Need Help? 2-1-1 is here

Member Agency Strategic Transition Planning Series

 

The Strategic Transition Planning Series provides overarching transitioning support to United Way member agencies, tailored to help better position agencies for adapting to environmental funding changes, including our new funding model.

 

The comprehensive 17-session series is made up of progressive sequential sessions that form building blocks, designed to meet agencies where they are and guide them through transition stages, culminating into the final stage of developing an actionable strategic transition plan.

 

VIEW THE CURRENT SERIES SCHEDULE

 

This page intends to help member agencies (unable to attend or interested in a recap) access resources associated with past sessions of the Strategic Transition Planning Series. Resources related to upcoming series sessions will be posted within two weeks of session presentation.

 

Download a summary of previous sessions, or download all materials including agendas, session overviews, presentations and handouts, using the individual session links below. Before leaving this page, please help us improve your online experience by completing a brief survey.

 

In addition, interspersed among the individual Transition Planning Series session links are "BONUS SESSION" links providing resources from other non-profit training presentations, including program performance management and evaluation.

 

SESSION RECAPS

SESSION 1

Series Overview/SWOT Analysis
May 17 | 9 AM - 1:30 PM
Facilitators: Julie Simon, United Way; Rebeccah Bennett, Emerging Wisdom

DOWNLOAD SESSION 1 MATERIALS

SESSION 2

Financial Health
June 14 | 9 AM - noon
Facilitators: Judy Murphy & Amy Altholz, RubinBrown

DOWNLOAD SESSION 2 MATERIALS

SESSION 3

Fund Development
July 12 | 9 AM - noon
Facilitator: Wendy Dyer, Wendy Dyer Fund Development Consultants

DOWNLOAD SESSION 3 MATERIALS

BONUS SESSION 1

GuideStar Profile
September 6 | 1 - 4PM
Facilitator: Adrian Bordone, Vice President of Strategic Partnerships, GuideStar

DOWNLOAD BONUS SESSION 1 MATERIALS

SESSION 4

Program Financial Sustainability
September 13 | 9 AM - noon
Facilitator: Dick Goldbaum, Transitions in Leadership

DOWNLOAD SESSION 4 MATERIALS

SESSION 5

Contingency Planning: Critical Practices for Agencies
October 11 | 9 AM - noon
Facilitator: Pat Knoerle-Jordan, Experience on Demand

DOWNLOAD SESSION 5 MATERIALS

SESSION 6

Change Management: A Leadership Primer
November 8 | 9 AM - noon
Facilitator: Marissa Q. Paine, Painefree Coaching & Consulting

DOWNLOAD SESSION 6 MATERIALS

SESSION 7

Developing a Culture of Innovation
November 30 | 9 AM - noon
Facilitator: Joseph T. Steensma, Washington University

DOWNLOAD SESSION 7 MATERIALS

SESSION 8

Applying a Racial Equity Lens
January 11 | 9 AM - noon
Facilitator: Kira Hudson Banks, PhD

DOWNLOAD SESSION 8 MATERIALS

SESSION 9

Board Engagement in Fund Development
February 8 | 9 AM – 2PM
Facilitators: Pete Werner and Wendy Dyer

DOWNLOAD SESSION 9 MATERIALS

SESSION 10

Optimizing Board Effectiveness
March 8 | 9 AM – Noon
Facilitator: Laurna Godwin

DOWNLOAD SESSION 10 MATERIALS

SESSION 11

Deeper Dive into Fund Development
April 12 | 9 AM – Noon
Facilitators: Wendy Dyer and Rachel D’Souza-Siebert

DOWNLOAD SESSION 11 MATERIALS

BONUS SESSION 2

Articulating Program Outputs and Outcomes
June 27 & 26 | 1 – 2:30 PM
Facilitator: Emily Uzzle, Director of Learning and Evaluation, United Way of Greater St. Louis

DOWNLOAD BONUS SESSION 2 MATERIALS

BONUS SESSION 3

Retaining & Protecting Employees in a New Era
May 3 | 9 AM - Noon
Facilitators: Mina Kini, Dean Kpere-Daibo, John Marino, Deborah Tallo

DOWNLOAD BONUS SESSION 3 MATERIALS

SESSION 12

Strategic Alliances: Part 1
May 10 | 9 AM – Noon
Presenters: Wendy Dyer & Rachel D’Souza-Siebert

DOWNLOAD SESSION 12 MATERIALS

SESSION 13

Strategic Alliances: Part 2
June 21 | 9 AM – Noon
Presenter: Allie Chang Ray

DOWNLOAD SESSION 13 MATERIALS

SESSION 14

Executive Succession Planning
August 2 | 9 AM – Noon
Presenters: Dick Goldbaum & Allie Chang Ray

DOWNLOAD SESSION 14 MATERIALS

BONUS SESSION 4

Defining & Measuring Success
February 23 | 9 AM – Noon
Presenters: Melinda McAliney, Rebekah Miler & Emily Uzzle
Representing St. Louis FLEG*

DOWNLOAD BONUS SESSION 4 MATERIALS

BONUS SESSION 5

Measuring & Defining Program Success
May 2, May 21 & June 18 | 9 AM – Noon
Presenters: Melinda McAliney, Rebekah Miller & Emily Uzzle
Representing St. Louis FLEG*

DOWNLOAD BONUS SESSION 5 MATERIALS

We hope these resources help you and your agency better prepare for the currently shifting funding environment. Your feedback is critical to our assessing, reporting and improving session quality to best help member agencies increase effectiveness. Please take a few minutes to complete a survey about your online experience.

 

If you have questions, please contact Julie.Simon@stl.unitedway.org who leads our member agency capacity building support initiatives.

*St. Louis Area Funders Learning & Evaluation Group (FLEG) is a network of local funders interested in their own learning and evaluation strategies and how they intersect with those of their grantees. FLEG members actively seek to learn from one another, collaborate, align, and coordinate to collectively strengthen their capacity and capacity of those they fund to continually evaluate and learn from their efforts. FLEG members include: ARCHS St. Louis, Brown Sisters Foundation, Community and Children's Resource Board of St. Charles, Daughters of Charity Foundation of St. Louis, Jewish Federation of St. Louis, Missouri Foundation for Health, St. Louis County Children's Service Fund, St. Louis Mental Health Board, The Staenberg Group, and United Way of Greater St. Louis