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2013 MDRT CFC VOLUNTEER TRAINING

2013 MDRT CFC VOLUNTEER TRAINING. VOLUNTEER RECRUITMENT. WHO ARE THEY? Coordinator/Keyworker Loaned Executives LFCC/Planning Committee Members Strategic Sub-Committees Eligibility Review Committee Other Volunteers?. CFC COORDINATOR PLANNING. pg. 2. pg. 3.

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2013 MDRT CFC VOLUNTEER TRAINING

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  1. 2013 MDRTCFCVOLUNTEERTRAINING

  2. VOLUNTEER RECRUITMENT • WHO ARE THEY? • Coordinator/Keyworker • Loaned Executives • LFCC/Planning Committee Members • Strategic Sub-Committees • Eligibility Review Committee • Other Volunteers?

  3. CFC COORDINATOR PLANNING pg. 2

  4. pg. 3 CAMPAIGN DATESGeneral: October 4th - November 16th 2011 CAMPAIGN THEME Give A little. HELP A LOT. CAMPAIGN CHAIRRick Krochalis—Federal Transit Administration THE STRUCTURE King County Combined Federal Campaign is planned, implemented and celebrated by federal employees with the management assistance of Community Health Charities of Washington State staff under the direction of the "Local Federal Coordinating Committee" of the Seattle Federal Executive Board. THE CAMPAIGN The fundraising effort is directed toward all Federal Agencies represented by 20,642 federal employees in King County. The campaign offers donors a choice of over 3,200 local, national and international charities. CAMPAIGN KICKOFF "Kickoff at the Convention Center" - Thursday, October 4th 2012 11:30 - 1:00 p.m. at the Washington State Convention & Trade Center. Separate Federal Agency Kickoffs are held throughout the campaign. 2011 CFC CONTRIBUTION $2,940,538.00. 28% of federal employees participated. Undesignated funds were allocated to the participating charities in the same proportion they received designated gifts. AVERAGE CONTRIBUTION The average gift in 2011 was $507.43 making King County the No. 1 CFC in the nation; (for campaigns over $1,000,000) 2012 CAMPAIGN GOALS $3,000,000. Increase participation to 6,880 overall (an increase of 500 donors) Maintain use of payroll deduction 95% 2012 STRATEGIES Promote "on-line" giving through our new program on our website and through Employee Express. Succeed in our goal of 100% contact and personal ask of every employee by recruiting 1000 volunteers. Make the campaign an agency team event. Supported by top leadership and encouraged by all employees. Increase participation from 2011. FUND RAISING COST 9% in 2011. Over Ninety cents of every dollar donated goes directly to the charities. Expenses include campaign materials, recognition items and administrative services. CAMPAIGN DATESGeneral: October 4th - November 16th 2011 CAMPAIGN THEME Give A little. HELP A LOT. CAMPAIGN CHAIRRick Krochalis—Federal Transit Administration THE STRUCTURE King County Combined Federal Campaign is planned, implemented and celebrated by federal employees with the management assistance of Community Health Charities of Washington State staff under the direction of the "Local Federal Coordinating Committee" of the Seattle Federal Executive Board. THE CAMPAIGN The fundraising effort is directed toward all Federal Agencies represented by 20,642 federal employees in King County. The campaign offers donors a choice of over 3,200 local, national and international charities. CAMPAIGN KICKOFF "Kickoff at the Convention Center" - Thursday, October 4th 2012 11:30 - 1:00 p.m. at the Washington State Convention & Trade Center. Separate Federal Agency Kickoffs are held throughout the campaign. 2011 CFC CONTRIBUTION $2,940,538.00. 28% of federal employees participated. Undesignated funds were allocated to the participating charities in the same proportion they received designated gifts. AVERAGE CONTRIBUTION The average gift in 2011 was $507.43 making King County the No. 1 CFC in the nation; (for campaigns over $1,000,000) 2012 CAMPAIGN GOALS $3,000,000. Increase participation to 6,880 overall (an increase of 500 donors) Maintain use of payroll deduction 95% 2012 STRATEGIES Promote "on-line" giving through our new program on our website and through Employee Express. Succeed in our goal of 100% contact and personal ask of every employee by recruiting 1000 volunteers. Make the campaign an agency team event. Supported by top leadership and encouraged by all employees. Increase participation from 2011. FUND RAISING COST 9% in 2011. Over Ninety cents of every dollar donated goes directly to the charities. Expenses include campaign materials, recognition items and administrative services. CAMPAIGN DATESGeneral: October 4th - November 16th 2011 CAMPAIGN THEME Give A little. HELP A LOT. CAMPAIGN CHAIRRick Krochalis—Federal Transit Administration THE STRUCTURE King County Combined Federal Campaign is planned, implemented and celebrated by federal employees with the management assistance of Community Health Charities of Washington State staff under the direction of the "Local Federal Coordinating Committee" of the Seattle Federal Executive Board. THE CAMPAIGN The fundraising effort is directed toward all Federal Agencies represented by 20,642 federal employees in King County. The campaign offers donors a choice of over 3,200 local, national and international charities. CAMPAIGN KICKOFF "Kickoff at the Convention Center" - Thursday, October 4th 2012 11:30 - 1:00 p.m. at the Washington State Convention & Trade Center. Separate Federal Agency Kickoffs are held throughout the campaign. 2011 CFC CONTRIBUTION $2,940,538.00. 28% of federal employees participated. Undesignated funds were allocated to the participating charities in the same proportion they received designated gifts. AVERAGE CONTRIBUTION The average gift in 2011 was $507.43 making King County the No. 1 CFC in the nation; (for campaigns over $1,000,000) 2012 CAMPAIGN GOALS $3,000,000. Increase participation to 6,880 overall (an increase of 500 donors) Maintain use of payroll deduction 95% 2012 STRATEGIES Promote "on-line" giving through our new program on our website and through Employee Express. Succeed in our goal of 100% contact and personal ask of every employee by recruiting 1000 volunteers. Make the campaign an agency team event. Supported by top leadership and encouraged by all employees. Increase participation from 2011. FUND RAISING COST 9% in 2011. Over Ninety cents of every dollar donated goes directly to the charities. Expenses include campaign materials, recognition items and administrative services.

