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Maximizing Workforce Campaigns: Strategies and Insights

Learn valuable strategies presented by Suzanne McCormick, President & CEO of United Way of Greater Portland, and Jennifer Gifford, Director of Community Engagement at United Way of Central & Northeast Connecticut, on enhancing your workforce campaigns. Discover the 7 pivotal steps, from prioritizing relationships to tracking results and adjusting strategies. Gain insights on prioritization through criteria, segmentation, distinguished services, and alignment of resources. Explore segmentation frameworks, tiers like "Silver" and "Platinum," and how to boost executive support and employee participation. Uncover tactics to transform corporate relationships, benchmark techniques, establish leaders, and engage through storytelling. Utilize year-round opportunities to live united, with a focus on events, networks, advocacy, and volunteer opportunities. Track and adjust your workforce engagement to grow a positive culture and drive impactful results.

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Maximizing Workforce Campaigns: Strategies and Insights

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  1. iamsmccormick

  2. HOW TO ENHANCE YOUR WORKFORCE CAMPAIGNS Suzanne McCormick President & CEO United Way of Greater Portland Jennifer Gifford Director, Community Engagement United Way of Central & Northeast Connecticut • How to Enhance Your Workforce Campaigns • iamsmccormick Presented By:

  3. 7 Steps: Prioritize Your Relationships Change Your Corporate Relationships Develop Engagement Opportunities Build Account Plans Delight Your Partners Track Results & Adjust Grow the Culture • iamsmccormick

  4. Key to Prioritization: • CRITERIA • SEGMENTATION • DISTINGUISHED SERVICES • ALIGNMENT OF RESOURCES • iamsmccormick

  5. Segmentation Framework *Source: United Way Twin Cities • iamsmccormick

  6. Segmentation Framework Tier 3: “Silver” Tier 1: “ Platinum” Executive Support Description: High Executive Support, High Participation Description: High Executive Support, Low Participation Goal: Increase Participation Goal: Maintain support Employee participation Tier 4: “Bronze” Tier 2: “Gold” Description: Low Executive Support, Low Participation Description: Low Executive Support, High Participation Goal: Increase Executive Support Goal: Increase Executive Support • iamsmccormick

  7. Change Your Approach… …to your Corporate Relationships • iamsmccormick

  8. Benchmark Techniques • Appoint internal campaign champion • Set goals & track results • Establish steering committee • Recruit site coordinators • Conduct executive briefings • Establish companywide Leadership Giving program • Conduct effective educational campaign • Structure corporate gift matching • Utilize United Way staff • Organize volunteer/engagement activities • iamsmccormick

  9. Engagement Touch Points • iamsmccormick

  10. Engagement • iamsmccormick

  11. Engagement Thru Storytelling http://www.unitedwaygp.org/lubrary/ • iamsmccormick

  12. Workface Engagement Alignment • iamsmccormick

  13. Workforce Engagement • Volunteer opportunity; team building request • Tier 1 account • Education focus • iamsmccormick

  14. Year-Round Opportunities to LIVE UNITED

  15. LIVE UNITED Year-Round • What does it mean to LIVE UNITED year-round? • What is the value to workforce partners and their employees, the community, and United Way? • How can I get started? • iamsmccormick

  16. What Does it Mean to LIVE UNITED Year-round? • Events • Networks • Volunteer Opportunities • Advocacy • iamsmccormick

  17. DELIGHT • iamsmccormick

  18. Track & Adjust UWGP 2012 employee participation • Average Average • Employee Gift Participation • Top 1% $ 352 39% • Next 9% $ 376 23% • Next 15% $ 244 12% • Remaining 75% $ 196 11% Top 10% compared to the other 90% Ranking Participation Top 10% Companies $321 $363 $359 $374 $4,758,684 $3,784,702 $2,315,102 $1,469,600 Average Gift Total Gift • iamsmccormick NOTE: Ranking based on 2012 aggregate giving at the company level

  19. Track & Adjust • iamsmccormick

  20. Grow the Culture • iamsmccormick

  21. How to Enhance Your Workforce Campaigns • iamsmccormick

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