RESOURCES

Q4 Kickoff: October 12, 2021   (Pre-Work)

In preparation for your Kickoff, please review and complete the following items:

I. Familiarize yourself with these topics important to United Way Executive Leaders.

• United Way Membership
• Ensuring United Way Financial Health

II. Understand United Way Strategy

• Welcome and United Way Network Strategy (15:51 minute recording)
• Strategy Talk: How Strategy Differs for Nonprofits (third-party article)
• Modern United Way Blueprint (9:44 minute recording)

III. Optional

• Digital Transformation: Are You Ready for Exponential Change? (3:59 minute recording, third-party site)
• The Networkwide Strategy and Bold Plays and Modern United Way Blueprint
   

Additional resources can be found our New Executives: Onboarding Resources webpage, located on United Way Online (UWO). If you are not already a member, to join United Way Online, click here to apply for an account.

Q3 WORKSHOP: AUGUST 24, 2021  (Pre-Work)

In preparation for your Workshop, we've included one 17-minute video and questions for you to consider from your own lived experience. 

I. Visit YouTube to watch a video (17:21 minutes):

• AWS re:Invent 2020: Working Backwards: Amazon's approach to innovation

II. Review the following questions and bring your responses to the Workshop:

Consider your experiences across various industries with customer service.

1. What is one example that stands out in your mind as exceptional customer service?
2. What did they do for you to consider it "exceptional"?
3. How did it make you feel?

Q3 Kickoff: August 10, 2021   (Pre-Work)

In preparation for your Kickoff, please review and complete the following items:

I. Familiarize yourself with these topics important to United Way Executive Leaders.

• United Way Membership
• Ensuring United Way Financial Health

II. Understand United Way Strategy

• Welcome and United Way Network Strategy (15:51 minute recording)
• Strategy Talk: How Strategy Differs for Nonprofits (third-party article)
• Modern United Way Blueprint (9:44 minute recording)

III. Optional

• Digital Transformation: Are You Ready for Exponential Change? (3:59 minute recording, third-party site)
• The Networkwide Strategy and Bold Plays and Modern United Way Blueprint
   

Additional resources can be found our New Executives: Onboarding Resources webpage, located on United Way Online (UWO). If you are not already a member, to join United Way Online, click here to apply for an account.

Q1 Workshop: February 23, 2021   (Pre-Work)

In preparation for your Quarterly Workshop, please review and complete the following items:

Please watch the following video:

• Developing and Embracing a Growth Mindset (3:12 minutes)

Please read through the below packet and complete the REI Equity Assessment on pages 51-52.

• REI Workshop Equity Assessment

Q2 Workshop: May 25, 2021   (Pre-Work)

In preparation for your Quarterly Workshop, please review and complete the following items:

I. Read the following third-party articles on the topic of understanding the marketplace:

• Understanding the Motivations of Major Donors, Part I: The Most Important Things to Know
• Understanding the Motivations of Major Donors, Part II: Know Thy Donors
• 5 Things Every Nonprofit Must Know About Their Donors 

II. Visit United Way's Equity Framework and complete the following assessments in an effort to help you develop an impact agenda: 

• Take Stock Assessment (pg. 30)
• Sample Success Measures Assessment (pg. 54)