Welcome! Performance Report Agency Training

Welcome!Performance Report

Agency Training

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Report Information• Performance Report – gives details of your agency’s

achievement on indicators for the past period of July 1, 2012 through June 30, 2013.

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Basic Information• www.hwmuw.org• Click “Our Work” tab, “Agency Providers”, “Resources

for Agencies” and then “United Way’s Impact Center”• OR use this direct link: www.uwimpactcenter.org• Usernames and passwords are the same as last year.• Select the Performance Reports tab at the top of the

screen.• Select the report to be completed by it’s due date:– Performance Reports are due July 31, 2013

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Basic Information• For assistance while completing the reports,

please contact:

Emily [email protected]

(616)752-8601

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Navigating within Reports• “jump to section” – allows you to save the current page and

move on to the selected section.• “Save changes” – saves the report with it’s current

information and you remain on the current page.• “Save and exit” – saves the report with it’s current

information and takes you out of the report.• “<<“ and “>>” – saves the current information and takes you

forward or backward to the next section.• The report must be saved BEFORE exiting or moving on to a

different report or you will lose your data!• Be sure to SUBMIT the report when you have completed

the revisions:5

Submit Proposal

TipsI. Parameters:• Indicators did not receive United Way funding will

show a $0.• Did you complete a 2-1-1 update survey in the last

12 months?– If you are unsure if your agency has completed the

update, contact John Mitchell at #752-8648 or [email protected] .

• Projected vs. Actual number of individuals served.

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TipsII. Achievement:• Data is pre-entered based on the Revision Document

that you completed on August 15, 2011.• If Proposed data differs from Actual data in any

section, use the narrative sections to explain or correct.

• Please be as detailed as possible when explaining changes. If no changes were made to the program, simply state No Changes in the narrative box.

• If you do not know if a funding recommendation was given, contact Emily Schichtel.

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TipsIIIa. – IIIe. Demographics:• Make sure all boxes have a GREEN CHECKMARK.

This means data you entered is consistent with previous parts of the document.

• A RED CIRCLE means data is not consistent and you will have to find and correct your error.

• In section IIIe. explain why some demographic data is not collected or reported, especially if it is a significant percentage of the population served.

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Tips

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• Use the pull-down menu to select “Revision Review and Submission.” This view will allow you to view the entire report, print a hard copy and track the number of the report (document identifier).

• Using this screen, you can go back to any section by clicking on [go back to this step].

• Be sure to SUBMIT the report when you have completed the revisions:

• System will lock down after 11:59pm July 31, 2013.Submit Report

Questions?

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Additional InformationBob McKown

• Training questions and answers available on the Impact Center

• Required documentation• Andar 360 system

• Training Evaluation

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THANK YOU!

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