From Setbacks to Success

January 31, 2025

From Setbacks to Success: My Goal Setting Journey, Part 1.


Author: Katie Koglman

 

It’s 2025, and I am coming off a year that fell short of my fundraising goals. Personally, this is very disappointing – because I like to win. Professionally, it ignites a fire in me to be better next year. There were many factors that contributed to the decline in fundraising revenue; death, economic uncertainty, and some high dollar “not this year” answers from otherwise faithful corporate donors.


As I reflect on my own involvement, I question my role in the defeat. Did I ask enough? Did I stay focused? Can I say, I did everything in my power? The honest answer is no. I did A LOT, but I did not do everything in my power. Early in 2024, I set goals, and I stayed focused and on track until about May …then I got lazy in tracking and measuring my goals.


I will not let that happen in 2025, and I will be accountable to you. I will update you on my goal progress in June 2025 and December 2025!


I use a goal framework based partly on the book The 12 Week Year by Brian P. Moran. Not exactly how he does it, but a hybrid for sure. I start with a list of 30 things that I want in the coming year. This list of 30 is a combination of a brain dump and visioning exercises that I do annually. I write them all down and revisit them daily. This helps me clarify – turning dreams into reality with action items. The list is a combination of personal and professional items, like:


1.      I want to hit 100% of our fundraising goal.

2.      I want to gross $12,000 on the Wacky, Quacky Duck Derby.

3.      I want to build a great bond with my granddaughter.

4.      I want to retire in 10 years.

5.      I want to continue to grow relationships in Holmes County and the four corners of Wayne County.


And 25 more things that I want. This helps you turn what you want into actionable SMART goals. A SMART goal is:


Specific: Your goals should be clear and well-defined. Avoid vague or general statements. Instead of saying “I want to continue to grow relationships in Holmes County” say “I want to meet at least 12 new contacts in Holmes County” or “I want to attend an event weekly in Holmes County”

Measurable: How will you track your progress? Set quantifiable targets that allow you to monitor your achievements.

Achievable:  Set challenging but realistic goals. Avoid setting yourself up for failure by aiming too high. Break down large goals into smaller, more manageable steps.

Relevant: Ensure your goals align with personal or organizational mission

Time-bound: Set deadlines for your goals.


Now this is where I use items from the 12-week year: I look at my list of 30 and decide which 3-5 to focus on for the next 12 weeks and set up my actionable plan. I will use the Wacky, Quacky Duck Derby goal as an example and show you what my plan looks like. By increasing the amount of money we raise on the duck derby, this also grows our overall market share of donors. 

Weekly, I look at the goal and create tasks for that week, then report on my progress at our weekly staff meetings. On Fridays, I update the next week’s task plan, sometimes based on my schedule, and what I have time to accomplish. It is vital that you have someone who you are accountable to with your goals. At the staff meeting, we report where we are on the goal, what we are behind on and where do we need help. This is a great way to stay on track.


Now, with you as a new accountability partner, let’s see if I can achieve this goal! Join me on this journey! Comment with one of your goals for the upcoming next 12 weeks. Stay tuned for Part 2 – I will update you on my progress and I want to hear how you have been staying on track too!


