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GenNext in the Workplace Step-by-Step Starter Kit

GenNext in the Workplace Step-by-Step Starter Kit. Tool Kit Contents. GenNext Cabinet Structure………………………………3 Planning & Goal Setting …………………………………4 Creating a Calendar ……………………………………...5 Engaging GenNexters …………………………………...6 Successful GenNext Cabinet Tactics …………………11

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GenNext in the Workplace Step-by-Step Starter Kit

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  1. GenNext in the Workplace Step-by-Step Starter Kit

  2. Tool Kit Contents • GenNext Cabinet Structure………………………………3 • Planning & Goal Setting …………………………………4 • Creating a Calendar ……………………………………...5 • Engaging GenNexters …………………………………...6 • Successful GenNext Cabinet Tactics …………………11 • Events – Plan, Host, Participate & Promote …………12 • GenNext Leadership ……………………………………18 • Additional Information and Resources ………………..24 • First Time Donor Credit • Helpful Resources

  3. GenNext Co-Chairs Events Co-Chairs Donation Co-Chairs Volunteer Co-Chairs Distribution Co-Chairs Communications Co-Chairs Project Coordinators Step1: Create a Corporate GenNext Cabinet Executive Sponsor Corporate Campaign Chairs Many alternative cabinet structures exist and are effective.

  4. Step 2: Make a Plan • LONG TERM GOALS • Increase GenNext employees knowledge about UW • Make a strong network of GenNexters across your company • Encourage GenNext employees to contribute to the annual UW campaign. Year 3 GenNexters High Engagement United Way is Charity of Choice (Volunteering & Donating) High Awareness Volunteer Focused Participation Low Level of Donations High Year 2 GenNexters Donor Low Participation, but does Donate Inactive Low Participation Low Donations Current GenNexters Low Level of Engagement High

  5. Step 3: Create your Year 1 Calendar • Keep it simple!!! • Co-ordinate with Corporate Campaign • Stick to general times, but be flexible • Every campaign will be different See ‘Resources’ for Excel and PPT templates for you to download

  6. SAMPLE CALENDAR January February March Administration 1. Re-elect Cabinet Members 2. Re-elect Support Committee Marketing 1. Evaluate interests and insight for future events 2. Obtain feedback/comments on past events 3. End of Year – Survey Monkey to GenNext membership distribution Key Activities and Milestones Information Gathering Events Achilles 5K Run Core Team Meeting CR Activity Event

  7. SAMPLE CALENDAR April May June Administration 1. Finalise GenNext Cabinet 2. Obtain leadership buy-in from Executive Level Recruit ambassadors using personal networks Ongoing interaction of UW Corporate Campaign with Co-Chairs, Co-Chairs with Cabinet 1. Initiate marketing effort for GenNext and Day of Caring by leveraging Corporate Campaign marketing channels 2. Investigate venues for Kick-Off event. 3. Executive guest speaker to be invited. 4. Agency Speaker to be invited. Marketing 1. Cabinets to leverage networks to bring in GenNext members across corporation 2. Evaluate venues to host Kick-Off Key Activities and Milestones Information Gathering Cabinet Day of Caring 1.Scotia Bank Rat Race 2. Kick-Off Event Events Core Team Meeting CR Activity Event

  8. SAMPLE CALENDAR July August September Administration Ongoing interaction of UW Corporate Campaign with Co-Chairs, Co-Chairs with Cabinet, Cabinet with GenNext members 1. Ambassadors to increase volunteer count by engaging existing volunteer opportunities 2. Looks to create simple intranet website to include GenNext section 3. Create generic email inbox Marketing 1. Evaluate interestsand insights for future events 2. Obtain feedback/comments on past event Key Activities and Milestones Information Gathering Partner with United Way Workplace Campaign to develop strategies for GenNext involvement in campaign Events Volunteer Event/Day of Caring Networking Event Core Team Meeting CR Activity Event

  9. SAMPLE CALENDAR October November December Administration Ongoing interaction of UW Corporate Campaign with Co-Chairs, Co-Chairs with Cabinet, Cabinet with GenNext members Ongoing interaction of UW Corporate Campaign with Co-Chairs, Co-Chairs with Cabinet, Cabinet with GenNext members 1. Ambassadors to further increase volunteer count. 2. More Days of Caring - Channel through your website each month 3. Investigate venues for pre-mixing event - raise __ $ as part of pre-mixing. 4. Executive guest speaker to be invited. Marketing 1. Evaluate interestsand insights for future events 2. Obtain feedback/comments on past event Key Activities and Milestones Information Gathering 2014 Planning United Way Campaign Note: Corporate Campaigns run at various times Events Enbridge CN Tower Climb Networking Event Core Team Meeting CR Activity Event

