United Way Annual Report Training January 20, 2015 January 21, 2015

1. Welcome & OverviewMeghan Barp (Jan 20) Caty Jirik (Jan 21) 2. Reporting Guidelines & Tips for Submitting a Quality Report Naaima Khan 3. Refresh and Demonstration of Online Reporting System Tom Lanz 4. Impact Area Breakout Q&A Sessions Managers Agenda January 20 & 21, 2015

Why Annual Reports & Why Now? Reports capture important information and updates about your program. The data you provide: –Allow us to understand your progress towards goals. –Allow us to understand the successes & challenges of your program. Information is used to communicate with a wide array of internal and external United Way stakeholders. Data inform us of emerging themes and best practices & provide opportunities for continuous improvement. Annual reports are now an eligibility requirement for upcoming RFPs.

Timeline DateAction January 12, 2015Annual Reports are available online January 20 & 21, 2015Annual Reports trainings available online February 13, 2015Annual Reports due by 4:00 p.m. February – March 2015 Report Reviewing: Goal area managers will be reaching out to agencies if revisions are needed March 2015Annual Report revisions finalized

Your United Way Team Goal Areas Housing: Naaima Khan, | Hunger: Amy Lopez, | Family & Domestic Violence: Amy Lopez, | Early Learning: Naomi Zuk-Fisher, | Health Access, Healthy Behaviors & Independence: Alana Wright, | Financial Stability (Jobs & Training): Rachel Speck, | Capacity Building: Caty Jirik, | Operations Melany Dennis, Community Impact Grants Manager | Sarah Friedman, Community Impact Grants Management Associate | Sam Blackwell, Community Impact Grants Management Associate | Information Technology Help |

What will you be submitting? January 1, 2014 – December 31, 2014 program year 2015 Board Rosters by February 13, 2015 by 4:00pm via the United Way grants portal

Organization Financial Review Partnering with CliftonLarsonAllen for new process. Stay tuned for changes in upcoming document requirements. NOT due at Annual Reporting time. Will be due approximately 6 months after your fiscal year-end. Eligibility requirement for future RFPs.

Reporting Guidelines & Tips to Submitting a Quality Report

What’s New? We’ve SHORTENED IT….this time around!** **This shortening does not apply to Jobs and Training grantees. J&T grantees are expected to complete a Narrative Questions report in addition to submitting required indicators. THAT’S ALL, FOLKS!

Additional Tips Aim for accuracy and quality Start the report as soon as possible If you have concerns or don’t understand what to report, please call your United Way manager – we’re happy to talk!

Questions?

Online Grant Report Overview Training: January 20 & 21, 2015 Report Due: February 13, 2015 by 4 p.m. Tom Lanz Information Services

Using the Grants Management System: Basic Steps Create Your Report Team Prepare to Login Login Start a Report Submit a Completed Report

Prepare to Login: Make Sure you have a Supported Browser Best: Internet Explorer 7 (IE 7) and above. Firefox 3.6 and above Also supported: Google Chrome Safari 4.04 and above (including Safari on an iPad)

Prepare to Login: Register Everyone on Your Team If you received an initial password, you are registered –If you forgot your password, reset it from the login page If you need an initial password, visit: _funded_partners/annual_reporting/ _funded_partners/annual_reporting/ To fill out a form which includes such information as: –Legal Agency Name (and address for new agencies) –Your Full Name –Your Address –State whether you will need access to an existing application form

Prepare to Login: Check Your Confirmation From: Subject: United Way Grant System Password Has Been Reset Enter the initial password on the login page –You can change it later

Login: Where to Go 1 Access your subsite via the website. Go directly to: 2 Enter your address and password

Let’s Go For a Tour!

A Few Tips Save as you go Copy/paste from Word, but no formatting Use the scroll bar to move through the application Any registered staff can prepare and save the same application, BUT, multiple staff working in the same spot could overwrite each other Close out when not working on the report

Submit a Report Make sure all fields are completedMake sure all internal reviews are doneMake sure the Executive Director approvesHit SubmitOn the Agency Dashboard, verify submission

Resources for You Online Instructions for Reporting _funded_partners/annual_reporting/ _funded_partners/annual_reporting/ o Recorded Webinar o This PowerPoint o Guide for Completing United Way Annual Reports Help Desk Help Desk phone:

Questions?

Thank You!