Audio Preparations
Call into the webinar by dialing 1-888-417-8531, confirmation code 7843315.
We will have discussion questions during the webinar, so please have at least one participant from your United Way on the phone.
Income Mobilization Group Kickoff – October 27, 2010 1

October 27, 2010

Our Journey
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Poll Question #1
When you take a road trip, what do you do to prepare?
• Nothing – I’m the type to just get in the car and go.
• I stop for gas, make sure I have my map, and then go.
• My journey is well planned. I plug it into my GPS, pack a snack, fill up the gas tank the night before I go, and then hit the road early the next morning.
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Income Mobilization Group Communities
Atlanta
Bay Area
Broward County, FL
Central and NE CT
Delaware
Kansas City
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Income Mobilization Group Communities
Lane County, OR
Madison County, IN
San Diego
Silicon Valley
Somerset County, NJ
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United Way Worldwide Executive Sponsors
Brian Gallagher
President and CEO
Stacey Stewart
Executive Vice President
Community Impact Leadership & Learning
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United Way Worldwide
Mobilization Markets Team
Coming soon!
Barbara Edmond
Vice President
Tish McCutchen
Director
Jessica Weaver
Manager
Jeff Sheedy
Manager
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United Way Worldwide
Income Team
Josephine Robinson
Vice President
Laura Scherler
Director, Income Impact
Strategies
Jamie Carter
Manager, Income Impact
Strategies
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Fuel Additives
Our essential partners include:
• The Harwood Institute for Public Innovation
• Blue State Digital
• Collaborative Communications Group
• The Clarity Group
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Today’s Agenda
 Welcome & Introductions
 Our Destination
 How We Get There: Our Road Map
 Next Steps
 Q&A
Income Mobilization Group Kickoff – October 27, 2010

Today’s Agenda
 Welcome & Introductions
 Our Destination
 How We Get There: Our Road Map
 Next Steps
 Q&A
Income Mobilization Group Kickoff – October 27, 2010

Our Destination
A Vision of Mobilization
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Mobilization and The Campaign for the
Common Good
Mobilization is about going deep …
…The Campaign for the Common Good is about going broad .
Income Mobilization Group Kickoff – October 27, 2010

The Goals for Mobilization
Mobilization United Ways are committed and actively executing to:
• Make progress on your goals in education, income and health
• Engage more people and institutions in your work
• Raise more revenue and resources
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Big Ideas :
Build impact strategies in education, income, and health that improve lives
Frame strategies as investment products
Segment and understand your markets
Connect investor aspirations with need/opportunity
Measured by :
Lives improved
Individuals engaged : giving, advocating, volunteering
Investor satisfaction and confidence
Long-term, sustained financial growth
Resources under management
Values :
Outward facing, engaged with the community, committed to community success
Accountability/ transparency
Operational Excellence
Customer-centered
Inclusiveness
Innovation/continuous i mprovement
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How we execute against the Business Framework
• Work on things that matter to people
• Connect with more people - get them involved
• Get agreement on strategies
• Give everyone a chance to support the plan
• Tell people about the results
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Our Value Proposition
And by doing that we are fulfilling United Way’s value proposition:
Galvanizing and connecting a diverse set of individuals and institutions, and mobilizing resources, to create long-term community change.
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Our Commitment To You
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The Work of Mobilization
Community’s Income Goal
Local United Way’s
Income Focus
Engage More
People
Local United Way’s
Impact
Goals
Generate More
Revenue
Elements of Work
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United Way’s Financial Stability Framework
10-year Goal: Cut in half the number of lower-income * working families who are financially unstable
Stable, adequate income
Stable, adequate financial resources
1. Familysustaining employment
2. Income supports
3. Savings and assets to cover unexpected expenses
4. Manageable expenses
5. Affordable housing
* Family income below 250% of Federal Poverty Level
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Poll #2
Which financial stability area(s) are you currently working in?
• Family-sustaining income
• Income supports
• Savings and assets to cover unexpected expenses
• Manageable expenses
• Affordable housing
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Our Destination: Discussion
As you thought about your own United Way, what was the most exciting or aspirational part of The Mobilization Story ?
What elements are you most looking forward to working on?
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Atlanta
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Bay Area
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Broward County FL
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Central and NE Connecticut
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Delaware
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Kansas City
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Lane County OR
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Madison County IN
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San Diego
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Silicon Valley
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Somerset County NJ
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Our Destination: Discussion
What elements of The Mobilization Story did you find the most challenging? Are there elements that you did not understand?
Are there elements that you disagreed with?
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Today’s Agenda
 Welcome & Introductions
 Our Destination
 How We Get There: Our Road Map
 Next Steps
 Q&A
Income Mobilization Group Kickoff – October 27, 2010

