Reference Materials
Thank you to all our impact panel volunteers! Your work is so important to the United Way; through this volunteer work you are making a difference in the lives of people in the community.
Here is some information to help you complete your agency application reviews.
The Community Investment Strategy: outlines the criteria agencies and programs need to meet to be funded by United Way. It also provides the current context and changes in response to COVID 19.
Community Investment PowerPoint: This PowerPoint provides an overview and highlights of the CI strategy, including what’s changed this year.
Community Investment Panel Volunteer Guide: This guide provides information on how to login to the online portal, steps to follow for rating/scoring the agency and programs.
It also provides information on how to access your agency files via Drop Box, as well as, an outline of the Drop Box contents. Instructions for accessing Drop Box will be provided to you by email.
While you will be able to review agency applications through the Drop Box, the evaluation and ratings/scores must be done through the online portal. This will be the basis of your recommendation(s) for funding.
Criteria and Evaluation: In addition to reviewing the application file, a virtual site visit will be coordinated to complement the process and provide volunteers the opportunity to ask questions, seek clarification and learn more about the agency/program(s) requesting funding.
To receive United Way funding, agencies must demonstrate strong performance in the following areas:
- Criteria for the Agency:
- Board Governance and Oversight
- Financial Accountability & Transparency
- Fundraising and Sustainability
- Operations and Staff Management
- Volunteer Involvement
- Support of United Way
- Criteria for the Program(s):
- Meets a Community Need
- Deliverables and Outcomes
- Organizational Capacity
- United Way Investment
- Evaluation Contents: This chart is a tool to help match information asked for within the application, to the criteria, and will assist you with determining your ratings/scores.
Outcomes & Indicators: Program outcomes are measured under three Impact Areas as illustrated by the Outcomes Reporting Chart.
The impact areas include: Helping Kids Be All They Can Be; Building Strong and Healthy Communities; and Moving People From Poverty to Possibility
2020 Review Panels (Chart of Agencies and Volunteers by Panel): Agencies are aligned under the three Impact Areas, and panels are created with volunteers assigned to these panels.
Each volunteer will review two agency applications with a partner – new volunteers are teamed with an experienced volunteer. Panels have two volunteer Co-Chairs along with United Way staff to provide guidance and support.
Chart of Agencies and Volunteers by Panel
2020 Contact Information and Meeting Dates: Panel Co-Chairs, United Way Staff and Panel Volunteers are listed with their contact information.
The chart includes the agencies in your panel and the volunteers assigned to each. The second page has dates of meetings for each of the panels.
Panel A
Panel B
Panel C
Panel D
Volunteer Orientation
