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IC Deputy and Assistant Coordinator Training September 11, 2013 Lipsett Amphitheater NIH Clinical Center, Building 10 Slide 2 Thank you very much for serving as an IC Deputy or Assistant Campaign Manager. Your leadership will make it possible for NIH employees to make a tangible difference in our community and beyond. Slide 3 Jenny Czajkowski NIAAA Deputy Executive Officer NIH CFC 2013 Deputy Campaign Manager Slide 4 Campaign Leadership 4 Combined Federal Campaign of the National Capital Area (CFCNCA) Dr. Collins, NIH Director and Campaign Chair Dr. Warren, NIAAA Acting Director and Campaign Vice Chair Keith Lamirande, NIAAA Executive Officer and NIH Campaign Manager Slide 5 Goals 5 2012 Achievement2013 Goal DHHS$6 million$5 million NIH$2.6 million$2.2 million Why have goals? Motivate Serve as Benchmark Slide 6 About the CFC 1 Federal Government workplace giving campaign 2 All Federal employees are given the opportunity to participate Contractors and retired employees may participate on their own initiative. 3 Fully voluntaryno requirement to give 4 We are part of the CFC of the National Capital Area (CFCNCA) 5 Choice of 4,400 charities 6 Makes a difference 2012 CFCNCA raised nearly $62 million 6 Slide 7 Why give through CFC? Quality and Choice Giving Made Easy Maximize the power of communityMany individual pledges result in greater sum donations to the charities 7 Slide 8 What Campaign Workers Do: 1 Make sure every one in the NIH community is aware of the campaign 2 Give each employee access to a pledge form and the campaign catalog 8 Slide 9 Marketing Helps Make It Possible Amy Ginsburg Marketing Director, CFCNCA Slide 10 Celebrating the federal worker who makes it all possible 10www.cfcnca.org The 2013 CFCNCA marketing materials: honor federal employees who are genuine philanthropists, donating more than $7 billion nationally to their favorite causes through the Combined Federal Campaign. link CFC pledges to real outcomes that demonstrate the tangible difference that results from supporting the CFC Slide 11 Social Media 11www.cfcnca.org #CFCNCA Its a conversation, not a lecture FACEBOOK - Combined Federal Campaign of the National Capital Area Like our Facebook page Tag us on your posts and photos using @Combined Federal Campaign of the National Capital Area Share our posts on personal pages and agency pages TWITTER - CFCNCA Follow our Twitter feed Re-tweet Include @CFCNCA in all your posts Include #CFCNCA in all your posts INSTAGRAM TheCFCNCA Upload campaign photos Tag #CFCNCA on photos FLICKR CFCNCA 2013 Upload campaign photos Tag @CFCNCA 2013 on photos Tag #CFCNCA on photos Slide 12 Sharing Your Story 12www.cfcnca.org You and other fans of the CFC can share your personal CFC story. Create a 30-second video that describes what you make possible through your CFC contribution, then upload your video to our Shared Stories Video Wall at www.cfcnca.orgwww.cfcnca.org Slide 13 Posters 13www.cfcnca.org Slide 14 Posters 14www.cfcnca.org Slide 15 Posters 15www.cfcnca.org Slide 16 Posters 16www.cfcnca.org Slide 17 Posters 17www.cfcnca.org Slide 18 18www.cfcnca.org Campaign Cards Slide 19 19www.cfcnca.org Slide 20 20www.cfcnca.org Campaign Cards Slide 21 Second Touch Card 21www.cfcnca.org Slide 22 22www.cfcnca.org Keyworker Guide Slide 23 Pledge Form 23www.cfcnca.org Slide 24 24www.cfcnca.org Catalog of Caring Slide 25 Campaign Timeline 25 Late September-early October Recruit and train Keyworkers Coordinators plan activities and promotions for their IC October NIH CFC Kickoff, Wednesday, October 2, 11 to 1, in front of Building One Keyworkers make first contact November Keyworkers follow up with their contacts Continue momentum within your IC December Final push January Continue accepting contributions February, March Awards and recognition for Campaign workers Slide 26 Deputy Coordinator Role 26 Hands-on leader for your ICs campaign Lead your ICs CFC team Recruit, train, supervise, and thank your ICs Keyworkers Manage the distribution of supplies Promote the CFC within your IC Report contributions weekly Keep your ICs campaign on track towards ICs goal Slide 27 Supplies 27 2013 Catalog of Caring Campaign card Pledge Form Second Touch Campaign Card