united way talent management strategy - squarespace · organization and leverage talent management...

United Way Network-Wide

Talent Management

STRATEGY

MAUW CEO Annual MeetingJune 22, 2016

People

Board Leadership

Organizations

Welcome & Check-In

Your Fearless Leaders for Today!

Introduce yourself

Your Name

Your United Way

What’s Your Superpower? (Or what’s the Superpower you wish

you had?)

06-22-16 MAUW Annual Meeting2

Today’s Objectives

Understand United Way’s point of view on people as the key asset for

accelerating transformation and implementing the Business Model

and Strategy

Learn about ways to increase Board members’ engagement in driving a

higher preforming organization and results by exploring the United Way

High-Performing Boards strategy and resources

Assess organizational readiness to create a high-performing

organization and leverage Talent Management strategy and resources to

put it into action

Apply various tools and interactive exercises that participants can

replicate and use at their United Ways


Today’s Agenda

The What: United Way Business Model

The Why: Top 8 Reasons to Have a High-Performing Board and

CEO Partnership

The How: A Successful Board Development Strategy

Where are We? Getting to Know Your Board

Break

Making It Happen: Creating a High-Performance Organization

How & What: Levers to Drive Your Organizations Performance

Not Starting from Zero: Available Resources

Close


The What: United Way

Business Model

United Way Business Model

Network-Wide Strategy

Unique Positioning

► Integrated Solutions

► What Works Locally

► All Sectors Work Together

► Invite Millions of People

Key Actions


People at the Core of the Transformation

Talent as a Business

Strategy

- People at the center

- Processes to enable

performance and culture

- Competencies to drive

alignment and consistency

- Focus: Build Pipeline,

Strengthen Organizational

Capacity, Board Performance


United Way - from a place to work to the “Mission of Choice”

Employees Organizations Board Leadership

United Way Talent Management 2020: Measuring Success~ Driving Performance, Results and Growth at Scale as One Network ~


Build Pipeline: 10% of

High-Potential / High-

Performing talent

identified, engaged,

retained in Talent

Pipeline across all levels{Measured via LEAD/UWO}

Increase Capacity: At

least 80% of UWs

aligned, consistently

leveraging integrated

Talent Management

strategy and resources {Measured via HCS}

Performance at Scale:

At least 80% of UWs

reporting High-

Performing Boards and

Leadership capacity and

results {Measured via CIPS}

United Way Board & CEO

A Partnership that

Drives Results

Why Do This?

#AllIn4CLC @UnitedWayLnC

Why focus on creating a

high-performing Board

and CEO partnership?


Instructions

Volunteers…

Record

Time limit: 4 minutes

Questions?

First 2 teams to finish…

Family Feud -

Feud Modified Instructions

Teams alternate guessing.

Points awarded immediately.

Once 3 strikes used (regardless

of team) the guessing continues.

If a team gets another incorrect

answer the team is out.

Once both teams are out, or all

questions, answered…

The highest scoring team wins!-


The How:

A Board & CEO Partnership


Most Boards are Bored

Three Operating Modes of Governing Boards

Strategic - boards co-create strategywith management to set the

organization’s strategic direction and course

Fiduciary - boards are primarily concerned with stewardship of tangible assets.

Generative - boards – along with executives –

frame problems and opportunities and make sense

of ambiguous situations, which in turn shapes

strategies, plans and decisions.


Where is your Board Focused?

Rank the current functioning of your Board within the three

modes of governing boards:

• Fiduciary: In this mode, boards are primarily concerned with stewardship

of tangible assets.

• Strategic: In this mode, boards co-create strategy with management to set

the organization’s strategic direction and course.

• Generative: In this mode, boards – along with executives – frame problems

and opportunities and make sense of ambiguous situations, which in turn

shapes strategies, plans and decisions.


How do we better engage our Board Leaders? United Way High-Performing Boards Initiative

30,000 Board volunteers

worldwide as the key

Strategic Partner

Transformational Impact and Growth

Accelerate Local and Network

Performance and Results

VisionA network where all United Way

Boards, CEOs and organizations

perform at the highest level, locally and

nationally, to drive results and growth

in their communities, and worldwide.

IntentWe believe that a highly effective CEO

and Board partnership drives

performance that results in building

community engagement, increasing

financial resources, improving

community conditions, and changing

lives.



Our Point of View: Foundational Elements for a

Successful Board Strategy

05-18-16 UWW Board Development & International Team8

Effective Board & CEO Partnership

Solid Governance

The Right People

Solid Governance

Governance model and bylaws

Fiduciary responsibility

Risk Management

Code of Ethics

Conflict of Interest

Legal compliance

Effective meetings

05-18-16 UWW Board Development & International Team9

Note: Governance ≠ Management


The Right PeopleUnited Way Competency Models

Strategic Thinker

Connects Leaders toLeaders

Advocates for Community

Future Focused

Steward of Brand and Trust

Visionary

Team Builder

Outward Turning

Business Acumen

Network Oriented

BOARD LEADERS CEO

22

United Way Attributes of the High-PerformingBOARD & CEO PARTNERSHIP

SET DIRECTION AND MEASURE PERFORMANCE AND RESULTS: United Way makes

decisions grounded in community priorities and effectively measures performance on Impact,

Revenue, Donors and Trust to ensure those results are accomplished.

