TOP 10 STEPS TO A SUCCESSFUL CAMPAIGN ... 10 STEPS TO A SUCCESSFUL CAMPAIGN 1. Recruit a campaign...

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Transcript of TOP 10 STEPS TO A SUCCESSFUL CAMPAIGN ... 10 STEPS TO A SUCCESSFUL CAMPAIGN 1. Recruit a campaign...

  • United Way of North Central Florida fights for the Health, Education and Financial Stability of every person in our community.

    TOP 10 STEPS TO A SUCCESSFUL CAMPAIGN

  • 10 STEPS TO A SUCCESSFUL CAMPAIGN

    1. Recruit a campaign planning committee

    2. Evaluate campaign history and set S.M.A.R.T. goals

    3. Gain CEO and leadership support

    4. Publicize your campaign

    5. Create special events and have fun!

    6. Conduct an educational campaign

    7. Promote leadership giving

    8. Ask everyone to give

    9. Understand payroll deduction

    10. Give thanks and report results

  • STEP 1: RECRUIT A CAMPAIGN PLANNING COMMITTEE

    You don’t have to do it alone! Engage employees in your workplace to become a part of a planning committee. Everything is more enjoyable when you have the support of others. Include United Way staff!

    How to create a committee • Ask your supervisor for committee recommendations - it helps to have all levels and/or departments

    represented. • Start with who you know- ask co-workers you are comfortable with if they will join you. • Create roles/jobs responsibilities (i.e., the fun committee, the food committee, the prize committee, etc.). • Ask your committee for ideas and suggestions on how to have fun and how to engage their co-workers and

    departments. • Ask United Way staff to help you plan. • Recognize your committee and be sure to thank them!

    UF Health’s 2017 planning committee with former University of Florida coach Steve Spurrier.

  • To know what you want to achieve, you need to know your past campaign results! Campaign goals are an important part of the keys to success! Make sure they’re S.M.A.R.T — Specific, Measureable, Achievable, Reasonable, and Timely! An example of a S.M.A.R.T. goal is “to increase leadership dollars by 10 percent by November 1, 2018,” instead of “increase leadership dollars.”

    How to evaluate your past results • Set up a meeting with United Way staff and review past history. • Determine what worked and what didn’t work in prior years. • Decide what is most important to your organization (i.e., average gift, employee participation, number of

    leaders, total dollars raised, etc.) • SET GOALS!

    Type Life Pledge 2017 Pledge 2017 Chg % 2016 Pledge 2016 Chg % Corp Gift $174,516.68 $33,377.92 0.034 $32,279.91 0.1474 Employee Gift $361,268.99 $68,727.23 0.0293 $66,771.05 0.1794 Other Non-Campaign Gift $1,000.00 $0.00 0 $0.00 0 Workplace Special Events $6,759.59 $718.11 0.2151 $591.00 0.3463 **CAMPAIGN TOTAL $542,545.26 $102,823.26 0.0319 $99,641.96 0.1697 **NON-CAMPAIGN TOTAL $1,000.00 $0.00 0 $0.00 0 Leader $ $172,514.34 $35,434.10 -0.0828 $38,634.32 0.1439 # Leader 37 -0.119 42 0.1351 # of Employees 257 0 257 0.3892 # of Donors 257 0.0363 248 0.2984 % Participation 1 0.0363 0.965 -0.0653 Average Gift $267.42 -0.0068 $269.24 -0.0916 C/Capita $129.88 0.0341 $125.60 -0.1741 E/Capita $267.42 0.0293 $259.81 0.151 United Way Campaign $543,545.26 $102,823.26 0.0319 $99,641.96 0.1697

    2015 Pledge 2015 Chg % 2014 Pledge 2014 Chg % 2013 Pledge 2013 Chg % 2012 Pledge 2012 Chg % $28,132.50 0.0775 $26,108.94 0.488 $17,546.00 0.2784 $13,725.41 0.4428 $56,612.26 0.0437 $54,242.38 0.4642 $37,046.00 0.3562 $27,316.82 0.3792

    $0.00 0 $0.00 0 $0.00 -1 $1,000.00 0 $438.99 -0.3021 $629.00 14.1749 $41.45 -0.8232 $234.50 -0.7706

    $85,183.75 0.0519 $80,980.32 0.4822 $54,633.45 0.3236 $41,276.73 0.3604 $0.00 0 $0.00 0 $0.00 -1 $1,000.00 0

    $33,774.00 0.2499 $27,020.50 1.4625 $10,973.00 0.1584 $9,472.32 0.1855 37 0.3214 28 2.1111 9 0.125 8 0

    185 0.0756 172 0 172 0 172 0 191 -0.0104 193 0.1221 172 0.2555 137 -0.1543

    1.0324 -0.0799 1.1221 0.1221 1 0.2555 0.7965 0 $296.40 0.0546 $281.05 0.3049 $215.38 0.0802 $199.39 0 $152.07 0.0018 $151.80 0.4881 $102.01 0.2783 $79.80 0 $306.01 -0.0296 $315.36 0.4642 $215.38 0.3561 $158.82 0

