Global Standards Self-AssessmentResults

Asia Pacific Regional Meeting

Sean Garrett, June 30th, 2011

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Regional Results Participants

• Participation from India, New Zealand, Thailand, Indonesia and Taiwan

• 81 total respondents

– 48 Staff

– 32 Board Members and Volunteers

– 1 Community Partner

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Key Themes

• Mature operations with basic business operations in place

• Strong fundraising and governance practices in place

• Opportunity to better involve and manage relationships with stakeholders in the work of United Way

• There is a need to better define and implement community impact strategies

• Characteristics of organizations in between the community chest and community impact models

• Not everyone is in the same place

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Greatest Strengths

• Standards– 2.4 Safety, Courtesy, Respect and Support– 1.4 Root Causes– 2.6 Inclusiveness and Diversity– 4.4 Legal Operation

• Components– Resource Mobilization– Governance, Ethics and Volunteer Leadership– Volunteerism

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Greatest Opportunities

• Standards– 2.2 Mutually Beneficial– 2.5 Accurate Representation– 1.3 Shared Vision– 6.3 Culture of Relationships– 7.3 Involvement of People– 7.4 System Approach to Management

• Components– Operations and Management– Reputation and Relationships – Financial Accountability and Transparency– Community Impact

The use of SAT by UW of Taiwan

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Steps taken by UW of Taiwan

• Introduction of Global Standards

• Communication with Board members

• Translation of Global Standards and SAT

• Review with Standing board members

• Board & Staff retreat for future strategies

• Strategic plan

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Introduction of Global Standard

• Since 2006

• Explore US united way models

• Localization – language, scope of community … etc.

• Pilot programs

• Communication – with staff, volunteers and partners

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Board members

• Report & Introduction of Self Assessment Tool

• Review SAT with individual board members

• Collect feedback (agrees and disagrees) over the process

• Communicate misunderstanding and differences

• Lessons learned

• Definition of “community” – the role of State, Market. Civil Society and Family

• Positioning of UW organizations varies

• Redefining 3 focuses – Education, Income and Health

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Board & Staff retreat

• Use SAT as a reference structure for further development

• Reflect on differences with local facts

• Communication, communication, and more communication

• Visions, strategic goals … etc.

• Benefits

• Reminder of improving governance capacity

• Restructuring sub-committees – auditing and ethics

• Bold action as milestone for UWTW as 2012 will be our 20th anniversary

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Next steps

Table Discussion

• How can we use regional network to improve my local work?

• What are the vehicles we can use to do this?

– The Asia Pacific Learning Center

– Regional Conferences

– On webinars

– Conference Calls

– Other exchange opportunities

Thank you