United Way Annual Report Training January 20, 2015 January 21, 2015.

United WayAnnual Report Training

January 20, 2015

January 21, 2015

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.

Reporting Guidelines & Tips to Submitting a Quality Report

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!

Questions?

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

Let’s Go For a Tour!

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

Questions?

Thank You!