    $85,183.75 0.0519 $80,980.32 0.4822 $54,633.45 0.2923 $42,276.73 0.3934

    STEP 2: EVALUATE CAMPAIGN HISTORY AND SET GOALS

  • Organization: ____________________________________________________________________________________________

    Campaign Coordinator(s): ________________________________________________________________________________

    UW Staff Support: ________________________________________________________________________________________

    Last Year Results: ________________________________________________________________________________________

    This Year Internal Goal: __________________________________________________________________________________

    Last Year Participation: ___________________________ Last Year Participation %: ____________________________

    This Year Participation Goal: ______________________ This Year Participation %: _____________________________

    Last Year Leadership Donors: _____________________ This Year Leadership Donors Goal: ____________________

    CRITICAL CAMPAIGN ELEMENTS PLAN

    Identify your top 3 elements to work on IMPROVING this year:

    1. _______________________________________________________________________________________________________

    2. _______________________________________________________________________________________________________

    3. _______________________________________________________________________________________________________

    Identify your top 3 elements you wish to ADD this year:

    1. ________________________________________________________________________________________________________

    2. _______________________________________________________________________________________________________

    3. _______________________________________________________________________________________________________

    Organization Campaign Plan STEP 2: EVALUATE CAMPAIGN HISTORY AND SET GOALS

  • STEP 3: GAIN CEO AND LEADERSHIP SUPPORT

    The most successful campaigns happen when leadership is involved and present. Meet with your CEO/Leadership and request their support. This is a great time to ask your United Way representative to attend the meeting. United Way is here to support you!

    How to Include Leadership and Gain Buy In • Request a meeting with your CEO/Leader and a United Way representative. • Ask your CEO/Leader to speak at a kickoff event. • Ask your CEO/Leader to share why they support a United Way campaign. • Request your CEO/Leader send an email or letter of support (United Way can help draft). • Request your CEO/Leader to host a leadership breakfast or luncheon. • Ask your CEO/Leader if you have a budget. • Review your strategy and request your CEO/Leader’s support. • Ask your CEO/Leader to participate in a celebration event after the campaign. • Ask your CEO/Leader to send thank you letters after the campaign (United Way can provide for them to sign).

    Leadership donors at our Leadership Reception

  • STEP 4: PUBLICIZE YOUR CAMPAIGN

    Employees WANT to know what is going on in the workplace and want to be included. It is important to communicate, communicate!

    Share campaign information with your team • Communicate via all tools provided by your organization (i.e., email, posters, fliers, interoffice memos,

    newsletters and announcements). • Share campaign dates with your co-workers. • Share goals. • Share event happenings with the locations, dates and times and invite participation. • Share and update campaign results regularly.

  • STEP 5: HAVE FUN AND CREATE SPECIAL EVENTS

    Special events are your opportunity to add a little something extra to the campaign. Not only do they raise extra funding for United Way, but they can be instrumental in team development and great for company spirit. Use this as an opportunity to further educate your employees about United Way and most importantly, have FUN! Remember, not every special event has to be elaborate.

    To have a successful campaign, plan some special events! Please stress that supporting the event is in addition to the individual campaign pledge.

    • Jeans Day During Campaign • Pumpkin Carving Contest • ‘Thank you!’ Breakfast Featuring a Guest

    Speaker Whose Life Has Been Impacted by United Way

    • Golf Tournament or Indoor Golf Course • Live, Silent or Online Auction • Lunch and a Movie or Themed Lunches • Root Beer Floats or Ice Cream Socials • Chili Cook-Off or Iron Chef Competition • Texas Hold ‘em Tournament • Executive Car Wash for Employee Groups Who

    Raise the Most Money • Talent Show

    • Sucker for a Buck • Auction for Reserved Parking Spots or

    Executive Valet Service • Garage or Bake Sale • Sell Cookbooks and/or Calendars • E-mail Bingo • Scavenger Hunt • Cookout or Company Picnic • Dunk Tank (Take Bids) • Sidewalk Chalk Artwork Contest • Popcorn Fridays • Potluck Luncheons • Window Dressings to Support the

    LIVE UNITED message

    SPECIAL EVENT IDEAS

  • STEP 6: CONDUCT AN EDUCATIONAL CAMPAIGN

    People feel better about participating in the campaign, and ultimately giving, when they are informed! Invite us to help you bring in powerful speakers to educate your organization about the company.

    FREQUENTLY ASKED QUESTIONS I’m not sure what United Way does. United Way of North Central Florida (UWNCFL) is a local health and human services organization. We work to serve those living in Alachua, Bradford, Dixie, Gilchrist, Levy and Union counties. We are a part of a larger worldwide organization known as