Campaign Guide

Transcription

1 Campaign Guide

2 CAMPAIGN GUIDE Welcome to the United Way Team! Thank you for agreeing to lead your organization s United Way Campaign. As an Employee Campaign Manager, you have the unique opportunity to harness the generosity, talent and energy of your workplace to give back to our community in so many ways. This is your guide on how run to a successful campaign, educate your colleagues about United Way, and inspire them to give, advocate and volunteer to create a stronger Miami. Contents A note from 2017 Campaign Chair co-chairs Alex Villoch, Robert Sanchez and Steven Brodie...3 United Way s Community Plan...4 Keys to a successful campaign ways to engage your colleagues during the campaign...6 Campaign checklist...9 Online resources...10 This guide contains information that will help you carry out a successful campaign. For additional campaign resources and samples referred to in this guide, visit United Way of Miami-Dade s 2017 Campaign Headquarters at unitedwaymiami.org/give/campaignheadquarters. Should you need campaign assistance, please contact your United Way representative or call To learn more about how we re building a stronger Miami by fighting to improve the education, financial stability and health of our community, visit unitedwaymiami.org. 2

3 Thank you for joining hundreds of other volunteers who educate, inspire, and mobilize their workplace in giving back and making a difference. As your organization s United Way Employee Campaign Manager, you are the critical link between United Way and your colleagues. Your leadership will help strengthen our community by supporting United Way and its three pillars that support a strong community. They are: EDUCATION: helping children and youth reach their full potential FINANCIAL STABILITY: helping all families prosper economically HEALTH: helping everyone from young to old lead full and productive lives This is your guide to proven best practices, tools and online resources that will make your campaign even more successful. And remember, United Way staff and loaned executives stand ready to help you in any way. Thank you for joining our team in its fight for a stronger Miami. We look forward to working with you on this year s campaign. Sincerely, Alex Villoch Robert E. Sanchez Steven J. Brodie President and Publisher Chairman and CEO Co-Managing Shareholder The Miami Herald Media Co. Ryder System, Inc. Carlton Fields, PA 2017 Campaign Co-Chair 2017 Campaign Co-Chair 2017 Campaign Co-Chair 3

4 YOU and United Way: Together, let s fight for a stronger Miami Here are just a few examples of how we impacted our community over the past year: EDUCATION: helping children and youth reach their full potential Over the past decade, 32,525 early care and education professionals received 20,476 total hours of professional learning through the United Way Center for Excellence in Early Education, influencing the lives of thousands of young children. FINANCIAL STABILITY: helping all families prosper economically Our support of the VITA (Volunteer Income Tax Assistance) program helped 3,428 Miami-Dade families receive over $4.9 million in tax credits in ,213 unemployed and under employed individuals participated in United Way supported training and placement programs to help them access jobs HEALTH: helping everyone from the very youngest to the oldest among us lead full and productive lives 22,348 individuals accessed services for improving physical, mental or emotional health through United Way supported programs 19,467 screenings, tests and assessments were conducted through United Way supported programs 4

5 Keys to a successful campaign Select a strong campaign team Establish a communications and event calendar Identify clear and measurable goals Inspire participation Motivate and inspire by promoting fun and engaging activities Involve leadership Involve United Way staff and loaned executives in all aspects of your campaign Promote United Way giving communities Find special ways to say thank you Involve organized labor Continue year round engagement 5

6 1. Select a strong campaign team Your best team will have broad representation from all departments and levels. Find employees who are motivated, vocal, and natural leaders who can mobilize others to get involved. Other tips on creating a strong team include: Get an executive to join the team to help secure resources Urge team members to set goals for their departments and assist in deciding how best to engage peers One size doesn t fit all - teams can be comprised of any number of people Establish clear roles and responsibilities for each team member 2. Establish a communications and event calendar Keeping team members abreast of all the ways you and United Way are fighting for a stronger Miami is essential to a successful campaign. Here are a few ways to drive that message home: Make use of United Way s archive of informative videos Share our Did you knows? facts with employees throughout the campaign as well as information from our What your money buys document to highlight the impact of donor contributions Feature contributors and volunteers from your organization who are involved with United Way. Provide a link to unitedwaymiami.org on your Intranet so individuals can delve deeper into our work Create a calendar of events that starts with a campaign kick-off where goals and activities are announced and ends with a campaign celebration for those employees. There are many ways to involve your employees in the campaign. Work with your United Way staff contact to determine what fits best in your workplace Advertising events and campaign dates early, often and everywhere will make a difference. Whether it s a poster in the break room, speeches at staff meetings, inspiring s or messaging on your office intranet, United Way can provide you with all the tools you need. 3. Identify clear and measurable goals Goals inspire! Start with the most important goal: the positive impact your successful campaign will have on our community. Set an organization-wide fundraising goal Connect your campaign to real results. For example, for every $1,000 dollars raised, we ll offer two adults financial education and counseling for an entire year that will help them achieve their goals and become financially stable. There are lots of examples like this. They can be found in our Did you knows? 6

