UNITED W

E STA

ND

N AT I O N A L F U N D S I T E S & L O C A L U N I T E D W AY S

PRESENTATION AGENDA

1. Introductions and session overview

2. Case study #1 – Greenville

3. Case study #2 – Philadelphia

4. Springboards and Landmines

5. Discussion

INTRODUCTIONS & SESSION OVERVIEW

Who are you?

Where are you from?

Tell us 1 reason why you’re attending this session.

Session Objectives

• Facilitate deeper and more effective collaboration between National Fund sites and United Ways in order to sustain and scale successes.

• For sites that are not yet collaborating: provide concrete examples of collaboration and tangible steps for developing relationships.

• For sites that are working together: explore how to maximize the partnership, drive greater impacts, build on past successes and overcome stubborn obstacles

CASE STUDY #1: GREENVILLE REGION WORKFORCE COLLABORATIVE

2009/10

• Researched model• Piloted 2 cohorts of

classes• UWGC leading thought

and leveraging resources, but not taking active role

2010 - 2012

• Received NFWS grant

• Built out partners (WIB, technical college system, service providers, funders, employers)

• 2011 – UWGC becomes Fiscal Agent

2012 - 2014

• Sector expansion• System level

changes• Program growth• Pivot towards

regionalism

Lessons for UWGC

From To

Transactional Relational

Isolation Integration

Barriers Solutions

Compliance Impact

CASE STUDY #1: GREENVILLE REGION WORKFORCE COLLABORATIVE

UWGC’s 5 Lesson/Action Points

Convene

Leverage

AdvocateIntegrate

Communicate

CASE STUDY #1: GREENVILLE REGION WORKFORCE COLLABORATIVE

Action Was Is Outcomes

Convene • provided site for Board meeting•Prescriber

• leading thought, insulating and

supporting activities of GRWC, responding

to needs of GRWC•Influencer

• more meaningful relationships,

better/more efficient work, renewed energy

Leverage • No connection to campaign (not even a designation account)• Transactional

marketing

• Leadership-board champions

• Workplace Campaign alignment• Proactive Marketing

• Greater integration of Resource

Development/Marketing*

Advocate • Reactive, non-effective public policy

• Relational/human capital advocacy – city/county council, WIB, state officials

• greater influence as a workforce systems

level leader in region/state*

• technical college system funding

• sector diversification

Integrate • GRWC and other investments separated

• IDA, VITA, front end service providers

aligned to insulate and build parallel

pipeline(s)

• scale

Communicate

• UWGC staff member to GRWC ED

• multi-level communication chain

• a greater understanding of how

this works and why we are doing it

CASE STUDY #2: JOINBrief History of the JOIN Collaborative

Why build stronger ties between JOIN & United Way? Proposed Value Proposition

Phase 1- JOIN’s First Three Years• Launch Phase• Program Years 1 thru 3• Largest Funder$: Knight

Foundation

Social Innovation Fund Phase • Transition Phase• 2nd half of PY3 thru

1st half of PY5• Largest Funder $:

Social Innovation Fund

Phase 2 – JOIN’s Next Three Years• Momentum Phase• Program Years 5

thru 8• Largest Funder$:

(proposed) United Way

2008 20112009 2010 2012 2013 20152014

JOIN United Way

Track record of innovation, flexibility and entrepreneurialism in grant making, convening and research projects (ex: WPSI, ROI 360)

Brand recognition and increased regional footprint provide infrastructure through which to disseminate work

Strongly positive relationships with employer, funder and program partners

Organizational capacity (including Communications, Resource Development staff)

Product that can be used to connect with new funders and increase investment

Deep relationships in the business community that align with JOIN’s mission

JOIN’S INVESTORS WERE ASKED TO HELP EVALUATE THE VALUE PROPOSITION

And identified the following…

Strengths Natural connection to UW’s education and income work (and opportunity for many more aligned funds as a result) • Regional infrastructure presents scaling and branding opportunities • If funding can support operations, tremendous ability to sustain collaborative work

Uncertainties How do we preserve this collaborative spirit with UW taking on a more significant role? • What are the implications for the JOIN’s staff? • Will there be new staff as a result of expanded responsibilities? • How will competing internal funding priorities at UW impact JOIN’s fundraising efforts?

FY15 LOOKED DIFFERENT FOR JOIN: SOME EXAMPLES

Change Scale of impact

Program United Way’s education work enhanced connections with career and technical education practitioners and funders.

Difficult to predict at this early stage.

Staffing and responsibilities

JOIN director oversaw direction of approximately $3M in aligned funding as part of the UW gen op funding process.

Significant

Branding UW wants additional connection to the project. Ex: JOIN powered by UW; JOIN managed by UW

Uncertain: we will work with the IC to approve any co-branding.

Operations Yes. JOIN will shift to a July 1 – June 30 fiscal year.

Minimal.

SPRINGBOARDS OR LANDMINES?

Depending on your local UW and workforce collaborative, the following may represents assets or threats to your relationship. Where would you place the bubbles? How do we make as many as possible into positives?

Branding

Collective impact

Definitions

Outcomes

Defining the

populationToleranc

e for risk

Aligned resource

s

Shared agenda

DISCUSSION: UNITED OR UNTIED?

• Branding and Messaging• To logo or not to logo

• Programmatic Connections• Funder collaboratives in the context of other workforce initiatives

• Resource development •Workplace Campaigns

• Relationship Management with the Corporate Partners

• Overlapping (or not) Geographies•Butting into other UW’s territories, literally

TO CONTINUE THE CONVERSATION…

Presenter Information

Jennie Sparandara, Director

Job Opportunity Investment Network AND

Secondary & Post Secondary Education, United Way of Greater Phila & S. New Jersey

jennie@joincollaborative.org 215.665.2434

John Young Shik Concklin, Program Investment Manager

United Way of Greenville County

jconcklin@unitedwaygc.org 864.467.3531