Global Standards Self-Assessment Results Asia Pacific Regional Meeting Sean Garrett, June 30 th, 2011

2 Regional Results Participants Participation from India, New Zealand, Thailand, Indonesia and Taiwan 81 total respondents – 48 Staff – 32 Board Members and Volunteers – 1 Community Partner

3 Key Themes Mature operations with basic business operations in place Strong fundraising and governance practices in place Opportunity to better involve and manage relationships with stakeholders in the work of United Way There is a need to better define and implement community impact strategies Characteristics of organizations in between the community chest and community impact models Not everyone is in the same place

4 Greatest Strengths Standards – 2.4 Safety, Courtesy, Respect and Support – 1.4 Root Causes – 2.6 Inclusiveness and Diversity – 4.4 Legal Operation Components – Resource Mobilization – Governance, Ethics and Volunteer Leadership – Volunteerism

5 Greatest Opportunities Standards – 2.2 Mutually Beneficial – 2.5 Accurate Representation – 1.3 Shared Vision – 6.3 Culture of Relationships – 7.3 Involvement of People – 7.4 System Approach to Management Components – Operations and Management – Reputation and Relationships – Financial Accountability and Transparency – Community Impact

The use of SAT by UW of Taiwan 6

Steps taken by UW of Taiwan Introduction of Global Standards Communication with Board members Translation of Global Standards and SAT Review with Standing board members Board & Staff retreat for future strategies Strategic plan 7

Introduction of Global Standard Since 2006 Explore US united way models Localization – language, scope of community … etc. Pilot programs Communication – with staff, volunteers and partners 8

Board members Report & Introduction of Self Assessment Tool Review SAT with individual board members Collect feedback (agrees and disagrees) over the process Communicate misunderstanding and differences Lessons learned Definition of “community” – the role of State, Market. Civil Society and Family Positioning of UW organizations varies Redefining 3 focuses – Education, Income and Health 9

Board & Staff retreat Use SAT as a reference structure for further development Reflect on differences with local facts Communication, communication, and more communication Visions, strategic goals … etc. Benefits Reminder of improving governance capacity Restructuring sub-committees – auditing and ethics Bold action as milestone for UWTW as 2012 will be our 20 th anniversary 10

Outcome Measurement What Matters Community Impact Give Advocate Volunteer SW org needs Fund & allocation Org. capacity building Focus on Program outcomes Community Impact Positive change for community Community Impact for Common FOCUS AREA OPPORTUNITY INCOME CARE Next steps

Table Discussion How can we use regional network to improve my local work? What are the vehicles we can use to do this? – The Asia Pacific Learning Center – Regional Conferences – On webinars – Conference Calls – Other exchange opportunities

Thank you