2017 CFC of Virginia and Albemarle Bay Campaign Management Training

Transcription

1 2017 CFC of Virginia and Albemarle Bay Campaign Management Training

2 Want to make an impact in the world around you? Give to a cause you care about through the CFC. You can even volunteer. It s that simple. 2

3 2017 Campaign Video Video Placeholder 3

4 CFC 101 THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT S NEW AND CHANGED FOR

5 Training Agenda CFC 101 CFC 101 Learn about the history and tradition of the CFC and some exciting new changes to the campaign for 2017 Active Campaign Understand the role you will play during the campaign 02 Pre-Campaign PRE-CAMPAIGN RESPONSIBILITIES Discover the tasks that need to be accomplished before the campaign can kick off ACTIVE CAMPAIGN RESPONSIBILITIES 04 Campaign Culmination Yes, you even have some responsibilities after the campaign ends! CAMPAIGN CULMINATION RESPONSIBILITIES 05 Keyworker Training KEYWORKER TRAINING Participate in this train-the-trainer session so you will be able to train your Keyworkers 5

6 CFC Timeline History President Kennedy signed Executive Order paving the way for a combined campaign. Pilot programs of combined campaigns were tested in six cities. The CFC was fully implemented nationwide. 6

7 CFC Timeline Today ,000+ Federal employees raised more than $167 million for 20,000+ charities. New regulations in effect governing the campaign. $8.2B Contributed since Campaign Dates: Oct. 2, 2017 Jan. 12,

8 CFC Structure OPM (regulatory governance) CCA (pledge & charity systems) LFCC (program oversight) OC (marketing, training, logistics) 8

9 Local Zone Geography 9

10 How the CFC Works Charities Beneficiaries Decide Choose Select Charities Beneficiaries to donate online or with a pledge form one or more organizations supporting your cause a payment method receive funds during the year are given help + hope 10

11 What s New for 2017 All contributions must be designated to a charity. GIVING PORTAL VOLUNTEERING RETIREE GIVING 11

12 Online Giving New CFC Pledging Platform Registration Required Online Payroll Deduction Pledges Transmitted to Payroll Ability to Change Pledge Throughout Solicitation Period All Around Giving ( Universal Giving ) Tax Documentation 16

13 CFC Website State of the Art Cyber Security Federal Information Security Management Act (FISMA) Federal Risk and Authorization Management Program (FedRAMP) Federal Information Processing Standards, Publication 199 (FIPS 199) 17

14 New Employee Giving New Hires May Pledge Within 30 Days of Their Start Date Effective January 2018 Notification Part of Onboarding Process Not Applicable During Solicitation Period 47

15 Volunteerism New Volunteer Pledging Option In accordance w/ agency policies Filter volunteer-capable charities in online search Feds pledge hours to charities on pledge form Volunteer time per agency will be reported 48

16 Retiree Giving Retirees May Make Annuity Deductions Online or separate paper pledge form Cannot be solicited by CFC personnel Contact made via Federal retirement offices Collaboration with retiree associations 49

17 What s Changed for 2017 No more All contributions must be designated to a charity. CASH CONTRIBUTIONS FUNDRAISING EVENTS UNDESIGNATED PLEDGES 17

18 Events Fundraising events prohibited All events must have educational component Awareness/ Education (kickoff, charity fair, charity tour) Special Events (contests, promo day support, motivational speakers, volunteer day) Recognition (finale, awards ceremony, milestone

19 Undesignated Funds Undesignated Funds Eliminated Donor must select one or more charities to receive their contribution No Write-In s 14

20 Paper Pledge Forms Paper pledge forms should either be turned in to campaign workers for mailing to the CCA. Pre-addressed envelopes will be provided. PO BOX 7820 Madison, WI

21 Paper Pledge Form 21

22 Why give through the CFC? Payroll or annuity ALLOTMENT Multiple CHOICES REGULATED program Ability to give ANONYMOUSLY CONVENIENT to support multiple charities COLLECTIVE power of contributions Support agency GOALS 22

23 23 Theme & Materials

24 Marketing Approach Create national marketing theme for unified approach across all zones Continue successful Show Some Love theme Refresh theme with new color Make a connection to causes Implement storytelling element to inspire and connect Feature Federal employees and their chosen causes 24

25 Campaign Posters Hang these posters in high traffic areas to serve as billboards for the campaign.

26 Barometer Poster The Barometer Poster allows you to manually track campaign progress in your area. TIP: Wait a few weeks into the campaign to unveil this poster. That way, you will already have momentum to show.

27 Donor Card Kickoff The Campaign Card is designed to be used while making the initial in-person ask. It is a leave behind with information about the campaign and how to pledge to serve as a visual reminder to Federal employees everytime they see it.

