2014 great rivers conference

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2014 GREAT RIVERS CONFERENCE
WORKSHOP DESCRIPTIONS
Community Impact Basics
Workshop Track Key
101
CI
MC
LO
RD
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United Way Basics
Community Impact
Marketing & Communications
Leadership & Operations
Resource Development
Tuesday, February 18 (Pre-Conference Workshops)
Morning Workshop, 8:30 AM – 11:45 AM
Welcome to United Way
110111C I11MC1 1LO 11RD1
This program provides an overview of United Way's mission,
vision, history, brand, structure, shift to community impact, and
current business model. Participants will explore some of the
most important issues currently facing United Way, including
ways to maximize revenue growth in this competitive
environment and to solve community problems.
If you register for this workshop, consider taking one of this
afternoon's follow-on United Way Basics workshops: Resource
Development, Community Impact, or Marketing &
Communications.
Tuesday, February 18 (Pre-Conference Workshops)
Afternoon Workshops, 1:30 AM – 4:30 PM
Small Cities Roundtable
110111C I11MC1 1LO 11RD1
Few things are as important as a supportive peer network. This
is an opportunity for those of you from 1-3 person shops to
participate in a facilitated roundtable discussion on topics that
are important to you. Whether it’s managing the changing role of
volunteers with community impact, balancing your work load or
other pressing topics, this is the chance for you to share your
challenges with your peers. You’re not alone, you know.
Registrants for this workshop will be asked to submit topics to
help structure the agenda.
Resource Development Basics
11011O 11RD1
Congratulations, you're a fundraiser. Hold on to your seat …
you’re in for an adventure. Explore essential strategies for
successful and engaging fundraising from individuals and
corporations who want to improve lives in your community.
Explore key topics such as lifetime donor value, stewardship,
relationship building, account planning, segmentation, and
current donor trends. Get tips for developing stronger
relationships with donors, targeting and evaluating your
fundraising efforts, and engaging donors over the long term.
Intended for newer fundraising staff with one year of experience
or less.
110111C I1
Improving lives by mobilizing communities to create lasting
changes in community conditions: the community impact model
requires not only funding direct restorative services but attacking
root causes, as well. It's a tall order. Alignment with the mission
involves a change in culture, attitude and mindset, and will
require a different skill set, organizational structure, relationship
with partners and investors, investment strategies, and message
strategy. Understand the roles, strategies and outcomes
involved with the community impact model and focus on the
essential components of this strategy.
Marketing & Communications Basics
11011I11MC1
Learn the elements of brand management and how to
communicate your results; identify your markets and find out
what they want; and develop a marketing and communications
plan that includes your media strategy to get you there. Then
communicate, communicate, communicate.
Leading Through Change
1LO 1
You would not run an organization without some type of plan, so
why attempt complex transformation without a clear change
strategy and a thorough understanding of your role in leading
that change? Since you may be initiating change before you
have clear outcomes, the change process can be highly
dynamic and require many course corrections and adjustments.
Understand change theory, how to apply it to your organization,
and the various roles you could, as well as those you must, play.
This workshop will help you bring a level of order to this complex
and scary process. Leave with a path to success amidst the
chaos of change that both internal and external stakeholders will
understand.
On the Journey to Community Impact 110111C I1 1 1LO 1
The shift to the community impact business model brings many
changes — in strategies, partners, ownership, resources, investor
relationships, and your United Way's role and operations.
Whether you're in the process of gaining buy-in, immersed in
planning, or have already started the transition, you're no doubt
experiencing some challenges and would benefit from
consultation with your peers and those further along. Explore
methods for reframing the allocations process; redefining agency
relationships; and supporting staff, your board, other volunteers
and agency/program partners in the transition. Don't be shy: bring
your doubts, questions, fears and dreams, and leave this
workshop with the energy, inspiration and the tools you need to
take the next step in your transition to impact.
