UNITED WAY OF GREATER TOLEDO PRESIDENT AND CEO … Profile.pdf · united way of greater toledo president and ceo search executive profile

UNITED WAY OF GREATER TOLEDO PPRREESSIIDDEENNTT AANNDD CCEEOO SSEEAARRCCHH EXECUTIVE PROFILE

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UUNNIITTEEDD WWAAYY OOFF GGRREEAATTEERR TTOOLLEEDDOO PRESIDENT AND CHIEF EXECUTIVE OFFICER SEARCH 3 INTRODUCTION

7 A BOLD DIRECTION

8 THE OPPORTUNITY

15 OUR GOVERNANCE

18 ABOUT TOLEDO

21 PROCESS OF CANDIDACY


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UNITED WAY OF GREATER TOLEDO OUR HISTORY Together, we’re uniting the caring power of people to improve lives.

The longstanding success of United Way of Greater Toledo can be attributed to the generosity of the community, the hard work of staff and volunteers, and the organization's reputation for financial responsibility and integrity. Since its conception in 1918 as the Toledo War Chest, United Way of Greater Toledo has tirelessly worked to advance the common good by improving community situations and providing help to those in need. !

OUR MISSION Our mission is to unite the caring power of people to improve lives. !

CORE VALUES Our core values are to create impact in the community, to be inclusive and innovative, while holding integrity and being leaders so we can fight for those in need.

WHAT WE DO We are problem solvers and difference makers! With the help of our community, we are on a mission to improve lives in the areas of education, income and health. At United Way, we fight to prepare children for kindergarten, to help individuals move from poverty to prosperity and provide easy access to medical services.

WHERE WE SERVE

From the lake shore, to rolling fields and city skyscrapers—United Way of Greater Toledo proudly serves the beautiful and diverse communities of Lucas, Ottawa and Wood counties.


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UNITED WAY OF GREATER TOLEDO

UNITES OUR COMMUNITY TO PREPARE CHILDREN FOR KINDERGARTEN, HELP INDIVIDUALS MOVE FROM POVERTY TO PROSPERITY AND PROVIDE EASY ACCESS TO MEDICAL SERVICES.!!

UNITING THE CARING POWER OF PEOPLE IN LUCAS, OTTAWA AND WOOD COUNTIES TO IMPROVE LIVES.

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INTRODUCING

THE OPPORTUNITY For more than 98 years, United Way of Greater Toledo has been a trusted leader mobilizing resources to address the our community’s most pressing issues focused on solutions that create measurable change. Today, the challenges faced by the our communities are significant. Through partnerships with public and private institutions, United Way of Greater Toledo is targeting the root causes of social issues to effect real and lasting change across Lucas, Ottawa and Wood counties. As an organization, United Way of Greater Toledo mobilizes the caring power of the community to change lives with the help of more than 20,000 donors and 10,000 volunteers. In 2016, those donors contributed over $11 million, supporting more than 65 community programs and volunteer activities across the community. As a convener, United Way of Greater Toledo is uniquely positioned to bring people together to improve lives by preparing children for kindergarten, helping individuals move from poverty to prosperity and providing easy access to medical services. With bold goals defined in our 2020 Strategic Plan to provide solutions and lasting impact in three focus areas, United Way of Greater Toledo seeks a mission-driven leader who will lead the organization to its next level by serving as a community convener and collaborator who will deepen it’s innovation and impact. Serving as a thought leader for systems change and as a source of inspiration in the local community, this leader will convene and motivate a diverse group of stakeholders to achieve shared community objectives – creating, resourcing, scaling and leveraging strategies for investment and impact.


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PRIORITIES OF THE PRESIDENT & CEO

VISIONARY LEADERSHIP As the primary champion and advocate for United Way of Greater Toledo, the President & CEO will share and guide a compelling vision for the organization to inspire loyal support from a diverse base of stakeholders and gain the confidence and trust of the constituents who are served. •! Clearly communicate the identified complex issues

and strategic solutions to promote the organization’s relevance and reputation, garnering support for United Way of Greater Toledo’s critical mission.

•! Design and oversee the execution of an agile plan, attainable goals and measurable outcomes, supporting the achievement of strategic solutions.

United Way of Greater Toledo’s President & CEO Search Committee engaged in broad discussion with representatives from its constituent groups, seeking input on the most critical priorities for our new President & CEO. Those discussions informed the following priorities adopted by the board as most important for the success of our President & CEO as United Way of Greater Toledo to lead the work in our three priority areas: education, income and health for every person in our community.

