CASE STUDY - United Way Worldwide

United Way Worldwide

A case study

Frankly O. Palendeng

DRM Batch VIII - UPH

Background

Organization profile

Identify problem

Strategic analysis

Table of Content

SWOT analysis

Grading and SWOT Matrix

Action plan

Background

Organization Profile

History

Mission

• 1887: UW was founded as Charity Organizations Society of Denver raising $21,7 K for 22 local agencies
• 1913: expanded become 'Community chest' in Claveland
• 1918: a dozen fund-raising federation met in Chicago -> American Association for Community Organizations
• 1984: 1,000+ UW community chest in operation
• 1973: partnership with NFL
• 1974: UW in US and Canada raised more than $1 Billions marking firstime history

United Way seeks to improve lives by mobilizing the caring power of communities around the world to advance the common good.

United Way Worldwide

An global charity organization which is centered in US to moves for strengthening education, economic mobility, and access to health

The United Way is essentially a financial intermediary, providing fund-raising activities, primarily through donor organizations’ employee payroll deductions, and then distributing those funds to agencies that can actually deliver services to clients in the target community

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1,100+

29k +

6.8M

communities

communities partner

donors

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45k +

37

11.5M

corporates partner

countries

volunteers

Identifing Problems

2016

• Donor community diverse increase
• Challenging social problems increase
• Relevance of respecting missions assesment uncontrolled
• Inefficient: overhead cost increase

2000

2006

• Competitor increase
• Recruting and keeping qualified fund crisis

CEO: transfer organizational assets for personal use

2009

2002, 2003

21 non-profit groups are suspended membership in UW cause Strategy competitor: low overhead cost, easelt customized fund raising campaign, fewer restrictions on where the money's directed

Convicted of fraud, Conspiration, and Money laundry: reputation and public trust decrease

Strategic analysis

SWOT

STRENGTH

OPPORTUNITY

• Largest charity organizatio: history, size, reputarion, finacial support
• Strong donor related partnershipsn: NFL football games (commercial, volunteers),
• Source of funding from large cpmpany (walmart, Bank of America, Ford Motors)

:

• Emerging markets
• strategic partnership
• digital transformation

THREAT

WEAKNESS

• Number of scandals
• mismanagement funds
• inssuficient funds
• Lack of Modern Community Fundraising Plan.

• increase of competitors
• stiff competition
• public mistrust
• eshtablising commitment form donors to secure financial longetivity
• HR wages increase
• globalization

Grading and Matrix SWOT

• Grading
• Asessment
• Progresive/ Ofensive STRATEGY

Action Plan

as a director/ CEO

Strategy map

Meet expectation for donors service

Reform brand image

• create programs or policies that bring back the image: forbade structural officials to expose the luxury life style

• report the results of program activities and financial reports in an accountable and transparent manner

create service programs involving donors: donors want to donate to cancer sufferers

Increase donors statisfaction

Meet expectation for community service

create easily accessible 24-hour customer service

Create service programs involving community by asking what they need

Attract new donors

Community engagement and vision

Network with influencer

Increase offering

Working with formal and informal leaders to develop a shared vision and goals for a community, including the identification of priority issues affecting the overall well-being of its citizens

looking for popular influencers to invite to donate

fund communities that provide other services such as natural disasters, diseases at even cost

Enhance core capability

looking for something better and unique so that it is not easily imitated by competitors, can be taken from the mission or applied values ​​which may also be useful for the sustainable of the company and the surrounding environment

Develop, maintain and grow relationships with individuals and organization to attract and retain important assets.

Attract and sustain essential asset

Enhance value proposition

Undertake process inprovement

Enhance organization structure

Creating “impact strategies” that address the root causes and barriers of a community’s priority issues; mobilizing essential assets such as people, knowledge, relationships, technology, and money; effectively implementing impact strategies; and evaluating the effectiveness of impact strategies in fostering continuous improvement.

Garnering trust, legitimacy, and support of the United Way in local communities through leadership and overall management.

IIvolving to digital

Reduce cost, lost, and wastage

develop a digitization system to reduce the expense on administrative staff, social marketing, make it easier for donors to see funds are on target (donors statisfaction, tranparancy)

Streamlining the organizational structure thereby reducing administrative costs and organizational costs

VS

Enhance knowledge and skills

Enhance work direction

create programs to improve the ability of employees and volunteers

Setting realistic business goals for teams and individuals will encourage employees to work more optimally in accordance with the targets set, because each goal achieved will bring benefits to the company.

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Enhance core capability

• regulate policies and supervision to boost the morale of officials, have a system,
• select and conduct performance appraisals based on the morale and integrity of officials

make programs to invite people to become volunteers, interesting programs, have interesting work values.

Enhance moral

Enhance volunteers

THANKYOU!

March, 2023

franklyoktavian1@gmail.com