Andar: Customer Relationship Management Made Easy
(1:30 PM – 3:00 PM) 1RD1
Deepening Relationships with Your Largest Individual
Supporters
1LO 11RD1
There’s gold in them there hills! Find your best prospects.
Segment your constituents. Automate your reporting process.
Learn how easy it is to get at your data with Andar’s data
mining. This session will provide you with a solid understanding
of the data mining process. You will also learn about new
options for producing custom reports. You’ll walk away from this
session with “cheat-sheets” outlining the data mining process
and tips to make data mining easy and fun to use.
Who are your United Way’s deepest-pocket friends? What do
you know about their passion for improving your community?
How does your United Way excite, engage and encourage them
to be joyful givers through even larger gifts? If you want to mine
gold, you need to go where the gold is. This session will help
you think about working with your lead givers beyond the annual
transaction. Leave this workshop with plans for cultivation,
stewardship and engagement.
Andar: Data Mining Basics (3:15 PM – 4:30 PM)
Special Events that Grow Engagement 1MC1 1 11RD1
1RD1
Manage your relationships through easy-to-use dashboards.
This session will guide you step by step to plan, implement and
monitor various resource development strategies from
workplace campaigns to leadership and major gifts. Focus on
what’s important, measure progress, and get it done. Whether
you prefer engagement pyramids, moves management, or the
traditional sales funnel, you’ll see how easy it is to implement
your favorite techniques with Andar.
At the end of the session, you will be equipped with
“cheat-sheets” you can use to quickly put what you’ve learned
into action.
Wednesday, February 19
Morning Workshops, 8:45 AM – 11:30 AM
Collective Impact in Action 110111C I11MC1 1LO 11R
Collective Impact is all about stakeholders from different sectors
in your community committing to a common agenda for
addressing and eliminating the root causes of a complex social
problem. In order to create lasting solutions on a large scale, all
the various organizations — including government, nonprofit,
faith community, and the for-profit business sector — need to
coordinate their efforts and work together around a clearly
defined goal. The underlying premise is that no single
organization can create large-scale, lasting social change by
itself. Review the conditions for collective impact, the roles
involved, developing common metrics, coordinating and aligning
efforts, and what’s been learned about good practices so far.
Engaging Workplace Volunteers
1MC1 1 11RD1
United Ways have traditionally utilized volunteers in Resource
Development efforts (Campaign Chairs, Company Coordinators,
Loaned Executives, etc.). Learn how to engage new and
existing volunteers in other meaningful and strategic ways to
ensure both the individual and the organization are getting the
most out of the relationship.
Advanced Campaign Planning & Analysis
1LO 11RD1
Campaign is still our bread and butter and using tried and true
practices along with cutting-edge relationship building strategies
is an avenue for success. In this session you will learn about
pre-campaign analysis and planning that will help you determine
your opportunities for growth as well as areas of risk. Bring your
data with you, the emphasis is on ANALYSIS.
2014 GREAT RIVERS CONFERENCE Special events can be incredible ways to engage your
community or a very expensive way to “preach to the choir.”
This session provides ways to establish a North Star for every
event, building your brand and messaging along the way. We’ll
explore ways to leverage your existing relationships through
collaboration, sponsorships and in-kind support.
Effective Branding On a Budget
1MC1
United Way is one of the world’s most valuable brands. How do
we effectively and consistently maximize its value? Learn
effective approaches to internal/external branding and gain tools
to produce attractive marketing materials that create a lasting
impression in your community. We’ll discuss how to: 1) develop
a brand strategy, 2) write more powerful and effective copy and
3) keep marketing material costs down by using corporate
sponsorships and leveraging relationships with advertisers in
your community. Bring your materials and get feedback from
experts.