  10. Step 4: Begin Engaging GenNexters Let them Walk The Walk • GenNexters like to be hands-on and participate in community volunteering that lets them add visible value to their community (i.e. working at a soup kitchen) Key Tactic: Volunteer Connections Show them The Money • GenNexters are concerned about where their donations go. Showing them how their money can help and how it will be used creates confidence in their choice to donate Key Tactic: Donation Clarity (i.e .Tax Benefits) and Communicate ‘real’ examples (i.e. Impact Statements and Communication Frameworks) Let them Talk the Talk • GenNexters want a return on their time. Leveraging new media and social networking channels is critical to raising awareness with tech savvy GenNexters Key Tactic: Social Media and Networking Events

  11. Step 5: Learn from other Cabinets Key Success Tactics • Executive Support and Sponsorship • Partner with Corporate Campaign Leadership • Promote Volunteerism as a core method for engagement • Efficient Communications (newsletter schedule, generic email box, social media, Eventbrite) - Never misuse the mailing list! • Effective Marketing with Consistent Messaging • Involve Enthusiastic Volunteers to help drive Individual Accountability • Set Annual Agendas to allow for GenNexters’ to schedule • Quality of Events rather then Quantity of Events • Make it Fun (be creative and keep costs low if possible)

  12. Step 6: Plan, Host, Participate & Promote Events Plan Community-Based Events • United Way member agency tours • Community ‘Day of Caring’ • Reverse ‘Day of Caring’ or ‘Day on Bay’ Outcome: GenNexters will become educated and involved in their community Host Corporate Social Events • Campaign Kick-off and Wrap-up • Customized Corporate ‘Day of Caring’ • Sports Competitions and Events (i.e. baseball, soccer, etc.) • Auctions, Raffles, Draws • Be Creative!!! Outcome: GenNexters will become more engaged in the company and campaign United Way staff are on hand to support the development and execution of your activities

  13. Step 6: Plan, Host, Participate & Promote Events Participate in United Way Events • Scotiabank Rat Race • GenNext Mix & Mingle • GenNext Ambassador Training • Enbridge CN Tower Climb • Rouge Outcome: GenNexters will have fun and network with other GenNexters Promote ALL Events: Communication Tactics • ‘Like’/’Tweet’ and Share via Social Media • Send ‘Save-The-Date’ Invites (min. 3 weeks in advance and follow up personally) • Obtain Executive Support • Post Intranet Messages /Circulate Newsletters • Create Fun Marketing (i.e. pdf posters, common space/elevator advertising, etc.) Outcome: GenNexters will be informed of all upcoming events

  14. SAMPLE NEWS LETTER

  15. SAMPLE PDF POSTER

  16. Jason cleaned the couch in the KPMG Lunchroom… SAMPLE INTERNAL ADVERTISING

  17. SAMPLE INTERNAL ADVERTISING

  18. Step 7: Introduce Leadership What are GenNext Leaders? • People in their 20’s and 30’s who make an annual contribution of $1,000 or more to United Way Toronto Why GenNext Leaders? • Leaders told us via surveys, focus groups and interviews • Leaders have options and they have picked United Way over other charity/umbrella organizations • Leaders belong to a wide demographic, they are at different life stages,and their needs aren’t alike • Leaders want exclusive access to ‘extras’ that are reserved just for them

  19. My 3C’s: The three-prong ‘pick & mix’ approach Step 7: Introduce Leadership Exclusive opportunities, no matter what our individual Leaders’ priorities.

  20. Did You Know?

  21. First-Time Donor Super Credit (FTDC) • The FTDC is applicable to any first time single cash donation of up to $1000 made by an individual or couple between now and 2017 • Donations up to $200 receive a 40% tax credit and donations between $201 - $1000 receive a 54% tax credit • For more information check out: http://www.cra-arc.gc.ca/gncy/bdgt/2013/qa01-eng.html Make charitable giving even more rewarding!

  22. GenNext Resources - Documents • Impact Statements • Communication Framework • Handbook (Details to come!) • Calendar • Tax Benefits • Best Practices (Details to come!) • Mature Cabinet Case Studies

  23. GenNext Resources - Links • United Way Website • http://www.unitedwaytoronto.com/ • GenNext Newsletter • http://www.industrymailout.com/Industry/Subscribe.aspx?m=25456 • Corporate Campaign Toolkit (videos, materials, etc.) • http://www.unitedwaytoronto.com/campaign/toolkit.php

  24. GenNext Resources - Contacts • Email Us: gennext@uwgt.org • Dana Stanescu – GenNext Manager • email: dstanescu@uwgt.org • phone: 416-777-1444 ex. 334 • fax: 416-777-0962

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