1. Strategic Planning Process

2. UWRC Strategic Plan Components Donor Survey Community Conversations 2014 Community Indicators Report SWOT Analysis (Board/Staff) 2014 UWRC Strategic Plan 2

3. UWRC Strategic Plan Milestones November 2013 – March 2015 DateMilestone November 2013First session of Community Conversations begins December 2013UWRC Staff and Board complete SWOT Analysis February 2014Donor Survey is completed by Perspectives July 2014Ad Hoc Strategic Planning Committee Retreat September 2014Adopted new vision statement, mission statement and core values October 2014Board voted to adopt a single issue focus October 2014Strategic Planning Data Team formed November 2014Data Team presents single issue options and recommendation to Board January 2015UWRC Board of Directors voted and approved single issue March 2015Strategic Plan Strategy Teams convene 3

4. 4 Mission Mobilizing the caring power of Racine County to improve lives and transform our community. Vision UWRC envisions a community where individuals and families achieve their potential through education, income stability, and healthy lives. Core Values 1.Commitment to community success 2.Leadership 3.Inclusiveness 4.Integrity and accountability 5.Innovation

5. Strategic Planning Teams

6. Ad Hoc Strategic Planning Committee The Ad Hoc Strategic Planning Committee was involved in all aspects of UWRC’s strategic planning process. Committee members participated in two, half-day strategic planning sessions to determine the vision and direction of United Way of Racine County for the next three years. 6

7. Adopting an Issue Focus 7 CategoriesIssue IssuesEducation, income and health issues Poverty GoalFunding programs in education, income and health By 2025, reduce poverty by 50% SuccessEducation, income and health results of funded programs Reduced poverty RolePrioritize resources for education, income and health issues Lead issue

8. Adopting an Issue Focus 8 Participants of the Ad Hoc Strategic Planning Committee discussed whether UWRC should continue as a category-focused United Way or transform to an issue-focused United Way. After significant discussion, all of the participants agreed with the following statements: United Way of Racine County is a community impact organization. It is our responsibility to our community and donors to maximize our community impact. Adopting an issue focus provides an opportunity for greater community impact. We believe it is appropriate to adopt an issue focus at United Way of Racine County. Over the next year, we will research, plan and prepare for adopting an issue focus.

9. Strategic Planning Data Team The Strategic Planning Data Team was charged with: Reviewing community condition data Discussing and ranking community issues Recommending issues to Executive Committee and Board of Directors for consideration as UWRC’s single issue 9

10. UWRC’s Issue Building an Educated Workforce 10

11. EducationIncomeHealth UWRC’s Issue 11 Building an Educated Workforce

12. Employment was the 1 st most significant issue facing our community listed by donors and non-donors in the Active Community Investor Survey. Racine has the highest unemployment rate for any city in Wisconsin and continues to be well above the state and national averages according to the 2014 Community Indicators Report. 12 Employability of Workforce was one of the major themes that emerged during our series of Community Conversations.

13. Building an Educated Workforce Poverty was the 2 nd most significant issue facing our community listed by donors and non-donors in the Active Community Investor Survey. While the city of Racine had levels of poverty comparable to the state in the 1980 U.S. Census data, the percentage of Racine residents living in poverty has continued to rise, reaching nearly double the state level in 2013. 13

14. Building an Educated Workforce Education was the next 3 rd most significant issue listed in the donor survey. Racine high school (legacy) graduation rate is 71.3%. 14 No more than 62% (Waterford) and as few as 37% (RUSD) achieved ACT scores that indicate they had the reading and math skills necessary to be successful in college. For Higher Expectations, a collective focus on education is the method used to achieve a Racine County workforce that is fully capable and employed.

15. Next Steps

16. Strategic Planning Strategy Teams The Strategic Planning Strategy Teams will: Research and analyze strategies implemented by United Ways in similar size/demographic communities Develop strategies that address the issue focus in each respective area Develop marketing and communications strategies Identify measures and evaluation methods for the strategies and draft scorecards Develop estimates and recommendations for costs and staffing necessary to execute the strategies 16

17. Strategic Planning Strategy Team Flow Chart 17 UWRC Board of Directors Executive Committee Data Team Education Strategy Team Income Strategy Team Health Strategy Team Marketing & Communications Strategy Team