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2007 Brown County United Way Employee Campaign Coordinator Workshop

Welcome and Thank You!. 2007 Brown County United Way Employee Campaign Coordinator Workshop. Agenda. Welcome / Introductions Gregg Hetue, BCUW CEO/President 2007 Campaign Alicia Van Straten, Campaign Manager Marketing/Campaign Materials Adam Hardy, Communications Manager

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2007 Brown County United Way Employee Campaign Coordinator Workshop

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  1. Welcome and Thank You! 2007 Brown County United Way Employee Campaign Coordinator Workshop

  2. Agenda Welcome / IntroductionsGregg Hetue, BCUW CEO/President 2007 CampaignAlicia Van Straten, Campaign Manager Marketing/Campaign MaterialsAdam Hardy, Communications Manager What It’s All About – Community ImpactStephanie Foley / Lisa Clark Community Impact Director / 2-1-1 Manager Breakouts – (please choose 3) - United Way Campaign 101 - Why do I have a Loaned Executive and what do they do? - Ways to Increase Your Campaign! - ECC Online Toolbox - Reporting Your Campaign Q & A / And the Winner Is – Door Prize Drawing!

  3. Welcome / Introductions

  4. Top 10 Reasons to run a United Way Campaign… • Because you have nothing better to do and all the free time in the world • Because you get paid so much more when you take this project on • Because the money you raise helps more than 85,000 people in Brown county • You love seeing your CEO or boss getting soaked in the dunk tank • Because you can have a kiss the goat competition and get paid for it • Because you love your community and neighborhood and want it to be a great place to live for your family and friends • It’s the one time you may be able to get tickets to see a Packer game (or in my case, Brett Favre!) • You love the fact that for three months straight there are treats in the break room and you are encouraged to eat them • It brings great services to Brown County such as 2-1-1 that EVERYONE can use • 1. Because everyone falls on hard times at least once in their life and the campaign you run will give them the helping hand they need!

  5. 2007 Campaign

  6. 2007 Campaign: 2006 Campaign Review • Workplace Campaign……………….. $2,090,031 67% • Corporate gifts……………………….. $772,929 25% • Special Events……………………….. $137,809 4% • Direct mail …………………………… $121,265 4% _______________________________ Total Raised $3,122,034 100%

  7. 2007 Campaign: Goal • 2007 Campaign Goal: $3,250,000 • 4% increase over 2006 dollars raised • Breakdown: Donor who gives $100/year, or $3.85/pay period would need to increase their donation by .15 cents to $4.00/pay period • When everyone increases just a little bit it makes a HUGE difference!

  8. 2007 Campaign : Employee Campaign Coordinator Role • Employee Campaign Coordinator Role • You provide leadership, direction and enthusiasm for your company’s campaign! • Full position description in packet

  9. 2007 Campaign : Loaned Executive Role • Loaned Executive Role (more details in breakout session) • Your BEST campaign resource! • Your Loaned Executive’s sole job is to MAKE YOUR JOB EASIER! • Full position description in packet

  10. 2007 Campaign : Campaign Planning • Surround Yourself With Support • Key to your survival, don’t try to do this all on your own! • Build a team – recruit members from key departments such as marketing, HR, upper management, payroll and last years coordinator

  11. 2007 Campaign : Campaign Planning • Develop A Campaign Plan • With your loaned executives help, have your team analyze last year’s campaign and set a goal • Establish the timeline – small companies may only take two weeks, larger ones may need 3-4 weeks

  12. 2007 Campaign : Campaign • Hold A Campaign Kickoff • Let employees know that the United Way campaign has officially started • Make it fun and informative! • Ask your CEO or president to attend and endorse

  13. 2007 Campaign : Campaign • During your campaign • Hold agency tours • Hold United Way rallies, with refreshments • Ask your CEO to attend rallies and conduct a leadership campaign with upper management • Have your Loaned Executive present at rallies along with an agency speaker

  14. 2007 Campaign : Campaign • The Rally (20 minutes to success) (more in campaign 101 breakout session) • Have materials ready and available • Campaign coordinator welcomes, CEO present to talk • Loaned Executive & Agency rep. or client to speak • Show video • Have door prizes, refreshments and thank employees for attending and giving

  15. 2007 Campaign : Campaign • Communication is KEY! • Have incentives and let your employees know what is available • Promote rallies, incentives, dates on your newsletter, intranet, email… • Keep employees informed – use weekly emails with UW facts, stories…

  16. 2007 Campaign : Campaign • Monitor Progress • Have deadlines, follow up with employees and leadership • Use the BCUW Campaign Results Pledge Sheet and hold campaign team meetings throughout to monitor and troubleshoot.

