1. Income Mobilization Group Kickoff – October 27, 2010 1 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. Audio Preparations

2. Income Mobilization Group: Kick-Off and Orientation Webinar October 27, 2010

3. Income Mobilization Group Kickoff – October 27, 2010 3 Our Journey

4. Income Mobilization Group Kickoff – October 27, 2010 4 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.

5. Income Mobilization Group Kickoff – October 27, 2010 5 Income Mobilization Group Communities Atlanta Bay Area Broward County, FL Central and NE CT Delaware Kansas City

6. Income Mobilization Group Kickoff – October 27, 2010 6 Income Mobilization Group Communities Lane County, OR Madison County, IN San Diego Silicon Valley Somerset County, NJ

7. Income Mobilization Group Kickoff – October 27, 2010 7 United Way Worldwide Executive Sponsors Brian Gallagher President and CEO Stacey Stewart Executive Vice President Community Impact Leadership & Learning

8. Income Mobilization Group Kickoff – October 27, 2010 8 United Way Worldwide Mobilization Markets Team Barbara Edmond Vice President Jessica Weaver Manager Tish McCutchen Director Jeff Sheedy Manager Coming soon!

9. Income Mobilization Group Kickoff – October 27, 2010 9 United Way Worldwide Income Team Josephine Robinson Vice President Laura Scherler Director, Income Impact Strategies Jamie Carter Manager, Income Impact Strategies

10. Income Mobilization Group Kickoff – October 27, 2010 10 Fuel Additives Our essential partners include: The Harwood Institute for Public Innovation Blue State Digital Collaborative Communications Group The Clarity Group

11. Income Mobilization Group Kickoff – October 27, 2010 11 Today’s Agenda  Welcome & Introductions  Our Destination  How We Get There: Our Road Map  Next Steps  Q&A

12. Income Mobilization Group Kickoff – October 27, 2010 12 Today’s Agenda  Welcome & Introductions  Our Destination  How We Get There: Our Road Map  Next Steps  Q&A

13. Income Mobilization Group Kickoff – October 27, 2010 13 Our Destination A Vision of Mobilization

14. Income Mobilization Group Kickoff – October 27, 2010 14 Mobilization and The Campaign for the Common Good Mobilization is about going deep… …The Campaign for the Common Good is about going broad. 14

15. Income Mobilization Group Kickoff – October 27, 2010 15 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

16. Income Mobilization Group Kickoff – October 27, 2010 16 United Way Business Framework Measured by: Lives improved Individuals engaged: giving, advocating, volunteering Investor satisfaction and confidence Long-term, sustained financial growth Resources under management 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 Values: Outward facing, engaged with the community, committed to community success Accountability/ transparency Operational Excellence Customer-centered Inclusiveness Innovation/continuous improvement

17. Income Mobilization Group Kickoff – October 27, 2010 17 Mobilization 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 How we execute against the Business Framework

18. Income Mobilization Group Kickoff – October 27, 2010 18 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.

19. Income Mobilization Group Kickoff – October 27, 2010 19 Our Commitment To You

20. Income Mobilization Group Kickoff – October 27, 2010 20 Elements of Work Engage More People Generate More Revenue Local United Way’s Impact Goals Community’s Income Goal The Work of Mobilization Local United Way’s Income Focus

21. Income Mobilization Group Kickoff – October 27, 2010 21 * Family income below 250% of Federal Poverty Level 10-year Goal: Cut in half the number of lower-income* working families who are financially unstable United Way’s Financial Stability Framework Stable, adequate income 2. Income supports 1. Family- sustaining employment 5. Affordable housing 3. Savings and assets to cover unexpected expenses 4. Manageable expenses Stable, adequate financial resources

22. Income Mobilization Group Kickoff – October 27, 2010 22 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

23. Income Mobilization Group Kickoff – October 27, 2010 23 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?

24. Income Mobilization Group Kickoff – October 27, 2010 24 Atlanta

25. Income Mobilization Group Kickoff – October 27, 2010 25 Bay Area

26. Income Mobilization Group Kickoff – October 27, 2010 26 Broward County FL

27. Income Mobilization Group Kickoff – October 27, 2010 27 Central and NE Connecticut

28. Income Mobilization Group Kickoff – October 27, 2010 28 Delaware

29. Income Mobilization Group Kickoff – October 27, 2010 29 Kansas City

30. Income Mobilization Group Kickoff – October 27, 2010 30 Lane County OR

31. Income Mobilization Group Kickoff – October 27, 2010 31 Madison County IN

32. Income Mobilization Group Kickoff – October 27, 2010 32 San Diego

33. Income Mobilization Group Kickoff – October 27, 2010 33 Silicon Valley

34. Income Mobilization Group Kickoff – October 27, 2010 34 Somerset County NJ

35. Income Mobilization Group Kickoff – October 27, 2010 35 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?

36. Income Mobilization Group Kickoff – October 27, 2010 36 Today’s Agenda Welcome & Introductions Our Destination  How We Get There: Our Road Map  Next Steps  Q&A  

37. Income Mobilization Group Kickoff – October 27, 2010 37 Our Road Map

38. Income Mobilization Group Kickoff – October 27, 2010 38 Create & deepen relationships with individuals & institutions What will it take to become a mobilizing United Way? A deeper focus on certain elements of the Standards of Excellence If we wish to be effective, we will need to: Mobilization: Executing on the Business Framework Operate as an integrated and aligned organization Have the right skills, competencies & leadership Measure, evaluate & communicate results Engage with the community Develop strategies and focus actions Mobilize resources Align and execute on plans and strategies

39. Income Mobilization Group Kickoff – October 27, 2010 39 Many On-Ramps

40. Income Mobilization Group Kickoff – October 27, 2010 40 Our Trip Plan: Multiple Segments Group WorkLocal United Way Work Harwood Public Innovators Lab Community conversations and ongoing engagement plans Campaign for the Common Good Online engagement Community change strategy development Resource development Planning and measurement 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

41. Income Mobilization Group Kickoff – October 27, 2010 41 Our Trip Plan: Four Performance Cycles DO EVALUATE SCOPE PLAN ASSESS Building short-term wins that add up over the course of 24 months BEGIN ANEW

42. Income Mobilization Group Kickoff – October 27, 2010 42 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.

43. Income Mobilization Group Kickoff – October 27, 2010 43 Ready, Set, Go: The Harwood Institute for Public Innovation

44. Income Mobilization Group Kickoff – October 27, 2010 44 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

45. Income Mobilization Group Kickoff – October 27, 2010 45 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

46. Income Mobilization Group Kickoff – October 27, 2010 46 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

47. Income Mobilization Group Kickoff – October 27, 2010 47 Today’s Agenda Welcome & Introductions Our Destination How We Get There: Our Road Map  Next Steps  Q&A   

48. Income Mobilization Group Kickoff – October 27, 2010 48 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

49. Income Mobilization Group Kickoff – October 27, 2010 49 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

50. Income Mobilization Group Kickoff – October 27, 2010 50 Q & A

51. Income Mobilization Group Kickoff – October 27, 2010 51 We’re glad to be on this road trip with you. Let’s get going!