Engaging the Community in Building a Vision 1C I11MC1 1LO 1
This workshop will teach you how to understand the needs of
your community and engage the community in the process of
creating a shared vision. You need the skills to engage your
board, staff, agency partners and other stakeholders in the
process of determining what’s important to them. Only then can
you possibly begin building consensus around a vision, priorities
and new ways of doing the right work. By engaging constituents
in aspirational thinking rather than focusing on problems, you’ll
find creative ways to get them excited and involved in reshaping
the work you are doing.
Creating a Granting Framework for Community Impact 1C I1 1LO
Moving beyond funding agencies solely based on membership
requires a framework that articulates the priorities of your
community and your United Way in your focus and impact area,
e.g., education, income and health. This session will present
examples of what United Ways are using to help frame and
solicit the kinds of requests for funding that they receive from
their partners, including through a broader Request for Proposal
(RFP) strategy.
Putting the Data into Action for Results
1C I1
Most funders require organizations to gather and share data on
what’s being done to whom — but what happens after the data
WORKSHOP DESCRIPTIONS PAGE 2
have been collected and collated? This workshop will provide
tools to help United Ways encourage organizations to use the
data for effectively leveraging dollars, increasing board
engagement, creating compelling annual reports and, most
importantly, informing program quality improvement.
Participants will take away useful insights on using data to
inform the community, increase dollars, identify gaps, and solve
problems more effectively and more efficiently. Learn the
difference between outputs, community outcomes, community
indicators and needle-moving change.
Wednesday, February 19
Afternoon Workshops, 1:45 PM – 4:30 PM
Building a Community Impact Board
1C I1C1 1LO 1
One of the largest challenges to United Way becoming a
community impact organization is the lack of Board members'
understanding of and engagement with the community impact
mission. Learn how to effectively engage your Board in the
community impact model to position your United Way as the
community impact leader. Consider appropriate roles and
responsibilities; the competencies needed; and how to recruit,
train, retain, engage, excite, evaluate, transition and recognize
your board champions.
Positioning Your United Way as a Strategic Philanthropic
Partner
1C I11MC1 1LO 11RD1
Creating change in our communities requires more than a
workplace campaign; it requires building relationships with key
constituents — organizations and individuals — who share
common interests. Understanding your United Way’s priorities
as well as learning those of others is the first step towards
becoming a strategic philanthropic partner. Stepping into those
relationships to help connect common priorities and develop
strategies to address them is a critical competency moving
forward. This session will help you clarify your organizational
priorities so you know which relationships to pursue without
getting off track; learn about the priorities of key constituents in
your community, e.g., where to find statements, how to connect
clues, and when to have a conversation; and leverage
relationships to develop collaborative approaches to common
concerns that generate opportunities to further your mission and
theirs!
Maximizing Donor Retention
1MC1 11RD1
United Way has been raising money in the local workplace for
125 years. With churn rates at 30-60%, we are losing more
donors than we are gaining. Ever wonder… where did they go?
Learn how your peers are reducing churn and retaining donors
as they leave the workplace. Explore strategies for engaging
episodic donors, loyal donors and retirees. The workshop
includes a focus on donor recognition and thank yous.
Developing a Relationship Management Plan
1LO 11RD1
Relationship Management is a business practice that transforms
your organization by engaging your constituents based on their
2014 GREAT RIVERS CONFERENCE needs, perceptions and expectations, not yours. Using data,
process and technology, learn relationship management
techniques that will help you gain buy-in and generate
enthusiasm and momentum. Create the touch points that will
help them feel more connected, valued and engaged in your
mission. In this interactive session, you'll build a long-term
relationship plan for a segment that you can take back to your
United Way and use.
Strengthening Affinity Groups
1MC1 1LO 11RD1
Learn from a panel of United Ways that have built successful
affinity groups. Discuss the different types of groups (women,
young professionals, diversity, retirees, etc.) as well as how to
start, promote, sustain, and grow their involvement with your
United Way. Ample time will be reserved for discussing effective
strategies for specific affinity groups.
