u.s. national professional council november 2012 meeting highlights
TRANSCRIPT
U.S. National Professional CouncilNovember 2012 Meeting Highlights
U.S. National Professional Council November 2012 Meeting Highlights2
2012 National Professional Council
A leadership body of 65 United Way CEOs in the U.S. Chaired by Milton J. Little, Jr., CEO, United Way of Greater Atlanta
Mission• Advise United Way Worldwide’s president and CEO on issues and trends of
importance to the United Way network in the U.S.• Serve as the collective voice for the United Way profession • Provide leadership in building the United Way network in the U.S.—both
locally and nationally• Serve as a communication link between United Way Worldwide and the U.S.
membership
2012 Priorities• Trust (with the public and within the network)• U.S. Task Force on United Way’s Economic Model and Growth• Field Communication and Engagement• Public Policy and Advocacy
November NPC Meeting OverviewNovember 7-9, 2012 Alexandria, Virginia
Theme: Working Together to Drive Results
Major topics:– U.S.A. network strategic direction
– New ways of working together
– Aligning around common metrics
– Developing and retaining talent
Other highlights:- Public Policy Agenda
- Advocacy Guidelines
- Brand Licensing and the United Way Store
- Future Role of NPC
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U.S. Network Direction from President Stacey Stewart (initial thinking)
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1. Trust
2. Impact
3. Donors (individuals)
4. Revenue – mission oriented
1. Performance and execution with reliance on data
2. Strategic presence as leader & convener on EIH; strategic relationships
3. Recruit & retain the right talent; reflect future state
4. Lead & support worldwide network as prominent member
USA Network Strategies
Cultural Foundation Distributed Leadership, Interdependency, Mutual Accountability, Alignment
Vision: Fuel & accelerate a nationwide movement that builds opportunity for all, and adds velocity to United Way USA in fulfilling its potential to “do well and do good”
Key 2013 Activities for U.S. Network (initial thinking)
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1. Launch the Business Performance Matrix; customize services & supports
2. Launch United Way Partnerships – High School Graduation, Talent, Corporate Engagement
3. Organize work streams, resources and critical United Ways for mobilized action to drive impact
4. Organize work streams, resources, and critical United Ways for high quality corporate & employee engagement
5. Deploy network-wide talent management strategy in critical markets and critical leadership & functional areas
6. Enhance knowledge sharing, communication, relationship management, social media, and public/network engagement platforms
New Ways of Working Together
Business Performance Matrix
• Facilitates collaborations based on similar communities and business practices
• Provides all United Ways with organic opportunities to partner
• Allows for targeted delivery of supports and services to drive local execution
• Aligns segmentation to the full United Way Business model
Performance Partnerships
• Provides coaching and structure for more formal Partnerships
• Brings cultural foundation to life• Open to all United Ways; only 30-50
are expected to join in round 1• Learning will be shared network-wide• Additional Partnerships will be
launched in future years engaging more United Ways
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Measuring Results Together to Drive Alignment and Shared Accountability
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Discussed:• Trust• Impact• Donors• Revenue
Next Steps:• Members felt that all four were important• UWW with NPC will develop plan for tracking all
four and review at February meeting
U.S. National Professional Council November 2012 Meeting Highlights
Executive Leadership Development Program
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Discussed:• Opportunities and requirements of program• Challenges to consider• Necessary program support• Center for Creative Leadership direction• Volunteer Board Leadership Development
Next Steps:• CEO Planning Group and Center for Creative
Leadership will design program • Roll out will occur in 2013
U.S. Federal Policy Agenda Tiers and Framing
Tier 1: Legislative Leadership
Engagement
Tier 2: Legislative Advocacy Engagement
Tier 3: Legislative Support Issues
Cross-Cutting Issues
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Education
Income
Health
Community Strengthening
U.S. Federal Policy Agenda Proposed Tier 1 Issues
• Education: School Readiness and Middle & High School Success
• Income: Family Sustaining Employment Policies: Workforce Development and the EITC
• Health: Access to Healthcare & Prevention
• Community Strengthening: Charitable Giving Incentives & 2-1-1
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NPC Advocacy Guidelines Overview
• A group has been formed to develop guidelines for advocacy within the network
• Peter Manzo, Council of State Associations Chair is leading the group
• The goal is to point out what system citizenship requires (basic expectations), and recommended practices
• The final product will be shared with NPC at the next NPC meeting
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Brand Licensing and the Store
• Staples to become national provider, replacing United Way Store
• Staples Promotional Products (SPP) will offer lower prices (avg. of 30% less in comparison tests), more products and services
• United Ways can use local vendors licensed by United Way Worldwide
• United Way Worldwide will handle all paperwork and licensing fee management directly with vendors
• United Ways will be able to continue purchasing any paper products considered communication materials from unlicensed vendors.
U.S. National Professional Council November 2012 Meeting Highlights
The Future Role and Operation of NPC
Discussion:
• New direction of work calls for greater leadership
• Current operation of field leadership body may need to shift
• Council may need to incorporate broader and deeper representation
Next Steps:
• New direction, role, function developed in 2013
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Discussion
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1. What are your overall reactions?
2. What topic(s) do you think we need more engagement on as CEOs?
3. Given the work that needs to happen, what thoughts or ideas do you have around the future role of a leadership body like NPC?
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2013 Major Conferences & Events
• Major and Planned Giving Institute: Las Vegas, NV January 23-25
• New President’s Forum: Alexandria, VA February 12-13
• CEO Summit: Alexandria, VA February 14-15
• Women’s Summit: Charleston, SC March 6-8
• Inclusion Forum: Indianapolis, IN April 15-16
• Staff Leaders Conference: Indianapolis, IN April 17-19
• Finance/HR Forum: Atlanta, GA September/October (TBD)
http://conferences.unitedway.org
For More Information
National Professional Council – [email protected]
or http://online.unitedway.org/npc
U.S. Strategic Direction – http://www.unitedway.org/ourfuture
U.S.A. Federal Policy AgendaSteve Taylor – [email protected]
Advocacy GuidelinesPete Manzo – [email protected]
Brand Licensing and United Way StoreGreg Magnani – [email protected]
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General QuestionsMike Wood – [email protected]
Business Performance MatrixChris Preston – [email protected]
United Way PartnershipsSean Garrett – [email protected]
TalentIrena Djordjevic-Behery – [email protected]