The Knowledge Sharing Portal A 360 Degree Value Bringing Value to Your Customer, Your local UW, Value to Partner UWs - the GCL Program. How it works – an Overview How & Why the Data Will Be Used.

Corporate and employee engagement Corporation Employee Engagement Corporate Social Responsibility Consumer Engagement Workforce campaign Volunteerism Leadership development Loyal Contributors Grants (education, income, health, 2-1-1) Corporate contributions International Donor Advised Giving Cause marketing Licensing Sponsorships Business partnerships Goal: to drive revenue and relationships

Knowledge Sharing Portal Overview The Knowledge Sharing Portal is a web portal designed to: Expand United Way’s reach Centralize membership and GCL information Create opportunities to leverage regional relationships with companies Offer locally relevant and culturally appropriate examples of a companies’ work in communities around the world ATUL: We are proud to be partners with you around the world. I/We have met with many of you -- and listened to you – so we can continue to strengthen our network together. Like you, we were interested in a way to streamline your communication and reporting with United Way Worldwide. That’s why I am pleased to unveil the NEW, updated, knowledge sharing portal – what will become a central clearing house for information. This tool originated as an idea in the field and was brought to completion by a team of Global Fellows with the support of United Way Worldwide staff. Without the idea and efforts from the international field, this solution would not be a reality. So thank you. Now that this new portal is ready to use, all you have to do is submit information to the tool and keep it current. This will increase efficiency for everyone! No system works without the human element. We co-created this tool together, and it will only be successful if we use it together. I look forward to continuing to partner with you, work with you, hear from you and learn with you. Thank you for all you are doing.

Value of the Product United Way Network Portal centralizes information gathering and sharing Basic Information about International Partners (Mission, Vision, etc) GCL information Saleforce compatible Data collected empowers International Network, IDAG & GCL Additional reporting available to UWW teams for regional and worldwide tracking Future phases will include increased functionality to meet more of IDAG requirements, project descriptions and case statements Jose: Value to UWW Talking Points : a) value of portal to a Regional Directors and b) International Partners Background: the data being collected addresses needs from IDAG, GCL, and for the most part international network Not fully finished, there are upcoming phases where we will continue to tweak the portal with your (RD and global fellows) inputs To the RD: this portal addresses past requests to systematize gathering of information from the field; puts the onus on the partners to update information by empowering them to update data on the portal directly; all information tied into salesforce for easy access by country; you can run reports on your regions for better strategic planning; makes your life easier For IP: direct control over information about their UW; can update fields throughout year (ex: change in staff, ED, etc); can benchmark themselves again other UW’s fundraising efforts; can leverage local information about company relationships in other countries. Upcoming phases As a next step, we are planning to streamline the certification process through the website as well as the Global Standards Self Assessment Information gathered In this way, we hope that this portal will become a one stop shop for data collection needs. 6

Value of the Product Global Corporate Relationships Leverages system-wide relationships with GCL companies to build or strengthen local relationships Demonstrates the United Way system’s reach and global brand value Centralizes information to have a full picture of a company’s global partnership with United Way Offers locally relevant & culturally appropriate examples of how a company is working in local communities around the world Enhances capacity assessment efforts by highlighting local experiences with companies Includes key membership elements, local fundraising, volunteer experiences, and GCL engagement Tracy: Value for Global Corporate Relationships 7

Global Fellows take on the Portal Tiffany Dow Manager, Volunteer Center United Way of Central Indiana Brenda Hazlett* Major Gifts Officer United Way of Northern Arizona Elise Lee Associate Vice President, Major Gifts United Way of Central Maryland Phuong Ngo Program Executive AmCham Vietnam Tracy: introduce global fellows team *Team Project Leader 8

Global Fellows Survey Developed a survey that was sent to United Ways that had used the portal as well as United Ways identified as potential users by Regional Directors. Survey consisted of 22 questions (mix of open- and closed-ended). Provided valuable input on challenges and use The survey was sent to United Ways for input: United Way Australia United Way of Russia United Way of Bengaluru, India United Way of Romania United Way of Delhi, India United Way of Hungary Ubuntu Community Chest, South Africa United Way Latin America Community Chest of Korea Global Fellows: recap survey and express how the portal was revised with international network input. This tool was not created in a silo. 9 9

The NEW Knowledge Sharing Portal Key improvements to the Portal: Easier to Access and Complete User Friendly Less Time Consuming More Data Collected to Extrapolate Useful Reporting More Relevant Questions and Content Full GCL Company Choice Global Fellows: update about the new improvements 10

Accessing the Portal and Users Guide Web Address: http://online.unitedway.org/site/globalportal/index.cfm Users Guide: STEP 1 - Login to http://online.unitedway.org/site/globalportal/index.cfm STEP 2 - Enter Global Corporate Leadership Portal STEP 3 - Add Companies within your region STEP 4 - Add detail about Companies within your region STEP 5 - Run detailed reports about companies in your region STEP 6 - Return to the Knowledge Sharing Portal as much as needed to learn about companies in your region, to update your United Way’s/ Organization’s information or to see how other United Ways/ Organizations are working with companies you also have in your region. Global Fellows: 11

New Portal Introduction Global Fellows 12

General Information About My United Way Global Fellows – suggested talking points When you click on the General Information About My United Way, you will have the option to update or input your UW information regarding basic data. This data will collect information needs from IDAG, GCL, and for the most part international network. Since this section isn’t complete, look for upcoming phases where we will continue to tweak the portal with your inputs. As a next step, we are plan to streamline the certification process, upload IDAG requirements and the Global Standards Self Assessment. For those who start filling in this section, the information will be saved and make later required inputting more streamlined. In this way, we hope that this portal will become a one stop shop for data collection needs.

New Portal Introduction Global Fellows 14

Corporate Summary Information Global Fellows 15

1. Add GCL Companies in your Region Choose a Company: Click GCL Companies within your Region Choose company name from dropdown menu Click Save Add Relationship Click Summit Global Fellows 16

Choose your Company to add details: 2. Add Company Details Choose your Company to add details: Click on Add Details Update fields in the following categories: General Information about the Company Corporate Giving Employee Giving Volunteering Goals Click Save Global Fellows 17

3. View Field Reports Global Fellows 18

Field Reports by Company or United Way Global Fellows

Sample Field Reports Company Reports United Way Reports Global Fellows 20 20

Custom Sample Reports Regional Reports Company Reports Country Reports Tifffany - do we have internet access? If not, review screen shots 21 21

Resources and Tools Portal Link: http://online.unitedway.org/site/globalportal/ Portal Timeline: GCL information updated by July 2011 Future phases will include IDAG requirements, certification process and Global Standards Self Assessment by summer 2011 Portal Assistance: Juanita Ortiz International Network United Way Worldwide 703.836.7112 x113 Juanita.ortiz@uww.unitedway.org Amy Lord Global Corporate Leadership United Way Worldwide 703.836.7112 x308 Amy.lord@uww.unitedway.org Global Fellows – suggested talking points We’re included the Portal for your review Again, our goal is for the Global Corporate Leadership section of the portal would be completed by April 30. This will allow for more robust field reports and UWW to create sample reports to share If you have any questions regarding the membership profiles or international network sections, please contact Juanita Ortiz. For questions regarding GCL’s section of the portal, technical problems or suggestions, please contact Amy Lord.

Comments/ Questions? 23

Thank You! ขอบคุณ! 감사합니다! 谢谢！ Terima kasih! शुक्रिया! ありがとう！