1. United Way Annual Report Training January 20, 2015 January 21, 2015

2. 1. Welcome & OverviewMeghan Barp (Jan 20) Caty Jirik (Jan 21) 2. Reporting Guidelines & Tips for Submitting a Quality Report Naaima Khan 3. Refresh and Demonstration of Online Reporting System Tom Lanz 4. Impact Area Breakout Q&A Sessions Managers Agenda January 20 & 21, 2015

3. Why Annual Reports & Why Now? Reports capture important information and updates about your program. The data you provide: –Allow us to understand your progress towards goals. –Allow us to understand the successes & challenges of your program. Information is used to communicate with a wide array of internal and external United Way stakeholders. Data inform us of emerging themes and best practices & provide opportunities for continuous improvement. Annual reports are now an eligibility requirement for upcoming RFPs.

4. Timeline DateAction January 12, 2015Annual Reports are available online January 20 & 21, 2015Annual Reports trainings available online February 13, 2015Annual Reports due by 4:00 p.m. February – March 2015 Report Reviewing: Goal area managers will be reaching out to agencies if revisions are needed March 2015Annual Report revisions finalized

5. Your United Way Team Goal Areas Housing: Naaima Khan, Naaima.Khan@gtcuw.org | 612-340-7667Naaima.Khan@gtcuw.org Hunger: Amy Lopez, Amy.Lopez@gtcuw.org | 612-340-7680Amy.Lopez@gtcuw.org Family & Domestic Violence: Amy Lopez, Amy.Lopez@gtcuw.org | 612-340-7680Amy.Lopez@gtcuw.org Early Learning: Naomi Zuk-Fisher, Naomi.Zuk-Fisher@gtcuw.org | 612-340-7550Naomi.Zuk-Fisher@gtcuw.org Health Access, Healthy Behaviors & Independence: Alana Wright, Alana.Wright@gtcuw.org | 612-340-7477Alana.Wright@gtcuw.org Financial Stability (Jobs & Training): Rachel Speck, Rachel.Speck@gtcuw.org | 612-340-7651Rachel.Speck@gtcuw.org Capacity Building: Caty Jirik, Caty.Jirik@gtcuw.org | 612-340-7579Caty.Jirik@gtcuw.org Operations Melany Dennis, Community Impact Grants Manager Melany.Dennis@gtcuw.org/ | 612-340-7476 Melany.Dennis@gtcuw.org/ Sarah Friedman, Community Impact Grants Management Associate Sarah.Friedman@gtcuw.orgSarah.Friedman@gtcuw.org | 612-340-7485 Sam Blackwell, Community Impact Grants Management Associate Sam.Blackwell@gtcuw.orgSam.Blackwell@gtcuw.org | 612-340-7446 Information Technology Help support@gtcuw.orgsupport@gtcuw.org | 612-340-7534

6. What will you be submitting? January 1, 2014 – December 31, 2014 program year 2015 Board Rosters by February 13, 2015 by 4:00pm via the United Way grants portal

7. Organization Financial Review Partnering with CliftonLarsonAllen for new process. Stay tuned for changes in upcoming document requirements. NOT due at Annual Reporting time. Will be due approximately 6 months after your fiscal year-end. Eligibility requirement for future RFPs.

8. Reporting Guidelines & Tips to Submitting a Quality Report

9. What’s New? We’ve SHORTENED IT….this time around!** **This shortening does not apply to Jobs and Training grantees. J&T grantees are expected to complete a Narrative Questions report in addition to submitting required indicators. THAT’S ALL, FOLKS!

11. Additional Tips Aim for accuracy and quality Start the report as soon as possible If you have concerns or don’t understand what to report, please call your United Way manager – we’re happy to talk!

12. Questions?

13. Online Grant Report Overview Training: January 20 & 21, 2015 Report Due: February 13, 2015 by 4 p.m. Tom Lanz Information Services

14. Using the Grants Management System: Basic Steps Create Your Report Team Prepare to Login Login Start a Report Submit a Completed Report

15. Prepare to Login: Make Sure you have a Supported Browser Best: Internet Explorer 7 (IE 7) and above. Firefox 3.6 and above Also supported: Google Chrome Safari 4.04 and above (including Safari on an iPad)

16. Prepare to Login: Register Everyone on Your Team If you received an initial password, you are registered –If you forgot your password, reset it from the login page If you need an initial password, visit: https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for _funded_partners/annual_reporting/ https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for _funded_partners/annual_reporting/ To fill out a form which includes such information as: –Legal Agency Name (and address for new agencies) –Your Full Name –Your Email Address –State whether you will need access to an existing application form

17. Prepare to Login: Check Your Confirmation Email From: support@gtcuw.org Subject: United Way Grant System Password Has Been Reset Enter the initial password on the login page –You can change it later

18. Login: Where to Go 1 Access your subsite via the website. Go directly to: https://grantsproposal.unitedwaytwincities.org 2 Enter your email address and password

19. Let’s Go For a Tour!

20. A Few Tips Save as you go Copy/paste from Word, but no formatting Use the scroll bar to move through the application Any registered staff can prepare and save the same application, BUT, multiple staff working in the same spot could overwrite each other Close out when not working on the report

22. Submit a Report Make sure all fields are completedMake sure all internal reviews are doneMake sure the Executive Director approvesHit SubmitOn the Agency Dashboard, verify submission

23. Resources for You Online Instructions for Reporting https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for _funded_partners/annual_reporting/ https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for _funded_partners/annual_reporting/ o Recorded Webinar o This PowerPoint o Guide for Completing United Way Annual Reports Help Desk email: support@gtcuw.orgsupport@gtcuw.org Help Desk phone: 612-340-7534

24. Questions?

25. Thank You!