Purpose Role and Training Objectives Monday July 27 2015 Presented by Dave Marttala 2 Agenda Why we n eed y ou Roles and r esponsibilities Combined Federal Campaign LEs Rick ID: 596916
Download Presentation The PPT/PDF document "Loaned Executive Training" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Loaned Executive TrainingPurpose, Role and Training Objectives
Monday, July 27, 2015 Presented by Dave MarttalaSlide2
2
Agenda
Why we
n
eed youRoles and responsibilitiesCombined Federal Campaign LE’s – Rick RobelAccount Life CycleTraining objectivesQuestions?Slide3
3
Why we
n
eed
y
ou
2014 Campaign Sources of Contributions ($55,000,000)
Employee Workplace Campaigns
$36,724,771
66.8%
Corporate Contributions$10,361,42618.8%
Individual Donors$4,543,5728.3%
CFC$3,370,2316.1%
Employee Giving Represents
$40,095,002
72.9%
of Total CampaignSlide4
Why we need you
United Way operates on low overhead
We cannot staff all the
work
We rely on volunteers4Slide5
The Loaned Executive’s RoleWhy you are so
important
You become an extension of the United Way and CFC campaign
staff
You will be representing United Way and YOUR organization in our communityYou educate potential donors on community needs and solutionsYou help plan, organize, and implement employee workplace campaigns in approximately 550 companies/organizations. 5Slide6
The Loaned Executive’s RoleNature of the work
Member of a 35-person group of United Way and Combined Federal Campaign (CFC) Loaned Executives (LE)
Full-time assignment reporting to United Way and CFC campaign staff
Assist Campaign Staff with different types of campaigns
Traditional United Way campaigns – donors invest in United Way’s agencies, programs, & initiativesOpen campaigns – donors have option to select United Way agencies/programs plus other 501(c)(3) charities Public Sector Campaigns – “open” campaigns conducted in public sector - CFC, City, County, Schools & State
6Slide7
The Loaned Executive’s ResponsibilitiesSpecific Tasks
Works
with United Way
staff and account
representatives to analyze, plan and implement campaigns for a portfolio of company accountsEmployee Campaign Managers (ECM) for UWProject Officers (PO) for CFCEnsures all company campaign supplies are delivered on timeServes as the United Way representative at campaign kickoff events, informational meetings, and special events
7Slide8
The Loaned Executive’s ResponsibilitiesSpecific
Tasks
Assists
ECM in scheduling speakers, tours, and
meetingsInteracts and develop relationships with agency representativesDelivers awareness and direct “ask” presentations8Slide9
The Loaned Executive’s ResponsibilitiesSpecific
Tasks
Monitors and reports campaign progress
Assists ECM in completing and submitting final results on time
Completes a final evaluation report on each campaign account9Slide10
The Loaned Executive’s ResponsibilitiesCritical elements…in
a nut shell
Builds Employee
Campaign Manager (ECM
)/ Project Officer (PO) relationshipEducates donors with key messagesConducts successful employee meetingsManages campaign administration10Slide11
Combined Federal Campaign LE’sUnique Considerations
Established in 1961 by President Kennedy
- Single workplace campaign for military/federal employees
Not
a UW campaign, but managed by UW2014 campaign raised $3.37M (9th largest on the planet!)Over
20,000 charities (local,
n
ational, international)Campaign branding/message–broader than United WaySpecific rules for federal campaign
- Only solicit federal employees- No coercion
- Impartiality to specific charities Restrictive activities 11Slide12
Account Life CycleA guide to managing campaign accounts
12
Review history
Develop
recommenda-tions
Prepare ECM folder
Schedule
agency
t
ours
Conduct leadership meetings
Schedule & conduct employee presentations
Initial ECM meeting
Develop t
imeline
Set goalsConfirm pledge cards & procedures
Obtain & deliver
s
upplies
Collect pledges
End-of-campaign
f
orms
Award Certificates
Thank
you’s
Campaign Evaluation Form
Analysis
Review and Reset for Next Campaign
Planning
Execution
ClosingSlide13
Training Objectives
A methodology for preparing LEs
13
Planning
Execution
Closing
Review history
Develop
recommenda-tions
Prepare ECM folder
Initial ECM meeting
Develop t
imeline
Set goals
Confirm pledge
c
ards & procedures
Obtain & deliver supplies
Schedule
agency
t
ours
Conduct
l
eadership meetings
Schedule & conduct employee
p
resentations
Collect pledges
End-of-campaign
f
orms
Award Certificates
Thank
you’s
Campaign Evaluation Form
Analysis
Review and Reset for Next Campaign
Community Needs
United Way Mission, Programs & Community Impact Initiatives
Partner Agency Missions & Programs
FoundationSlide14
Questions?
14