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New Organizing Frameworks: Business Performance Matrix and United Way Partnerships

New Organizing Frameworks: Business Performance Matrix and United Way Partnerships. United Way U.S. CEO Summit February 15, 2013. Today We Will Discuss. United Way’s new organizing framework for local United Ways in the U.S. – the Business Performance Matrix What’s in the Matrix

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New Organizing Frameworks: Business Performance Matrix and United Way Partnerships

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  1. New Organizing Frameworks:Business Performance Matrix and United Way Partnerships United Way U.S. CEO Summit February 15, 2013

  2. Today We Will Discuss • United Way’s new organizing framework for local United Ways in the U.S. – the Business Performance Matrix • What’s in the Matrix • Using the Matrix as a tool to drive local performance • United Way Partnerships in Graduation and Corporate Engagement Organizing for Success

  3. Timeline of Business Performance Matrix Creation Creation of U.S. Task Force on United Way’s Economic Model & GrowthApril 2010 Network Engagement and Support Team (NEST) Formed September 2011 Task Force Executive Summary: Recommends new segmentation framework July 2011 Business Performance Matrix developed May 2012 • Highlights: • 18-member field committee • Two National Professional Council endorsements • Presentation on work at Community Leaders Conference • Two national webinars on work with more than 400 attendees • Builds on Standards of Excellence and the ‘new business’ • 700+ United Ways receiving Matrix segment designation Segment 2B/C, 3B/C Webinar November 14, 2012

  4. Network Engagement and Support Team Committee Members Segment 2B/C, 3B/C Webinar November 14, 2012

  5. Business Performance Matrix Resources/Capacity/Influence Y-Axis Business Performance Index X-Axis Organizing for Success Source: United Way Research

  6. Business Performance MatrixY-axis Is Relatively Fixed Year to Year, Movement is on X-axis Population ≥ 1,000,000 F500 / GCL co. HQ or ≥ 12 GCL non-HQ co.’s Resources/Capacity/Influence No F500/GCL co. HQ and<12 GCL non-HQ co.’s FTE < 1 Business Performance Index (BPI) Organizing for Success

  7. Scope of Business Performance Index Is Comprehensive • Show Leadership • Align and integrate • Strategically communicate • Develop talent • Network engagement • Engage Individuals, Organizations, and the Community • Engage and align with the community* • Publicly commit to an issue • Deepen relationships with individuals, organizations and networks • Mobilize resources • Develop Community Impact Strategies to Get Results • Develop and implement community impact strategies to get results Organizing for Success

  8. Individual Profiles: Key Points • All profiles are at http://online.unitedway.org/bpm • If you did not get a matrix designation, we’re doing it again this summer and fall • Indexes aren’t perfect; the nuances of your progress may not be evident in every individual topic (and we know that) • There is a key online that shows you what survey questions go into each of the 25 topics • The tool is only as accurate and useful as you want it to be Organizing for Success

  9. The Matrix is a tool for you • Use it in your strategic planning • Set local goals to move indicators • Reach out to United Ways leading in key areas to learn more • Share what you know in strong areas with your colleagues Organizing for Success

  10. Using the Matrix: Examples Organizing for Success

  11. Table Conversation • Brainstorm examples of how you could use the matrix for learning, for driving your own performance • What other information do you need to make the Business Performance Matrix useful? • What other support should we provide? Organizing for Success

  12. Key points of contact Organizing for Success

  13. Next Steps: Business Performance Matrix • Regional Conferences • Mid-Winter Institute • Tri-State Conference) • State Meetings • Texas, Pennsylvania, Others TBD • Staff Leaders Conference • Resource Page – http://online.unitedway.org/bpm • UWW field engagement aligned to Matrix Organizing for Success

  14. Discussion Organizing for Success

  15. United Way Partnerships Organizing for Success

  16. Driving Performance: United Way Performance Partnerships Overview • Groups of United Ways working on issues collectively: Graduation, Corporate Engagement • Formal agreements (MOUs) • Sharing human and financial resources to address common challenges • Making strategic decisions together • Holding one another accountable • 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.

  17. Driving Performance: United Way Performance Partnerships – Commitments and Benefits • Commitments • Dedicate CEO, lead volunteer and lead staff time to the partnership • 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 • Other commitments and investments to be decided on by the members of the Partnerships • Benefits • 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

  18. Thank You

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