2019 Campaign Management Training – AKA Training for Superheros

1. 2019 Campaign Management Training – AKA Training for Superheros

2. 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

3. How the CFC Works for Campaign Workers

4. How the CFC Works for Donors

5. Who can give through the CFC? * *Federal employees can also pledge volunteer hours to CFC-participating charities that accept them.

6. How the CFC Works for Charities

7. Why the CFC?

8. 2019 Campaign Theme • Cause focused • Expanded color palette • Illustrated approach

9. Cause of the Week Calendar

10. 2019 Campaign Video

11. Draw your cause.Share your sketch.Tell your story.

12. The Hard Part is done!

13. It’s So Convenient

14. Choose your Favorites

15. It’s easy to RENEW

16. You can even Volunteer

17. Ok, the CFC sounds great!But, what do I have to do as a Campaign Coordinator, Manager, or Keyworker?

18. 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

19. 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

20. 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

21. 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

22. PUBLICITY! Develop your plan… • Posters • Table tents • Website/intranet • Newsletters/local paper • Digital screens • Social media • Email “bus schedule”

23. EVENTS! Develop your plan… • Available Resources • Event Guide • Event Presentation • Event Video • Event Toolkit • FB Live

24. Why have a CFC event? • Increase participation and dollars raised in the CFC • Motivate campaign workers • Educate about the CFC • Boost morale • Make yourself look like a rock star • Have FUN!

25. #1: Form a Committee

26. #2: Get Creative

27. #3: Involve Charities • Charity speakers • Charity fairs • Day of Service at charity locations

28. #4: Encourage Donating

29. #5: Hook them! • Include food (with caveats) • Have prizes • Plan fun activities – the more creative the better! Don’t forget to publicize like crazy!

30. #6: Choose your Timing Wisely • Start Strong Week • Cause of the Week • CFC Spirit Week • Finish Strong Week

31. #7: Leadership Participation • Send invites • Attend event • Speak at event • Do something crazy to Show Some Love?

32. Playing by the Rules CFC events should: • Promote employee engagement • Educate about the CFC and participating charities • Boost morale and camaraderie • Contribute to reaching every federal employee • Take place during duty hours • Include/invite all, but be voluntary • Be approved by your ethics officer

33. Available Resources • Event Guide • How to Plan a CFC Event Video • Event Toolkit

34. How to request charity participation in your event.

35. Get Charities at YOUR event • Visit [Zone Website] • Select “Campaign Workers”  Event Planning • Scroll to bottom. Click on form link in Item 5. • Complete form to tell zone leaders all about your event. • Your event will be placed on the website where charities can sign up to attend!

36. 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

37. 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.

38. Step 1: Prepare for your role. • Attend training. • Review online resources. • Keyworker Checklist • Keyworker Guide • Making the Ask Video • Event Guide

39. 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

40. Step 3: Publicize the campaign. • General Posters • Barometer Poster • Table Tents • Advertisements • Pre-written Communications • Social Media Posts • Success Stories • Virtual Charity Fair

41. Step 4: Practice giving.

42. 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.

43. Step 6: Follow up.

44. Step 7: Collect completed pledge forms.

45. Step 8: Express gratitude.

46. I’m ready!What’s next?

47. 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

48. How to navigate the website… The homepage!

49. How to navigate the website… Resources page!

50. Track Progress with CFC Analytics Communities!