United Way Business Performance OverviewUnited Way’s Organizing Framework for Performance

2

Business Performance Matrix

Source: United Way ResearchUnderstanding Business Performance

4

3

2

1

A B C

0-49 50-74 75-100

Business Performance Index (BPI)

Resources/C

apacity/Influence

3

Business Performance MatrixPlacement on Y-axis is relatively fixed year-to-year

4

3

2

1

Resources/Capacity/Influence

Understanding Business Performance

Full-time staff member < 1

Population ≥ 1 million people

Fortune 500/GCL* company HQ or ≥ 12 GCL companies

No Fortune 500/GCL company HQ and

<12 GCL companies

*GCL = Global Corporate Leadership – United Way Worldwide’s Corporate Relations Program

4

Business Performance MatrixUnited Ways will show movement/progress on X-axis

A B C

0-49 50-74 75-100

Business Performance Index (BPI)

Understanding Business Performance

An “A” is either focused on the traditional model or making progress on some aspects of United Way’s business model

A “B” is either making substantial progress on some aspects of the business model or showing overall progress

A “C” is showing substantial overall progress on the business model but with room to grow

5

Business Performance Matrix 2013

Source: United Way Research

40

0%8

<1%8

<1%413%

3313%

15113%

474%

887%

219016%

28023%

464%

484%

117915%

756%

1<1%

2<1%

Missing Data A B C

0-49 50-74 75-100

Business Performance Index

Re

sources/C

apa

city/Influ

ence

Source: United Way Research (Community Impact Practices Survey, DB2, DB1, Human Capital Survey)

Introducing…

Understanding Business Performance6

The Business Performance Overview

1. Performance Dashboard

2. Business Performance Index Profile

3. Community Impact Snapshot

4. General Resources

Performance dashboard

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Progress on four priority performance indicators

1. Trust

2. Impact

3. Supporters

• Donors

• Advocates

• Volunteers

4. Revenue

• Current Year Support

• Resources Under Management

Business Performance Index profile

Understanding Business Performance8

• Practices outlined drive achievement of performance dashboard results

• Index value between 1 and 100 provides the A/B/C placement

• Index value is calculated from self-reported performance around practices

Community Impact snapshot

Understanding Business Performance9

• Remember… this is a snapshot in time

• These are the key Community Impact practices that drive community change

• Tracks community goals and whether they tie to United Way network’s 2018 goals

General tools

Understanding Business Performance10

• General; not yet individualized

• High-level resources

• Directly tied to Business Performance Index

• More comprehensive version coming online in early 2014

The Overview is a tool for you

• Use in strategic planning

• Identify key areas for improvement. Gut check with staff.

• Reach out to United Ways leading in key areas to learn more

• Share what you know in strong areas with your colleagues

• Use the Performance Dashboard to help shape your local scorecard/dashboard

• Fill the Community Impact Practices Survey out as a team/engage your board

• Feedback consistent that this is an enormously helpful conversation-starter and provides a more informed, accurate picture of performance

• Get connected to UWW tools and resources

Understanding Business Performance11

Resources from United Way Worldwide

Business Performance Matrix: 2013 Results 12

• List of performance tools

• Performance Improvement Plans (late 2014/early 2015)

• Business Performance Self-Assessment (Membership Accountability)

• U.S. Network Engagement Corps

• Performance presentations available

• online.unitedway.org/BPM

• Expanded Business Performance Overview in 2014

Learn more…

Understanding Business Performance13

United Way Onlineonline.unitedway.org/BPM

More questions?

For questions about performance and using the Overview as a tool, contact:kelli.kreps@unitedway.org

For technical questions about the Overview and surveys:jeff.elder@unitedway.org