Performance & Execution
United Way U.S. CEO Summit
February 14, 2013
Stacey D. Stewart
U.S. President
United Way Worldwide
Today we will discuss
2
•
United Way Worldwide realignment
•
2013 U.S.A. metrics and key strategies
•
How we can measure performance &
execution together
Performance & Execution
United Way Worldwide Realignment Overview
•
Put a fresh stake in the ground to be a catalyst for community change
•
A true worldwide movement of which the U.S.A is a significant part
•
Different deployment of resources and leadership through network-wide
partnerships
U.S.A Team:
 Engagement & Capacity Building
 Education, Income & Health Strategies and Partnerships
 Diversity
 Policy
 Organized Labor
3
2013 U.S.A. Network Metrics and Priorities
Vision: Fuel & accelerate a nationwide movement that builds opportunity
for all, and adds velocity to United Way USA in fulfilling its potential to “do
well and do good”
U.S.A. Network Metrics
1. Trust
2.
Impact
3.
Supporters (donors, advocates,
volunteers)
4.
Revenue (mission-oriented)
U.S.A. Network Priorities
1.
Performance and execution with
reliance on data
2.
Presence as leader & convener
on Education, Income, Health;
strategic relationships
3.
Lead & support worldwide
network as prominent member
4.
Recruit & retain the right talent;
Reflect future state
Cultural Foundation
Distributed leadership, Interdependency, Mutual accountability, Alignment
4
Performance & Execution
2013 Strategic Priorities
Performance and Execution -- Focus on Data
Tangible Progress and
Network Contribution
Toward 2018 Goals
Partnerships
•
•
Education
Corporate Engagement
Network Segmentation and
Execution
Aligned Metrics
•
•
•
•
5
Trust
Impact
Supporters (donors,
volunteers, advocates)
Revenue
Performance & Execution
2013 Strategic Priorities
Education, Income and Health leader and convener
Secure position in the U.S.:
1) “Go-to” organization in Education, Income, and Health
2) Strengthen strategic relationships:
•
Corporate
•
Philanthropic
•
Policy
•
Media
•
Education, Income, Health partners
One of the greatest assets of United Way is our strong relationship with strategic partners
6
Performance & Execution
2013 Strategic Priorities
Lead and Support Worldwide Network
Serve as key member of the worldwide network:
7
•
Knowledge management
•
Best practices -- Innovation
•
Resources and revenue
•
Partnerships
Performance & Execution
2013 Strategic Priorities
A Beacon for Talent
The right talent will drive performance & results against the
toughest challenges
Reflect the communities we serve
Retain and develop current top talent
Leverage early-mid career talent
Network-wide
talent
strategy
8
Performance & Execution
Executive
Leadership
Development
Succession
planning
Core
competencies
Culture,
relationships,
diversity
Measuring Performance & Execution Together
Metric
Potential Measures
Ways to Report
Trust
•
Local public opinion polling
•
Local United Way
Brand Trackers (and
report via DB2)
Impact
•
Local community-level data in
alignment with national goals and/or
Local community-level data on your
own efforts (i.e. teen pregnancy, early
childhood readiness)
•
Community Impact
Practices Survey
(CIPS)
•
9
Supporters
•
Self-reporting on donors, advocates
and volunteers for causes
•
DB2 (need to refine
how we measure
advocates)
Revenue
•
Self-reporting on Current Year Support
(CYS) and Resources Under
Management (RUM) as a percentage
of CYS
•
DB2
Performance & Execution
Discussion
Small Table Conversations
11
1.
What value do you see in the network driving
performance on key indicators together?
2.
How could this benefit your local United Way?
3.
What are the challenges you see in this approach?
4.
What else do you need (tools, resources,
messaging, etc.) to adopt these metrics locally?
Performance & Execution
Discussion
Thank You