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Focusing for RESULTS

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Title: United Way PowerPoint Presentation Template Author: NYO Last modified by: Stacey_Blymiller Created Date: 2/27/2004 4:03:46 PM Document presentation format – PowerPoint PPT presentation

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Title: Focusing for RESULTS


1
Focusing for RESULTS
  • Who Did What, How Long it Took, and Lessons
    Learned in Four United Ways

2
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

3
What Does Getting Focused Mean?
Selecting a limited number of issues and
strategies in which to invest time,
relationships, technology, expertise, money, and
other resources to improve peoples lives
Getting focused is essential for delivering
meaningful results with limited resources
4
What Does Getting Focused Look Like?
Investments of time, relationships, technology,
expertise, money, other resources
5
What Does Getting Focused Look Like?
Investments of time, relationships, technology,
expertise, money, other resources
6
What Does Getting Focused Look Like?
Investments of time, relationships, technology,
expertise, money, other resources
7
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

8
United Way of Santa Fe CountySanta Fe, New Mexico
  • Presenter
  • Ron Stevens
  • Former President and CEO

9
United Way of Santa Fe CountyWhy We Focused
  • To have a more strategic effect on important
    problems
  • To break free of historical patterns as the
    framework for investing funds
  • To differentiate ourselves provide clearer
    identify for UWSFC based on creating lasting
    change in chronic community conditions
  • To improve market share among donors
  • To position UWSFC as a leader rather than
    middleman for passing through funds
  • To embody good business practice

10
United Way of Santa Fe CountyBenefits of Focusing
  • Contributed to recognition as community leader
    around 2-1-1 and Early Childhood
  • Broke out of historical funding patterns box
  • Framed a 5-year investment strategy based on
    creating lasting change in chronic community
    conditions
  • Created the ability to identify strategies in
    addition to direct service funding to achieve
    results
  • Created alignment of mission, board, staff,
    resources
  • Attracted new people with fresh ideas

11
United Way of Santa Fe CountyBenefits of Focusing
  • Energized board and staff, allowed us to create a
    very strong team
  • Resulted in creation of a focused, energized
    marketing strategy
  • Increased board involvement in resource
    development
  • We say no to work not in alignment

12
United Way of Santa Fe County Levels of Focus
Investments of time, relationships, technology,
expertise, money, other resources
13
United Way of Santa Fe CountyHow and How Long
Level 1 Priority Areas
  • Who Did What
  • Staff researched provided options. Included
    research into other UWs, survey of donors,
    discussion of options, selection of draft
  • Community Investment Committee (CIC) proposed
  • Staff CIC identified recruited experts for
    Work Groups (agency nonprofit staff and other
    community members with expertise in each priority
    area).
  • Work Groups Board approved proposed priority
    areas
  • How Long It Took
  • Approximately 5 months (not including board
    approval)

14
United Way of Santa Fe County Four Priority Areas
  • Helping Kids Succeed
  • Improving Health Healing
  • Increasing Self-sufficiency
  • Unifying Our Diverse Community

15
United Way of Santa Fe CountyHow and How Long
Level 2 Goals
  • Who Did What
  • Staff provided options
  • CIC recommended
  • Work Groups reviewed, approved
  • Board approved
  • How Long It Took
  • Once priority areas determined, draft in about 1
    month
  • Finalized in 2 more months (not including board
    approval)

16
United Way of Santa Fe County A Goal for One
Priority Area
Priority Area Increasing Self-sufficiency
Goal Individuals and families have opportunities
to maintain independence and improve their
quality of life
17
United Way of Santa Fe CountyHow and How Long
Level 3 Objectives
  • Who Did What
  • Staff synthesized Work Group input, drafted
    objectives
  • CIC recommended
  • Work Groups vetted
  • Board approved
  • How Long It Took
  • Approximately 3 months, not including board
    approval (1 month overlap with finalizing goals)

18
United Way of Santa Fe County An Objective for
One Goal
Priority Area Increasing Self-sufficiency
Goal Individuals and families have opportunities
to maintain independence and improve their
quality of life
  • Objective
  • Increase economic opportunities and financial
    security for families and individuals by focusing
    on financial skills, housing options, employment
    and job opportunities, and functional literacy

19
United Way of Santa Fe CountyHow and How Long
Level 4 Strategies
  • Who Did What
  • Staff synthesized Work Group input, drafted
    strategies
  • CIC recommended
  • Work Groups vetted
  • Board approved
  • How Long It Took
  • Approximately 2 months

