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Today’s Agenda: Welcome and Roll Call Quarterly Incentive and Annual Performance Award Review

Today’s Agenda: Welcome and Roll Call Quarterly Incentive and Annual Performance Award Review Full-Court Press to 2013 Success Examples to Practice Getting Ready to Win Big!!!. Congrats to the Top 2012 Performers! Awarding $104,000 during the year and $80,000 at the WtW Institute.

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Today’s Agenda: Welcome and Roll Call Quarterly Incentive and Annual Performance Award Review

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  1. Today’s Agenda: Welcome and Roll Call Quarterly Incentive and Annual Performance Award Review Full-Court Press to 2013 Success Examples to Practice Getting Ready to Win Big!!!

  2. Congrats to the Top 2012 Performers! Awarding $104,000 during the year and $80,000 at the WtW Institute

  3. The Madness Continues and Improvesin 2013

  4. Future Initiatives and Enhancements • Real-Time Monthly Statistics and Program Output Reports • Via the GreenLight Reports Tree and an External Web Portal (May, 2013) • A Major Network News Story (Apr, 2013) • Save the Date – WtW 15th Annual Institute – Sep 18-20th • $80K in Performance Awards – Measuring Sep 1, 2012 – Aug 31st, 2013

  5. Putting on the Full-Court Press for Success • 6-months to Institute Performance Awards • 9-months to finish the year • HOW ARE YOU GOING TO GET THERE?

  6. Understand the Expected Goals, Determine Where You Want to Be, Set Realistic Targets and Goals • In general serving a minimum of 40-60 families / year with the program and a delinquency of under 22% • Why? – Good stewards of philanthropy • Recognize the steps and metrics needed to be successful • Use a Process Control Range • Scorecards • Self-Reflection towards Identified Areas for Improvement • Develop Your Game-Plan (Tactics, X’s and O’s) • Practice • Game Day

  7. Understanding, Determining and Setting the Goal • Look at your projected Walmart Goals from your grant • 10 loans per quarter gets you the incentive, keeps you employed • 15 loans per quarter makes you a rock star!

  8. Institute Pace 2013

  9. Metrics That Can Shape Success • Process Control Range • Percentage Report • Scorecards

  10. Scorecard Performance Measures

  11. Tactics and Strategies to Deploy • Take Care of the Fundamentals: • Does the team agree on the strategy? • Do we all know our roles on the team? • What and where are our office hours? • What are our strengths and weaknesses? • What kind of offense and defense are we running? • Is any of this on paper? Has it been shared with anyone?

  12. Center of Influence Network Community College / Technical Schools – Staff and Students Media Board and Loan Committee Members Other Non-Profit Employees and financially stable clients Your Agency (Me Inc) Employers e.g. – Hospitals, Universities Workforce Investment Boards Private Industry Councils / Workforce Investment Boards Chamber of Commerce / Rotary Clubs

  13. Who Can Assist Us in These Endeavors? • What’s Been Successful So Far?

  14. Minimize delinquencies while maximizing tax season • VITA site partners • Why the telephone works • Group meetings • Real-life examples of “what is working” from peers • Texting: The next big thing Establishing a Good Defense

  15. Assist in creating workshop content • Help deliver the most impact for your program’s growth Institute Steering Committee

  16. Questions and Answers March Madness

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