Case Study: United Way of Norman achieves radical transparency and streamlined organizational planning with monday.com

United Way - Customer Case Study

United Way of Greater Kansas City (UWGKC), a small cross-functional nonprofit, needed a better way to align annual objectives, strategies and metrics across staff and volunteers. They were relying on unused Excel spreadsheets and fragmented processes that made accountability, transparency and meeting-driven progress tracking difficult.

Using monday’s "Snapshot View of our Organizational Work Plan" template, UWGKC created a living, organization-wide plan with at-a-glance objectives, tied strategies/metrics and a modified RACI to clarify ownership. The result: radical transparency, clearer accountability, meetings driven by shared data, and an easy way to communicate progress to staff and volunteers throughout the year.

United Way of Norman

Sarah Haberberger

United Way