United Way 365: A Year-Round Marketing Plan 1MC1
Sharing the Live United message is a powerful tool in creating
stronger credibility and respect within your community. It
produces greater awareness of your work and the impact of
donor dollars. You need a positive and consistent year-round
presence to strengthen relationships with company/agency
partners, donors and your community. Learn how to create a
strategic marketing and communications plan that everyone in
the organization understands and supports. This session will
show you how to further engage your audiences at key points
throughout the year by implementing innovative messaging and
storytelling practices; maximizing your United Way’s presence at
community events; and rallying volunteers to serve as
advocates for the work you do year-round.
You Are the Presentation: Engaging Your Audience
1C I11MC1 1LO 11RD1
How many of us rely on our PowerPoint presentation to inspire
audiences? In this session, we will emphasize that YOU are the
presentation, and your visual aids are a support tool. Gain skills
you can take back to your organization to change the way you
deliver your message, including rules for visual aids, new
engagement tools and how to be the focus of your presentation.
Designing a Request for Proposal (RFP) Process: What
Happens After you Send out the RFP
1C I1
Form matters – or rather forms matter! Once you have your
funding priorities in place and issue the RFP, you need to
ensure that you make the best possible funding decisions.
Creating effective processes is a start, but you need to think
through your application formats and your "scoring"
mechanisms and how you engage volunteers in this new
methodology. Topics covered will include using online tools and
paper formats to collect information, learning how read beyond
the words, making realistic appraisals of achievable results, and
training volunteers how to manage this proposal review process.
A bonus: you can take what you learn here and apply it in the
new RFP format or in more traditional allocation processes.
WORKSHOP DESCRIPTIONS PAGE 3
Effective Facilitation Skills
1C I111 1LO 1
It’s no easy task getting a group engaged and motivated to take
action that will deliver results. Still, this is required to fulfill our
new collective impact roles. The effective facilitator plays the
role of catalyst, coach, coordinator and conductor. Learn how to
set and sense group norms, share power when developing
agendas and solutions, get groups to be effective
problem-solvers and generate innovative solutions. Great
facilitators can be made.
supporters — from individual donors to new business
partnerships.
Telling the United Way Story 1C I11MC1 1LO 11RD1
Thursday, February 20
United Way has been at the forefront of fundraising and
community change for more than 125 years. We have one of the
best-known and respected brands in the world. How do we
maintain that reputation and stay relevant to our donors,
prospects and partners? The fundraising climate continues to
change; what do we need to know and do to answer the
question, “Why invest in United Way?”
Morning Workshops, 8:45 AM – 11:30 AM
Be Social: Integrate Social Media into Your Marketing Plan 1MC1
Developing Staff Competencies
Today social media marketing is more than collecting likes and
followers: it’s about integrating current social tactics into your
existing marketing plan. It is also leveraging social connections
to reach a diverse audience and achieve your marketing
objectives. This session introduces you to the various social
media networks and how to: 1) Leverage their strengths and
evaluate them for best use for your organization; 2) Gain
visibility and develop long-lasting relationships with your
followers; and 3) Drive engagement throughout your networks
and beyond.
1LO 1
Your organization is changing and so are the demands on you
and your staff. Whether you're retooling or newly hiring, you
need a staff development strategy and the tools to achieve it.
Experienced United Way HR professionals will share their tools
and tips for assessing strengths, building personal growth
plans, implementing and trouble shooting. Effective HR plans
also stress team development: keeping your staff team
motivated, engaged, and enjoying each other — and we're
talking boomers to millennials. A side benefit: more fun and
interesting staff meetings.
Business Performance Overview: Assessing & Driving
Performance
1LO 1
Learn how the Business Performance Overview can be a
resourceful tool for sharpening focus on performance metrics.
Consultative Selling Refresher
1RD1
For those who have already completed Consultative Selling
training, this is an opportunity to share how you are using
Consultative Selling techniques (or not) or where you are
getting stuck, and to explore areas where you need more
practice or a better sense of how to apply techniques. A highly
skilled Consultative Selling trainer will provide a refresher and
consultation on how to do more with consultative selling. Meet
with other CS alumni to discuss the ongoing adoption,
execution and use of the Consultative Selling model.