  5. 2012 COORDINATOR JOB DESCRIPTION pg. 4

  6. 2012 KEYWORKER JOB DESCRIPTION pg. 5

  7. pg. 6

  8. pg. 7

  9. pg. 8

  10. pg. 9

  11. pg. 10

  12. 2012 PLEDGE CARD pg. 11

  13. pg. 12

  14. pg. 13

  15. pg. 14

  16. pg. 15 2011 CFC COORDINATOR/KEYWORKER INCENTIVE PROGRAM MAKE THE 100% ASK AND RECEIVE A CHANCE TO WIN A $500.00 U.S. SAVINGS BOND! The Local Federal Coordinating Committee, (LFCC), has authorized an incentive program for all CFC Coordinators and Keyworkers. Complete a 100% (one-on-one) Personal “ASK” in your assigned workplace and receive a drawing ticket for a $500.00 U.S. Savings Bond; which will be awarded at the 2011 Award Ceremony in January 2012. Ground Rules: Using the “100% ASK” CFC Form, complete “the ask” of all assigned employees in your workplace. Have the form signed by the agency Coordinator and submit to your Loaned Executive. Make sure your name, agency and contact information is on the form. All volunteers that submit a documented 100% Ask Form will have their names placed in a drawing for a chance to win one of four $500.00 U.S. Savings Bonds. *Remember, the number one reason why employees don’t participate in CFC is because they are not asked!

  17. Remember!The #1 Reason people don’t give is because they aren’t asked! pg. 15 2011 CFC COORDINATOR/KEYWORKER INCENTIVE PROGRAM MAKE THE 100% ASK AND RECEIVE A CHANCE TO WIN A $500.00 U.S. SAVINGS BOND! The Local Federal Coordinating Committee, (LFCC), has authorized an incentive program for all CFC Coordinators and Keyworkers. Complete a 100% (one-on-one) Personal “ASK” in your assigned workplace and receive a drawing ticket for a $500.00 U.S. Savings Bond; which will be awarded at the 2011 Award Ceremony in January 2012. Ground Rules: Using the “100% ASK” CFC Form, complete “the ask” of all assigned employees in your workplace. Have the form signed by the agency Coordinator and submit to your Loaned Executive. Make sure your name, agency and contact information is on the form. All volunteers that submit a documented 100% Ask Form will have their names placed in a drawing for a chance to win one of four $500.00 U.S. Savings Bonds. *Remember, the number one reason why employees don’t participate in CFC is because they are not asked!