Our Road Map
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Mobilization:
Executing on the Business Framework
What will it take to become a mobilizing United Way?
A deeper focus on certain elements of the Standards of Excellence
Engage with the community
Create & deepen relationships with individuals & institutions
Develop strategies and focus actions
Mobilize resources
If we wish to be effective, we will need to:
Operate as an integrated and aligned organization
Have the right skills, competencies
& leadership
Align and execute on plans and strategies
Measure, evaluate & communicate results
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Many On-Ramps
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Our Trip Plan: Multiple Segments
Group Work Local United Way Work
•Harwood Public
Innovators Lab
•Community conversations and ongoing engagement plans
• Community change strategy development
• Resource development
• Planning and measurement
•Campaign for the
Common Good
•Online engagement
• Policy and advocacy
• Volunteerism and online engagement experience
• Strategic communications
• Intersections of education, income and health strategies
Four face-to-face group meetings and four webinar meetings over 24 months
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Our Trip Plan:
Four Performance Cycles
SCOPE
PLAN
ASSESS
Building short-term wins that add up over the course of 24 months
EVALUATE
BEGIN
ANEW
DO
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What Will It Look Like Over 24 Months?
The Life Cycle of the Mobilization Group
•Advertisement, application & selection
•Orientation, site visits, group meeting
(Harwood Innovators Lab)
•Site visits, Performance Challenge 1, group meeting
•Site visits, Performance Challenge 2
•Site visits, Performance Challenge 3, group meeting
•Site visits, Performance Challenge 4, wrap-up group meeting
•August - October 2010
•November 2010 – January 2011
•February - June 2011
•July - December 2011
•January - June 2012
•July – October 2012
This is a rough planning guide. Each United Way will work on different performance challenges and may have a slightly different timeline.
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Ready, Set, Go:
The Harwood Institute for Public Innovation
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United Way Worldwide Consulting Team
The United Way Worldwide Consulting Team will include:
• A lead United Way Worldwide relationship manager from the Mobilization Markets team
• A subject matter expert in Income
• A community engagement and mobilization coach
• Additional team members as needed, determined by your areas of work
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Local Mobilization Team
The Mobilization Team’s role:
• Be fully engaged and committed to progress across the five dimensions of mobilization
• Provide leadership to establish organizational goals and shape desired outcomes
• Collaborate with other team members and leadership to design, plan and resource change activities
• Deploy staff to leverage and implement change activities
• Direct and guide communications and course corrections
• Work closely with the Mobilization Coordinator
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Mobilization Team Coordinator
The Mobilization Team Coordinator’s role:
• Be seen as a leader of change efforts
• Be the source of energy, direction and support
• Coordinate all activities on the ground
• Hold others accountable for work
• Be the focal point of contact with the United Way
Worldwide relationship manager to schedule activities and monitor progress
• Work closely with the Mobilization Team members
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Today’s Agenda


Welcome & Introductions
Our Destination
 How We Get There: Our Road Map
 Next Steps
 Q&A
Income Mobilization Group Kickoff – October 27, 2010

Calendar
2011
• November - December: Site visits
• January 11-14: Group Meeting / Harwood Public Innovators Lab,
Alexandria
• February - March: Site visits
• June: Group meeting, date and location TBD
2012
• January: Site visits
• February: Group meeting, date and location TBD
• July: Group meeting, date and location TBD
• October: Final Group meeting, date and location TBD
• October - November: Final site visits / wrap-up
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Next Steps
• Finalize your local Mobilization Team and coordinator
• Schedule the first site visit by the United Way Worldwide team (November or December)
• Make travel plans for the January 11-14 meeting
• Register for Open Atrium, the Income Mobilization Group online space
• Review a resource for the January meeting:
– Read and discuss, as a team, The Organization First
Approach from the Harwood Institute
– Take the Harwood “Turning Outward” quiz and discuss as a team
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Q & A
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We’re glad to be on this road trip with you.
Let’s get going!
Income Mobilization Group Kickoff – October 27, 2010