Program & Stewardship Review

At United Way, we are committed to transparency and accountability. We want you to feel comfortable that your gifts to United Way are being invested wisely and that they result in measurable outcomes that are transforming lives on the South Plains. Our annual review processes are critical to keeping that committment. 

All of our Community Partners submit a Program Review and Stewardship Review packet each year. The packets contain information such as number of people served, outcomes that measure the effectiveness of programs, financial audits, and more. These packets are then reviewed by Lubbock Area United Way staff, board members, and other trained volunteers. These volunteers then make recommendations and reports to our Community Impact Leadership Team and our Board of Directors to ensure ultimate transparency.

Program Review

Our annual Program Review process is an opportunity for you to see the full impact of how donations to United Way are used. Through the volunteer process, you will be trained and equipped to determine the effectiveness of United Way funded programs. Following this training and together with a team of approximately seven other volunteers, you will have the opportunity to visit agencies and review documents submitted by two of our Community Partners. From your training and the information you have received, you and your team will make recommendations to the agencies and United Way about how to improve and grow programs. In 2021, fourteen agencies will go through a full Program Review.

As we continue to navigate COVID-19, the review process will be a mixture of in-person and virtual meetings depending on the agencies comfort. Any in-person meetings will require all attendees to wear masks and maintain social distancing whenever possible. We have chosen to compile smaller teams to make this possible.

Time Commitment:

  • Orientation: March 23rd – 1 Hour
  • Site Visits: April - 4 hours maximum
  • Read agency materials on own: about 1 hour
  • Team Meeting(s): 1 hour each (scheduled by team members)
  • Question & Answer Session: May - 4 hours maximum

     Total: 11-12 hours

If you are interested in volunteering for the 2021 Program Review process, please contact Vice President of Community Impact, Devin McCain.

Stewardship Review

Through the Stewardship Review process, volunteers ensure that United Way Partner Agencies are fiscally sound and accountable. Trained volunteers evaluate a packet of information that includes an agency audit, form 990, current budget and financials with comparisons, grants and other information. They then report back to the Community Impact Division. This information is used to help develop our Community Partners and ensure that funds are being used efficiently and wisely throughout.

Time Commitment:

  • Stewardship Orientation: June 24th - 1 hour
  • Review packet and interview with Executive Director – 1 hour
  • Prepare report on agency materials: 1-2 hours
  • Stewardship Report Meeting: July 29th - 1 hour

      Total: 4-5 hours

If you would like to volunteer or receive additional information, please contact Vice President of Community Impact, Devin McCain.