1. 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.

2. 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

3. 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.

4. 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

5. 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

6. 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

7. 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

8. 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

9. Accessing the Portal and Users Guide
Web Address:
Users Guide:
STEP 1 - Login to
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

10. New Portal Introduction
Global Fellows 12

11. 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.

12. New Portal Introduction
Global Fellows 14

13. Corporate Summary Information
Global Fellows 15

14. 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

15. 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

16. 3. View Field Reports
Global Fellows 18

17. Field Reports by Company or United Way
Global Fellows

18. Sample Field Reports Company Reports United Way Reports Global Fellows20 20

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

20. Resources and Tools Portal Link:
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
x113
Amy Lord
Global Corporate Leadership
United Way Worldwide
x308
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.

21. Comments/ Questions? 23

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