1. Active Partnerships: Example of a Working Collaborative Southern InstituteMay 23, 2013

2. Presenters Steve Pulliam, Executive Director, United Way of Transylania County Barbara Boerner, Past President, UWTC Stoney Bleveins, Director, Dept. Social Services, Transylvania County Susan Grider, Executive Director, The Family Place Southern Institute - May 23, 2013 2

3. 3 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

4. 2008 Challenge How to develop our long-term vision, goals and initiatives around the three focus areas put forth by UWW, rally all needed partners to be involved, and achieve improvements in community level outcomes with 1.75 staff members. Southern Institute - May 23, 2013 4

5. United Way of Transylvania County (UWTC) UWTC adopts the 3 focus areas - June, 2008 UWTC Board approves two potential partners in December, 2008 Child & Family Coalition – Education Land of Waterfalls Partnership for Health (LWPH) – Health UWTC – Financial Stability Southern Institute - May 23, 2013 5

6. Transylvania United Transylvania United formed - February, 2009 education, health, and financial stability Members recruited, Theory of Change training August ‘09 Completed the vision mapping process December, 2009. Identified Barriers to success and Community Level Outcomes (Needed Improvements) to overcome those Barriers Southern Institute - May 23, 2013 6

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9. Transylvania United First Year Initiatives HealthFinancial StabilityEducation Prepare preschool age children for kindergarten Create/Train for Living- Wage Jobs Create Health & Human Service Access Network* Reduce Obesity

10. 2010 Year of Cooperation UWTC integrated Focus Triangles with Allocation Process Identified “ Owners ” for 1st year initiatives Formed work groups around 4 Initiatives Determine interventions (program/projects) Create Plan for Implementation Obtain funding Transylvania United continued to: Encourage collaboration Resource leveraging Avoid duplication of efforts Southern Institute - May 23, 2013 10

11. Southern Institute - May 23, 2013 11 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

12. Southern Institute - May 23, 2013 12 COOPERATION STAKEHOLDERS LIMITED TO SYSTEM IMPLIES POWER STRUCTURE TIME IS THE PRESENT LIMITED IMPACT ON FUTURE STAKEHOLDER COOPERATION ON

13. INTRODUCTION Collaboration to Enhance Your Organization's Effectiveness… Differences among cooperation, competition, and collaboration and provides Often overlooked advantages of small business in a small community. Identifying stakeholders Finding opportunities to… Share resources, Build collaborative efforts that can provide Provide optimum ROI of time, effort, and money. Southern Institute - May 23, 2013 13

14. COLLABORATION Southern Institute - May 23, 2013 14 STAKE- HOLDER COLLABO- RATION STAKE- HOLDER STAKEHOLDERS VIRTUALLY UNLIMITED NOT LIMITED BY TIME IMPACT ON FUTURE

15. COMPETITION: FORCES CLASH AS FOES VIE FOR SAME BENEFIT Southern Institute - May 23, 2013 15 FOE WINNER LOSER RESULTING IN…

16. STAKEHOLDERS: WHO, OR WHAT, ARE THEY? Someone or something that has a direct interest or investment in the success of your company Southern Institute - May 23, 2013 16

17. SELF INTERESTS OF STAKEHOLDERS Depend upon the expectations of the stakeholders In short, “What’s in it for me?” Southern Institute - May 23, 2013 17

18. POWER SOURCES OF STAKEHOLDERS CUSTOMERS SUPPLIERS COMPETITORS GOVERNMENT NGO’S CITIZENS OTHER? Southern Institute - May 23, 2013 18

19. BARRIERS TO COLLABORATION SELF-INTEREST FEAR INCONVENIENCE LACK OF COOPERATION MESSINESS LOSS OF INDEPENDENCE SHARING OF CONTROL Southern Institute - May 23, 2013 19

20. BENEFITS OF COLLABORATION POWER IN THE MARKET RESOURCE USE EFFICIENCY SHARED EXPECTANCIES SHARED EXPERTISE SHARED INFORMATION SHARED AUTHORITY INCREASED LEVERAGE Southern Institute - May 23, 2013 20

21. IMPLEMENTATION OF COLLABORATIVE EFFORTS THREE MAJOR APPLICATIONS for ORGANIZATIONS: 1.MERGERS OR ACQUISITIONS 2.GLOBALIZATION 3.SHARED SERVICES Southern Institute - May 23, 2013 21

22. WHAT DOES COLLABORATION DO TO, OR FOR, COMPETITION? LEVERAGE IS THE KEY… Southern Institute - May 23, 2013 22 Bring POSITIVE OUTCOMES COLLABORATIVE FORCES act to

23. Southern Institute - May 23, 2013 23 Agenda Background What is True Collaboration? UWTC moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