Donor Segmentation Strategies
1MC1 1 11RD1
Learn how to focus your attention on specific groups in order to
move from a “one size fits all” transactional relationship and
create a more meaningful personalized experience. This
workshop will provide a framework for how to define and
prioritize donor segments and devise a tactical plan for your
segmentation strategy to succeed.
Growing & Sustaining Workforce Engagement
1C I11MC1 1LO 11RD1
The workplace is not a monolith, but it is still the largest
marketplace for encountering current and potential supporters.
How do we engage, inspire and deepen workforce involvement
with United Way? Come exchange ideas and learn what other
communities are doing to expand United Way’s circle of
2014 GREAT RIVERS CONFERENCE Strategic Volunteer Engagement
1C I11MC1 1LO 11RD1
Volunteer engagement is critical to advancing the common
good. This session covers best practices on how to build
volunteer communities in your United Way; create deeper,
year-round strategies to engage people in the work of United
Way; invigorate volunteers by building on their strengths and
interests; and connect the volunteers with opportunities that fully
engage and excite them about your mission. We will also spend
some time sharing examples of how local United Ways are
working with their volunteer centers.
Generating Resources Beyond the Campaign 1C I11MC1 1LO 11RD1
In the long run, the impact business model saves donor dollars,
facilitates focus, and boosts synergy. It may even be
accomplished less expensively than supporting social service
infrastructure, but it still requires resources beyond the
campaign. Hear about how United Ways are leveraging funds
from local, state, and federal funds as well as from large
foundations. This session will explore how you use your impact
framework and initial accomplishments to leverage funds
beyond the annual campaign.
Using Data to Drive Collective Impact
1C I1C1 1LO 1
Using data to drive collective impact is a great strategy to keep
various forces aligned. Assessing and choosing response
options, course-correcting and redirecting roaming partners are
just a few of the ways that you can use an impact report card to
ensure progress on your goals. This session will discuss how to
use data to drive the collective impact effort in your community.
Hear from United Ways that have used data to meaningfully
propel an initiative forward.
WORKSHOP DESCRIPTIONS PAGE 4
Thursday, February 20
Afternoon A Workshops, 1:45 PM – 2:55 PM
encourage thoughtful discussion about what United Way can do
to support the un- and under insured.
Partnering with Other United Ways: Best Practices & Examples
The Campaign for Grade-Level Reading: Getting Started 1C I11 1LO 1
1C I11MC1 1LO 11RD1
Playing well with others: a principle of early childhood success,
or a hard-to-sell corporate strategy? United Ways are
collaborating with each other to maximize impact and
efficiencies in exciting ways. Backroom collaboration, shared
marketing efforts, coordinating investments across community
partners, and multi-community coordinated workplace
campaigns are just a few examples. In some cases, perhaps
even through (shhh) a merger. Come prepared to be
transparent, hear examples from those who have been there.
Walk away with a plan to deal with your neighbors — synergy
not suffocation.
Making United Way the Mission of Choice for Millennials
1MC1 1LO 11RD1
With workplace giving in decline and workforce demographics
changing, it is critical that we engage younger generations in our
work. Learn how to cultivate the new generation of donors by
showing them that their support can make a tangible difference
on wider issues. Let ‘em know it’s not their father’s United Way.
Tools for Growing Your Planned Giving Program 1MC1 11RD1
Planned giving is an opportunity for long-time United Way
supporters to impact your community for generations to come.
What are you doing to encourage, secure and steward planned
gifts — including bequests and leveraging resources through
United Way Worldwide? Learn about the impact of planned
giving and steps to incorporate it into your development
strategies.
