1. United Way of Racine County Collectively Building an Educated Workforce

2. Overview United Way of Racine County’s Role – Higher Expectations Creating the Foundation for Collective Impact: United Way of Racine County’s Strategic Planning Process Coordination, Collaboration, and Alignment of Resources: Racine County Funder’s Group March 20, 2014 2

3. United Way of Racine County’s Role: Higher Expectations Anchor Institution - Serves a Co-Backbone function with Racine County - Neutral Entities - Provide key staff and data supports - Has convening power to ensure that key leaders will consistently come to the table over time. Fiscal Agent Partner - Community Schools March 20, 2014 3

4. Creating Foundation for Collective Impact: UWRC’s Strategic Planning Process

5. Strategic Planning Process November 2013 Donor Survey Community Conversations Begin December 2013 UWRC Staff and Board SWOT Analysis February 2014 Donor Survey results shared by Perspectives July 2014 Ad Hoc Strategic Planning Committee Retreat September 2014 Board adopts new mission, vision, and core values October 2014 Board adopts single issue focus Strategic Planning Data Team formed November 2014 Data Team presents single issue recommendation to Board Mission Statement Mobilizing the caring power of Racine County to improve lives and transform our community.

6. Strategic Planning Process January 2015 Board adopts “Building an Educated Workforce” March 2015 Focus announced at Annual Meeting April 2015 – October 2015 Strategy Teams convene Composition Teams are convening for our three focus areas of Education, Income and Health, as well as Marketing. Board members, UWRC staff, and stakeholders with expertise in the specific focus area make up each team. Key Milestones April – Overview of Strategic Planning process, defined “Employability” May – Identified key barriers to Building an Educated Workforce in Education, Income and Health, reviewed Community School model June – Consulted other Issue-focused United Ways July – Reviewed SparkPoint, Higher Expectations, and key questions on priority areas for deepest impact, Marketing SWOT analysis August – Charting the Course for Change discussion, started development of sub-goal for each area, identified additional data points needed

7. Strategic Planning Process December 2015 Bold goal and strategies are set January 2016 Investment process pilots Community Schools RFP March 2016 Bold goal announced at Annual Meeting July 2016 Transition to “Building an Educated Workforce” focus is complete July 2017 Investment process fully transitioned to RFP’s

8. Education Strategies Income Strategies Health Strategies UWRC’s Issue 8 Building an Educated Workforce

9. Education Strategies – Helping Children and Youth Succeed UWRC will strategically focus and align its resources and efforts across the education continuum to maximize impact and mutually reinforce Higher Expectations goals where appropriate. 9 School Readiness Early Grade Reading Proficiency Middle Grade Success On-time High School Graduation Completion of College or Advanced Training

10. Coordination, Collaboration, and Alignment of Resources: Racine County Funder’s Group

11. Currently represented by 6-7 community funders Informal group Meetings began in the spring of 2015 Group meets quarterly or as needed Discussions in the future will focus on goals of the group; must be mutually agreed upon The possibility exists for the group’s activities to become more strategic over time March 20, 2014 11

12. THANK YOU