DEEPEN RELEVANCY IN COMMUNITY: Is visible in both words and deeds in the

community, seek to understand and be engaged in broader community issues, works to

enhance United Way’s relevance, including advocating and/or influencing public policy as a

critical function.

PRIORITIZE TIME ON STRATEGY: Prioritize Board leaders’ time, engagement and work on

issues that are focused on improving communities, changing lives over operational and tactical

work (80% on strategy; 20% on operational and tactical matters).

GROW REVENUE AND DONORS: Connect impact efforts and revenue generation in order to

grow resources (financial, social) and advocates in order to achieve community results at scale.

LEVERAGE THE BOARD AS A KEY TALENT ASSET: The Board is a key leadership and

talent asset for United Way. As such, Board (as a whole, and individual members) must be

cultivated and enhanced on ongoing basis to attract, assess, develop, engage, and retain highly

committed Board leaders.

ENGAGE WITH THE NETWORK: Value the strength of and are actively engaging with Board

leaders and CEOs from other United Ways to drive results on donor growth and common issues. Attributes 2.0. Revised March 2016


When we say “Board & CEO

Partnership” what does that

mean to you?


<BREAK>


Where Are We?

Getting To Know Your Board


Where Are We?

Complete the form…

individually first! 3 min

Total your score.

Discuss with your Partner. 3

min

Share at Your Table. 4 min

Take total 10 minutes.

-


Reflect and Share: “Where Are We?”

• What is our Board’s purpose?

• How are we leveraging the Board?

• How would you categorize your Board’s work?

• How do we attract the Board leaders that could be a real game-changers

and champions?

• How might we optimize Board meetings? What types of conversations are

needed?

• How might we enable the Board to add more value to the organization, the

community?

• How might we get the Board and the CEO to work in partnership?

• What small wins can we make today? This week? This month?

Creating a High-Performance

Organization

Intent Map Activity

Importance of knowing your people…


Levers to Drive Your

Organization’s Performance

Organizational Levers to Drive Performance

Strategy

Structure

Leadership

Management Systems

Culture


Capabilities are built

through experience and

the alignment of…

Creating a High-Performance / High-Commitment

Organization


Section A Section B Section C

Is our organization

achieving High-

Commitment, High-

Performance?

Has our senior

leadership team set

the right agenda to

build a High-

Commitment, High-

Performance

organization?

Have we built the

three pillars needed

for High-Commitment,

High-Performance?

High-Performance High-Commitment Diagnostic

Table Activity

- Independently Complete Diagnostic Tool

Identify Your Top 2 {Strengths}

Identify Your Bottom 2 {Challenges or Areas for Improvement}

- Discuss and Share at your table

What did you learn?

What surprised you?

What action/s you might want to take?

- Share with Everyone

Flip Chart Top 2 / Bottom 2

1 Priority Area for Action


High-Performance High-Commitment Diagnostic

Take It Home…

Questions can be used to spark a vigorous and productive debate

within your team / Board about your organization’s strengths,

challenges and priority areas for action.

- Where are we on our High-Performance / High-Commitment Journey?

- What needs to happen for our organization to become a High-Performance

/ High Commitment?

- Priority Areas for Action: Prioritize your focus on building the High-

Performance and High-Commitment Organization (cannot boil the ocean,

get agreement on the top 3, bottom 3, prioritize and focus, act)


Where Do We Begin?

People at the Core of the Transformation

Talent as a Business

Strategy

- People at the center

- Processes to enable

performance and culture

- Competencies to drive

alignment and consistency

- Focus: Build Pipeline,

Strengthen Organizational

Capacity, Board Performance


United Way - from a place to work to the “Mission of Choice”