STRATEGIC MANAGEMENT The President & CEO will serve as the principal resource to the Board of Directors and its key committees as a partner with the Board of Directors and the United Way of Greater Toledo Leadership Team to develop and deliver organizational goals.

•! Ensure coordination and alignment of all United Way of Greater Toledo’s activities to strategic direction in the areas of community impact, resource development and staff alignment.

•! Establish a culture of discipline around data-driven decision making, and utilize data and technology to guide the organization’s planning, goal setting, execution and outcome accountability.

•! Provide direction in policy formulation and interpretation.

•! Demonstrate strong knowledge of and lead community support for United Way of Greater Toledo’s mission, vision, value statements, brand, service standards, confidentiality standards and policies and procedures.

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COMMUNITY IMPACT As the senior executive of the organization, the President & CEO is responsible for the overall impact of United Way of Greater Toledo on the community, with particular emphasis on increasing its capacity to drive the impact agenda. The President & CEO works closely with the Board to craft and adapt the strategy to achieve this increased impact, including raising the funds to support it. •! Build United Way of Greater Toledo’s capacity for

convening and collaboration efforts that enhance impact priority outcomes.

•! Elevate United Way of Greater Toledo’s profile and reputation in the community so United Way of Greater Toledo is seen as a leader in community services issues.

•! Establish and build relationships with top leaders in the community, including those representing the highest levels in business, government, labor and non-profit sectors.

RESOURCE DEVELOPMENT The President & CEO is the primary steward of the highest-level donor relationships, supporting and cultivating increased and substantial giving from individuals, foundations and large corporations. She/he will educate and inspire support across the community in addition to raising funds for United Way of Greater Toledo. •! Drive key results in fundraising (including annual

campaign, planned and deferred giving). •! Identify, cultivate and solicit prospective donors and

key leaders of prospective new corporate partners. •! Leverage personal and professional contacts and

relationships into fundraising opportunities. •! Promote a culture of fundraising in the

organization, both at the staff and board level.


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ORGANIZATION MANAGEMENT The President & CEO is accountable for building and leading high-performing teams to achieve organizational results. She/he is accountable for the organization’s operational excellence. •! Ensure all teams are aligned and collaborating. •! Maintain operational excellence through high

standard and procedures, fiscal integrity and compliance within policies set by the Board of Directors, United Way of Greater Toledo and United Way Worldwide.

•! Identify and recommend to the Board Nominating & Governance Committee candidates for the Board of Directors and Board Committees.

•! Directly supervise senior leadership positions and establish individual goals and assess staffing needs to meet organizations objectives within budget parameters.

•! Assess organizational capacity to implement strategies and identify gaps in system and staff and develop plans of contingency and succession.

•! Work with finance team to manage organizational spending and monitor departmental budget compliance.

•! Ensure United Way of Greater goals of inclusiveness and diversity among staff and volunteers are met.

BOARD ENGAGEMENT The President & CEO will work with the Board of Directors to design focused and relevant meeting agendas and follow up/through on all resulting actions. •! Partner with the Board to establish a strategic plan that

supports the agreed upon vision, yet enables the organization to easily adapt to change as necessary.

•! As appropriate, join the Board in the recruitment and onboarding of new members to complement the organization’s governance and leadership needs.

•! Be transparent, timely and concise in communication to and from the Board.

CORE COMPETENCIES

MISSION FOCUSED All United Way employees recognize that the organization’s top priority is to create real social change that improves lives and changes community conditions. This drives their performance and motivations. !

RELATIONSHIP ORIENTED All United Way employees understand that people come before process and are astute in cultivating and managing relationships toward a common goal. !!COLLABORATOR !

All United Way employees understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. RESULTS DRIVEN !All United Way employees are dedicated to shared measureable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. BRAND STEWARD !All United Way employees are stewards of the brand and understand their role in protecting the reputation of the organization and results of the greater network.

VISIONARY !The United Way President & CEO confronts the complex realities of the environment and simultaneously maintains faith in a different and better future, providing purpose, direction and motivation. TEAM BUILDER !The United Way President & CEO first ensures that the right people are in the right roles at the right times; fostering commitment, trust and collaboration among multi-cultural leaders and stakeholders. OUTWARD TURNING !The United Way President & CEO understands the dynamics of local, regional and national environments, and works on an agenda rooted in the community’s own perception of its needs and aspirations. BUSINESS ACUMEN !The United Way President & CEO possesses a high-level of broad business and management skills and is effective at generating financial support for the organization. NETWORK ORIENTED !!The United Way President & CEO values the power of networks, striving to leverage United Way’s breadth of community presence, relationships, and strategy.


