1. How Pittsburgh is Modeling Community Collaboration Presentation to Jewish Funders Network JCC & Jewish Federation of Greater Pittsburgh May 2012 1

2. 2 Climate/Assets Strengths Century-old institutional relationships High percentage of natives in leadership Strong urban center From Steeltown to high tech/finance/healthcare Challenges Resistant to change Territorial Suburban growth Changing Jewish demographics

3. 3 Successes and Failures Over the Past Decade Federation Agency Operations Committee (“AOC“) – mixed results Joint purchasing - fails Day schools Original Federation-driven collaboration fails Later school-driven partnership thrives AgeWell Pittsburgh – shared model Joint healthcare – Federation initiated, jointly developed

4. 4 How Is the Environment Evolving? Communal vision Communal outcomes Communication at many levels Building on success

5. Early Win: Operational - Employee Health Insurance Communal Health Insurance plan Federation saw benefit in a scaled, larger pooled model Community health care foundation saw need, impact, leverage opportunities Agencies looked for community leadership and direction 5

6. Building Trust: Federation/Agency Meetings Old Federation- driven “Commercials” for agencies No collective visioning New Shared agenda Open, frank discussions Community-wide innovative ideas 6

7. 7 Jewish Education: Pittsburgh Jewish Day School Council Attempt #1 – Joint marketing grant Federation-driven Schools VERY interested in dollars Not so interested in collaboration Result: Failure Funding divided not leveraged Grant discontinued after one year

8. Jewish Education: Pittsburgh Jewish Day School Council Attempt #2: Pennsylvania Educational Improvement Tax Credit Program (“EITC”) Day Schools create a forum for discussion about dividing funds raised by Federation Federation holds deciding vote, but no interest in exercising that option when schools are in agreement From there… Joint strategic planning Joint marketing Joint IT staff Common grading standards Joint community events/programs 8

9. 9 Human Services: AgeWell Pittsburgh Federation Secured initial grant that the grantee agency did not have the capacity to execute The dilemma challenged three agencies (JCC, Jewish Family and Children’s Service, and Jewish Association on Aging) to come together Agencies Used Federation as “good cop/bad cop” to advance agenda, transform service delivery Together Built trust, transparency, common fundraising strategies and expertise over time Executive and federation leadership committed to vision of the outcomes and not letting the weeds get in the way Became our community standard for collaboration

10. 10 What’s Next? Community Scorecard Direct result of agencies and Federation planning together, building shared vision Strengths: Agenda built collectively Focus on entire community Wins are universal Challenges: Expanding the buy-in Tests community’s perseverance Financial investment to maintain momentum

11. 11 Lessons Learned Know your community Culture change - has to be authentic For sustained progress, engage multiple stakeholders Challenge old habits – focus on the problem not the person Need a backbone organization - drives the process, shares the agenda Build on early wins Anyone can be a champion

12. Persistent Challenges Consistency between planning and fundraising cultures Elephants everywhere! Fairness for agencies and the community 12

13. 13 Final Thoughts Change in mentality and confidence: Professional and lay leadership see Pittsburgh as a place of Jewish innovation Embrace “experimentation” as part of the process of change and better understand the risks Can’t guarantee success, but build active consciousness of what it takes to be successful Keep communication honest and transparent Be persistent, allow for patience