4 – 5 weeks before the campaign
- Meet with your CEO
- Talk with previous campaign coordinator
- Talk with United Way staff
- Recruit your campaign team
- Analyze your past campaign
3-4 weeks before the campaign
- Meet with your team
- Set your goals & objectives
- Set your dates/times and tell United Way
- Review all campaign resources
- Plan your special events
- Schedule United Way speaker
One week before campaign
- Send out endorsement letters
- Promote your campaign
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Week of Campaign
- Confirm meeting location and time
- Connect with United Way
- Conduct special events
- Hold company meetings
- Introduce program/agenda
- Acknowledge management support
1 – 2 weeks after the campaign
- Follow up on pledge forms
- Report results to United Way
- Report results internally
- Analyze your campaign with your team
- Say Thank You
- Start a year-round communication program
Hint: Determine how you will distribute the brochure and pledge forms. Are you handing them out at the meeting or do you have another plan for distribution?
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15 minute campaign meeting agenda
1-2 weeks earlier, send an invitation from the CEO to all employees stating the purpose of the meeting.
Distribute pledge cards and other materials at the beginning of the meeting.
2 min. Coordinator’s opening remarks
10 min. United Way representative gives presentation.
3 min. Coordinator or CEO: Invite the audience to help your company make a difference by giving to the United Way.
Describe any incentive gifts you may be offering
Encourage Payroll Deduction
Thank audience
Pick-up pledge cards