Workshops

Perspectives is on the Road Again

We’re on the road again!

This time, we're headed to Erie, Pennsylvania to the United Way of Pennsylvania State Conference. For those of you also headed to Erie, we’d like to invite you to our revamped “Positioning Your United Way for 2020: What You Must Plan & Start Doing Today” presentation.

Our presentation will discuss common communication, resource development, and marketing/engagement challenges faced by United Ways of all sizes. Our presentation will also help you to create a call to action that can be used with all of your stakeholders, think about the long-term future of your United Way, and lay the groundwork for the most important decision that your United Way will make before 2020.

We last presented this session at the Great Rivers 2017 Conference, where the session received rave reviews from attendees.

Fantastic! Promoted change and growth!
— 2017 Great Rivers Conference Attendee
Thanks so much – I needed you last summer as we are only now finishing our strategic plan!
— 2017 Great Rivers Conference Attendee
Excellent session! Engaging and dedicated to United Ways!
— 2017 Great Rivers Conference

If you’ll be in Erie this week, we’d love for you to attend our session! And, if you won’t be in Pennsylvania but our session sounds interesting to you – you’re still in luck! While we’re sorry that we won’t get to see you, we do offer this presentation as a recorded webinar, which you can find here.

However, you view it – whether at the conference or online – we are excited to share this presentation with you!

That said, we wish safe travels to all that are headed to Erie this week. We can’t wait to teach, learn, and share alongside you all!

2018 Great Rivers Conference

We invite you to join us at the upcoming 2018 Great Rivers Conference, a regional United Way conference being held from March 5th-8th in Indianapolis, Indiana. Gary and I will be presenting two sessions at this conference:

 

CEO Workshop: Leading Your United Way to a Successful Future   

On March 6th, we will be presenting a special session exclusively for United Way CEOs, Executive Directors, and Presidents. This session will show you how to lead your United Way to a successful future by transforming to an issue focus.

As the issue-focused experts, we will show you the power of an issue focus to simplify your United Way's message, diversify your resources, and maximize your impact. We will take an in-depth look at a variety of progressive issue-focused United Ways of all sizes, as we share stories of their successes and challenges. You will learn about the four essential steps for becoming a successful issue-focused United Way and the importance of including all of your stakeholders in the process. This session will provide you with a deeper understanding of what it means to be issue-focused and the knowledge you need to lead your United Way to a successful future.

Strengthen Your Financial Position by Effectively Diversifying Your Resources               

On March 7th, we will be presenting a session about diversifying your resources. We know workplace campaigns have been the bedrock of United Way fundraising for decades, but future financial stability will depend on effectively diversifying resources beyond workplace campaigns.

In this session, we will explore several proven methods for diversifying resources that will allow your United Way to strengthen your financial position in the future. We will begin by discussing a variety of possibilities for diversifying resources and evaluating the requirements and potential for each possibility. You will learn how to implement these possibilities to diversify your resources, illustrated by examples from progressive United Ways. Strengthen your United Way's financial position by learning how to effectively diversify your resources at this session.

For more information and to register for the 2018 Great Rivers Conference, visit https://unitedwaywi.site-ym.com/page/GRC2018. We hope to see you at one or both of our sessions in March!

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Great Rivers – Great Times in Green Bay!

Gary and I headed back from Green Bay, Wisconsin last night after attending the 2017 Great Rivers Conference. It was a wonderful conference and we enjoyed meeting with United Ways from across the Midwest!

While we were at the conference, we presented two sessions and had a lot of great discussions with United Ways about how we can guide them in transforming to an issue focus.

During our first session, "Positioning Your United Way for 2020: What You Must Plan & Start Doing Today," we started by talking about the common communication, resource development, and impact challenges facing United Ways across the country. We then asked United Ways to think about the important question of why their United Way exists and whether they are fundraising-focused or issue-focused. Finally, we discussed the strategies being used by progressive United Ways, such as various issue investment methods, donor-centric methods, and creating a call to action.

Our second session, "Effectively Communicate on Social Media," focused on what people want to know from your United Way and how to use social media effectively, based on our research with United Way donors and community members across the country. We shared examples of how to inform and engage your donors and community members, and attendees had discussions about best practices and ideas for using social media effectively.

We are so glad we had the opportunity to connect with so many wonderful people while attending the conference, and look forward to working with some of you in the near future!