Community Investment Timeline
PROGRESS
✓ Indicates milestone complete
2017
✓ United Way Board of Directors convenes an ad hoc Community Investment Restructure committee of community volunteers and staff to review United Way’s current community investment process
✓ Ad hoc committee develops formal recommendations for shift in the community investment process
2018
✓ United Way’s Board of Directors approves the new process
✓ Inform current member agencies through in-person informational sessions
✓ Continue informing and engaging member agencies and other stakeholders
✓ Provide Member Agency Strategic Transition Planning Series (ongoing)
✓ Convene workgroup to develop Community Needs Assessment
✓ Release request for proposals to complete Community Needs Assessment
✓ Develop application, scoring rubric, and weighted formula
2019
✓ Develop allocations volunteer structure and performance monitoring process
✓ Develop funding policies and contract template
✓ Select and design grants management platform
2020
✓ Release Community Needs Assessment findings and community priorities
✓ Release and launch application process
☐ Recruit and train investment volunteers
☐ Review and score proposals
☐ Determine non-profit partners
☐ Non-profit partner contracts signed
2021
☐ Award funding in first year of three-year contract
☐ Partner agency monitoring and reporting