Building Trust in Our Brand
1MC1 1LO 11RD1
Trust is the most essential ingredient in a relationship and is the
foundation of the United Way brand. Trust drives engagement;
as trust builds, volunteering and giving increase. We know trust
is built on the perception of integrity and capability. Nationally,
we track public trust on an annual basis, but most United Ways
are not tracking trust on the local level. This workshop will
unpack trust, help you develop indicators to know your own
metrics, and understand how to monitor and improve your
stakeholders’ trust in you.
Life After Affordable Care Act (ACA) Enrollment 1C I11 1LO 11
It’s estimated that between 29–30 million people will still lack
access to healthcare when enrollment in the Healthcare
Exchanges close. Many will be minorities, working poor, and
single mothers. More than half of low-wage workers who lack
health coverage are expected to be left uninsured despite
implementation of the Affordable Care Act, according to an
analysis of U.S. Census data, the New York Times reports. A
panel of representatives from health agencies, United Ways,
navigators, and FamilyWize will provide information about what
is being done and what else can be done to help, and will
2014 GREAT RIVERS CONFERENCE Many United Ways across the country have already put a stake
in the ground affirming grade-level reading as a priority, and
they are either leading or participating in their community's
Campaign for Grade-Level Reading coalition. Others are
thinking about the role United Way can play in collaborative
community efforts to conceptualize, plan, implement and
manage a community process focused on grade-level reading.
If you are thinking about getting involved in the issue of
grade-level reading in your community, then this session is for
you! Join others who are considering making grade-level
reading a priority and learn from your colleagues who have
about why grade-level reading is important and what it takes to
be successful. In addition, you will learn about the support and
technical assistance that is available to you from the national
Campaign for Grade-Level Reading and its national partners.
Crisis Communications: Are You Prepared?
1MC1 1LO 1
An employee at a partner agency is arrested. A blogger attacks
you for supporting a cause he doesn’t agree with. These
incidents create a communication crisis for your local United
Way and our brand as a whole. This session explores key
components needed for a comprehensive crisis communications
plan. Discussion includes basic communication considerations,
plus a multi-level crisis plan. Walk away knowing how to: 1) plan
for a crisis before it begins; 2) manage the media throughout a
crisis; and 3) effectively inform employees, partners and
stakeholders during the crisis.
Developing Community-Level Outcomes
1C I1
Program outcomes and their measurement help us tell whether
the program is making a difference; agency outcomes help
agencies learn about their overall success rates.
Community-level outcomes help United Ways figure out if the
programs they fund have synergy and are working together to
improve community conditions. The process of agreeing and
achieving buy-in on shared community outcomes builds a
common approach and identifies good practices.
This workshop will walk you through understanding what
community-level outcomes are, how to define and get
agreement on outcomes, and how to measure
accomplishments. We can't tell you what to do when they fall
short but we can show how the process of forming and
measuring suggest directions.
Stacey Stewart CEO Town Hall: Business Performance
Segments B & C
1LO 1
Stacey Stewart will host this Town Hall for CEOs from United
Ways in Business Performance Segments B and C. During this
session you will have a chance to ask Stacey questions and
share your thoughts on issues facing our communities and the
United Way U.S.A. network.
WORKSHOP DESCRIPTIONS PAGE 5
Thursday, February 20
Addressing Controversial Issues
Afternoon B Workshops, 3:20 PM – 4:30 PM
Using Coaching to Increase Personal & Staff Performance 1 LO 1
Want to play golf? Get a coach. Want to play soccer? Get a
coach. Want to help your United Way grow? That's right, get a
coach! Offered by a professional coach and a CPO who was
coached, you'll undertake a self-assessment of whether
coaching's right for you, learn the principles of coaching, roles
and responsibilities, the coaching process, possible outcomes
for your United Way, and the benefits of the ripple effect — use
your new skills and knowledge to coach your staff.
Creating Brand Consistency: Marketing is Everyone’s Job
1C I11MC1 1LO 11RD1
A brand is built on many single interactions by staff members,
donors, volunteers, media partners or community members.
