The Knowledge Sharing Portal A 360 Degree Value

1. The Knowledge Sharing Portal A 360 Degree Value • Bringing Value to Your Customer, Your local UW, Value to Partner UWs - the GCL Program. • How it works – an Overview • How & Why the Data Will Be Used.

2. Corporate and employee engagement Corporation Employee Engagement Consumer Engagement Corporate Social Responsibility • Cause marketing • Licensing • Sponsorships • Business partnerships • Workforce campaign • Volunteerism • Leadership development • Loyal Contributors • Grants (education, • income, health, 2-1-1) • Corporate contributions • International Donor • Advised Giving Goal: to drive revenue and relationships

3. Knowledge Sharing Portal Overview • The Knowledge Sharing Portal is a web portal designed to: • Expand United Way’s reach • Centralize membership and GCL information • Create opportunities to leverage regional relationships with companies • Offer locally relevant and culturally appropriate examples of a companies’ work in communities around the world

4. Value of the ProductUnited Way Network • Portal centralizes information gathering and sharing • Basic Information about International Partners (Mission, Vision, etc) • GCL information • Saleforce compatible • Data collected empowers International Network, IDAG & GCL • Additional reporting available to UWW teams for regional and worldwide tracking • Future phases will include increased functionality to meet more of IDAG requirements, project descriptions and case statements

5. Value of the ProductGlobal Corporate Relationships • Leverages system-wide relationships with GCL companies to build or strengthen local relationships • Demonstrates the United Way system’s reach and global brand value • Centralizes information to have a full picture of a company’s global partnership with United Way • Offers locally relevant & culturally appropriate examples of how a company is working in local communities around the world • Enhances capacity assessment efforts by highlighting local experiences with companies • Includes key membership elements, local fundraising, volunteer experiences, and GCL engagement

6. Global Fellows take on the Portal Tiffany DowManager, Volunteer CenterUnited Way of Central Indiana Brenda Hazlett*Major Gifts OfficerUnited Way of Northern Arizona Elise LeeAssociate Vice President, Major GiftsUnited Way of Central Maryland Phuong NgoProgram ExecutiveAmCham Vietnam *Team Project Leader

7. Global Fellows Survey • Developed a survey that was sent to United Ways that had used the portal as well as United Ways identified as potential users by Regional Directors. • Survey consisted of 22 questions (mix of open- and closed-ended). • Provided valuable input on challenges and use • The survey was sent to United Ways for input: • United Way Australia United Way of Russia • United Way of Bengaluru, India United Way of Romania • United Way of Delhi, India United Way of Hungary • Ubuntu Community Chest, South Africa United Way Latin America • Community Chest of Korea 9

8. The NEW Knowledge Sharing Portal • Key improvements to the Portal: • Easier to Access and Complete • User Friendly • Less Time Consuming • More Data Collected to Extrapolate Useful Reporting • More Relevant Questions and Content • Full GCL Company Choice

9. Accessing the Portal and Users Guide Web Address: http://online.unitedway.org/site/globalportal/index.cfm Users Guide: STEP 1 - Login to http://online.unitedway.org/site/globalportal/index.cfm STEP 2 - Enter Global Corporate Leadership Portal STEP 3 - Add Companies within your region STEP 4 - Add detail about Companies within your region STEP 5 - Run detailed reports about companies in your region STEP 6 - Return to the Knowledge Sharing Portal as much as needed to learn about companies in your region, to update your United Way’s/ Organization’s information or to see how other United Ways/ Organizations are working with companies you also have in your region.

10. New Portal Introduction

11. General Information About My United Way

12. New Portal Introduction

13. Corporate Summary Information

14. 1. Add GCL Companies in your Region • Choose a Company: • Click GCL Companies within your Region • Choose company name from dropdown menu • Click Save • Add Relationship • Click Summit

15. 2. Add Company Details • Choose your Company to add details: • Click on Add Details • Update fieldsin the following categories: • General Information about the Company • Corporate Giving • Employee Giving • Volunteering • Goals • Click Save

16. 3. View Field Reports

17. Field Reports by Company or United Way

18. Sample Field Reports Company Reports United Way Reports 20

19. Custom Sample Reports Regional Reports Country Reports Company Reports 21

20. Resources and Tools • Portal Link: • http://online.unitedway.org/site/globalportal/ • Portal Timeline: • GCL information updated by July 2011 • Future phases will include IDAG requirements, certification process and Global Standards Self Assessment by summer 2011 • Portal Assistance: • Juanita Ortiz • International Network • United Way Worldwide • 703.836.7112 x113 • Juanita.ortiz@uww.unitedway.org • Amy Lord • Global Corporate Leadership • United Way Worldwide • 703.836.7112 x308 • Amy.lord@uww.unitedway.org

21. Comments/ Questions?

22. Thank You! ขอบคุณ!감사합니다! 谢谢！ Terima kasih! शुक्रिया! ありがとう！