 4 Initiatives • Determine interventions (program/projects) • Create Plan for Implementation • Obtain funding • Transylvania United continued to: • Encourage collaboration • Resource leveraging • Avoid duplication of efforts Southern Institute - May 23, 2013

11. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

12. COOPERATION Southern Institute - May 23, 2013 • STAKEHOLDERS LIMITED TO SYSTEM • IMPLIES POWER STRUCTURE • TIME IS THE PRESENT • LIMITED IMPACT ON FUTURE

13. INTRODUCTION • Collaboration to Enhance Your Organization's Effectiveness… • Differences among cooperation, competition, and collaboration and provides • Often overlooked advantages of small business in a small community. • Identifying stakeholders • Finding opportunities to… • Share resources, • Build collaborative efforts that can provide • Provide optimum ROI of time, effort, and money. Southern Institute - May 23, 2013

14. COLLABORATION • STAKEHOLDERS VIRTUALLY UNLIMITED • NOT LIMITED BY TIME • IMPACT ON FUTURE Southern Institute - May 23, 2013

15. COMPETITION: FORCES CLASH AS FOES VIE FOR SAME BENEFIT WINNER LOSER RESULTING IN… Southern Institute - May 23, 2013

16. STAKEHOLDERS: WHO, OR WHAT, ARE THEY? • Someone or something that has a direct interest or investment in the success of your company Southern Institute - May 23, 2013

17. SELF INTERESTS OF STAKEHOLDERS • Depend upon the expectations of the stakeholders • In short, “What’s in it for me?” Southern Institute - May 23, 2013

18. POWER SOURCES OF STAKEHOLDERS • CUSTOMERS • SUPPLIERS • COMPETITORS • GOVERNMENT • NGO’S • CITIZENS • OTHER? Southern Institute - May 23, 2013

19. BARRIERS TO COLLABORATION • SELF-INTEREST • FEAR • INCONVENIENCE • LACK OF COOPERATION • MESSINESS • LOSS OF INDEPENDENCE • SHARING OF CONTROL Southern Institute - May 23, 2013

20. BENEFITS OF COLLABORATION • POWER IN THE MARKET • RESOURCE USE EFFICIENCY • SHARED EXPECTANCIES • SHARED EXPERTISE • SHARED INFORMATION • SHARED AUTHORITY • INCREASED LEVERAGE Southern Institute - May 23, 2013

21. IMPLEMENTATION OF COLLABORATIVE EFFORTS • THREE MAJOR APPLICATIONS for organizations: • Mergers or acquisitions • GLOBALIZATION • SHARED SERVICES Southern Institute - May 23, 2013

22. WHAT DOES COLLABORATION DO TO, OR FOR, COMPETITION? • LEVERAGE IS THE KEY… COLLABORATIVE FORCES act to Bring POSITIVE OUTCOMES Southern Institute - May 23, 2013

23. Agenda • Background • What is True Collaboration? • UWTC moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

24. 2011Moving to Collaboration • Continue to evaluate TRAIN – the test Collaborative • “Push” idea with Agencies • Volunteers discussed potential collaboratives during program review process • Only one potential identified and no takers at this point • Decided must take more assertive action to accomplish • Laid out aggressive plan; committed to January, 2012 Mini-Advance with entire Board to develop and commit to plan of action Southern Institute - May 23, 2013

25. 2012Collaborative Funding Process Initiated • Revised Allocation Plan • Prioritize Collaboratives – 2 or more agencies working together to break thru one of the defined barriers to success for a defined population • Up to 1st $100,000 (35%) of allocations to go to Collaboratives • 10 Collaborative LOI’s; 6 put to complete allocation. Interactive Negotiated Process • 4 Collaboratives Approved for total of $72K Southern Institute - May 23, 2013

26. Focus on community impact Future: Achieving impact by investing in: Efforts to influence community Collaborative Efforts: 25% & Increasing attitudes, networks, neighborhoods, organizations, systems Prevention & development services Basic human-needs & crisis services Southern Institute - May 23, 2013

27. Collaboratives – 1st Year: 2012-2013 • TRAIN – Now with 7000 clients in database representing all low-moderate income familes in county • Health TRAIN – Van service for low income w/o transportation • Healthy Smiles – Elementary Dental Education and repair for children w/o insurance • Connect – Reducing the number of families at risk of youth abuse & neglect Southern Institute - May 23, 2013

28. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

29. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County • Three separate organizations • Family Place of Transylvania County • Transylvania County Department of Social Services • The Children’s Center Southern Institute - May 23, 2013

30. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Existing touch points • The Family Place/Children’s Center: Nurturing Parenting Program • Children’s Center/Department of Social Services (DSS): Supervised visitations • DSS/The Family Place: Existing Memorandum of Agreement, board/Multiple Response System team membership Southern Institute - May 23, 2013

31. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County • One Purpose, One Passion • Safe children • Stable families Southern Institute - May 23, 2013

32. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Ideas • Collaborate on parenting education • Catch families screened out for Child Protective Services (CPS) • Provide multiple services Southern Institute - May 23, 2013

33. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Shaping the format • Role of each partner • Space • Fiscal agency • Supervision • Staffing • Budgeting • Name change Southern Institute - May 23, 2013

34. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Up and Running • Weekly “staffing” meetings • Referral Services • Other players? Southern Institute - May 23, 2013

35. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County • Adding Partners • County Health Department • County Schools Southern Institute - May 23, 2013

36. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Layers • Executive Committee—primary structural decisions • Formal Partners—direct collaboration through formal MOA • Community Partners—Other organizations, not in formal relationship with Connect, with whom we exchange referrals and non-confidential information Southern Institute - May 23, 2013

37. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Year to Date Successes • 47 cases (representing 70 children) referred to Connect • 95% (representing 66 children) received assistance and did not go into custody • Potential savings to the community: estimated $105,534* (UWTC total investment to date: $27,000; ROI of 391% * The median annual cost of one child in custody in NC is $1,599 Southern Institute - May 23, 2013

38. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County Southern Institute - May 23, 2013

39. ConnectPrevention Collaborative Preventing child abuse and neglect in Transylvania County • Potential pitfalls • Inadequate budget • Improper staffing • Wrong partners • Representation • Balance (inequality in commitment, input, and/or influence) • Not enough/too many Southern Institute - May 23, 2013

40. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County • Discoveries and lessons learned • The power of collaboration • Multi-dimensional • Increased level of commitment by partners • Egalitarian—no “Lead” agency • Organic—takes on a life of its own • Economy of Scale • More people served • More efficiently • More effectively Southern Institute - May 23, 2013

41. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County • Applying the model • Identify the change needed • Whom will you serve • For what purpose • At what cost • Identify groups already involved in addressing the issue • Identify what’s needed to effect real change • Actions • Structure • Players • Resources • Commit Southern Institute - May 23, 2013

42. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

43. Each person fill out on note cards suggestion for 2 collaboratives that might be implemented in your community. ID whether Education/Income/Health • Divide into Education, Income and Health Groups • Collectively list and prioritize 1-2 collaborative idea(s) per group • Using LOI instructions and Questions, develop LOI for this collaborative(s) • Prepare to present to the group Southern Institute - May 23, 2013

44. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

45. Report Out • Present the LOI to the panel of 4 presenters as if making a request for funding. • All tables can ask questions • Panel will both ask questions and give critique on quality of collaborative Southern Institute - May 23, 2013

46. Agenda • Background • What is True Collaboration? • UWTC Moves to Collaboration • Connect: A Working Collaborative • Group Discussion • Report Out • Wrapup Southern Institute - May 23, 2013

47. Thank you Southern Institute - May 23, 2013