Heartland Workforce Solutions Board Member Orientation

Blue Cross/Blue Shield 1919 Aksarben St. Omaha, NE 68180August 14, 2012

I. Welcome! Tom WhalenII. Introduction and Overview Tom and Jan

Kauka) Who We Are: Getting to Know Each Other As Leadersb) Vision, Mission, and Goalsc) Board Responsibilities: By-laws and What We Are Responsible Ford) Beyond the Minimums: What Great Boards Are Aboute) The Workings of a Consent Agenda

III. Budget and Finance Michael PhillipsIV. Sector Strategies Jami Anders-

KempV. Workforce Investment Act (WIA) Shirley Carlson

a) Program Areasb) Performancec) Overview of Career Center and Partners

VI. Wrap Up and Questions

What It’s all AboutWhere We’ve Been

Where Are

A Workforce Investment Act Primer:

ORGANIZATIONAL CHART

Chief Elected Official Mayor of Omaha – Jim Suttle

Heartland Workforce Solutions Board of Directors Chair – Tom Whalen

Jan Kauk Executive Director,

Heartland Workforce Solutions, Inc.

Shirley Carlson Director of Operations

Heartland Workforce Solution

One Stop Operations (Goodwill

Ind.) Tim Suelter,

Manager

Michael Phillips Chief Financial Officer,

Heartland Workforce Solutions

Jami Anders-Kemp Workforce Partnership

Project Manager Heartland Workforce Solutions

Donna Knerr Office Manager

Heartland Workforce Solutions

WIA Programs (Goodwill Ind., Srv.

Provider) Justin

Dougherty, Manager

MISSION: Developing and connecting individuals to employmentVISION: Full employment for all drives economic growth and stability for

Greater OmahaCORE VALUES: Innovation-Excellence-Integrity

What we doWe prepare people to enter the workforce. We support businesses to hire qualified individuals. Strategiesa) We address the issue of poverty by helping the chronically unemployed train and find jobs.b) We target in-demand jobs in growth industries then prepare workers to succeed in these jobs. c) We support sector employers through assessment and training of persons to meet business’ demand for qualified individuals.

GOALS:

We ensure job seekers have basic skills in literacy and numeracy and are competitive within the current marketplace.

We prepare job seekers with the essential employability skills to be retained and successful once employed.

We support individuals as they seek their career pathway -through assessment, coaching, training and support in attaining educational and employment credentials.

We support area businesses to identify, hire, train and retain qualified workers.

Workforce Investment Board Comprised of:

Employers Educators or educational institutions Community-Based Organizations

Board Roles and Responsibilities Governance, fiscal oversight, program outcomes Connections in the community Market the mission including fundraising Oversight of Executive Director

Heartland Workforce Solutions Return on Investment

A skilled workforce allows the region to attract and retain strong businesses resulting in a thriving economy in Douglas, Sarpy and Washington counties.

Adults Dislocated Workers Veterans Sector Industries

Budget and Finance Michael Phillips

•Conflict of Interest •Budget

Sector Industries Jami Anders-Kemp

•Healthcare•Transportation, Distribution, Logistics•Manufacturing/trades•Social Media

Facebook Twitter Linkedin

http://hws-ne.org

Career Center Report Shirley Carlson

WIA Active Participants, enrollments & exits Partner Updates Workforce Solutions Center at 5752 Ames Ave.

Statistical data on visits and center usage Narrative on activities and special events

For the Quarter Ending: 3/31/2012

Actual % of Actual % of Negotiated Performance Negotiated Performance Negotiated

Standard Measure Standard Measure StandardADULTS 1. Entered Employment Rate 78.8% 50.0% 23 ⁄ 46 63.5% 60.3% 146 ⁄ 242 76.6% 2. Employment Retention Rate 83.1% 80.9% 38 ⁄ 47 97.3% 83.0% 127 ⁄ 153 99.9% 3. Average Earnings $10,000 $9,998 $329,944 ⁄ 33 100.0% $12,109 $1,356,262 ⁄ 112 121.1%

Aggregate Score 86.9% 99.2%

DISLOCATED WORKERS 4. Entered Employment Rate 89.0% 81.8% 18 ⁄ 22 91.9% 83.6% 102 ⁄ 122 93.9% 5. Employment Retention Rate 90.0% 100.0% 22 ⁄ 22 111.1% 93.6% 88 ⁄ 94 104.0% 6. Average Earnings $13,000 $22,296 $445,926 ⁄ 20 171.5% $20,448 $1,635,875 ⁄ 80 157.3%

Aggregate Score 124.9% 118.4%

YOUTH COMMON MEASURES 7. Placement in Employment / Education 76.0% 59.3% 16 ⁄ 27 78.0% 63.8% 95 ⁄ 149 83.9% 8. Attainment of Degree / Certificate 73.0% 56.8% 21 ⁄ 37 77.7% 54.9% 95 ⁄ 173 75.2% 9. Literacy & Numeracy 38.0% 39.1% 9 ⁄ 23 103.0% 46.2% 55 ⁄ 119 121.6%

Aggregate Score 86.2% 93.6%

To be considered eligible for receiving an incentive award, a local area must have a cumulative average of 82% of the core performance level per Program Area.

Performance Measure Performance Measure

Entered Employment Rate (Adult/DLW/OY) Entered Employment Rate (Adult/DLW/OY)

6 Month Retention Rate (Adult/DLW/OY/YY) 6 Month Retention Rate (Adult/DLW/OY/YY)

Average Earnings (Adult/OY) Average Earnings (Adult/OY)

Placement in Employment / Education Placement in Employment / Education

Attainment of Degree or Certificate Attainment of Degree or Certificate

Literacy & Numeracy Literacy & Numeracy

Current Quarter Cumulative 4 Quarter

WIA Common MeasuresGreater Omaha

Program year 2011 - 3rd Quarter Summary ReportSummary Report

PROVISIONAL PERFORMANCE

Current Quarter Cumulative 4 Quarter Results

Performance Measure Numerator / Denominator

Numerator / Denominator

Current Quarter Relevant Periods of Exiters Cumulative 4 Quarter Relevant Periods of Exiters

4/1/2011 - 6/30/2011 7/1/2010 - 6/30/2011

10/1/2010 - 12/31/2010 1/1/2010 - 12/31/2010

4/1/2011 - 6/30/2011 7/1/2010 - 6/30/2011

1/1/2012 - 3/31/2012 4/1/2011 - 3/31/2012

10/1/2010 - 12/31/2010 1/1/2010 - 12/31/2010

4/1/2011 - 6/30/2011 7/1/2010 - 6/30/2011

Contact Information:Jan Kauk, HWS Executive Director; 402-218-1163; jankauk@hws-ne.orgShirley Carlson, HWS Director of Operations, 402-218-1165; shirleycarlson@hws-ne.org Michael Phillips, Chief Financial Officer,402-218-1167, mphillips@hws-ne.org Jami Anders-Kemp, Workforce Partnership Project Mgr.402-218-1168, jamianderskemp@hws-ne.org HWS Website: www.hws-ne.org Donna Knerr, HWS Office Manager402-218-1166, dknerr@hws-ne.org