24. Southern Institute - May 23, 2013 24 2011 Moving to Collaboration Continue to evaluate TRAIN – the test Collaborative “Push” idea with Agencies Volunteers discussed potential collaboratives during program review process Only one potential identified and no takers at this point Decided must take more assertive action to accomplish Laid out aggressive plan; committed to January, 2012 Mini- Advance with entire Board to develop and commit to plan of action

25. 2012 Collaborative Funding Process Initiated Revised Allocation Plan Prioritize Collaboratives – 2 or more agencies working together to break thru one of the defined barriers to success for a defined population Up to 1 st $100,000 (35%) of allocations to go to Collaboratives 10 Collaborative LOI’s; 6 put to complete allocation. Interactive Negotiated Process 4 Collaboratives Approved for total of $72K Southern Institute - May 23, 2013 25

26. 26 Future: Achieving impact by investing in: Prevention & development services Basic human-needs & crisis services attitudes, networks, neighborhoods, organizations, systems Efforts to influence community Focus on community impact Southern Institute - May 23, 2013 Collaborative Efforts: 25% & Increasing

27. Collaboratives – 1 st Year: 2012-2013 TRAIN – Now with 7000 clients in database representing all low-moderate income familes in county Health TRAIN – Van service for low income w/o transportation Healthy Smiles – Elementary Dental Education and repair for children w/o insurance Connect – Reducing the number of families at risk of youth abuse & neglect Southern Institute - May 23, 2013 27

28. Southern Institute - May 23, 2013 28 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

29. Southern Institute - May 23, 2013 29 Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Three separate organizations Family Place of Transylvania County Transylvania County Department of Social Services The Children’s Center

30. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Existing touch points The Family Place/Children’s Center: Nurturing Parenting Program Children’s Center/Department of Social Services (DSS): Supervised visitations DSS/The Family Place: Existing Memorandum of Agreement, board/Multiple Response System team membership Southern Institute - May 23, 2013 30

31. Southern Institute - May 23, 2013 31 Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County One Purpose, One Passion Safe children Stable families

32. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Ideas Collaborate on parenting education Catch families screened out for Child Protective Services (CPS) Provide multiple services Southern Institute - May 23, 2013 32

33. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Shaping the format Role of each partner –Space –Fiscal agency –Supervision Staffing Budgeting Name change Southern Institute - May 23, 2013 33

34. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Up and Running Weekly “staffing” meetings Referral Services Other players? Southern Institute - May 23, 2013 34

35. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Adding Partners County Health Department County Schools Southern Institute - May 23, 2013 35

36. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Layers Executive Committee—primary structural decisions Formal Partners—direct collaboration through formal MOA Community Partners—Other organizations, not in formal relationship with Connect, with whom we exchange referrals and non-confidential information Southern Institute - May 23, 2013 36

37. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Year to Date Successes 47 cases (representing 70 children) referred to Connect 95% (representing 66 children) received assistance and did not go into custody Potential savings to the community: estimated $105,534* (UWTC total investment to date: $27,000; ROI of 391% * The median annual cost of one child in custody in NC is $1,599 Southern Institute - May 23, 2013 37

38. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Southern Institute - May 23, 2013 38

39. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Potential pitfalls Inadequate budget Improper staffing Wrong partners –Representation –Balance (inequality in commitment, input, and/or influence) –Not enough/too many Southern Institute - May 23, 2013 39

40. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Discoveries and lessons learned The power of collaboration Multi-dimensional Increased level of commitment by partners Egalitarian—no “Lead” agency Organic—takes on a life of its own Economy of Scale –More people served –More efficiently –More effectively Southern Institute - May 23, 2013 40

41. Connect Prevention Collaborative Preventing child abuse and neglect in Transylvania County Applying the model Identify the change needed –Whom will you serve –For what purpose –At what cost Identify groups already involved in addressing the issue Identify what’s needed to effect real change –Actions –Structure –Players –Resources Commit Southern Institute - May 23, 2013 41

42. Southern Institute - May 23, 2013 42 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

43. 1.Each person fill out on note cards suggestion for 2 collaboratives that might be implemented in your community. ID whether Education/Income/Health 2.Divide into Education, Income and Health Groups 3.Collectively list and prioritize 1-2 collaborative idea(s) per group 4.Using LOI instructions and Questions, develop LOI for this collaborative(s) 5.Prepare to present to the group Southern Institute - May 23, 2013 43

44. Southern Institute - May 23, 2013 44 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

45. Report Out 1.Present the LOI to the panel of 4 presenters as if making a request for funding. 2.All tables can ask questions 3.Panel will both ask questions and give critique on quality of collaborative Southern Institute - May 23, 2013 45

46. Southern Institute - May 23, 2013 46 Agenda Background What is True Collaboration? UWTC Moves to Collaboration Connect: A Working Collaborative Group Discussion Report Out Wrapup

47. Thank you Southern Institute - May 23, 2013 47