20
United Way of Santa Fe County Direct-service and
Community-change Strategies for One Objective
21
United Way of Santa Fe County Lessons Learned
  • Challenges
  • Creating Work Groups that were sufficiently broad
    and inclusive of enough expertise while still
    being manageable.
  • Creating an expedited process that would not feel
    too rushed by those participating
  • Creating not only the reality of meaningful
    input, but the feeling of meaningful input in an
    expedited process
  • Strategies may evolve as community needs shift

22
United Way of Santa Fe County Lessons Learned
  • Things were glad we did
  • Unifying decision making in one committee so that
    investment decisions would be consistent and
    integrated
  • Lots of communication with agencies and donors
    along the way
  • Engagement of people with specific expertise
    through Work Groups to provide input and vetting
    at each level
  • Streamlined process

23
United Way of Santa Fe County Lessons Learned
  • Things were glad we did
  • Staff provided recommendations to volunteers, who
    actually made decisions
  • First phase of implementation revolutionized the
    funding process. Second phase began shifting
    resources toward initiatives, developed
    investment strategy. Phase-in was a good thing
    -- less resistance to change
  • Regular education of board members

24
United Way of Santa Fe County Lessons Learned
  • Things we would do differently
  • Fewer objectives and strategies
  • Use identification of community outcomes as way
    to prioritize and reduce number of objectives and
    strategies

25
United Way of Santa Fe County Lessons Learned
  • Best advice we can offer
  • Expect the process to be dynamic, iterative,
    particularly as focus becomes more specific.
  • Make use of UWA Community Impact materials
    (Essential Attributes, Community Investment
    Triangle, etc.). Provide a great conceptual
    framework that can be used with all stakeholders.
  • Develop change management and community
    development competencies within staff and
    volunteers collaboration to identify and
    implement priorities is new work.

26
United Way of Santa Fe County Lessons Learned
  • Best advice we can offer
  • Expect and work with resistance.
  • Make sure you have the right people staff,
    volunteers and partners.
  • Have courage and take risks.

27
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

28
United Way of the MidlandsOmaha, Nebraska
  • Presenters
  • Virgil Keller
  • Vice President
  • Planning and Community Development
  • Barbara Velinsky
  • Director
  • Allocations Agency Relations

29
United Way of the Midlands (Omaha) Why We Focused
  • To create lasting changes at community level,
    avoid addressing only the symptoms
  • To develop coherent community understanding and
    strategy to address priority needs of the
    community
  • To create a more compelling case for donors
  • To address declining market share increasing
    designations
  • To attract new partners with financial resources
    from outside annual campaign

30
United Way of the Midlands (Omaha) Benefits of
Focusing
  • Revitalized interest in United Way by donors,
    staff, volunteers, partners
  • Increased positive exposure in local newspaper
  • Clearer differentiation of United Way brand and
    marketing materials
  • Increased undesignated contributions through
    greater differentiation
  • Increased creative exchange for program
    entrepreneurship opened the windows for renewed
    discussion
  • Compels better integration of departments, and
    projects and activities within departments,
    removing the silo syndrome

31
United Way of the Midlands (Omaha) Levels of
Focus
Investments of time, relationships, technology,
expertise, money, other resources
32
United Way of the Midlands (Omaha) How and How
Long Level 1 - Focus Areas
  • Who Did What
  • Area provider experts including traditional UW
    agency partners identified pressing issues of
    specific populations, reported promising
    approaches and potential partners
  • United Way staff summarized input, reviewed
    annual Human Care Profile, drafted
    recommendations
  • United Way fund distribution/planning volunteers
    reviewed and amended staff report and
    recommendations
  • Executive Committee reviewed report, recommended
    engaging other parts of the organization
  • Board approved Focus Areas
  • How Long It Took
  • Approximately 8 months

33
United Way of the Midlands (Omaha) Three Focus
Areas
  • Economically Socially Disadvantaged Families
  • Frail Impaired Older Adults
  • Youth at Risk

34
United Way of the Midlands (Omaha) How and How
Long Level 2 - Impact Initiative
  • Who Did What
  • Staff proposed 3 initiatives based on information
    gathered during Focus Areas phase and existing
    community initiative
  • Fund distribution/planning volunteers approved 1
    initiative for implementation and learning
  • How Long It Took
  • 1 month

