united way annual report training january 20, 2015 january 21, 2015
TRANSCRIPT
1. Welcome & Overview Meghan Barp (Jan 20)Caty Jirik (Jan 21)
2. Reporting Guidelines & Tips for Submitting a Quality Report
Naaima Khan
3. Refresh and Demonstration of Online Reporting System
Tom Lanz
4. Impact Area Breakout Q&A Sessions
Managers
AgendaJanuary 20 & 21, 2015
Why Annual Reports & Why Now?
• Reports capture important information and updates about your program.
• The data you provide:
– Allow us to understand your progress towards goals.
– Allow us to understand the successes & challenges of your program.
• Information is used to communicate with a wide array of internal and
external United Way stakeholders.
• Data inform us of emerging themes and best practices & provide
opportunities for continuous improvement.
• Annual reports are now an eligibility requirement for upcoming RFPs.
Timeline
Date Action
January 12, 2015 Annual Reports are available online
January 20 & 21, 2015 Annual Reports trainings available online
February 13, 2015 Annual Reports due by 4:00 p.m.
February – March 2015
Report Reviewing: Goal area managers will be reaching out to agencies if revisions are needed
March 2015 Annual Report revisions finalized
Your United Way TeamGoal Areas
Housing: Naaima Khan, [email protected] | 612-340-7667Hunger: Amy Lopez, [email protected] | 612-340-7680Family & Domestic Violence: Amy Lopez, [email protected] | 612-340-7680Early Learning: Naomi Zuk-Fisher, [email protected] | 612-340-7550Health Access, Healthy Behaviors & Independence: Alana Wright, [email protected] | 612-340-7477Financial Stability (Jobs & Training): Rachel Speck, [email protected] | 612-340-7651Capacity Building: Caty Jirik, [email protected] | 612-340-7579
Operations
Melany Dennis, Community Impact Grants [email protected]/ | 612-340-7476
Sarah Friedman, Community Impact Grants Management Associate [email protected] | 612-340-7485
Sam Blackwell, Community Impact Grants Management [email protected] | 612-340-7446
Information Technology [email protected] | 612-340-7534
What will you be submitting?
• January 1, 2014 – December 31, 2014 program year
• 2015 Board Rosters
by February 13, 2015 by 4:00pm via the United Way grants portal
Organization Financial Review• Partnering with CliftonLarsonAllen for new
process.• Stay tuned for changes in upcoming
document requirements.• NOT due at Annual Reporting time.• Will be due approximately 6 months after
your fiscal year-end.• Eligibility requirement for future RFPs.
What’s New?
• We’ve SHORTENED IT….this time around!**
• **This shortening does not apply to Jobs and
Training grantees. J&T grantees are expected to
complete a Narrative Questions report in addition to
submitting required indicators.
THAT’S ALL, FOLKS!
Additional Tips
• Aim for accuracy and quality
• Start the report as soon as possible
• If you have concerns or don’t understand what to
report, please call your United Way manager –
we’re happy to talk!
Online Grant Report Overview
Training:
January 20 & 21, 2015
Report Due:
February 13, 2015 by 4 p.m.
Tom LanzInformation Services
Using the Grants Management System: Basic Steps
• Create Your Report Team• Prepare to Login• Login• Start a Report• Submit a Completed Report
Prepare to Login:Make Sure you have a Supported Browser
Best:
• Internet Explorer 7 (IE 7) and above.• Firefox 3.6 and above
Also supported:
• Google Chrome• Safari 4.04 and above (including Safari on an iPad)
Prepare to Login:Register Everyone on Your Team
• If you received an initial password, you are registered– If you forgot your password, reset it from the login page
• If you need an initial password, visit: https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for_funded_partners/annual_reporting/
• To fill out a form which includes such information as:– Legal Agency Name (and address for new agencies) – Your Full Name– Your Email Address– State whether you will need access to an existing application form
Prepare to Login:Check Your Confirmation Email
• From: <[email protected]>• Subject: United Way Grant System
Password Has Been Reset
• Enter the initial password on the login page– You can change it later
Login:Where to Go
1
• Access your subsite via the website.• Go directly to:
• https://grantsproposal.unitedwaytwincities.org
2• Enter your email address and password
A Few Tips
• Save as you go
• Copy/paste from Word, but no formatting
• Use the scroll bar to move through the application
• Any registered staff can prepare and save the same
application, BUT, multiple staff working in the same spot
could overwrite each other
• Close out when not working on the report
Submit a Report
• Make sure all fields are completed
• Make sure all internal reviews are done
• Make sure the Executive Director approves
• Hit Submit
• On the Agency Dashboard, verify submission
Resources for You• Online Instructions for Reporting
https://www.gtcuw.org/our_impact/for_nonprofits/funding/resources_for_funded_partners/annual_reporting/ o Recorded Webinaro This PowerPointo Guide for Completing United Way Annual Reports
• Help Desk email: [email protected]
• Help Desk phone: 612-340-7534