  18. pg. 16

  19. pg. 17

  20. LOANED EXECUTIVE RECRUITMENT • SEE RECRUITMENT LETTER (HANDOUT) • TARGET POPULATION FOR LE’S • OUTSTANDING COORDINATORS/KEYWORKERS • RETURNING LE’S • OTHER OUTSTANDING VOLUNTEERS

  21. LOANED EXECUTIVE TRAINING • TAB 1: LE Info & Schedules • CFC History Pg. 2 • CFC Mission Pg. 3 • CFC Fact Sheet Pg. 4 • LE Activity Timeline Pg. 5 • Team Meeting Schedule Pg. 6 • TAB 2: Regulations • CFC Federal Regulations Pg. 7-23 • TAB 3: PLEDGE CARDS & • CAMPAIGN REPORT SHEETS • Pledge Card Instructions Pg. 24 • Campaign Report Sheet (CRS) Pg. 25 • Instructions • ONLINE GIVING Pg. 26 • 100% Ask Incentive Pg. 27 • 100% Ask Tracking Tool Pg. 28 • TAB 4: ACCOUNT DATA • Account Goal Form Pg. 29 • Sample Account Profile Pg. 30-32 • Big Five Questions Pg. 33

  22. 10 WAYS AGENCY LEADERSHIP CAN SUPPORT YOUR CAMPAIGN 1. Send out an email or letter endorsing the campaign. 2. Advocate participation as a campaign volunteer as a part of professional and educational development. 3. Help in recruitment of quality campaign coordinators and Keyworkers. 4. Participate in setting and supporting the goals for your agency. 5. Include campaign presentations in executive management meetings. 6. Be first to make your leadership pledge. 7. Communicate with mid-management and line supervisors about the importance of the campaign. 8. Ask all managers to include campaign presentations in staff meetings. 9. Participate personally in campaign events. 10. Encourage local management recognition of campaign volunteers

  23. LFCC/PLANNING COMMITTEERECRUITMENT • OUTSTANDING AGENCY EXECUTIVE LEADERSHIP • FOCUS ON KEY AGENCIES GIVING HISTORY • FOCUS ON SKILL SETS: • PUBLICITY (AGENCY PIO’S) • GRAPHIC ARTISTS, IT SPECIALISTS, VIDEO PRODUCTION, OTHER

  24. AREA CHAIRS • LEADERSHIP CHAIRS THAT OVERSEE A PARTICULAR SEGMENT OF THE CAMPAIGN. • DOD/COAST GUARD • POSTAL SERVICE • LARGE FEDERAL AGENCIES • GENERAL FEDERAL AGENCIES • LAW ENFORCEMENT & COURTS • VA MEDICAL CENTERS

  25. AREA CHAIR EXPECTATIONS • Responsibilities: To secure maximum campaign participation from each organization and achieve agreed-upon goals proposed by the LFCC. • Schedule a ten minute telephone appointment with each agency head of organizations with participation below 40%. • Learn as much as possible about each organization contacted. • Include staff or Loaned Executive in the call. • Review past campaign performance with each organization visited. • Contact all other assigned organizations by e-mail or phone. • Ask for the following “best practices” from top management: • Appoint a top-level, well-respected employee as Lead Coordinator. • Visibly endorse the campaign. • Support “model” employee campaign techniques. • Involve labor where applicable. • Be available to assist assigned Loaned Executives throughout the campaign. • Expectations: It is expected that Area Chairs will: • Attend the Area Chair orientation. (TBD) • Complete all organizational calls within the scheduled timeline. • Support the CFC effort with a personal monetary pledge. • Report results to the campaign chair and staff. • Provide leadership, motivation, and support to the assigned Loaned Executives, especially when problems arise. • Submit recommendations for the next campaign to the campaign chair and staff. • Qualifications: Presently or previously held high level management position; commitment to the mission of CFC or willingness to learn CFC’s purpose in the community; sensitivity to confidential information; willingness to personally solicit agency managers for campaign support. • Commitment: Approximately fifteen hours over a four month period of time • (August thru December) • Staff Support: CFC Managerand Associate Manager

  26. STRATEGIC SUB-COMMITTES • NEW DONOR COMMITTEE • SPECIAL EVENTS COMMITTEE • VOLUNTEER TRAINING COMMITTEE • ELIGIBILITY REVIEW COMMITTEE • OTHER?

  27. NEW DONOR COMMITTEE • PROMOTE ON-LINE GIVING • PROMOTE VOLUNTEER PROJECTS • PROMOTE CFC TO NEW EMPLOYEE ORIENTATION SESSIONS • PROMOTE SOCIAL NETWORKING • Facebook, Twitter, Other • PROMOTE CFC SOCIAL EVENTS • Happy Hours, Special Volunteer Events, etc.

  28. OPEN DISCUSSION • HOW DOES YOUR CAMPAIGN RECRUIT & TRAIN VOLUNTEERS?

  29. THANK YOU! • TIM SMITH – King County CFC RAY SMITH - Southeastern Pennsylvania & Lehigh Valley Area CFC END OF VOLUNTEER TRAINING SESSION

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