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By Kayley Cox June 2, 2026
Give With Confidence: How United Way Protects Every Dollar Part of our process at United Way Wayne and Holmes with grant application management is to verify that all nonprofits or organizations applying for funding are in good standing. And part of that process is doing your research and due diligence. “Good standing” can be subjective, so we have a standard criteria that we follow, for organizations applying for funding. We verify that each organization must be: - “In Compliance” with the Ohio Attorney General - “Active” with the Ohio Secretary of State - Ranked on third party watch sites, Candid and Charity Navigator. Why is this important you ask?? During my first year of managing grants at UWWH, we had a local organization apply for funding. I did my due diligence, looking up their information on each of the above sites. The first red flag: the organization was NOT in compliance with the Ohio Attorney General. We get it, it happens, maybe there is a staffing change and the new manager of this information wasn’t passed the memo. BUT there were additional red flags. The second red flag: the organization name that was applying for funding did NOT match their Employer Identification Number (EIN) that was legally filed. This can happen when an organization changes their name, but they would still have to register as a “DBA” (Doing Business As). It is my job to make sure I’m looking into this. The third red flag and biggest red flag: the organization was applying for funding for transportation... and after digging deeper into the organization, I found out that this organization was breeding dogs and delivering them to people who purchased them as a fundraiser for the “organization.” I know, I know. Sounds crazy, but this is a TRUE STORY. We do not fund puppy delivery. THIS is why it is important for us to trust but verify. THIS is also why we encourage people to donate to United Way. We are verifying and vetting this information, so you can be sure the Wayne and Holmes County organizations we fund are doing the work they say, both efficiently and effectively. And if something doesn’t feel quite right, we check it out. By law (Ohio Charitable Trust Act and the Ohio Charitable Organizations Act), nonprofits must be registered with the Ohio Attorney General . The OAG is responsible for protecting charitable assets and donors. Annual registration State/Annual report must be submitted to keep “In Compliance” with the OAG. The Ohio Secretary of State is responsible for a nonprofit’s legal existence as a corporation, keeping information on the nonprofit’s legal name, statutory agent, & whether the organization is “Active” or dissolved. If a nonprofit becomes inactive or is canceled by the state, it can: - Lose eligibility for grants - Lose tax exemptions - Be unable to enter contracts or operate legally Rankings on third party watch sites provide additional resources that help verify each organization’s information. Candid collects and verifies data on U.S. nonprofits using IRS records (Form 990, 990‑EZ, 990‑PF), Federal and state compliance data, and direct reporting from nonprofits themselves. Candid shows whether a nonprofit: - Is currently recognized by the IRS as tax‑exempt - Has had its status revoked or reinstated - Eligibility to receive tax‑deductible donations Charity Navigator is another resource we use to verify information because it: - Helps as an additional financial screening and identifies governance red flags - Compares charities within the same cause area - Assesses accountability and transparency practices - Has information in one spot that helps makes quick, informed giving decisions Stories like this are exactly why our vetting process matters. It protects donors. It protects the community. And most importantly, it ensures that resources go to organizations in Holmes and Wayne Counties doing the work they promise to do.  When you give to United Way Wayne and Holmes, you can give with confidence. Join us in supporting programs that are accountable, transparent, and changing lives right here at home. Text WEHELP To 44-321 or go to https://secure.givelively.org/donate/united-way-of-wayne-and-holmes-counties-inc
By Katie Koglman May 5, 2026
One Flat Tire Away: The Reality for Working Families in Our Community By: Ashley Hershberger Around Holmes and Wayne Counties, people are doing what they’re supposed to do. They’re working. They’re showing up. They’re trying to get ahead. And still, far too many of our friends and neighbors are one flat tire, one home repair, or one unexpected bill away from falling behind . At United Way Wayne and Holmes Counties, we hear this story all the time… from families, employers, school staff, churches, and local businesses. The problem isn’t effort. It’s that when something goes wrong, there’s just not much wiggle room. Who Is ALICE? You might hear our team talk about ALICE . It sounds like data, but it’s really the people we know: coworkers, parents from ball practice, folks sitting next to us at church and our own family members. ALICE stands for Asset Limited, Income Constrained, Employed . In plain terms: people who are working, but still can’t quite afford the basics. That includes things like housing, food, transportation, childcare, and healthcare. Here’s what that looks like in our community: Holmes County 31% of households are ALICE 9% live in poverty Wayne County 26% of households are ALICE 11% live in poverty That means 40% of households in Holmes County and 37% in Wayne County are living at or below the basic cost of living . These families aren’t avoiding work. Many are working full‑time, sometimes multiple jobs, and still making tough choices: Fix the car or pay the electric bill Buy groceries or fill a prescription Pay for childcare or turn down a better job That’s not bad decision‑making. That’s a math problem. What Household Survival Budgets Tell Us United Way uses Household Survival Budgets to understand what it actually costs to live. Not get ahead, not save… just cover the basics. When you add it all up (rent/mortgage, utilities, food, childcare, gas, healthcare, and taxes) a lot of working families simply don’t earn enough to keep up. Wages haven’t kept pace with real life costs, especially in areas like ours where getting to work often means getting in a car that you yourself are responsible for. That’s why so many hardworking people fall into the ALICE category, even while doing everything “right.” (See example budgets below)
By Kayley Cox April 6, 2026
The Day Off That Opened My Eyes I took the day off to chaperone my son’s Kindergarten field trip: fun, sweet, and honestly pretty exhausting. After dropping him back at school, I ran to the grocery store. At the checkout, the cashier asked how my day was going. I laughed and told her I was a little tired from keeping up with a group of five-year-olds all day at the field trip. She smiled and said she understood. She had recently retired from a local school district, and then she shared something that made me pause. Despite having worked all those years, she couldn’t afford to stay retired. She was still too young for Medicare, and health insurance premiums were simply unaffordable without additional income. Even with Social Security survivor benefits from her late husband, she was struggling to get by. So, she returned to the workforce. And she’s not alone. Far too many older adults are finding themselves in similar positions: forced back into work not because they want to, but because our systems leave them with no choice. Rising healthcare costs, gaps before Medicare eligibility, and limited fixed incomes mean many retirees simply cannot cover their basic needs. This wasn’t just a conversation in a grocery store checkout line. It was a reminder that the people who spent decades serving our communities, teaching, caregiving, supporting essential services, often face their own unseen challenges. We can do better. We have to do better. If this story resonates with you, here are a few meaningful ways you can help create change: 1. Support organizations helping older adults access healthcare and financial stability. United Way Wayne and Holmes partners with dozens of local nonprofits to support seniors who have nowhere else to turn. 2. Advocate for policies that protect affordable healthcare, strengthen Social Security, and support aging with dignity. Your voice truly matters. 3. Check in on retirees in your life. A simple “How are you really doing?” can make all the difference. 4. Get involved. Volunteer, donate, or share this message. Every action counts! Our older adults deserve more than scraping by. They deserve dignity, stability, and the ability to enjoy the retirement they worked for. Let’s work together to make that a reality.  For information about how to donate to help our Older Adults in Wayne and Holmes, go to uwwh.org, email us at info@uwwh.org or call (330) 264-5576.
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