Today’s Agenda:

Welcome and Roll Call

Quarterly Incentive and Annual Performance Award Review

Full-Court Press to 2013 Success

Examples to Practice

Getting Ready to Win Big!!!

Congrats to the Top 2012 Performers!

Awarding $104,000 during the year and $80,000 at the WtW Institute

• Real-Time Monthly Statistics and Program Output Reports

Via the GreenLight Reports Tree and an External Web Portal (May, 2013)

• A Major Network News Story (Apr, 2013)

• Save the Date – WtW 15th Annual Institute – Sep 18-20th

$80K in Performance Awards – Measuring Sep 1, 2012 – Aug 31st, 2013

Future Initiatives and Enhancements

Putting on the Full-Court Press for Success

• 6-months to Institute Performance Awards

• 9-months to finish the year

HOW ARE YOU GOING TO GET THERE?

1. Understand the Expected Goals, Determine Where You Want to Be, Set Realistic Targets and Goals

A. In general serving a minimum of 40-60 families / year with the program and a delinquency of under 22%

Why? – Good stewards of philanthropy

B. Recognize the steps and metrics needed to be successful1. Use a Process Control Range2. Scorecards3. Self-Reflection towards Identified Areas for Improvement

C. Develop Your Game-Plan (Tactics, X’s and O’s)

D. Practice

E. Game Day

1. Understanding, Determining and Setting the Goal

A. Look at your projected Walmart Goals from your grant

B. 10 loans per quarter gets you the incentive, keeps you employed

C. 15 loans per quarter makes you a rock star!

Agencies qty loans Loan qty goal Pace Branches 20 80 34 Catholic Charities of the Diocese of Albany 20 40 34 Child and Family Services Ways to Work Family Loan 27 68 46 Community Resource Center 11 40 19 Families First 12 52 21 Family and Children’s Service 18 40 31 Family Answers, Inc. 21 36 36 Family Foundations 14 52 24 Family Matters of Greater Washington 35 80 60 Family Services of Greater Houston 15 108 26 Family Services of Western Pennsylvania 26 68 45 Family Services, Inc. 42 40 72 Goodwill Industries of San Antonio 24 40 41 Heartland Family Service 24 40 41 Jewish Family Service of San Diego 9 40 15 Lutheran Child & Family Services 73 80 125 Matrix Human Services 20 40 34 Metropolitan Family Service 25 52 43 Peninsula Family Service 15 80 26 Presbyterian Homes and Family Services 94 108 161 PRISM 35 80 60 Spectrum Child and Family Services 19 40 33 The Family Tree, Lafayette LA 7 28 12 The Salvation Army Family and Community Services 33 80 57 Ways to Work, Inc. - WOW Region 18 40 43

Metrics That Can Shape Success

•Process Control Range•Percentage Report•Scorecards

Component Value ScoreS.O.U. (Standard Operating Unit) 1.7 ***Loan quantity prior year 70 ****Loans amount in dollars prior year $406,322 ****Average loan amount $5,820 ****Cost / Loan $3,813 ***Loan document process compliance Yes ***Utilizes starter interrupter / GPS Yes ***Utilizing Credco for credit reports Yes ***If not using Credco, how are credit reports being obtained N/A  Best practices recovery plan in place No *Financial education curriculum utilized BMO Harris ***Financial education pre-score and post-score captured Yes ***Financial education score delta 2 ***Financial education sessions frequency 3x a month ****Financial education using volunteers linked to philanthropy No *Average number of financial education participants 8 ***How many Loan Committee groups does the Agency utilize 2 ***How many members comprise the Loan Committee(s) [size of each]

5 ***

Utilizing the portable program Yes ****

Component Goals Low-Mid-HighAt 1.70 S.O.U.

Score

Inquiries 1,250 202-470-739 *****Applications sent 624 78-224-370 *****Applications received 250 74-132-188 *****Applications presented 145 47-102-139 *****Applications approved 85 73-110-132 ***Loans funded 68 61-76-95 ***Delinquent percentage 30 days overdue+

25.00% 19%-22%-25% ***

Delinquent percentage 60 days overdue+

22.00% 21%-23%-25% ***

2 year default rate 5.3% 6%-9%-12% *****

Scorecard Performance Measures

Tactics and Strategies to Deploy

Take Care of the Fundamentals:

Does the team agree on the strategy?

Do we all know our roles on the team?

What and where are our office hours?

What are our strengths and weaknesses?

What kind of offense and defense are we running?

Is any of this on paper? Has it been shared with anyone?

Your Agency

(Me Inc)

Your Agency

(Me Inc)

Media

Other Non-Profit

Employees and

financially stable clients

Workforce Investment

Boards

Chamber of Commerce / Rotary Clubs

Private Industry Councils

/ Workforce Investment

Boards

Employers

e.g. – Hospitals,

Universities

Board and Loan

Committee Members

Community College / Technical Schools – Staff and Students

Center of Influence Network

Marketing Planning ChartMarketing Initiative Goal of Initiative Responsib

le PartyDue Date Follow-Up Next Steps and

Due Date

Meet with Pro-Health Hospital Systems HR Department

Engage Pro-Health Leadership about the employer and employee

benefits of WtW

Susan Dreyfus

2/26/2013

Meet with Staff managers to present the

program / meet with new

employees at new hire orientations

Reach out to Pro-Health contact by

3/12/13

Having the national office staff present "The Changing Face of Human Service Delivery and

making Social Investments" to local Rotary Clubs and

Chambers of Commerce, etc

Have the local Rotary Clubs and Chamber business leaders

promoting WtW to the various employers and business leaders as a catalyst for economic development

through employee retention, removing regional transportation issues, and improving program

visibility in the business community

Tonnie Boston

3/1/2013

Meet with the individual leaders

that expressed interest in allow

staff to present to their employees

XYZ Person will follow up with… by …

Contacting United Way of Waukesha, Ozaukee, and Washington Counties to

provide outreach to the local non-profits for program visiblity

and quality client referrals

UW will help to identify the community agencies that can

provide the best immediate client referrals or promote their employee

into the program

Linda Brost 3/15/2013

Identify internal staff that will reach out to the specific agencies UW has

identified as target partners

Coordinate meetings and drop-offs for

moving the relationship forward

Who Can Assist Us in These Endeavors?

What’s Been Successful So Far?

*Minimize delinquencies while maximizing tax season

*VITA site partners

*Why the telephone works

*Group meetings

*Real-life examples of “what is working” from peers

*Texting: The next big thing

*Assist in creating workshop content

*Help deliver the most impact for your program’s growth

Questions and Answers