35
United Way the Midlands (Omaha) An Impact
Initiative for One Focus Area
Focus Area Economically Socially Disadvantaged
Families
Impact Initiative Economic self-sufficiency by
connecting unbanked working families including
immigrants with traditional financial institutions
36
United Way of the Midlands (Omaha) How and How
Long Level 3 - Strategies
  • Who Did What
  • Staff person with relevant expertise consulted
    with community experts, drafted recommendations
  • Community experts reviewed and amended
    recommendations
  • Fund distribution/planning volunteers approved
    strategies
  • How Long It Took
  • 2 months

37
United Way the Midlands (Omaha) A Strategy for
One Impact Initiative
Focus Area Economically Socially Disadvantaged
Families
Impact Initiative Economic self-sufficiency by
connecting unbanked working families including
immigrants with traditional financial institutions
Strategy Financial literacy. Help poor avoid
costs of non-traditional financial operations
38
United Way of the Midlands (Omaha) How and How
Long Level 4 - Projects
  • Who Did What
  • Staff person continued consultation with
    community experts, drafted project outlines
  • Community experts reviewed and amended proposals
  • Fund distribution/planning volunteers approved
    proposed projects
  • How Long It Took
  • 2 months to draft project plans refinement is
    ongoing

39
United Way the Midlands (Omaha) A Project within
One Strategy
Focus Area Economically Socially Disadvantaged
Families
Impact Initiative Economic self-sufficiency by
connecting unbanked working families including
immigrants with traditional financial institutions
Strategy Financial literacy. Help poor avoid
costs of non-traditional financial operations
Project Work with employers to offer financial
literacy training and Individual Development
Accounts (IDAs) as benefits
40
United Way of the Midlands (Omaha) Lessons
Learned
  • Challenges
  • Resistance to change and agency fear of losing
    funding
  • Temptation to engage in multiple areas, thereby
    lessening impact in all of them
  • Communication we human beings require continued
    communication in multiple forms to meet their
    individual perspectives
  • Managing different levels of development for each
    focus area while maintaining consistency

41
United Way of the Midlands (Omaha) Lessons
Learned
  • Things were glad we did
  • Selecting an initiative where we already had some
    successes, visibility, and reputation
  • Starting with experts and research and engaging
    volunteers with specific recommendations
  • Staff took a much more proactive role, proposing
    content for volunteer review
  • Not holding out for consensus on every decision

42
United Way of the Midlands (Omaha) Lessons
Learned
  • Things we would do differently
  • When making references to engaging
    non-traditional partners, always emphasize
    pursuit of additional resources
  • Better communicate agency engagement as effort
    progresses
  • Better alert volunteer leadership of potential
    resistance and reasons for it

43
United Way of the Midlands (Omaha) Lessons
Learned
  • Best advice we can offer
  • Perseverance unless you are ready for a
    long-term commitment, do not start
  • Adaptability be ready to change based on valid
    input while maintaining a core of your original
    plan this is a true balancing act

44
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

45
United Way of Rock River ValleyRockford, IL
  • Presenters
  • Brent BernardiBoard member
  • Martha CoatsVice President, Community Building

46
United Way of Rock River ValleyWhy We Focused
  • Our traditional role as fundraiser was no longer
    compelling
  • Change in local business environment
  • While we had been funding services for over 80
    years, our community problems continued to worsen
  • With declining revenue, we realized that we
    couldnt be all things to all people we werent
    having a great impact

47
United Way of Rock River ValleyBenefits of
Focusing
  • Achieving measurable results
  • Seen as more than a fundraiser
  • Able to attract/retain qualified staff
  • Increased ability to recruit the right volunteers
  • Heightened awareness of community issues
  • Ownership of community issues by board members,
    donors and the community as a whole

48
United Way of Rock River Valley Levels of Focus
Investments of time, relationships, technology,
expertise, money, other resources
49
United Way of Rock River Valley How and How Long
- Level 1 Priority Areas
  • Who Did What
  • Contracted with University of Illinois Health
    Systems Research for community assessment
    including empirical data, focus groups, key
    informant interviews
  • Board studied assessment data
  • UW hosted Community Issues forum 250 community
    representatives were presented with assessment
    data, created vision statements in 14 topics
  • Board reviewed vision statements, sought
    additional input from UW volunteers, funded
    partners
  • continued

