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.
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.
Series Overview/SWOT Analysis
May 17 | 9 AM - 1:30 PM
Facilitators: Julie Simon, United Way; Rebeccah Bennett, Emerging Wisdom
June 14 | 9 AM - noon
Facilitators: Judy Murphy & Amy Altholz, RubinBrown
July 12 | 9 AM - noon
Facilitator: Wendy Dyer, Wendy Dyer Fund Development Consultants
September 6 | 1 - 4PM
Facilitator: Adrian Bordone, Vice President of Strategic Partnerships, GuideStar
Program Financial Sustainability
September 13 | 9 AM - noon
Facilitator: Dick Goldbaum, Transitions in Leadership
Contingency Planning: Critical Practices for Agencies
October 11 | 9 AM - noon
Facilitator: Pat Knoerle-Jordan, Experience on Demand
Change Management: A Leadership Primer
November 8 | 9 AM - noon
Facilitator: Marissa Q. Paine, Painefree Coaching & Consulting
Developing a Culture of Innovation
November 30 | 9 AM - noon
Facilitator: Joseph T. Steensma, Washington University
Applying a Racial Equity Lens
January 11 | 9 AM - noon
Facilitator: Kira Hudson Banks, PhD
Board Engagement in Fund Development
February 8 | 9 AM – 2PM
Facilitators: Pete Werner and Wendy Dyer
Optimizing Board Effectiveness
March 8 | 9 AM – Noon
Facilitator: Laurna Godwin
Deeper Dive into Fund Development
April 12 | 9 AM – Noon
Facilitators: Wendy Dyer and Rachel D’Souza-Siebert
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
Retaining & Protecting Employees in a New Era
May 3 | 9 AM - Noon
Facilitators: Mina Kini, Dean Kpere-Daibo, John Marino, Deborah Tallo
Strategic Alliances: Part 1
May 10 | 9 AM – Noon
Presenters: Wendy Dyer & Rachel D’Souza-Siebert
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.