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.

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.

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.

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.