50
United Way of Rock River Valley How and How Long
- Level 1 Priority Areas
  • Who Did What (continued)
  • Board drafted potential areas of focus
  • Staff conducted additional research, studied
    efforts elsewhere and presented additional
    information to board
  • Board approved priority areas
  • How Long It Took
  • Approximately 14 months (community assessment
    conducted December - March, board approved
    priority areas in December)

51
United Way of Rock River Valley Three Priority
Areas
  • Improving Education
  • Supporting Families
  • Increasing Efficiencies in the Human Service
    System

52
United Way of Rock River ValleyHow and How Long
- Level 2 Goals
  • Who Did What
  • Staff researched components of priority areas
  • Staff provided options for the goals
  • Board reviewed
  • Board approved
  • How Long It Took
  • Once priority areas determined, staff presented
    draft in about one month
  • Finalized with board approval in two months

53
United Way of Rock River Valley A Goal for One
Priority Area
Priority Area Improving educational attainment
Goal All students graduate from high school
54
United Way of Rock River ValleyHow and How Long
- Level 3 Objectives
  • Who Did What
  • Talked to those people we are trying to help
    asked about barriers
  • Crafted objectives to minimize obstacles
  • How Long It Took
  • Approximately 2 months

55
United Way of Rock River Valley An Objective for
One Goal
Priority Area Improving educational attainment
Goal All students graduate from high school
  • Objective
  • Increase parental involvement in childrens
    education

56
United Way of Rock River ValleyHow and How Long
- Level 4 Strategies
  • Who Did What
  • Staff with input from volunteers and stakeholders
    developed strategies
  • Staff formalized partnerships
  • Staff and partners defined and agreed upon roles
    and responsibilities
  • How Long It Took
  • Approximately 6 weeks

57
United Way of Rock River ValleyDirect-service
and Community-change Strategies for One Objective
58
United Way of Rock River ValleyDirect-service
and Community-change Strategies for One Objective
59
United Way of Rock River ValleyLessons Learned
  • Challenges
  • Educating community partners and stakeholders on
    the concept of community-wide impact
  • Ensuring that all objectives and strategies were
    driven by real data and based on proven models
  • Keeping strategies flexible and responsive to
    changing community conditions
  • Not making assumptions (getting the right
    information from the right people)
  • Maintaining focus on addressing causal issues,
    not doing what we are familiar or comfortable
    with

60
United Way of Rock River Valley Lessons Learned
  • Things were glad we did
  • Research empirical data, key informant
    interviews, focus groups
  • Got broad input community issues forum, impact
    council input, agency input
  • Engaged non-traditional partners such as
    government, court system, juvenile justice system
  • Talked to target population
  • Encouraged board to take ownership of this
  • continued

61
United Way of Rock River Valley Lessons Learned
  • Things were glad we did (continued)
  • Communicated consistently with donors and
    agencies
  • Phase in of funding changes
  • Regular education of board members through
    monthly progress reports at board meetings

62
United Way of Rock River Valley Lessons Learned
  • Things we would do differently
  • Spend the same amount of time doing research and
    planning, but phase in implementation of funding
    changes more quickly
  • Recruit several agency ambassadors to share
    information with their colleagues
  • Remove staff barriers more quickly

63
United Way of Rock River Valley Lessons Learned
  • Best advice we can offer
  • Make sure your decisions are data driven and that
    your objectives are clear and specific
  • Use tools from UWA and other United Ways share
    your own best practices
  • Anticipate changes and adjustments to your
    strategies as you gain results
  • Make sure you have staff and volunteers talents
    aligned with the new business of community impact
  • continued

64
United Way of Rock River Valley Lessons Learned
  • Best advice we can offer (continued)
  • Use every opportunity as one to share the new
    work of United Way
  • Expect and work with resistance
  • Make sure you have the right people staff,
    volunteers and partners
  • Persevere you will see results

65
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

66
United Way of San Antonio Bexar CountySan
Antonio, Texas
  • Presenters
  • Philip J. Pfeiffer
  • Partner, Fulbright Jaworski
  • Jose Antonio Contreras
  • Senior Vice President
  • United Way of San Antonio Bexar County

67
United Way of San Antonio Bexar CountyWhy We
Focused
  • Initial trigger Increase in donor-restricted
    growth
  • Disturbing trends in the nonprofit, philanthropic
    and work environments
  • Explosion in number of non-profits
  • Changing workplace and impact of global economy
  • Changing workforce
  • Competition in workplace giving public and
    private
  • Loss of share nationally and locally
  • Declining participation nationally and locally
  • Growing scope and complexity of problems in the
    community
  • Implications?
  • Cannot ignore signals, must explore further