United Way Core Competencies for ALL Staff


Mission Focused

Relationship Oriented

Collaborator

Results Driven

Brand Steward

United Way Competencies Portfolio

CORE COMPETENCIES (All Staff) Mission-Focused

Relationship-Oriented

Collaborator

Results-Driven

Brand Steward

SENIOR LEADERSHIP (VPs & above) Talent Management and People Development

Business Acumen and Strategic Direction

Operational Planning and Execution

Outward Turning

CHIEF EXECUTIVE OFFICER Visionary

Team Builder

Outward Turning

Business Acumen

Network Oriented

BOARD LEADERS Strategic Thinker

Connects Leaders to Leaders

Advocates for Community

Future Focused

Steward of Brand & Trust

Partnership between Board

& CEO for high-performance

and results

UWO: Competency Models

COMMUNITY IMPACT Strategic Community

Collaborator

Critical Thinking & Creative

Problem Solving

Planning & Implementation

RESOURCE DEVELOPMENT Drives Revenue & Impact

Strategic Relationship Building

Entrepreneurial and Innovative

MARKETING &

COMMUNICATION Nuts and Bolts of Marketing

Taking Impact Products to

Market

Creating Brand Experience for

Everyone

Common for CI, RD, MKTG/COMM

Effective & Engaging Communicator

Embracing & Managing Change

https://online.unitedway.org/groups/competency-models

Not Starting from Zero

Available Resources

Talent Management & Board Development Portfolio

41

Leadership Development

Programs {Fellows, Senior

Leaders, CEOs}

LEAD Platform for High-

Performing Employees

Mentoring Programs {Mentor

Match, Harvard

ManageMentor}

New Employees Zone

Career & Professional

Development {Resources,

Webinars}

Jobs: Opportunities

Exchange

UWO: Career Management

Recruitment {Executive

Search, Opportunities

Exchange, LinkedIn}

Onboarding {Webinars, New

Presidents Forum, New

Employees Zone}

Competency Models

Performance Management

Succession Planning Guide

& Toolkit

Job Descriptions Sample

Database

Human Capital Study:

Research on Trends,

Compensation

UWO: Talent Management

& Operations

Governance

Board Source Membership

FREE

Board Leadership

Competency Model

High-Performing Board &

CEO Partnership

Self-Assessment

Board Walk

Webinars & Strategic

Dialogues

Consulting & Support

UWO: Governance &

Leadership

UWO: Board Walk

CAREER MANAGEMENT ORGANIZATION CAPACITY BOARD DEVELOPMENT

06-22-2016 MAUW Annual Meeting

https://online.unitedway.org/career-management

https://online.unitedway.org/groups/talent-management-operations-0

https://online.unitedway.org/groups/governance-leadership

https://online.unitedway.org/groups/united-way-board-walk

ONLINE.UNITEDWAY.ORG/CAREER-MANAGEMENT


• Leaders Engaged in Accelerated

Development (LEAD) Program

• Job Opportunities

• New Employees Zone

• Career Development Resources

• Competency Models

• Mentoring “Mentor Match”

• Professional Development Webinars

• Learning and Training

• Leadership Development Programs

ONLINE.UNITEDWAY.ORG/CAREER-MANAGEMENT

Rev. June 2016

Competencies

Competencies

- R/T: LinkedIn Recruit

- T: Behavioral Interviews

Portfolio of Questions

- T: “Careers” Jobs Software

- T: Executive Search Guide

- T: New Employees Zone

on UWO

- P: Overview of United

Way Course

- T/R: Onboarding Guide

& Webinars for New

Executives

- P: New Presidents

Forum Annually

- T: Performance

Review for CEO,

RD, CI,

MKTG/COMM

Roles

- Training and Coaching

- On-the-Job Development

- T/P: UWW Learning Opportunities

and Conferences

- T/P: Career Development

Resources & Webinars

- T: Talent Development &

Review “HPE Guide & Toolkit”

- T/P: Mentor Match “Chronus”

- P: Harvard ManageMentor

- T: Research Data on

Compensation & Rewards

- Cross-Network Opportunities

- High-Impact Pipeline

Leadership Programs

- P: ELDP for CEOs

- P: Fellowship

- P: Advanced Leaders

- T: Succession Toolkit

- P: LEAD for HiPOs

- Critical Roles Alignment

- Organizational Charts

- T: Job Descriptions

Library for CEO, RD,

CI, MKTG, other roles

on UWO

United Way Talent

Management

Recruitment

Onboarding

Performance Management

Learning and Development

Engagement and

Retention

Succession Management

Workforce Planning

43

*T: available tool *P: available program

Network-Wide Talent Management

Operational Wheel

Competency Models Professional (Core)

CEO

Board

Resource

Development

Community Impact

Marketing/Comm.

United Way BoardWalkonline.unitedway.org/BoardWalk or Text “boardwalk” to 51555

Board Development Resources

(brochure)

BoardSource (FREE

membership)

Competency Models (Board &

CEO)

Attributes of a High-Performing

Board & CEO Partnership

Board & CEO Partnership Self-

Assessment

Board Recruitment Brochure

Board Composition & Criteria

Matrix

Webinar Series

2016 Board & CEO Summit

(Facilitator Guide)

Book: Secrets to Masterful

Meetings for United Way

Recruitment Toolkit (August,

2016)

Orientation Guide (August,

2016)

Instructional Videos about the

Initiative

“Board Portal”

(September, 2016)

44 06-22-2016 MAUW Annual Meeting

online.unitedway.org/BoardWalk

The Secrets to Masterful Meetings for United Way

45

UWWProducts.com

06-22-2016 MAUW Annual Meeting

https://www.uwwproducts.com/product_p/0298.htm

Contact

Alex Fike

Manager, Board Development

[email protected]

Irena Djordjevic-Behery

Vice President, Talent Management & Board Development

[email protected]


United Way Online BoardWalk

Online.unitedway.org/Boardwalk

[email protected]

mailto:[email protected]


online.unitedway.org/boardwalk


Thank You

united way talent management strategy - squarespace · organization and leverage talent management...

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