1. United Way Performance Campaign Performance Index + PerformanceLink
Kelli Kreps, Vice President, U.S. Network Engagement & Performance
Marie Eberlein, Manager, United Way Worldwide Research
March 7, 2018

2. Today Campaign Performance Index & 5 Drivers of Revenue Performance
PerformanceLink Demo
Campaign Best Practice Highlights
Small Group Discussion
Tools & Resources

3. Objectives Understand the 5 drivers of revenue performance
Ability to navigate PerformanceLink and find your United Way’s performance data
Learn from your peers in the room
Know where to look for best practices tailored to your POP group, as well as tools & resources

6. Evaluating U.S. Revenue Performance and Potential
Creating a Revenue Performance Index:
1. Campaign: Best, most consistent indicator of community support across markets
2. Growth: Indicates effective resource development practices
3. Market Penetration: Indicates relevance
4. Time: Indicates consistency and takes into account economic variations

7. Population Groups: A New Way to Segment United Ways
Provides a clear and simple way for United Ways to find their peers and evaluate their giving potential
Population Group 1:  1M+ Population Group 2:  500K-999.9K Population Group 3:  250K-499.9K Population Group 4:  100K-249.9K Population Group 5:  50K-99.9K Population Group 6:  <50K 
Leslie
Population is the single best predictor of how much a United Way raises in its community. Population provides a clear and simple way for United Ways to find their peers and evaluate their giving potential relative to communities of similar size. 
PerformanceLink uses these groups as filters on many interactive charts and graphs, so that you can focus on United Ways that are most similar to yours. Use these groups to answer questions such as:
What similarly-sized United Ways raise more campaign revenue than mine? 
How many donors do other similarly-sized United Ways have and what is their campaign per capita? 
Are we generating the revenue we need given our resource development staffing levels? How much is generated per full-time resource development professional by our population peer United Ways?

8. Revenue Growth and Changes in Per Capita Giving
2001
2016
Campaign
% Change
Per Capita
Change
Top Quintile
$1,177,570,967
$1,279,207,408
8.6%
$25.22
$23.22
-$2.00
Bottom Quintile
$417,376,284
$187,227,971
-55.0%
$8.62
$3.18
-$5.44

9. Network Engagement POV: Baseline of Performance
1. Robust volunteer engagement in workplace and Major Gifts / Tocqueville fundraising
2. Balancing top line (CYS) with Resources Under Management (RUM) and adept at incorporating donors / public sector / companies who designate
3. Deep relationships with corporate leaders
4. Ability to unbundle impact agenda into products and causes donors want to invest in
5. Knowledgeable CEO / Board in United Way practices and accompanying accountability

10. Let’s discuss!

11. United Way Research
United Way Research

12. PerformanceLink: What Is It?
First ever, Business Intelligence/Data Visualization Portal for United Way performance data
Access to the vast majority of results/data from all Research studies (previous access to Database 2 survey through DataLink.)
Data visualization capabilities to help create a more engaging/interactive environment
Customized scorecards to depict current and past performance; help tell a clearer story
Ability to download, filter, sort, data for local use
Help United Ways identify their peers
Highlight key areas of business performance and identify performance drivers

13. Leaderboards/Profiles Per Capitas
Content Tabs
Affinity Groups
EPG
RD Continuum
Leaderboards/Profiles
Per Capitas
Volunteers
Leadership/Major

14. Leaderboards/Profiles RD Trends Per Capitas
Content Tabs
Welcome
Affinity Groups
My Scorecard
EPG
My Performance
Impact
Peer Finder
Impact Map
Peer Scorecard
Performance Index
Impact & Campaign Map
Income & Expense
RD Continuum
Leaderboards/Profiles
RD Trends
Per Capitas
Corporate & Employee Giving
Resource Investment
Donors
Volunteers
Leadership/Major
Human Capital Study

29. Apply it!
Case Studies, Group Discussion & Tools and Resources

30. United Way of Berks County Reading, PA
Best Practices:
Campaign Planning Process
Annual Campaign Analysis
Corporate Campaign Planning Workshops – data and experience driven
Year-Round Relationship Management Plan
Strong Team Culture = Low Turnover = Strong Relationships with Volunteers and Companies
Board and Cabinet Infrastructure
High participation on board committees
Play to volunteers’ strengths
Cabinet responsible for setting campaign goal and participating in CEO calls 

31. United Way of Portage County Stevens Point, WI
Best Practices:
Resource Development Structure
Drive Chairs established. Shift from traditional CEOs as chairs to families, couples or a team of 5 women of varying ages. Helped to create a new image. Represent areas from around County.
Continual involvement of past chairs dating back to the 70s has been instrumental in their success.
Success at the Leadership Giving level ($500). Co-chairs handwrite notes at the bottom of solicitation letters.
Relationship Management
Great relationship with a large workplace campaign. Relationships are built through board and board leadership involvement.
Peer to peer asks – when searching for new Tocqueville members the ask comes from the current giver and not the United Way.
A thank you card written by past drive chairs and board members are sent to all leadership givers.
Sweepstakes and Coupon Incentives

32. Small Table Discussions What’s working well in your community?

33. Tools to Turbocharge Your Campaign
Text TOOLS to 50503
online.unitedway.org/RDToolsQ1
online.unitedway.org/workplace-campaign-tools
ASK UNITED WAY: online.unitedway.org/questions

34. Resource Development Tools (Q2) Join the Conversation
Friday, April 6, :00 - 3:30 PM Eastern Time campaignplanningtools2/event/registration.html

35. Participate in More Learning Opportunities
Virtual Fundraising for Impact Summit 
May 9 – 10, 2018 [online]
Centers of Excellence​: United Way Campaign
March 21 – 22, 2018 in Allentown, PA​
April 11 – 12, 2018 in Milwaukee, WI ​
Donor-Centered Development: United Way Fundraising 101 ​
March 20 – 22, 2018 in Alexandria, VA​
April 24 – 26, 2018 in Racine, WI
Learn more and register now! conferences.unitedway.org
Resource Development
Tools (Q2)
Stay tuned for more programs & resources throughout the year

36. Objectives Understand the 5 drivers of revenue performance
Ability to navigate PerformanceLink and find your United Way’s performance data
Learn from your peers in the room
Know where to look for best practices tailored to your POP group, as well as tools & resources

37. Thank you