The Chairperson’s Guide 2014

1. The Chairperson’s Guide 2014

2. What to Expect When You’re Fundraising A how-to guide: Raise a lotof money in a littletime with lesswork Fall 2014 Chair Guide

3. Getting Ready

4. Important! • Add our email address to your contact list to ensure easy receipt of the emails Innisbrook will send you: CustomerService@Innisbrook.com • Innisbrook will send you emails to keep you organized and make the sale easy! Innisbrook’s Awesome Customer Service: 1-800-334-8461 CustomerService@Innisbrook.com

5. Your Confirmation • You’ll receive a sale confirmation via email • Confirm all information is correct • Keep the confirmation where you can easily access it for reference

6. Chairperson’s Website

7. Chairperson’s Home Page

8. Your #1 Priority: Communicate your goal • Research proves that parents and families are more apt to participate if they know how the funds are being spent. • Keep information basic – don’t try to list everything you do • Innisbrook will create customized emails to forward to your supporters Click on the pencil to change the message.

9. Entering Teacher Names • Enter teacher names in advance to make life easy – for you and your participants!

10. Receiving Your Materials • Your materials ship to the address indicated on your confirmation (double-check that it’s correct) • You’ll receive an email notification of shipment • Locate: • Catalogs (order forms and envelopes are inside) • Instruction Letters • Posters • “Special Instructions Packet” (includes your Kick-off DVD) • Display Kit(s) will ship separately (if ordered)

11. Instruction Letters • You can distribute instruction letters several ways: • Insert into the catalog • Staple to the catalog • Send home separately

12. The Sale is On!

13. Kick-off! • A live assembly is the BEST way to increase your sale! • Tell why you’re raising money (your #1 priority!) • Demonstrate the prizes • Your Consultant can help with more ideas! • The professionally produced, dynamic and energetic kick-off DVD is a great enhancement for your sale. Show often after your live kick-off • 3 minute “main” video • 30 second “mid-sale” commercial • 30 second “end of sale” thank you

14. The First Day • Distribute your catalogs • Keep a few extra catalogs in the office for added students, lost packets, and for teachers and staff use • Make sure your daily announcements include your sale information (goal, dates, prizes)

15. Enhance and Excite! • Talk to your consultant for ideas to promote and grow your sale: • Live Kick-off Assembly • Principal Engagement • Daily Turn-in Prizes • Reminder Stickers • Prize Patrol • 15-item Prizes • Limo Rides • Game Truck • End of Sale Parties

16. Watch Your Sale Grow! • All the data you need to monitor your sale: • Online, .pdf, and .csv export options

17. Reports Export to Excel

18. Adding An Order • If an order form is returned to school, it’s easy to add the order

19. Recording Payments • As you receive orders, check money received against the payment slip • Record check # or note cash rec’d on slip • Forward the check or money to your treasurer (following your group’s own procedures) • Using the payment slip info, enter payments at the chairperson’s web-site • We suggest entering payments weekly • This process highlights any balances due, unpaid orders, or questionable orders

20. Enter Payments

21. The Last Day of Your Sale • There may still be outstanding orders • Remind teachers to submit any orders that may still be in their classroom • Send a final notice to parents as a reminder • Teachers can send a reminder home with students • Give yourself a week to receive all the “late” orders from parents (check with your consultant)

22. A week later… • View your Detail Summary Report • Look for any order or student duplications & correct • Contact families for any monies due • Delete unpaid orders if necessary • Celebrate Your Success! • Show the “end of sale” commercial from your kick-off video (thanking the school families)

23. After the Sale

24. Product Delivery • You’ll receive an email once your order ships • Innisbrook contracts with a trucking company to deliver your products • The trucking company will call you directly to schedule an appointment, or you can contact your local Innisbrook Consultant for assistance • Inform the school secretary of delivery date and ask her to call you when the truck arrives • Enlist volunteers to assist with product distribution • Send completed “Innisbrook Orders are Here” flyer once distribution date is confirmed

25. The Truck Arrives! • Verify the number of pallets and boxes match the bill of lading • Record any damages or shortages on the bill of lading • Place the boxes on end (like dominos or soldiers) in numerical order. This will arrange them alphabetically.

26. Distribution Day • Have the Detail Summary Report handy for reference… • Some schools have families sign the report to confirm pickup • Hang signs for easy distribution • Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z) • Classroom groupings (teacher name, grades, etc.) • Direct families to the appropriate sign • Orders with less than six items will be packed in school/class boxes • Orders are individually bagged and labeled for each student, so you can insert them in the line of boxed orders

27. Congratulations! • Guarantee the best sale dates and delivery dates by signing up for the 2015 program now! • Contact your local Consultant to learn about our other great programs: Innisbrook School Supplies Simple Pleasures Cookie Dough & Frozen Foods Wrap It Up! Fundraising Program Fall 2014 Chair Guide