  17. 2007 Campaign : Campaign • Report Results! (more details in breakout session) • Complete the United Way report envelope (online version will calculate this for you!) • Top copy of pledge card to United Way • Middle/Yellow copy to Payroll Dept. for payroll deduction • Bottom/Pink copy for donor • Full instructions on envelope! • Have envelopes in by December 21st to qualify for campaign awards (refer to awards handout for details / criteria)

  18. 2007 Campaign : Campaign • CELEBRATE! • Have special thank you events • Thank employees / leadership and report results! • Hold a campaign team wrap-up meeting to evaluate • Mark your calendars for the BCUW Campaign Thank You luncheon for February 7th, 2008 (date subject to change)

  19. 2007 Campaign: CUFUW • What is CUFUW? • Companies United For United Way • Meets the second Thursday of every month from 11:30 a.m. – 1:00 p.m. • Tour agencies and keep on top of new events with United Way • Support group for you – helps you get new ideas and problem solve as well as a test group for new ideas! • Get out of work for a good cause and get free lunch!

  20. 2007 Campaign: Leadership Giving Leadership Giving Levels: • Tocqueville: $10,000+ • Platinum: $7,500 - $9,999 • Gold: $5,000 - $7,499 • Silver: $2,500 - $4,999 • Bronze: $1,000 - $2,499 * More details on handout in packet

  21. 2007 Campaign: Emerging Leaders Giving Emerging Leaders Society: • Minimum $250 annual gift • Ages 21-40 • Focus on fundraising and volunteering • Volunteer with group 10 hours annually to become a member of: Emerging Leaders +Service Society * More details on handout in packet

  22. Marketing Materials for your campaign

  23. Campaign Materials • CoreCampaign Materials • The Brochure – A focus on Brown County United Way’s two flagship initiatives. • Posters and table tents – When to put them up and when to pull them down. • ECC Online Toolbox – Where you go to know… • Campaign Video – Available in VHS and DVD and online. • TV and Video PSAs – Available online.

  24. Campaign Materials Special Materials: 2-1-1 Posters

  25. Campaign Materials • Special Materials: 2-1-1 Rack Cards

  26. Campaign Materials • Special Materials: 2-1-1 Magnets

  27. Campaign Materials • When your campaign is through, don’t forget to thank everyone with… • Thank you materials! • Posters • Bookmarks You can order all materials online through the ECC Online Toolbox.

  28. What It’s All About: Community Impact

  29. What it’s All About: Community Impact! Brown County United Way Overview Mission: To bring together the strengths of our community to improve the quality of life in Brown County today and in the future.

  30. What it’s all about: Community Impact!Brown County United Way Overview How does BCUW meet its mission to improve lives? • Driven by community volunteers from all walks of life • Study the needs of Brown County • Work to measurably improve community conditions • All investments are about improving lives

  31. What’s it all about: Community Impact! Brown County United Way Overview • BCUW donations are invested in: • Direct service programs to improve the quality of life today. • Community change initiatives to improve the quality of life in the future.

  32. What’s it all about: Community Impact!Improving Lives Today Direct Service Programs Prevention Programs:Longer-term direct services to prevent basic, immediate needs and/or give people the tools to make healthy choices and lead stable, productive lives. - health maintenance - home visitation - education - advocacy - counseling - respite care Basic Emergency Programs:Essential direct services to help avoid and/or overcome immediate crisis or instability. - shelter - food - emergency healthcare Over 85,000 lives improved in Brown County in 2006!

  33. What it’s All About: Community Impact! Improving Lives In The Future • Leading efforts to coordinate services to: • Provide all parents with the tools they need from the time their babies are born • Make local resources easily accessible through 2-1-1

  34. What it’s All About: Community Impact! Investment process overview • Investment Process Overview: • Criteria for funding decisions: • Performance • Impact • Fiscal responsibility • Community diversity • Program improvement • Outcomes • Recommendation made to Board of Directors based on community needs and program evaluations • Outcomes reviewed annually

  35. What it’s All About: Community Impact! Investment process overview • Investment Process Overview: • Agency program’s provide budget, outcomes measurement, demographics and program explanations • Almost 100 volunteers in five groups review the full applications and interview applicants

  36. Thank You!

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