2017 Coordinator Training - cfcheartofthemidlands.org CFC... · Talk with those who walked before...

2017 Coordinator Training

Outreach Coordinator

Maguire/ Maguire Inc.

Mike May,

OC Director of Operations

[email protected]

James Kernan,

Local Campaign Director

[email protected]

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.

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3

01CFC 101Learn about the history and tradition of the

CFC and some exciting new changes to

the campaign for 2017

03Active CampaignUnderstand the role you will play during

the campaign

02Pre-CampaignDiscover the tasks that need to be

accomplished before the campaign can

kick off

05Keyworker TrainingParticipate in this train-the-trainer session so

you will be able to train your Keyworkers

Training Agenda

04Campaign CulminationYes, you even have some responsibilities

after the campaign ends!

CFC 101

LEADERSHIP ROLES & RESPONSIBILITIES

KEYWORKER ROLES & RESPONSIBILITIES

CAMPAIGN EVENT TRAINING

QUESTIONS

CFC – 101THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT’S NEW AND CHANGED FOR 2017

CFC TimelineHistory

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6

President Kennedy

signed Executive

Order 10927 paving

the way for a

combined

campaign.

1961

Pilot programs of

“combined”

campaigns were

tested in six

cities.

1964

The CFC was

fully

implemented

nationwide.

1971

400,000+ Federal

employees raised

more than $167

million for 20,000+

charities.

2016

New regulations in

effect governing the

campaign.

2017

CFC TimelineToday

$8.2BContributed since 1961

2017 Campaign Dates:

Oct. 2, 2017 – Jan. 12, 2018

CFC Structure

OPM(regulatory governance)

LFCC(program oversight)

OC(marketing, training, logistics)

CCA(pledge & charity systems)

What’s New for 2017

All contributions

must be

designated to a

charity. VOLUNTEERING RETIREE GIVINGGIVING PORTAL

All contributions

must be

designated to a

charity.

What’s Changed for 2017

No more…

CASH

CONTRIBUTIONSFUNDRAISING

EVENTS

UNDESIGNATED

PLEDGES

How the CFC Works

page11

Charities Beneficiaries

Decide

to donate online or with

a pledge form

Choose

one or more organizations

supporting your cause

Select

a payment method

Charities

receive funds during

the year

Beneficiaries

are given help + hope

Heart of the Midlands (Zone 12) Geography

Heart of the Midlands

CFC

• Covers 3 states and 156

counties

• 30,000+ Federal

employees

• 300+ Federal reporting

units

• $817,000 raised in 2016

Zone 12

2017 Campaign Theme

page

13

NEW Messaging

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14

GIVE online or via paper pledge form.

VOLUNTEERto share your time and talent with your

favorite charity.

TELL YOUR CFC STORYto inspire others to participate in the

campaign.

“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

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Why give through the CFC?

Payroll or annuity ALLOTMENT

Multiple CHOICES

CONVENIENCE to pledge

A program you can be CONFIDENT in

Ability to give ANONYMOUSLY

COLLECTIVE power of contributions

Support agency GOALSpage

16

2017 Campaign Video

PREPARE YOURSELF

ROLES AND RESPONSIBILITIES

CFC Leadership & Management

Get Connected

Network with other Campaign Managers

Follow the campaign on social media

Talk with those who walked before you

Review your website

Know your target audience

Review your list of reporting units / offices within your

agency / department.

Ensure you have an updated number of employees for

your office / agency / department.

Verify this information and provide it to your OC.

Reminder emails will be sent by OC to confirm this information.

Pledge tracking and material distribution require this data.

TIP: Create a Positive

Environment

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 a committee

Event committee

Publicity committee

Recruit and Train Keyworkers

Recruit Keyworkers (rule of thumb is one Keyworker

for every 25 – 30 employees)

Use last year’s campaign team as a starting point

Schedule and conduct a Keyworker training session

Online keyworker trainings will be provided as resource

Remember the TIP! Recruit positive faces for your

team.

ACTIVE CAMPAIGN



TIP:

Lead by

Example

Know how: Make, Collect, and Submit

Paper and Online giving options.

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

Keep forms secure.