68
United Way of San Antonio Bexar CountyBenefits
of Focusing
  • Re-energized board, staff, new volunteers
  • Differentiated United Way as strategically
    focusing on issues our community is most
    concerned about
  • Created long-needed opportunity for new
    investment areas outside of existing framework
  • Gave us a focus for our community initiatives
  • Began alignment of board, staff, resources

69
United Way of San Antonio Bexar CountyLevels
of Focus
Investments of time, relationships, technology,
expertise, money, other resources
70
United Way of San Antonio Bexar CountyHow and
How Long Issue Areas
  • Who did what
  • Defining Tomorrow Committee
  • Commissioned market research firm
  • Opinion Poll
  • Focus Groups
  • The COMMUNITY IMPACT Question
  • Directed staff to develop supporting data book
  • Recommended 3 Issue Areas, preliminary priority
    concerns
  • Task Force on Strengthening UW and subsequently
    Executive Committee approved recommendation
  • How long it took
  • 1 year

71
United Way of San Antonio Bexar CountyThree
Issue Areas
  • Developing Individual Capacity for Success
  • Strengthening Families
  • Developing Successful Children

72
United Way of San Antonio Bexar CountyHow and
How Long Priorities, Stage I
  • Who did what
  • Defining Tomorrow Committee
  • Established three Issue Councils
  • Recruited Council Leadership (Council Chairs and
    Co-Chairs)
  • Issue Council Leadership
  • Recruited Council membership with focus on
    specific skill sets
  • Held orientation/Council kickoff
  • How long it took
  • 6 months

73
United Way of San Antonio Bexar CountyHow and
How Long Priorities, Stage II
  • Who did what
  • Issue Councils
  • Recommended priorities and sequencing
  • Defining Tomorrow Committee and subsequently
    Executive Committee approved recommendation
  • How long it took
  • 3 months (one 4-hour, 2-hour and 1-hour meeting
    respectively)

74
United Way of San Antonio Bexar
CountyPriorities for the Issue Areas
  • Issue Area Developing Individual Capacity for
    Success
  • Priorities 1. Insufficient educational
    outcomes
  • 2. Issues of personal well-being
  • 3. Deficiencies in sense of personal
    competence
  • Issue Area Strengthening Families
  • Priorities 1. Family Financial Insecurity and
    Instability
  • 2. Family Parenting
  • 3. Fragile Neighborhoods
  • Issue Area Developing Successful Children
  • Priorities 1. Early Care and Education
  • 2. Protection of/for children
  • 3. Healthcare for children

75
United Way of San Antonio Bexar CountyHow
How Long - Level 3 Target Population
  • Who Did What
  • Issue Councils answered these key questions
  • What criteria will we use in determining target
    population?
  • What are the demographic, geographic and/or
    conditional characteristics of the population
    with whom we will target our action plan
    addressing priority concern?
  • Issue Councils developed recommendation
  • Each Issue Council selected the target population
    for its first priority concern.
  • How Long It Took
  • Approximately 1 month (one 4-hour meeting)

76
United Way of San Antonio Bexar CountyTarget
Population for One Priority
Issue Area Developing Successful Children
Priority Early Care and Education
Target Population Children ages 0 5 from
low-income ( 150 of Federal Poverty Guidelines)
households located in ZIP codes 78207 and 78237
  • The details Children experiencing multiple risk
    factors for failure, such as
  • - Inadequate supervision - Teen parents
  • - CPS involvement - Homelessness
  • Limited English - Disabilities
  • Parents with substance abuse issues

77
United Way of San Antonio Bexar CountyHow
How Long - Level 4 Vision Barriers
  • Who Did What
  • Issue Council answered two key questions
  • Vision What exactly do we want to achieve?
  • What specific results?
  • Barriers Why is vision not true?
  • What are the root causes, underlying conditions?
  • How Long It Took
  • Approximately 2 months (two 4-hour meetings)

