Employee Campaign Manual
Eight Steps to Success
1. Get Started
- Meet your United Way resource development staff, or your Loaned Executive
- Review your United Way of Pinal County materials.
- Visit a United Way of Pinal County agency. Contact your Loaned Executive to arrange the tour.
2. Know Your Organization
- Knowing your organization’s United Way history gives you a place to begin.
- Talk to last year’s Employee Campaign Manager (ECM). Find out what worked and what didn’t work in your organization.
- Work with your CEO to set a goal based on the number of employees you have and last year’s campaign performance.
3. Enlist Support
- This job is much easier and more fun if you have some help.
- Your CEO’s enthusiasm can be contagious. Ask him or her to write a personal letter of support to all employees. United Way of Pinal County can help you with form letters that can fit any situation.
- Recruit a committee representing all of the departments in your organization. Don’t forget other work shifts or work locations.
- Ask your CEO to appoint next year’s Employee Campaign Manager (ECM) to work with you.
4. Decide on Solicitation Style
- Decide on the best method of approaching fellow employees – group, individual or both.
- Group solicitation: Employees are brought together to hear the United Way message and are then asked to fill out their pledge forms at the end of the presentation. Group solicitation allows for the best use of time, and because employees hear a uniform message, less follow-up is required.
- Individual Solicitation. This is a one-on-one ask for an employee to make a gift. This style involves more employees but personalizes the campaign and affords you a greater opportunity to answer individual questions.
- Both: Hold one group meeting or a series of group meetings and use the one-on-one solicitation as a means of follow-up for those who could not attend a group session.
- Emphasize Leadership Giving (for gifts of $500 or more): Hold a separate group meeting for all management and professional employees to be asked prior to the employee campaign to set the pace. If this is your first campaign, ask your United Way of Pinal County staff or Loaned Executive for some extra assistance with this group meeting.
5. Promote Your Campaign
- By promoting your campaign, you will be encouraging others to get involved.
- Use United Way of Pinal County brochures and posters to build awareness of the upcoming campaign. United Way of Pinal County provides these at no cost to your organization.
- Promote and publicize your campaign in employee newsletters, e-mail and other in-house communications tools.
- Increase employee awareness by creating friendly competition between departments. Emphasize percent participation over amount of dollars raised. Prizes and incentives (actually, low-cost items work best) can create interest.
- United Way of Pinal County has many resources available to help you run an effective campaign. Campaign DVD’s, speakers and agency tours are excellent ways to show how your United Way dollars are working in your community and can enhance the effectiveness of your campaign meetings. These all help “ask” for you.
- United Way of Pinal County Web Site: www.unitedwayofpc.org
- DVD’s: United Way of Pinal County DVD’s are available to you.
- Speakers: Agency representatives and United Way of Pinal County staff and volunteers are able to speak at your organization and are eager to share their stories.
- Tours: Motivate employees to give by providing a firsthand look at how contributions make a difference in your community. Ask your United Way staff or Loaned Executive to coordinate a tour for you.
- Don’t let things go to the last minute! Book your campaign supplies and tours early!
7. Implement a Campaign Plan
- Schedule a short, intensive campaign. A two-week campaign has proven to be the most effective. Short campaigns keep the momentum and enthusiasm high.
- Make a gift yourself. It is easier to ask others when you are giving.
- Conduct an employee kick-off celebration.
- Use the United Way of Pinal County campaign DVD in your meetings to make employees aware of the services provided locally.
- Use your United Way staff person or Loaned Executive to assist with presentations.
- Make sure every employee is asked to give. Don’t forget employees who work off-site, travel extensively or are on alternate shifts or on vacation.
8. Report Results
- It is very important to report your results to United Way of Pinal County as soon as possible following the completion of your campaign.
- If you use the United Way of Pinal County pledge form, turn in the yellow copy to United Way of Pinal County. The white copy is for your use – it is usually kept by Payroll.
- Gather any checks and cash from donations or special events. The best thing is to convert cash in to a company check payable to the United Way of Pinal County.
- Call your United Way staff or Loaned Executive to pick up your Report Envelope.
- Report the final results to your fellow employees and thank them for participating. You might have a special thank you celebration for those who contributed and to celebrate meeting your goals.
You’re done! Thank you for all your efforts. We couldn’t have a successful campaign without your hard work!