Mail Report summary and pledge forms to:

CFC Processing Center

P.O. Box 7820 Madison, WI 53707-7820

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

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)

Promote and Publicize

Campaign Plan – Execute your events

Utilize the Event Planning Guide

Posters

Donor Cards (Beginning, mid, near-end)

Cause Weeks

Report Results

Intranet, website, social media, newsletters, Stallway

News, common areas, Video screens, etc.

POST CAMPAIGN



Recognize Campaign Success

Ensure Keyworkers have donor recognition cards and

distribute them as donations are made

Plan and implement a recognition event

Order unit awards and campaign worker certificates

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 those who follow behind you

DO NOTDO

Promote voluntary giving

Encourage donors to

select a cause

Recognize and thank donors

DO NOT use coercion - it is

not tolerated

DO NOT show favoritism to a

particular charity

DO NOT create lists of non-donors or

share a list of donors with leaders

Important Guidance

DO NOT host fundraising events or

provide food/beverage/entertainment

with campaign funds

Host fun and educational

campaign events

DO NOT set personal dollar goals or

quotas – no 100% participation goalSet an agency level

campaign goal

Questions?

Brief break

Keyworker Training begins in 5 minutes

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35

CFC Keyworker


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36

Training Agenda

4 STEPS TO A SUCCESSFUL CAMPAIGN

CAMPAIGN MATERIALS

PROMOTIONAL DAYS

CAMPAIGN EVENT TRAINING

QUESTIONS

Preparation

Before you start talking to your co-workers about CFC, you need to be:

All contributions

must be

designated to a

charity. CONFIDENTEXPERIENCEDKNOWLEDGEABLE

4 Steps to Campaign Success

Know the Facts

Make Your Gift First

Make the Ask

Give Thanks

• Why Give through CFC?

• What are your giving options?

• How much goes to the charity?

• My charity isn’t listed?

• Payroll deductionpage

040

1. Know the Facts

• Know how to use the system and how to complete a card.

• Don’t get caught in a question you “should” know the answer to

page

041

2. Make Your Gift First

• Walk the walk… If you do not give through the CFC, why would those you are asking to give?

• Number 1 reason people don’t give?

• Speaking face-to-face is the most effective way to inspire your co-workers to give.

• Pre-drafted email templates you can customize are available, ask your OC!

• It takes several “asks” to seal the deal… follow up and offer to help.

• Speak their language

• Make it personal, share your cause!

• Use the Donor Cards or other digital marketing materials.

3. Make the Ask!

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42

• Thank those who listened, regardless of giving.

• Thank those who gave, monetary, time or talent.

• Thank your team and Leadership!

• Distribute Thank you cards / incentives.

• Ask your leadership to thank your volunteers as well as the entire agency.

page

043

4. Give Thanks

DO NOTDO


Encourage donors to

select a cause

Recognize and thank donors

Do not use coercion - it is

not tolerated

Do not show favoritism to a

particular charity

Do not create lists of non-donors or

share a list of donors with leaders

Important Guidance

Set an agency level

campaign goal

Do not host fundraising events or

provide food/beverage/entertainment

with campaign funds

Host fun and educational

campaign events

Do not set personal dollar goals or

quotas – no 100% participation goal

Additional Responsibilities

Make your own pledge so you will understand

what you are asking others to do

Keep your leadership informed and involved

Participate in campaign events

Publicize the campaign in your area

Connect with the campaign via social media

Promote and participate in CFC

promotional days

Attend weekly meetings

If pledge forms are submitted to you directly, promptly deliver them to

your Campaign Manager.

PRACTICE• Tell your story.

• Explain the benefits of the CFC.

• Ask some questions.

• Invite them to participate.

• Thank them for their time.

CAMPAIGN MATERIALS

TOOLS TO GET THE JOB DONE

Online Giving Portal – Encourage!

TUTORIAL on a first visit to opm.gov/ShowSomeLoveCFC

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10/3/2017 50

10/3/2017 51

10/3/2017 52

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Charity List

Available online

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.

page

64

Pledge Form

Contributors are encouraged to

use the new online giving portal

this year.

<opm.gov/ShowSomeLoveCFC>

Paper will be phased out over

next 5 years.

Pledge forms must be post

marked by 1/12/18.

Any errors will result in the

pledge being suspended.

Review all pledge forms prior to

submitting, for possible errors.