Other supplies include How to Order Supplies? Monica Hanson will contact each Deputy Coordinator regarding supplies. Posters Donor Stickers Pledge Form Carriers (form 100) CFC Deposit Bags (form 300) Keyworker Training Kits Eagle Pins Slide 28 Keyworkers 28 Recruit good Keyworkers, ideally one Keyworker for every 15-20 employees Engage and Support your Keyworkers Organize Keyworker Training Provide tools for success (supplies, contact lists, feedback) Communicate weekly with your Keyworkers Recognize and thank your Keyworkers Personally thank every Keyworker for their efforts CFCNCA Keyworker Certificate of Appreciation Slide 29 Keyworkers Training 29 Follow instructions in your folder Step-by-Step Instructions in your handouts Use Outlook Meeting Request to see available times Ask your EO to stop by to personally thank Keyworkers Have your supplies ready. Give each Keyworker List of contacts Keyworker Kit Enough supplies for their contacts Slide 30 30 NIH-wide activities Weekly EO communications NIH-wide email messages NIH CFC Kickoff Posters, Banners, Goal Charts Regional charity fairs cfc.nih.gov website NIH_CFC on Twitter IC Directors Challenge (Video Contest) Promoting the CFC Your ICs activities Keyworker Training IC-wide messages Create a campaign presence: posters, catalogs, etc. Events and activities Keyworkers Slide 31 Break 31 Slide 32 Online Giving Update 32 CFCNCA is using a new online giving and reporting system. CFC Nexus (Replaces Manage) Slide 33 CFC Nexus 33 Sondra Kendrick, CFCNCA Loaned Executive Slide 34 Collecting and Reporting 34 Step-by-Step instructions in your handout For veterans, similar to past years Slide 35 35 Reporting Contributions Keyworkers collect paper pledges from their contacts Traditional Paper Pledge forms Forms completed online at CFCNCA.org and then printed Deputy and Assistant Coordinators collect from Keyworkers each week Double Check check white and yellow carriers for accuracy and completeness Confidential gifts in sealed envelopes stapled to outside of white carriers Coordinators manage pledge collection and reporting Slide 36 Reporting Contributions 36 Complete the Deposit Form (form 200) through CFC Nexus Place white pledge card carriers in plastic deposit bag Place printed Deposit Form (form 200) in the small front pocket of the plastic deposit bag Attach yellow pockets to the outside of the plastic deposit bag (NIAAA will deliver the yellow pockets to NIH payroll for you) Slide 37 Thursday is NIH Report Day 37 Prepare your deposits weekly Submit your deposits On campus: Deliver your plastic deposit bag(s) to the NIH Federal Credit Union Branch in Building 31. Off campus: Follow the off-campus pick up schedule Questions? Problems? Concerns? Please call us 301-496-7126 or 703-407-1909 Slide 38 Event Calendar 38 September 27CFCNCAs Red, White, and Blue Day October 2NIH CFC 2013 Kickoff, Building 1 October 10First NIH Report Day October 31R&W Annual CFC Halloween Event, Building 31 November NIH Annual IC Directors Challenge December R&W Annual CFC Drawing March 5, 2014NIH CFC Awards Ceremony Slide 39 Best Practices 39 Recruit your team and make a plan Manage and support your Keyworkers Focus on 100% ask Jump start your campaign Build and maintain momentum with poster, emails, events, follow-up Wrap it up Slide 40 Help and Support 40 Contact CFCNCA for CFC Nexus and pledging questions: Visit www.cfcnca.org Email support@cfcnca.org Send a copy (cc) to our HHS Loaned Executive Sondra Kendrick, email Sondra.Kendrick@cfcnca.orgSondra.Kendrick@cfcnca.org Call the CFCNCA Help Desk, (202) 465-7230. Contact NIH CFC for Training, Supplies, Events Visit NIHs CFC website: cfc.nih.govcfc.nih.gov Send an email to our help desk: nihcfc2013@mail.nih.govnihcfc2013@mail.nih.gov Call the NIH CFC Office at 301-496-7126 Call Christine Brake 703-407-1909 or email brakec@mail.nih.govbrakec@mail.nih.gov Call Monica Hanson 301-792-5673 or email monica.hanson@nih.govmonica.hanson@nih.gov Slide 41 Getting Started 41 Meet with former campaign workers. Coordinate with Monica Hanson to order CFC supplies for your IC. Meet with your Executive Officer; Schedule regular communications to report on your ICs weekly progress. Recruit Keyworkers and set up Keyworker Training. Slide 42