Advisory Council Notes 2014 Campaign Strategies Session

Transcription

1 Advisory Council Notes 2014 Campaign Strategies Session UPS Putting a QR code on paper pledge cards Creating a vanity URL to track paper pledge cards Designed T-shirt contest to employees and families to vote on T-shirt design 70 designs. 5,200 employees voted for winning t-shirt To better engage employees FedEx 2 different workforces (skills and drivers etc.) Credit card and debit card method of payment Expanding purple tote bag program engagement is important nonprofits create a wish list and fill the bags. Minimum limits and ways to pledge Reduce timeframe do a 6 week campaign targeted message A lead campaign for senior leaders to kick off and demonstrate executive commitment Source some stories to insert into internal messaging to demonstrate to employees that human messaging with tangible examples John Deere Brand crisis cobranded t-shirts AT&T Doing an infographic letting employees know where their money is going Not doing paper pledge forms anymore Looking generationally who is giving Looking at ways to engage the millennial as far as engagement Nationwide Some markets with lower participation rates had a high number of fundraising events. Reduce the number of fundraisers. Nationwide match if you donor designate the match does not follow the designation. Suggesting more giving goes to UW campaign. If they give directly to UW the match will count and strengthen the designation. United Way Worldwide Advisory Council Meeting April 30, 2014 Page 1

2 General Motors Executive support Matching Program reinstituting SunTrust Bank Cross branded t-shirt No paper pledge forms Retiree campaign Doing the storytelling testimonials...engaging with smaller markets Fundraisers temporary staff preferred to donate through fundraisers. Focus more on community impact Kimberly-Clark Decentralized campaigns little telling the m what to do Less give me and community impact education No one should ever feel pressure Create national campaign theme Join the movement Education increasing personal interaction. CEO chaired community wide campaign Mission moments clients did testimonials Provide opportunities to visit nonprofits Briefing for new employees to tell them about the campaign 1 week campaign. Fluor Vendor change Cleaned up operations JK to Truist 1000 project sites across the globe 12% dollars 5% participation Deepen execution excellence Open campaign but only to health and human services Focus on more targeted solicitations Baked into online pledging process in a more systematic way Ask everyone ( all employees) Temporary work sites so broaden footprint Williams Focus on education Target area IT for increasing participation Fundraisers Williams matches them Upgrade online coordinator toolkit United Way Worldwide Advisory Council Meeting April 30, 2014 Page 2

3 Wells Fargo Moving to a new vendor Dutopia out of Minneapolis niche with Agio space of recognition - credit card with points etc. First company to partner with them and build the infrastructure. A big deal. In between two vendors with Dutopia and JK Pilot mobile merchant product. Competitive to the Square. Use the mobile in key markets to use credit and debit cards for pledging. But still in world of blackberry and only works on android and iphones risks Tried videos in the past with testimonials, go into the user generated video and social platforms to leverage stories Leverage internal social platforms - Jive platform and T-moments. Internal Facebook. Theme is? They do a different theme every year great marketing team and creative The Principal Financial Group Ambassador program affinity programs over 700 employees Focusing on sales people simplifying communications, quick note4 from senior leader. Message said to call joe. Stopped with corporate wide kickoff and stopped doing that. Position ambassadors at the doors instead Click here to log in - here to stay the same, increase 5% or 10% Leadership transition courting Tocqueville donors Microsoft 2013 theme Giving it s simple 7% increase last year $117M 65% of 60,000 employees participate newest employees have lower rates 54% for new employees so want to address that and they are younger Attract and retain talent, employee $1,000 matching to nonprofit of their choice from their interns NEW They have a mobile app give the new employees credit. Get them into the tools to show that pledging is not that hard. Inaugurate them into the habit of giving. Hope to see them go back in at higher rates once they are employees Combined mobile app into one last year 5,000 of 60,000 using app Eli Lilly and Company Had mobile apps last year for iphone and ipad used system they have Concentrating on new employees. Presentations to new employees and taking out new employees Concentrated on manufacturing teams last year and this year Focusing on Day of Caring Andar move to Stratus Live United Way Worldwide Advisory Council Meeting April 30, 2014 Page 3

4 Walmart Campaign done had a blackout 8 officers helped them Committee was able to do their thing Sams Club 6 foot tall thermometers Systems teams shopping carts with executive heads and raced Looking at 3 rd party solutions 3M Campaign chair 15 VPs to increase employee engagement Global volunteer increase goal engage new employees NEON group, millennial Relevance to each group focusing on leadership, midlevel managers Created sub committees to develop what the relevancy is. Using the employee resource groups to do this Done through surveys and meetings Cargill Issues based campaign partnering with UW around the hunger specifically education opportunities and volunteerism CSR focus on hunger and food channels align with Corp planning team bring in full time program manager Millennial adding someone who is from the young leaders who can talk with young manager and bring back ITW Move to paperless process lots of communication and education around the change Match will stay with UW Women s and young leaders groups and leverage as an engagement tool 60 year anniversary and include UW relationship to do this Caterpillar Top down approach 2 leads selected and then coordinators Main focus on education Focusing on community impact and telling stories letting each facility know what UW is doing with donations GE Very centralized United Way Worldwide Advisory Council Meeting April 30, 2014 Page 4

5 Eaton Piloting in headquarter community from the start Variety of business units and they move around quite a bit. Focusing on pre education 4 different regional meetings (train 80ppl) face to face Aligning messages with UW Stopped talking about agency visits and talking about program Preferred way is to give to community fund Best practices for Tocqueville donors Step up to Tocqueville 3 year Major markets bring someone in who could talk about the benefits of donating at that level. Also held events breakfasts, receptions etc. performance up 300% companywide. Went to every UW to find out if the market has a step up program Personal call list from the executive level. Once you get momentum it becomes an expectation United Way Worldwide Advisory Council Meeting April 30, 2014 Page 5