Strategic Partners Advancing the Common Good ~ United Way and You

June 1, 2009

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Objectives

1. Participants will increase their knowledge about United Way’s community impact work.

2. Participants will identify and exchange information that will enable strategic partnerships.

3. Participants will increase skills to strengthen their partnerships with United Way.

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Agenda

1. What changes are occurring in the United Way system?

2. What are you experiencing locally?

3. How can you position 2-1-1 /I&R as a strategic asset with your United Way?

4. What do you need / want out of the relationship?

5. How do you reach strategic agreements?

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United Way Changes

• Transformation: from Transactional to Community Impact

• Advancing the Common Good framework

• 10 year goals for income, education and health

• Live United campaign and system mobilization

• United Way Worldwide

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Point of view

• United Ways should be engaging with the four sectors to solve problems – the government (when appropriate), businesses, NGOs, and residents

• United Ways should be generating financial resources and other resources to support approaches that create community changes

• People have immediate needs, but only addressing immediate needs will not lead to large-scale results and lasting change

• United Ways should be working with partners on education, income, and health issues – defined differently in each region, country, or community

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United Way mobilizes NGOs, businesses, government leaders, and ordinary citizens to:

Use knowledge to CREATE A

COMMUNITY PLAN for addressing the root

causes of education, income, and health

issues

GENERATE RESOURCES to

execute plan

MEASURE progress, COMMUNICATE with the community, and

REFINE work as needed

BUILD KNOWLEDGE through research and

community engagement and dialogue

IMPLEMENT the agenda for change with

community partners

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United Ways are in many different places

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GLOBAL UNITED WAY CONTINUUM

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United Way. United Way. Advancing the Common Good Advancing the Common Good

EducationHelping children & youth

achieve their potential

• Readiness to achieve in school

• Academic achievement• Productive & engaged

youth

• Increased income• Increased savings• Assets gained and sustained

• Maternal health and infant well-being

• Basic health care coverage and prevention

• Healthy youth and adults

Creating the opportunities for a better life for all by focusing on:Creating the opportunities for a better life for all by focusing on:

Community &

Volunteer

Engagement

2-1-

1

Community

Investm

ent

Public

Poli

cy

Resource

Generatio

n

Income Promoting financial

stability and independence

Health Improving people’s

health

Inclu

sion

&

Partn

ersh

ips

Standards of Excellence

Relationship Building / Mobilization

Mission: To mobilize the caring power of communities to improve lives by advancing the common good.

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10 year goals for the common good

Education: Helping children and youth achieve their potential

Goal: Cut in half the number of youths who drop out of high school

Target: By 2018, 87% of high school seniors will graduate on time, up from 74% in 2006

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10 year goals for the common good

Income: Promoting Financial Stability and Independence Among Working Families

Goal: Cut in half the number of low-income working families who are financially unstable.

Target: By 2018, 82% of families with one or two parents working 50 or more weeks during the previous year, and incomes less than 250% of the federal poverty level will spend less than 40 % of their income on housing, up from 64% in 2006.

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10 year goals for the common good

Health: Improving People’s Health

Goal: Increase by one-third the number of youth and adults who are healthy and avoid risky behaviors.

Targets: By 2018, 45% of youth and 47% of adults will be healthy and avoid risky behaviors, up from 34% of youth and 35% of adults in 2005.

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United Way. United Way. Advancing the Common Good Advancing the Common Good

EducationHelping children & youth

achieve their potential

Creating the opportunities for a better life for all by focusing on:Creating the opportunities for a better life for all by focusing on:

Community &

Volunteer

Engagement2-1-1Community

Investm

ent

Public P

olicy

Resource

Generatio

n

Income Promoting financial

stability and independence

Health Improving people’s

health

Inclu

sion

&

Partn

ersh

ips

Standards of Excellence

Relationship Building / Mobilization

Individuals and Organizations

LIVE UNITED: Give, Advocate, Volunteer

Mission: To mobilize the caring power of communities to improve lives by advancing the common good.

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United Way Worldwide

• On May 13, 2009 United Way of America membership voted to join United Way Worldwide.

• UWA staff now merges with UWI staff as UWW staff.

• A new UWW board is forming.

• United Ways of many names around the world in in 46 countries will be affiliating with UWW.

• Goals will remain the same, but targets in countries may vary.

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2007 CIPS SurveyCommunity Impact Practices Survey

Where does 2-1-1 fit into your impact work?• Mission

• Research

• Planning

• Relationship Building

• Education

• Income

• Health

• Disaster

• Volunteer Engagement

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What do others say about where 2-1-1 fits into their community impact agenda?

It doesn’t…Not at all

No specific fit

Only nominally

Not high

A separate initiative

It’s a program

It’s a state function

Under review

Has not been discussed to this point

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How can 2-1-1s / I&R and UW’s become strategic assets for each other?

How do we facilitate an:

• enduring

• productive

• strategic

partnership between UWs and 2-1-1s / I&Rs?

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How 2-1-1 fits into UW Initiatives

Key Principles

• United Way and 2-1-1 are mutually reinforcing

• Both work to support the health & human service system to be impactful, responsive & efficient

• Both are vital to local efforts to address existing and emerging community needs

• Both benefit from understanding the unique roles they can play in each others domain

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Crucial Conversations and Agreements –

What are ten elements of effective agreements?

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with appreciation to Stewart L. Levine, author of The Book of Agreement

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What 2-1-1 can do for United Way initiatives

2-1-1 provides a tangible portal to UW work, highlighting successes including successful relationships and can:

• Identify and classify existing community resources in the areas of Health, Income & Education

• Provide detailed reports on the level of requests for resources related to Health, Income & Education

• Cross promote specific United Way initiatives as they related to caller’s needs and requests

• Target callers, by specific demographics or topics, for supplemental surveying or follow-up

• Introduce UW to ethnic and faith-based groups which might inform their objectives

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What United Way can do to support 2-1-1

• Invite or include 2-1-1 representatives to serve on United Way committees or task forces related to initiative work

• Support and fund specific enhancements to 2-1-1 capacity for data mining, analysis and research (some 2-1-1s may not currently have the right skills set or technology)

• Promote 2-1-1 consistently as the number to call for more information around initiatives (with prior communication and agreed upon expectations)

• Collaboratively advocate for 2-1-1 support in the public sector (local, state & federal) for dedicated funding

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Strengthening the relationship and building trust

• United Way and 2-1-1 need each other, but the benefits are not automatic

• The importance of trust, honesty, patience and forgiveness

• Keep the ultimate beneficiary – the community – at the forefront of discussions

• Remember: Nothing is impossible for those who don’t have to do it! (This applies to everybody!)

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Resources

www.liveunited.org www.liveunited.org/211

• http://liveunited.org/goals/cg_income.cfm

• http://liveunited.org/goals/cg_education.cfm

• http://liveunited.org/goals/cg_health.cfm

Common Good Forecaster: Exploring the Impact of Education in your Community

• www.measureofamerica.org

Stewart L. Levine,Esq. – publications

• www.ResolutionWorks.org

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Contacts

Linda Daily, Director 2-1-1United Way of America

703.836.7112 x 474

Linda.Daily@uwa.unitedway.org

Tino Paz, Manager 2-1-1United Way of America

407.673.2003

Tino.Paz@uwa.unitedway.org

Thank you