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DESIRED CHARACTERISTICS AND ATTRIBUTES United Way of Greater Toledo seeks a leader who will be a passionate, charismatic, authentic and enthusiastic advocate for the mission and be committed to improving student success, helping people move from poverty to prosperity and increasing access to health care. She/he will be respected for their leadership skills and ability to inspire and motivate a dedicated team, individual stakeholders and the community-at-large to collaboratively achieve systemic, sustainable and positive impact for all. The President & CEO will have relevant expertise in elevating an organization to the next level coupled with proven change management skills. This leader will possess a credible reputation for creating a culture of accountability, operational excellence and servant leadership, and will bring an authentic, diplomatic and inclusive approach that engenders trust, rapport and effective relationships across all levels of United Way of Greater Toledo and our communities. She/he will genuinely listen and invite input to inform sound decision-making that will position the organization as a leader in the community. Displaying a courageous, humble confidence, the President & CEO will encourage accountability and inspire high performance. This visionary leader will be a connector, convener, collaborator and consensus builder through consistent, concise and transparent communication. A high degree of business acumen with a track record of growing top line revenue and establishing sustainable and innovative sources of revenue is critical. As United Way of Greater Toledo seeks to elevate to its next level of leadership within the community, the President & CEO sought will possess cultural and political savvy, as well as emotional intelligence. She/he will be a likable role model of the highest ethical and professional behavior.


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BOARD OF DIRECTORS

SARAH ALLAN Assistant Program Officer Local Initiatives Support Corporation Toledo JAMIE BEIER GRANT Director Ottawa County Improvement FRANK BLOOMQUIST Vice President, Northwest Region Medical Mutual of Ohio DAWN BUSKEY Chief Operating Officer ProMedica Metro Acute Care Division RICHARD CRAYON Chairman, UAW TMD – Jeep Unit Toledo Molding and Die, Inc. KEVIN DALTON President Toledo Federation of Teachers GERRY DANES International Sales, Regulatory Affairs, Project Management Jones- Hamilton Co. KATHY DOTY, SECRETARY Acting President and Chief Executive Officer, Chief Operating Officer United Way of Greater Toledo ROMULES DURANT, PH.D. Superintendent Toledo Public Schools

JOHN GRANATO, TREASURER Chief Financial Officer The Andersons, Inc. GREGORY GUZMÁN, PH.D. Vice President, Institutional Advancement, Development Director Winebrenner Theological Seminary BILL MCDONNELL Regional President PNC Financial Services ERICA PARISH Director, TRIO Student Support Services Owens Community College PAULA RUSSELL Vice President, Human Resources, Total Rewards Owens Corning KIRSTEN SEBEK Senior Vice President, Retail Operations Manager, North Western Ohio and Indiana Fifth Third Bank OLIVIA SUMMONS, 2017 CAMPAIGN CHAIR Retired - Director, Public Affairs Toledo Refining Company BRAD TOFT President and Chief Executive Officer YMCA of Greater Toledo THOMAS WAGGONER, CHAIR Senior Vice President, Business Execution Scotts/Miracle Gro Company


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SEARCH COMMITTEE

KEITH BURWELL President Toledo Community Foundation DAWN BUSKEY, CO-CHAIR Chief Operating Officer ProMedica Metro Acute Care Division SHAUN ENRIGHT Executive Secretary and Business Manager AFL-CIO Northwest Ohio Building Trades GREGORY GUZMÁN, PH.D. Vice President, Institutional Advancement, Development Director Winebrenner Theological Seminary CHRISTIE JENKINS, PH.D. Chief Executive Officer Family & Child Abuse Prevention Center !DENNY JOHNSON, CO-CHAIR Former Chief Executive Officer Brooks Insurance JOHN MOORE Retired KeyBank TOM PALMER Former Managing Partner Marshall & Melhorn LLC ERICA PARISH Director, TRIO Student Support Services Owens Community College JENNIFER VANCIL Senior Specialist Government and Community Affairs Owens-Illinois, Inc.


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EXECUTIVE LEADERSHIP TEAM

KATHY DOTY Acting President and Chief Executive Officer Chief Operations Officer ! CHERYL MATHEWSON Executive Assistant EMILY AVERY Interim Vice President Strategic Partnerships & Investments ! KATE FINESKE! Vice President Communications and Brand Strategy KAREN SOCK! Interim Vice President Resource Development KARRI DYE Vice President, Talent Management MATTHEW E. MORRIS, CPA Interim Vice President, Finance & Administration


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TOLEDO IT MATTERS WHERE YOU MAKE IT.

