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Stories of Leadership, Lean, and Learning

Three Principles for Funding

During my time living on the west coast, I wanted to give back to the community. Many of the staff at the St. Helens, Oregon plant participated in some way or another with the United Way of Columbia County. I was intrigued. I had participated in many United Way Days of Caring during my time in Pennsylvania.

The plant manager had been the Chairman of the Board of Directors for the local chapter, and she suggested that I volunteer on their Board in some way. I liked the idea and once I met the people in charge of the United Way, I knew I had found my place.

There were three ladies who did most of the work. They were working out an old school building that had been donated for their use and other community activities. They had a very limited budget, but they were able to get many things donated so they could touch many areas of the community without spending huge sums of money.

They accepted me onto the Board of Directors, and I had to figure out how I could best help them. I went out on many outreach efforts and noticed that no matter how much money or time we had, it was never enough.

During our annual preparation for the upcoming budget year, I noticed there were more requests for funding than the United Way could handle. It was apparent every request had merit and the board members wanted to fund everything. That would be impossible, of course. We had to come up with a way to narrow the requests for funding down to the highest priority for the allocation of resources. Now I knew how I could help.

I offered to facilitate the annual budgeting meeting and created an agenda to help make the tough decisions on what to fund and what to deny. I got each board member to name their top focus for funding and then using a prioritization technique called “multi-voting” I was able to help align everyone around the three top priorities for United Way funding:

  1. Early childhood education – starting kids out on the right foot early sets them up for success in later years.

  2. Food security – provide meals to those who cannot provide for themselves.

  3. Home security – giving everyone a roof over their heads every day.

Once we identified these priorities, we could allocate funding to those requests that were aligned with them. Anything that didn’t fit the top three would have to be funded in another way. It made a difficult message easier to support and share. We were clear in our principles and the reasoning behind them.

For the next few years, we checked back in our priorities and adjusted where necessary. As we did our work in the community, we could verify our priorities truly aligned with the needs of the people we served.