7 4. Inspire Participation It s a simple equation. The more people that sign up, the bigger the difference you will make and the more you will have to celebrate. Aim high and find fun and creative ways to engage your colleagues. Check out our FUNDraising ideas from other innovative workplace campaigns Create teams to encourage friendly competition and boost morale Tour United Way s program sites to showcase the impact we are making, together Measure participation and giving regularly and promote progress Host a group volunteer activity for employees to gain perspective on how their gift will be put to work Make your gift first - your leadership and commitment will inspire others to join you Ask colleagues to consider increasing their gift by 5-10% - ask those who gave $500 or more in the past to consider a Leadership Gift ($1,000 and up) 5. Motivate and inspire by promoting fun and engaging activities One of the most powerful parts of the campaign is immersing your employees in the important issues that face our community. United Way staff can lead your employees through interactive simulations that really bring to life the needs and challenges of our community and how United Way is addressing those needs. Whether it is educating them on the financial challenges of our neighbors and the tough choices they need to make each day or the difficult decisions parents are faced with when choosing child care, these simulations are very effective and educational. They range from 10 minutes to 30 minutes and emphasize the importance of fighting for a stronger Miami. Tours Interactive projects/drives 6. Involve leaders Don t hesitate to ask your executives to get involved. They can provide the financial and human resources for you to plan the very best campaign. They also set a great example for others to follow. Ask your executives/department heads to set aside 5-10 minutes for a United Way speaker at management and staff meetings Invite them to make their personal gift and corporate commitments prior to your campaign launch Ask them to visibly support the campaign via and by speaking at kickoffs and events If your workplace includes union members, invite union leaders to participate and provide their support as well 7

8 7. Involve United Way staff and loaned executives in all aspects of your campaign Tap into a vast wealth of talent, expertise and resources by calling on staff members of the United Way and its Loaned Executive Program to inspire your team and assist with key areas of your campaign. Enhance your team s management, public speaking and communication abilities Improve organizational, presentation, and analytical skills Gain a greater knowledge of community needs 8. Promote United Way giving communities Highlight United Way Giving Communities such as our Tocqueville Society, Women United, Young Leaders and LINC, as well as our year-round volunteer opportunities. Encourage your organization s leadership team to host a special thank you gathering for your leadership-level donors throughout the company. 9. Find a special way to say thank you As a United Way ambassador, saying thanks is the most important job you have to show your appreciation. And a thank you card or any small token of your gratitude goes a long way to achieve that. 10. Involve organized labor Don t hesitate to involve organized labor in your campaign. They can bring organization and human resources to help you plan the very best campaign. Union labor can also set a great example for others to follow. Ask union leaders to set aside 5-10 minutes for a United Way speaker at union meetings Ask union heads to visibly support the campaign via and by speaking at kickoffs and events 11. Continue year-round engagement Keeping your team connected throughout the year is key. We offer volunteer activities for individuals and teams throughout the year as well as social and networking events for everyone. Publicize United Way s year-round events calendar and volunteer opportunities 8

9 Employee Campaign Manager s Checklist Use this list to stay organized and on track for running an exceptional campaign. Plan Meet with your United Way representative and begin planning your campaign Visit Campaign Headquarters for ideas and sample materials View United Way webisodes Secure CEO or senior management support Establish campaign goal dollar amount and participation percentage Recruit and train your campaign team Be sure to involve United Way representative DUE DATE / / (repeat) Gear up Establish a timeline for campaign activities Begin campaign promotion with posters and advance kickoff s to staff Send from management (and the union, if applicable) to employees Order campaign supplies & prepare your campaign materials If applicable, update your online pledge site and/or Intranet. See our guide Run Conduct a campaign for leadership givers Give employees the opportunity to learn more about United Way by coordinating speakers or volunteer activities Host fun activities and competitions to generate excitement and participation Hand out pledge forms and/or information about online giving to employees Send follow-up s every few days to keep up enthusiasm. Include updates, facts and success stories Hold meetings and fundraising events (e.g., bake sale, raffle, soup contest) Close Send a reminder that your campaign is concluding and gifts need to be submitted Make personal follow-up calls to campaign team and employees Submit contribution forms and final reports/data to your payroll department Announce campaign results to your employees Thank employees with a celebration event, letter, , etc. Thank your campaign team, leadership contributors and other special groups Gather feedback and notes for next year Choose an Employee Campaign Coordinator, set next year s kickoff date, and provide this information to your United Way representative 9

10 Ongoing Stay connected to United Way throughout the year! Find us at Facebook.com/UnitedWayMiami and on Twitter to stay up-to-date on our community impact, volunteer opportunities and networking events Sign up for our quarterly newsletter and learn more about our work at unitedwaymiami.org. Online Resources: Ambassador job description Campaign announcement from CEO CFE Annual Report Did you knows? E-pledge Frequently asked questions How to involve organized labor Kick off your campaign outline Leadership strategies for success Mission United Product presentation with video Social Media Guide and Tips Tocqueville Society Training agenda United Way Alice Report United Way s Annual Report United Way campaign brochure United Way engagement opportunities What is LINC? Women United Young Leaders 10