78
United Way of San Antonio Bexar CountyVision
for One Target Population
Issue Area Developing Successful Children
Priority Early Care and Education
Target Population Children ages 0 5 from
low-income ( 150 of Federal Poverty Guidelines)
households located in ZIP codes 78207 and 78237
Vision School Readiness producing children
who are prepared to succeed in school
79
United Way of San Antonio Bexar CountyBarriers
to One Vision
Issue Area Developing Successful Children
Priority Early Care and Education
Target Population Children ages 0 5 from
low-income ( 150 of Federal Poverty Guidelines)
households located in ZIP codes 78207 and 78237
Vision School Readiness producing children
who are prepared to succeed in school
Barriers Familial attitudes Mistrust
Family instability Debilitating influences of
risky behaviors Parents limited educational
level Lack of parenting skills and support
systems Families are overwhelmed
80
United Way of San Antonio Bexar CountyHow and
How Long - Level 5 Lasting Change
  • Who Did What
  • Issue Council answered these questions
  • What moves past barriers to vision?
  • What strategic changes in condition?
  • Issue Council recommended the lasting change that
    they would first work toward in the community
    condition to address the priority
  • How Long It Took
  • Approximately 1 month (one 4-hour meeting)

81
United Way of San Antonio Bexar CountyLasting
Change Sought for a Set of Barriers
Issue Area Developing Successful Children
Priority Early Care and Education
Target Population Children ages 0 5 from
low-income ( 150 of Federal Poverty Guidelines)
households located in ZIP codes 78207 and 78237
Vision School Readiness producing children
who are prepared to succeed in school
Barriers Familial attitudes, family
instability, mistrust, debilitating influences of
risky behaviors, parents limited educational
level, lack of parenting skills support
systems, families are overwhelmed
Lasting Change All children (0-5) are prepared
to succeed when they enter school
82
United Way of San Antonio Bexar CountyAction
Plan Specific Direct-service and
Community-change StrategiesFirst-year Aims
  • Facilitate alignment of local coalitions to
    support quality Early Childhood education and
    develop a public policy agenda

System and Policy Changes
  • Meet and engage with neighbors in all council
    initiatives
  • Enhance quality of care by informal caregivers
  • Equip parents to be better prepared their
    children to succeed in school

Community Neighborhood Initiatives
  • Provide mentoring for informal caregivers
  • Improve the quality of formal early childhood
    education

Issue-Directed Programs
  • How Long It Took
  • Approximately 2 months (five to six 4-hour
    meetings)

83
United Way of San Antonio Bexar County Lessons
Learned
  • Challenges
  • Two tiers of council participation
  • Corporate/civic vs content experts
  • Perception of staff-driven agenda
  • Target population input/participation
  • Ability to demonstrate results will take time

84
United Way of San Antonio Bexar County Lessons
Learned
  • Things were glad we did
  • Strong community leader with impeccable
    credibility
  • UWA resources Case for Action series and UWA
    staff consultations, insights, system perspective
  • Issue Council membership composition
  • Target population input/participation
  • Dedication of staff and financial resources
    made planning possible and commitment to change
    real
  • Faster if we can, slower if we have to approach
  • Ongoing updates to Executive Committee/Board

85
United Way of San Antonio Bexar County Lessons
Learned
  • Things we would do differently
  • Modify two-tier process
  • Agency communications
  • Timeline clarification and management
  • Conduct ITP later in the process

86
United Way of San Antonio Bexar County Lessons
Learned
  • Best advice we can offer
  • Get a strong leader
  • Confirm the will to go down this path and end
    up where the community directs you
  • Be clear about your agenda
  • Brief community leaders (bell cows) early and
    often
  • Expect the process to be dynamic, iterative,
    particularly as focus becomes more specific
  • Start with community (opinion poll, focus groups)
  • Employ participatory process to engage, own
  • Agency input where and when

87
Topics
  • Getting focused What means what it looks like
  • Examples from the field
  • United Way of Santa Fe County Santa Fe, NM
  • United Way of the Midlands Omaha, NE
  • United Way of Rock River Valley Rockford, IL
  • United Way of San Antonio and Bexar County San
    Antonio, TX
  • Resources

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Related Resources
on United Way Online
  • The Community Investment Triangle Targeting Our
    Resources (keyword CITriangle)
  • Connecting Program Outcome Measurement to
    Community Impact (keyword POM-CI)
  • Getting Focused to Make Tough Choices (keyword
    GetFocused)
  • Redefining Agency Relationships for Community
    Impact (keyword RedefineAgency)
  • Small Cities Getting Focused for Greater
    Results webinar replay (http//uwa.breezecentral.
    com/p84658172/)

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