People. United Way Network-Wide Talent Management. Board Leadership. Organizations STRATEGY. MAUW CEO Annual Meeting

Transcription

1 People United Way Network-Wide Talent Management STRATEGY Organizations Board Leadership MAUW CEO Annual Meeting June 22, 2016

2 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?) MAUW Annual Meeting

3 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 MAUW Annual Meeting

4 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 MAUW Annual Meeting

5 The What: United Way Business Model

6 United Way Business Model

7 Network-Wide Strategy Unique Positioning Integrated Solutions What Works Locally Key Actions All Sectors Work Together Invite Millions of People MAUW Annual Meeting

8 People at the Core of the Transformation United Way - from a place to work to the Mission of Choice 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 MAUW Annual Meeting

9 United Way Talent Management 2020: Measuring Success ~ Driving Performance, Results and Growth at Scale as One Network ~ Employees Organizations Board Leadership 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} MAUW Annual Meeting

10 United Way Board & CEO A Partnership that Drives Results

11 Why Do This?

12 Why focus on creating a high-performing Board and CEO partnership?

13 Instructions Volunteers Record Time limit: 4 minutes Questions? First 2 teams to finish Family Feud -

14 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! MAUW Annual Meeting

15 The How: A Board & CEO Partnership

16 Most Boards are Bored MAUW Annual Meeting

17 Three Operating Modes of Governing Boards Generative - boards along with executives frame problems and opportunities and make sense of ambiguous situations, which in turn shapes strategies, plans and decisions. Strategic - boards co-create strategy with management to set the organization s strategic direction and course Fiduciary - boards are primarily concerned with stewardship of tangible assets MAUW Annual Meeting

18 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 MAUW Annual Meeting

19 How do we better engage our Board Leaders? United Way High-Performing Boards Initiative Vision A 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. Intent We 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. Accelerate Local and Network Performance and Results Transformational Impact and Growth 30,000 Board volunteers worldwide as the key Strategic Partner MAUW Annual Meeting

20 Our Point of View: Foundational Elements for a Successful Board Strategy Effective Board & CEO Partnership The Right People Solid Governance UWW Board Development & International Team

21 Solid Governance Governance model and bylaws Fiduciary responsibility Risk Management Code of Ethics Conflict of Interest Legal compliance Effective meetings Note: Governance Management MAUW UWW Annual Board Meeting Development & International Team

22 The Right People United Way Competency Models BOARD LEADERS Strategic Thinker Connects Leaders to Leaders Advocates for Community Future Focused Steward of Brand and Trust CEO Visionary Team Builder Outward Turning Business Acumen Network Oriented 22

23 United Way Attributes of the High-Performing BOARD & 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 MAUW Annual Meeting

24 When we say Board & CEO Partnership what does that mean to you? MAUW Annual Meeting

25 <BREAK> MAUW Annual Meeting

26 Where Are We? Getting To Know Your Board

27 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. -

28 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?

29 Creating a High-Performance Organization

30 Intent Map Activity Importance of knowing your people MAUW Annual Meeting

31 Levers to Drive Your Organization s Performance

32 Organizational Levers to Drive Performance Capabilities are built through experience and the alignment of Structure Culture Strategy Leadership Management Systems MAUW Annual Meeting

33 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? MAUW Annual Meeting

34 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 MAUW Annual Meeting

35 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) MAUW Annual Meeting

36 Where Do We Begin?

37 People at the Core of the Transformation United Way - from a place to work to the Mission of Choice 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 MAUW Annual Meeting

38 United Way Core Competencies for ALL Staff Mission Focused Relationship Oriented Collaborator Results Driven Brand Steward MAUW Annual Meeting

39 United Way Competencies Portfolio 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 CHIEF EXECUTIVE OFFICER Visionary Team Builder Outward Turning Business Acumen Network Oriented COMMUNITY IMPACT Strategic Community Collaborator Critical Thinking & Creative Problem Solving Planning & Implementation RESOURCE DEVELOPMENT Drives Revenue & Impact Strategic Relationship Building Entrepreneurial and Innovative Common for CI, RD, MKTG/COMM Effective & Engaging Communicator Embracing & Managing Change MARKETING & COMMUNICATION Nuts and Bolts of Marketing Taking Impact Products to Market Creating Brand Experience for Everyone 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 UWO: Competency Models

40 Not Starting from Zero Available Resources

41 Talent Management & Board Development Portfolio CAREER MANAGEMENT ORGANIZATION CAPACITY BOARD DEVELOPMENT 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 MAUW Annual Meeting 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

42 ONLINE.UNITEDWAY.ORG/CAREER-MANAGEMENT New Employees Zone Career Development Resources Competency Models Mentoring Mentor Match Professional Development Webinars Learning and Training Leadership Development Programs Leaders Engaged in Accelerated Development (LEAD) Program Job Opportunities MAUW Annual Meeting

43 Network-Wide Talent Management Operational Wheel - Critical Roles Alignment - Organizational Charts - T: Job Descriptions Library for CEO, RD, CI, MKTG, other roles on UWO - High-Impact Pipeline Leadership Programs - P: ELDP for CEOs - P: Fellowship - P: Advanced Leaders - T: Succession Toolkit - P: LEAD for HiPOs Workforce Planning Recruitment Competencies United Way Talent Management - R/T: LinkedIn Recruit - T: Behavioral Interviews Portfolio of Questions - T: Careers Jobs Software - T: Executive Search Guide Onboarding Competency Models Professional (Core) CEO Board Resource Development Community Impact Marketing/Comm. - 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 Succession Management Performance Management Competencies - T: Performance Review for CEO, RD, CI, MKTG/COMM Roles - T: Talent Development & Review HPE Guide & Toolkit - T/P: Mentor Match Chronus - P: Harvard ManageMentor - T: Research Data on Compensation & Rewards - Cross-Network Opportunities Rev. June 2016 Engagement and Retention Learning and Development - Training and Coaching - On-the-Job Development - T/P: UWW Learning Opportunities and Conferences - T/P: Career Development Resources & Webinars 43 *T: available tool *P: available program

44 United Way BoardWalk online.unitedway.org/boardwalk or Text boardwalk to 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) MAUW Annual Meeting

45 The Secrets to Masterful Meetings for United Way UWWProducts.com MAUW Annual Meeting

46 Contact Alex Fike Manager, Board Development Irena Djordjevic-Behery Vice President, Talent Management & Board Development United Way Online BoardWalk Online.unitedway.org/Boardwalk MAUW Annual Meeting

47 Thank You