28 Donor Card Mid-Point This card is ideal to use in conjunction with the CFC Show Some Love Promotional Day on November 2. Distribute them. Encourage people to take selfies with them. Post them an a Cause Wall in your office.

29 Donor Card Closing Days This card is an excellent way to follow up with your co-workers toward the end of the campaign.

30 Thank You Card This should be provided as promptly as possible to contributors in your area. You can customize it by adding a personal note.

31 Promotional Tent Cards Use these in common office areas to increase campaign awareness. Tent cards feature Federal employees/retirees and their CFC stories, as well as ways to engage with the campaign, like the promotional days.

32 Charity List This hard copy brochure contains much more than just the list of CFC-participating charities. It has information for donors about the campaign as well as FAQs.

33 Pledge Form Contributors are encouraged to use the new online giving portal this year, so the use of paper pledge forms is expected to go down. This is no longer a carbon copy form. It is a good marketing piece as it has information about the campaign on the cover.

34 Messaging GIVE online or via paper pledge form. VOLUNTEER to share your time and talent with your favorite charity. TELL YOUR CFC STORY to inspire others to participate in the campaign. 34

35 I have a brother with Down Syndrome. For as long as I can remember, he s been playing baseball. These sports programs can increase confidence, independence and fitness. Mary Coats U.S. Department of Health and Human Services 35

36 PRE- CAMPAIGN ROLES AND RESPONSIBILITIES 36

37 Get Connected Network with other Campaign Managers Follow the campaign on social media Review the website at 37

38 Prepare Your Reporting Units Review your list of reporting units and make changes through your CFC office Ensure each unit has an updated number of employees Order campaign supplies through MANAGE 38

39 Develop a Plan Draft your plan to include publicity and campaign events Brief leadership and obtain support for the plan Set a campaign goal Order campaign supplies Recruit an event committee and a publicity committee 39

40 Recruit and Train Keyworkers Recruit Keyworkers (rule of thumb is one Keyworker for every employees) Use last year s campaign team as a starting point Schedule and conduct a Keyworker training session 40

41 TIP: Create a Positive Environment 41

42 ACTIVE CAMPAIGN ROLES AND RESPONSIBILITIES 42

43 Submitting Paper Pledges 43

44 Collect and Submit Pledges Download and complete the CFC Pledge Report Summary located on the website. Enclose Summary and the completed paper pledge forms in the Pledge Report Envelope Mail Report summary, pledge forms and payment to the CFC Processing Center - P.O. Box 7820 Madison, WI

45 Involve Leadership Have leadership send key messages during the campaign including invites to events Invite leaders to be involved at campaign events Brief leadership weekly on campaign progress and upcoming support opportunities 45

46 Motivate Keyworkers Hold weekly meetings to check on campaign progress, offer tips and tricks, review key training points, and allow Keyworkers to share best practices and success stories Consider planning and holding a special event just for Keyworkers (e.g., volunteer day or have a charity guest speaker come to a brown bag lunch) 46

47 TIP: Remove Roadblocks 47

48 Execute Campaign Events Execute the events you envisioned during your planning phase with the help of your event committee Utilize the Event Planning Guide 48

49 Campaign events supplement the campaign. They never replace the necessity for the in-person ask by a Keyworker. 49

50 Why Have Events? Educate about the campaign and participating charities Promote engagement Educate about the campaign and participating charities Boost employee morale and camaraderie Promote engagement Boost Have employee fun! morale and comradery Have fun! Celebrate success Why have events? Celebrate success 50

51 Support CFC Promotional Days 51

52 TIP: Build a Cause Wall 52

53 Ensure Event Success Establish an event committee Involve leadership Make it fun Add an element of competition Promote the event in advance Publicize the event after its completion Involve Charities 53

54 Event Idea Brainstorm 54

55 POST CAMPAIGN ROLES AND RESPONSIBILITIES 55

56 Recognize Campaign Success Ensure Keyworkers have donor recognition gifts and distribute them as donations are made Plan and implement a recognition event Order unit awards and campaign worker certificates 56

57 Provide Feedback Participate in any After Action Review meetings held by the CFC Respond to and forward surveys and invites to participate in focus groups Put together a continuity book that you can pass along to your successor 57

58 Important Guidance DO DO NOT Promote voluntary giving Do not use coercion - it is not tolerated Encourage donors to select a cause Recognize and thank donors Set an agency level campaign goal Host fun and educational campaign events Do not show favoritism to a particular charity Do not create lists of non-donors or share a list of donors with leaders Do not set personal dollar goals or quotas no 100% participation goal Do not host fundraising events or provide food/beverage/entertainment with campaign funds 58

59 Questions? 59

60 Brief break Keyworker Training begins in 5 minutes 60

61 THANK YOU For more information, be sure to visit facebook.com/cfcvab Melanie Holden Adrian Rivera