From the receptionist to the finance director to board members,
everyone is responsible for building your local United Way
business. Learn creative ways to involve staff members and
lead volunteers in delivering effective customer service and
promoting a positive, consistent brand relationship with
companies, agency partners and the community. Assure
message consistency as we help our audience better
understand our work and mission.
United Ways Sharing Corporate Partners 1MC1 1LO 11RD1
We are all on the same team, but sometimes it does not feel like
it. Corporate partners are not interested in internal United Way
politics, so developing our cross-border collaboration skills is
important in the continuing era of corporate consolidation.
Understanding roles of headquarters vs. location United Ways is
important for all United Ways within the corporate footprint. This
session will provide insights into the importance and strengths of
our interdependent network; ways in which local United Ways
have successfully negotiated multi-community relationships to
further the goals of the United Ways and the Company; and
avenues for addressing potential or realized concerns (hint: pick
up the phone!).
Building & Growing Your Leadership Giving Program 1MC111RD1
United Ways with successful Leadership Giving programs are
seeing growth that those without are not. In fact, more and more
of United Way funding is coming in larger chunks from fewer
donors. You need to be a part of developing and growing your
leadership program even as you seek to broaden your donor
base. These donors are ripe for relationship management and
are a great source of volunteers, partnerships and future
planned gifts. Hear about successful Leadership Giving
programs; assess the value of incentives and recognition for
existing and potential donors; and explore the value of
approaching these donors as strategic philanthropic partners
rather than ATMs.
2014 GREAT RIVERS CONFERENCE 1C I111 1LO 1
Dealing with root causes of social issues can lay bare fundamental
differences of opinion and value conflict, and even drift into the
polarized world of politics. Issues like teen pregnancy,
homelessness, substance abuse, gender-based violence, even
Head Start, have taken on an air of controversy. United Ways
often choose to work in areas of less controversy because they are
easier. But easier is not necessarily better. Learn from United
Ways that have embraced the hard issues in order to address a
root cause of critical concern in their communities. Sometimes it’s
OK to be between a rock and a hard place.
Working with Your Media Partners
1MC1 1LO 1
You do good work. You want people to know about it. But how
do you spread the word beyond the news release? Explore
creative ways to deepen your relationships with all media,
inviting them to be a part of your work. Learn the strengths of
different engagement tools, what is important to the media and
how to make a lasting impression.
Community Grade-Level Reading: Organizational Implications
for Providing Backbone Support
1C I111 1LO 1
This session is for United Ways that are providing significant
backbone support for their community's coalition focused on
grade-level reading. You will learn more about the internal
organizational and policy changes necessary in order for a
United Way to be successful in fulfilling the backbone functions
for a community collective impact effort. Topics may include
building strong, effective cross-functional staff resources;
resource and product development; communications and/or
messaging; volunteer engagement; and managing a complex,
community-wide collective impact effort. Local United Ways,
United Way Worldwide and the Campaign for Grade-Level
Reading will be involved as resources during this session.
When Your Initiative Needs to Change Direction 1C I111 1LO 1
Course correction, when you've already “sold” your initiative
approach, is treacherous even though it's a likely phase of a
maturing initiative; after all, funding dries up, goals are met,
conditions change, partners evolve. Learn what's involved with
spotting indicators that suggest a change needs to happen;
when, why and how to engage stakeholders in making changes;
making the decision for change vs. staying the course; and
dealing with reactions and results (positive and negative) as a
result of course correction. Embrace change — it's essential!
Stacey Stewart CEO Town Hall: Business Performance
Segment A
1LO 1
Stacey Stewart will host this Town Hall for CEOs from United
Ways in Business Performance Segment A. During this session
you will have a chance to ask Stacey questions and share your
thoughts on issues facing our communities and the United Way
U.S.A. network.
WORKSHOP DESCRIPTIONS PAGE 6
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