President and Chief Executive Officer
POSITION SUMMARY
A recent $10 million dollar gift from a philanthropist has put the Region in an enviable position; and we are recruiting for a new CEO to leverage this incredible, unexpected, no-strings-attached gift. If you have a passion for United Way’s mission—to improve people’s lives and build stronger communities—and are excited about being a high-profile, impactful leader in the five-county region serves, we invite you to explore this rare opportunity (information attached.) We encourage and welcome diverse candidates.
The President and CEO report to an engaged, dedicated, and high-energy 25-member Board of Directors, comprised of regional community members and business leaders. The position oversees 39 staff members, an operating budget of approximately $7 million, assets of $19 million, and is projected to raise $9 million in the current budget cycle. In 2018-19, generated nearly $13 million in resources for the communities it serves.
As the leader of the organization, the President and CEO establish a vision for community impact in the five-county region. The President and CEO is the chief mobilizer, leveraging the power of relationships and networks to engage private, public, and corporate sectors to improve communities in our region. The President and CEO are the steward of the brand and understand his/her/their position’s role in growing and protecting the reputation of United Way California Capital Region, building trust, and clearly establishing the relevance of United Way in the community.
The President and CEO’s primary responsibilities include:
· Partner with the Board to craft and adapt the strategy to achieve increased community impact and thereby build the core business.
· Establish and build relationships with leaders in the community including those representing the top levels in the business, government, and non-profit sectors.
· Drive key results in fundraising and promote a culture of philanthropy in the organization, both at the staff and board level.
· Serve as the principal resource to the Board of Directors and its key committees and give strong direction in policy formulation and interpretation.
· Partner with the Board of Directors and staff to craft organizational goals and develop strategies to ensure that they are achieved.
· Ensure coordination and alignment of all United Way activities and resources towards achieving the goals.
· Build and lead a high-performing team, ensuring team alignment, and collaboration to achieve organizational results.
· Oversee the operational and fiscal integrity of the organization, managing within policies set by the Board of Directors.
· Assess organizational capacity to implement strategies and identify gaps in systems and staffing while managing organizational spending, budget compliance, and financial risks.
· Ensure that United Way California Capital Region demonstrates the importance of inclusiveness and diversity among staff and volunteers.
This is a wonderful opportunity to play a key role in taking a well-resourced, highly respected agency into its “next chapter.” The ideal candidate will be a visionary leader who will work with other community stakeholders to grow its presence as the leading nonprofit in the region.
EXPECTED OUTCOMES FOR THE FIRST YEAR
It is expected that the President/Chief Executive Officer will achieve the following by the end of the first year (in implementation order):
Within the first 90 days…
o In conjunction with the Board Chair and Executive Committee, will have:
· met with executive staff and other employees to begin building relationships and understanding the high-priority activities and key dates already in flight.
· identified and met with an agreed-upon “top 10%” of major stakeholders (board members, committee chairs, other nonprofits, community leaders, unions, and business community) to begin establishing relationships.
o will have gained an understanding of the Board’s priorities and the current “state of the business” and conducted an internal and external SWOT assessment (Strengths, Weaknesses, Opportunities, and Threats).
o will have assessed the current five-year strategic plan.
Within the first 180 days…
o will have met with the balance of the noted stakeholders and, as appropriate, commenced ongoing communication and continued relationship building.
o in support of the strategic plan, will have assessed the current fundraising structure and strategy and elevated it to support the dynamic level of fundraising required to fulfill the mission.
o with the Board’s support, will have made value-added changes and plans to execute in support of creating addressing the issues in the five-county region.
o in support of the strategic plan, will have evaluated current roles (including possibly adding a COO), aligned responsibilities, and created development plans to support and retain valued staff.
o will have established effective and transparent financial internal controls and record keeping.
o will be inviting and have been invited to the table for significant regional initiatives.
o Will have assessed the tools (e.g., technology) needed for ongoing operations in support of the strategic plan.
By the end of the first year of employment…
o as defined by the metrics, will be successfully implementing the strategic plan.
PROFESSIONAL EXPERIENCE
Successful candidates will have the following professional experience that will allow them to achieve the outcomes noted above (in priority order):
· Demonstrated ability to manage multi-million-dollar budgets (Internal)
· Senior-level leadership with supervisory responsibility for multiple direct reports (Internal)
· Significant fundraising and campaign experience with a proven record of successfully cultivating, soliciting, and securing major gifts and grants (External)
· Experience in successful coalition building to achieve strategic aims (External)
· Experience in working with a board. Could be as a board member (Internal)
· Experience partnering with non-profit service organizations (External)
· Experience in advocacy, government affairs, and public relations (External)
· A track record of a focus on staff development and experience in building a positive workplace culture (Internal)
· A track record of a significant, dedicated, intentional focus on diversity, equity, and inclusion, demonstrated by involvement in programs and initiatives (Internal/External)
PROFESSIONAL COMPETENCIES
Successful candidates will have the following competencies that will allow them to achieve the outcomes noted above (in priority order):
· Financial management
· Ability to raise funds for mission-related causes
· Future focused/visionary
· Exceptional communication skills, oral and written
· Servant leader
· Ability to develop strategic alliances and collaborate with other leaders
· High level of self-awareness and emotional intelligence
· Ability to effectively relate to people at all levels, internally and externally
EDUCATION/CREDENTIALS
Successful candidates will have the following education and credentials that will allow them to achieve the outcomes noted above:
· Undergraduate degree required
· History of ongoing self-education
VALUES / WORK CULTURE
The ideal candidate will possess values, a work style, personality traits, attributes, and characteristics that will create an excellent fit with the organization’s culture and structure (in priority order):
· Integrity and trustworthiness
· Passion for our mission
· We dream BIG! Visionary
· The highest level of customer service, internal and external
· Equity and inclusion
· Forward thinking
· Heart
· Transparent
PROCEDURE FOR CANDIDACY
For confidential consideration, at your earliest convenience and no later than COB on August 13, 2021, please email your chronological resume (to include description and size of current/prior organizations and responsibilities) and compensation expectations to:
TO APPLY - Forward resume to Frank Sinclaire at fsinclaire@pailingroup.com