For generations, people have recognized the rare combination of opportunity and beauty in the Toledo Region and made the decision to create deep, lasting roots here. They realize it matters where you make your life, where you make your career and where you make your home. Be part of a community, a city and a region where making something means something.

Well known as “The Glass Capital of the World,” Toledo has a long history of innovation in many aspects of the glass industry. Toledo is home to an array of attractions, from museums to sports venues to kid-friendly activities, which keep those who live here entertained. Big attractions include the Toledo Museum of Art, Toledo-area Metro parks and the Toledo Zoo.


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UNIQUE COMMUNITIES

The Arts With 30,000 works of art spread across six buildings and 36 acres, the Toledo Museum of Arts is known internationally for their collection. A masterpiece itself, the postmodern Glass Pavilion is home to museum's world-renowned glass collection, featuring more than 5,000 works of art from ancient to contemporary times.

A Culinary Delight A strong immigrant population did more than build this city. The ethnic influences of Greek, Lebanese, Polish and other heritages, as well as cutting-edge chefs, continue to flavor the food scene. In addition to the culinary diversity, all share a comfortable sophistication.

Toledo offers a mix of unique communities and lifestyles that are close to shopping, work, schools and more. With less time commuting, you’ll have more time to live. Whether you are looking for urban, suburban or rural living, our diverse mix of neighborhoods offers a variety of ways for you to make your home and enjoy life in our region.

For your Entertainment Music aficionados can spend an evening with the Toledo Symphony Orchestra, which offers nine different concert series, from Bach to Broadway. Theatergoers and concert buffs can reserve seats at any one of Toledo’s 5 theatres. Nights on the water really heat up! Explore a sensational collection of bars, lounges, restaurants, and music venues.

The Great Outdoors Scenic parks and waterways, trails with captivating wildlife, and one of America’s Great Lakes provide the ideal habitat for outdoor adventure in Toledo, Ohio. Discover the coastlines, and islands surrounding Northwest Ohio and Toledo -- the “Water Recreation Capital of the Midwest.” Nestled along Lake Erie, within the Maumee River Valley, Toledo offers a wealth of year-round experiences and activities.

Source: Retrieved September 12, 2017, from http://toledoregion.com


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The Toledo Region has gained an international reputation in solar and other alternative technologies based on its successful history and knowledge base in the glass industry. When considering the many renewable energy companies that are thriving here, businesses and entrepreneurs are realizing the natural fit for advanced energy in the Toledo Region.

A commitment to education is strong and deeply rooted in the region. Building on an extensive public school system supplemented by many private choices, the region provides a rich array of

post-secondary educational opportunities, including nationally recognized schools of engineering, pharmacy, education, business, medicine and law.

For more than 100 years, the Toledo Region has served as a major location for development and production in the automotive industry. Its niche in automotive evolved from the bicycle industry, where Toledo grew into one of the biggest manufacturing locations in the country. The Toledo Region’s extensive Tier I, Tier II and Tier III automotive parts suppliers employ thousands of experts skilled in tool and die, stamping, machining, extruding, casting, injection molding, coating and other processes.

Bioscience has developed into a fast-growing cluster providing great potential in the creation of new businesses, high-paying jobs and diversity in the number of industries it impacts. Existing

companies have provided the foundation for future industry growth in sub-sectors such as medical devices and equipment, agricultural biotechnology, pharmaceuticals and therapeutics.

Within a 300-mile radius of Toledo, our region has access to the most industrial square footage in the United States and Canada. No other site in North America can make a similar claim. The Toledo Region offers every available mode to meet the global needs of business: air, rail, road, and water.

The network of health and social service organizations is strong here. The Toledo Region benefits from a high ratio of primary care providers to the overall population. The region’s

hospitals include some that rank as the nation’s very best in key areas of care. The region also boasts doctors, nurses, specialists and technicians who are among the most experienced and

well-trained in the nation.

Source: Industries. (n.d.). Retrieved September 12, 2017, from http://toledoregion.com/careers/industries/


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PROCESS OF CANDIDACY Nominations, referrals and resumes with preferred contact information should be

submitted electronically to:

Mark Ryan Cindy Hilsheimer

[email protected] [email protected]

Carrie Crockett

[email protected]

United Way of Greater Toledo is an Equal Opportunity Employer.

United Way of Greater Toledo

424 Jackson Street, Toledo, OH 43604 | Phone: 419-248-2424 Fax: 419-246-4614

UnitedWayToledo.org

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UNITED WAY OF GREATER TOLEDO PRESIDENT AND CEO … Profile.pdf · united way of greater toledo president and ceo search executive profile