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2019 Campaign Management Training – AKA Training for Superheros. What will we cover today?. About the CFC Your CFC role and responsibilities Developing your campaign plan 2019 theme and plans Keyworker role and responsibilities How to pledge online Available tools and resources.
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2019 Campaign Management Training – AKA Training for Superheros
What will we cover today? About the CFC Your CFC role and responsibilities Developing your campaign plan 2019 theme and plans Keyworker role and responsibilities How to pledge online Available tools and resources
Who can give through the CFC? * *Federal employees can also pledge volunteer hours to CFC-participating charities that accept them.
2019 Campaign Theme • Cause focused • Expanded color palette • Illustrated approach
Ok, the CFC sounds great!But, what do I have to do as a Campaign Coordinator, Manager, or Keyworker?
Campaign Management Responsibilities PRE-CAMPAIGN • Attend training • Develop a plan • Review agency structure • Brief leadership • Train Keyworkers • Meet with other internal teams • Order/print supplies • DURINGCAMPAIGN • Promote the campaign • Hold events • Meet with Keyworkers • Brief leadership • Collect/submit pledges • POST CAMPAIGN • Recognition • Close out • Report back
THE TEAM! Develop your plan… Phase 1: Build your team • How will you identify Keyworkers? • Remember the ratio: 1:25 • Other internal teams (publicity, events, technology) • Phase 2: Train your team • EVERYONE should be trained • You? Or CFC staff? • Where? • When? • Phase 3: Motivate your team • Meetings – how often? Where? How? • Recognition • Campaign worker only event
LEADERSHIP SUPPORT! Develop your plan… • Visible/Tangible Leadership Support Includes • Helping to recruit Keyworkers • Public CFC endorsements • Set CFC goal • Attend campaign events • Publicly make a pledge • Offer incentives • Recognition
Develop your plan… MATERIALS! • What is available: • How to get them. • How to distribute to Keyworkers. • Paper Pledge Form • Charity List • Donor Response Card • Donor Event Card • Donor Sketch Card • Thank You Card • Posters • Barometer Poster
PUBLICITY! Develop your plan… • Posters • Table tents • Website/intranet • Newsletters/local paper • Digital screens • Social media • Email “bus schedule”
EVENTS! Develop your plan… • Available Resources • Event Guide • Event Presentation • Event Video • Event Toolkit • FB Live
SUBMITTING PLEDGES! Develop your plan… • How to accept pledge forms from Keyworkers? • Store securely • Plan for postage • Bundle payroll pledges and check pledges separately by unit/office and complete a summary for each bundle
Keyworker Checklist • Attend a training session. • Get your supplies. • Publicize the campaign. • Practice giving. • Ask each of your co-workers to participate. • Follow up. • Submit completed paper pledge forms. • Express gratitude.
Step 1: Prepare for your role. • Attend training. • Review online resources. • Keyworker Checklist • Keyworker Guide • Making the Ask Video • Event Guide Placeholder For Keyworker Guide Picture
Step 2: Get your supplies. • What is available: • How to get them. • Paper Pledge Form • Charity List • Donor Response Card • Donor Event Card • Donor Sketch Card • Thank You Card • Posters • Barometer Poster
Step 3: Publicize the campaign. • General Posters • Barometer Poster • Table Tents • Advertisements • Pre-written Communications • Social Media Posts • Success Stories • Virtual Charity Fair
Step 5: Make the ask. • Tell your story. • Explain the benefits of the CFC. • Ask about their favorite cause. • Invite your co-workers to pledge. • Thank your co-workers for their time.
Review of Available Tools/Resources • PUBLICITY MATERIALS • General Posters • Barometer Poster • Table Tents • Advertisements • Pre-written Communications • Social Media Posts • Success Stories • Virtual Charity Fair • TOOLKITS • Start Strong • Cause of the Week • Event • Spirit Week • Finish Strong • Thank You TRAINING RESOURCES • Campaign Management Guide • Event Guide • Event Presentation • How to Have a Successful Event Video
How to navigate the website… The homepage!
How to navigate the website… Resources page!