United Way Business Performance Overview United Way’s Organizing Framework for Performance

2 Business Performance Matrix Source: United Way Research Understanding Business Performance ABC Business Performance Index (BPI) Resources/Capacity/Influence

3 Business Performance Matrix Placement on Y-axis is relatively fixed year-to-year Resources/Capacity/Influence Understanding Business Performance Full-time staff member < 1 Population ≥ 1 million people Fortune 500/GCL* company HQ or ≥ 12 GCL companies No Fortune 500/GCL company HQ and <12 GCL companies *GCL = Global Corporate Leadership – United Way Worldwide’s Corporate Relations Program

4 Business Performance Matrix United Ways will show movement/progress on X-axis ABC Business Performance Index (BPI) Understanding Business Performance An “A” is either focused on the traditional model or making progress on some aspects of United Way’s business model A “B” is either making substantial progress on some aspects of the business model or showing overall progress A “C” is showing substantial overall progress on the business model but with room to grow

5 Business Performance Matrix 2013 Source: United Way Research 4 0 0% 8 <1% 8 <1% 41 3% % % 47 4% 88 7% % % 46 4% 48 4% % 75 6% 1 <1% 2 <1% Missing Data ABC Business Performance Index Resources/Capacity/Influence Source: United Way Research (Community Impact Practices Survey, DB2, DB1, Human Capital Survey)

Introducing… Understanding Business Performance 6 The Business Performance Overview 1.Performance Dashboard 2.Business Performance Index Profile 3.Community Impact Snapshot 4.General Resources

Performance dashboard Understanding Business Performance 7 Progress on four priority performance indicators 1.Trust 2.Impact 3.Supporters Donors Advocates Volunteers 4.Revenue Current Year Support Resources Under Management

Business Performance Index profile Understanding Business Performance 8 Practices outlined drive achievement of performance dashboard results Index value between 1 and 100 provides the A/B/C placement Index value is calculated from self- reported performance around practices

Community Impact snapshot Understanding Business Performance 9 Remember… this is a snapshot in time These are the key Community Impact practices that drive community change Tracks community goals and whether they tie to United Way network’s 2018 goals

General tools Understanding Business Performance 10 General; not yet individualized High-level resources Directly tied to Business Performance Index More comprehensive version coming online in early 2014

The Overview is a tool for you Use in strategic planning Identify key areas for improvement. Gut check with staff. Reach out to United Ways leading in key areas to learn more Share what you know in strong areas with your colleagues Use the Performance Dashboard to help shape your local scorecard/dashboard Fill the Community Impact Practices Survey out as a team/engage your board Feedback consistent that this is an enormously helpful conversation- starter and provides a more informed, accurate picture of performance Get connected to UWW tools and resources Understanding Business Performance 11

Resources from United Way Worldwide Business Performance Matrix: 2013 Results 12 List of performance tools Performance Improvement Plans (late 2014/early 2015) Business Performance Self-Assessment (Membership Accountability) U.S. Network Engagement Corps Performance presentations available online.unitedway.org/BPM Expanded Business Performance Overview in 2014

Learn more… Understanding Business Performance 13 United Way Online online.unitedway.org/BPM More questions? For questions about performance and using the Overview as a tool, contact: For technical questions about the Overview and surveys: