The United Way Worldwide (UWW) wanted to reorganize the Community Impact Leadership & Learning Engagement (CILL) Team in an effective way, aligning its strategic direction with the overall mission of UWW.
Collaborative teamed up with UWW to provide planning and facilitation support as the CILL team developed a work plan. We worked closely with the executive leadership at UWW to design facilitated engagement with local United Way leaders as well as staff to build new workplans. Our efforts include:
Facilitating the CEO Summit and staff retreats
Providing ongoing strategic planning design support
Coaching overall effectiveness of senior leadership
By developing a clear work plan, the CILL team has streamlined its efforts. The CILL division has a clear workplan and improved work integration.
United Way Worldwide (UWW) sought to engage the Chief Executive Officers (CEOs) around the unique challenges of leading Local United Way organizations in these difficult times.
UWW looked to Collaborative to design and facilitate two face-to-face meetings and a series of webinars of a select group of Chief Executive Officers (CEOs) of Local United Way organizations from across the nation. In these efforts, Collaborative provided the following:
Comprehensive planning team leadership
Overall design leadership for face to face meetings
Logistics and operational support
Through these activities, Collaborative and UWW were able to engage the CEOs around the challenges of leading these local organizations, generate strategies for innovation and creativity in these challenging times, and equip them with the necessary tools to effectively mobilize communities for change.
The School District of Collier County wanted to develop a comprehensive strategic plan for the school district with input from not only district staff and teachers, but also community stakeholders.
Collaborative teamed up the Education Foundation of Collier County (EFCC) to assist the district in developing and implementing its strategic plan. Two phases of work were identified for this 10-month project: Developing a vision and mission document and building operational plans.
In phase one, Collaborative worked with the superintendent, his cabinet, board members, and a strategic planning team of community stakeholders. With each of these groups, Collaborative did the following:
Facilitated discussions to identify the vision, mission and values for the school district
Synthesized notes and shared them will all groups to make sure everyone knew what each team was considering
Developed draft vision document, which was revised several times based on the feedback from each of the groups
In phase two, Collaborative and the EFCC worked with the superintendent to select members for eight operational teams. Each team consisted of a combination of internal and external members, including district staff, principals, teachers and community members. With guidance from Collaborative these teams did the following:
Developed an overall goal for their operational area
Created objectives, indicators and strategies for this goal
Considered implications of these efforts
During these efforts, EFCC conducted focus groups and outreach throughout the community to gain feedback about the draft document, operational team work and the overall process. This comprehensive engagement allowed the community to remain involved throughout the process.
The School District of Collier County has a strong vision document, which outlines the values and strategies for achieving the district’s vision. Through the comprehensive community outreach and engagement, this document truly reflects Collier County’s vision for education.
Learn more about what the community says about the process.
The United Way Worldwide (UWW) wanted to build a highly capable internal Education Team to drive its education initiatives.
Beginning in 2008, Collaborative supported the development of an Education Team at UWW. Through facilitation, strategic advice and strategic planning, we assisted this new team in crafting an overarching plan for UWW’s Education Initiative. We designed the make up of team, facilitated the articulation of the focus areas for work, defined the structure of the staff, and determined the most effective way for this team to support senior staff.
As the Education Team built its capacity, Collaborative provided ongoing support:
Facilitation of Education Team and senior leadership planning and strategy meetings
Leadership consulting and coaching
Research to support plan and strategy decision-making
UWW has a highly capable and effective Education Team, which drives the organization’s actions in education. Also, this process now serves as a model for development and operations of other signature efforts at United Way, such as Income and Health.
The National Association of Elementary School Principals (NAESP) wanted to align its strategic direction and communications with the roles and activities of the Board of Directors, NAESP staff, state affiliate leaders, and individual members.
Building on the strong relationship with NAESP, Collaborative utilized its knowledge in and experience with assisting organizations restructure to strategically align the ambitious mission of the NAESP to its day-to-day activities.
The first step was to provide guidance to the Board of Directors. In this role, Collaborative:
Facilitated discussions and key meetings, both on-site and via teleconference
Developed a "curriculum" of key elements the Board should make the focus of its work
The second step was to help the NAESP determine how the roles of Board members and the Executive Director best compliment each other in reaching established goals and developing the strategic vision of the organization.
Senior team members at Collaborative are working on- and off-site at NAESP headquarters:
Providing writing and communications support
Identifying action steps around new opportunities to strengthen the organization
Fostering two-way communications between the staff and the team
Developing new publications that detail NAESP's strategic vision for principal leadership
By aligning its strategic direction and communications, the NAESP can speak with a coordinated voice on the important leadership role principals have in children's education. Collaborative's work demonstrates how it truly understands its clients and partners, and works with them to develop strategies that will, for many years to come, strengthen public education and America's communities.