Summary Report & Report Envelope

Contributors are encouraged to

use the new online giving portal:

<opm.gov/ShowSomeLoveCFC>

Paper pledges are to be mailed

directly by donor.

Alternatively, batches of pledge

cards can be sent in this report

envelope and must include a

completed summary report inside.

Keep copies of the report and

envelope for your records.

Donor Card–Kickoff The donor cards are

designed to be used

while making the initial

in-person ask. They are

a leave-behind tool with

information about the

campaign and how to

pledge.

Donor Card –Mid-Point Ideal to use with the CFC’s Show

Some Love Promotional Day on

Nov 2 or Day of Giving Nov 28

• Distribute them.

• Encourage people to take

selfies / share on social media.

• Post them on a Cause Wall in

your office.

Donor Card–Closing Days

Use this card to follow

up with donors toward

the end of the campaign

about making a pledge,

especially those who

might be on the fence

about giving.

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.

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70

General Posters

Hang these posters in

high traffic areas to

serve as billboards for

the campaign.

Email Templates

Pre-drafted email templates you can customize are available on

CFCHeartOfTheMidlands.org.

• Pre-launch email

• Kickoff email

• Charity Fair invitation

• Promotion days

• Holiday giving reminder

• Countdown reminder

• Year-end reminder

• Thank-you message

• Campaign results message

Digital Resources

There are additional resources

available to you on

CFCHeartOfTheMidlands.org:

• Infographics

• Email templates

• Social media shareables

• Flyers

• Federal employee/retiree

stories

Optional… Short Break

Promotional Days

Key Dates

Cause Weeks

Key Dates

Cause Weeks 2017 CFC Cause Week Calendar Education Week

Oct. 2 – 8, 2017

Disaster Relief Week

Oct. 9 – 15, 2017

Poverty Week

Oct. 16 – 22, 2017

Cancer Awareness Week

Oct. 23 – 29, 2017

Animal Welfare Week Oct. 30 – Nov. 5, 2017

Veterans Week

Nov. 6 – 12, 2017

Global Health Week

Nov. 13 – 19, 2017

Clean Water & Hunger Week

Nov. 20 – 26, 2017

Housing & Shelter Week Nov. 27 – Dec. 3, 2017

Persons With Disabilities Week

Dec. 4 – 10, 2017

Military Support Week

Dec. 11 – 17, 2017

Environmental Conservation Week

Dec. 18 – 24, 2017

Medical Research Week

Dec. 25 –31, 2017

Youth Development Week

Jan. 1 – 7, 2018

Human Trafficking Week

Jan. 8 – 14, 2018

Campaign Cards and Flyers

You can hand these out in person or send them electronically.

CFC Event Training

Campaign events supplement the campaign

They never replace the necessity for the

in-person ask by a Keyworker.

Why Have Events?

Why have events?

• Educate about the

campaign and

participating charities

• Promote engagement

• Boost employee morale

and comradery

• Have fun!

• Celebrate successpage

80

Educate about the campaign and participating charities

Promote engagement

Boost employee morale and camaraderie

Have fun!

Celebrate success

Types of Events

• Awareness/ Education (kickoff, charity fair, charity tour)

• Special Events (contests,

promo day support,

motivational speakers,

volunteer day)

• Recognition (finale, awards

ceremony, milestone party)

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

OC Educates Charities on CFC Regulations & Responsibilities

Charity Must Certify Compliance to CFC Guidelines

Coordinate Request Charity Participation Thru OC

OC Publicizes CFC Events Opportunities to Eligible Charities

DO NOTDO


Encourage donors to

select a cause

Follow all regulations,

guidance, and ethics

policies in your agency

DO NOT use coercion -

it is not tolerated

DO NOT show favoritism

to a particular charity

DO NOT host fundraising

events or provide

food/beverage/entertainment

with campaign funds

Dos and Don’ts

Questions?

THANK YOU

For more information, be sure to

visit HeartlandCFC.org

Please follow our Social Media

Channels and SHARE!

[facebook.com/localcfc]

[twitter.com/localcfc]

2017 Coordinator Training - cfcheartofthemidlands.org CFC... · Talk with those who walked before...

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Transcript of 2017 Coordinator Training - cfcheartofthemidlands.org CFC... · Talk with those who walked before...