Branch Coordinators & Team Captains

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Branch Coordinators & Team Captains - Description

Information Session. 2016. Objectives. Identify your role and responsibilities . Look at what is needed to . develop your Campaign Strategy. Identify the roles of your team and what to consider when recruiting. ID: 642143 Download Presentation

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Branch Coordinators & Team Captains




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Branch Coordinators & Team Captains

Information Session

2016

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ObjectivesIdentify your role and responsibilities Look at what is needed to develop your Campaign StrategyIdentify the roles of your team and what to consider when recruitingLook at the various resources available to you

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Role and ResponsibilitiesBranch Coordinators are responsible for planning and delivering the Branch’s Campaign Strategy Team Captains are the liaison between the Canvasser and the Branch Coordinator

Branch Coordinators/Team Captains:

manage the relationship between the Campaign Leader/Treasurer and their Branch/Sector etc. team

are the “mini campaign leads” for their branch/sector/division/team

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Roles and Responsibilitiesare responsible for recruiting their team – look for natural leaders (Event Coordinators, Team Captains, Canvassers)are responsible for supporting, motivating and encouraging Canvassers

Organize Team Captain/Canvasser teams – provide canvassing lists, training and guidance

Report on progress and status of canvassing to Campaign Leader, Treasurer and core team

Provide completed gift forms, special event forms and related monies to treasurer or Sub-Treasurer with process defined by the treasurer

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Developing your Campaign StrategyThings to consider:Campaign TimelineChair’s PrioritiesDepartment StrategiesBranch Target ($ and/or pledge rate)Best PracticesAddressing Myths

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AugustSeptember

Campaign Timeline

October

Stimulate/Educate

What Can invest bring!

Stimuler – éduquer

Donate

Pledge

Donner

Celebrate

Special Events

Célébrer

Communicate

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2016 GCWCC Chair Campaign Priorities

1. Innovate

We will innovate to maximize the impact of our campaign and its efficiency

We will focus on pledges – retaining current donors, encouraging first-time donors and recognizing our retirees

We will call on leaders and centres of expertise to provide a creative, vibrant and dynamic campaign

2. Connect

We will use social media to recognize the volunteers and donors behind our success and to engage with our Public Service community

We will connect public servants to the communities and causes that they support

We will connect the Public Service community to motivate giving and celebrate successes

3. Inspire

We will bring NextGen and senior leadership together to collaborate and learn from each other

We will promote the flexibility offered by the campaign by highlighting the stories behind the donations

We will inspire giving by highlighting the culture of compassion within the Public Service

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Best PracticesPersonalize your campaign in a way that will resonate - It is your campaign and your communityFocus on the canvass – Complete individual canvassing First

Engage all employees and encourage to share their story

Recognize your achievements, small and large

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Canvassing StrategiesAssign a ratio of 1 canvasser to approximately 10-20 employeesEnsure Canvassers attend canvasser trainingEnsure all employees have been given the opportunity to donate and support their communityCreate momentum with a canvassing Blitz

Provide incentives (where possible) to donate early

Have canvassing kiosks in strategic areas (i.e. high traffic)

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Breaking Down MythsFundraising /Admin Fees Why does my charity says they have not received my donation? Do senior officials get rated on the performance of the campaign?

Do the CEOs of charities make exorbitant amounts?

Reference: Dan

Pallota

: The way we think about charity is dead wrong

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Management Support

Engage your Management on:

Pre-campaign:

Volunteers (canvassers, event coordinators) – how many required?

Time requirement for volunteers

Recruitment – Sending out a call letter

Campaign:

Campaign progress!

Needed communication updates to employees

Thank you to all who supported – Donors and Volunteers

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Pre-CampaignRecruit volunteer teamAcquire list of all employees in your branch

- Map their location

Prepare canvasser lists

- Include the names, location of employees (branch, floor, etc.)

Deliver Materials to canvassers

- Calendars, Donor Information Sheet (DIS), GIFT forms

Encourage early and focused canvass period

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Campaign TimeMonitor progress and adjust Branch Campaign Strategy as requiredCheck in with canvassers on progress – ensure every canvasser has 100% follow-up: Gift, Pending, Regret – Yes/No outcome

Collect and verify gift forms and submit to Treasurer

Report progress to campaign lead / treasurer / management

Arrange for a volunteer thank you/recognition upon completion of campaign

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Team Roles and Recruitment14

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Canvassers/FundraisersThe Key to campaign success - Support and believe in the campaign and have good interpersonal skillsProvides everyone with an opportunity to donate by engaging and following up with everyone on their list

Explain how they (potential donor) can make an impact

Informs employees on the advantages of donating through GCWCC and how they can make a donation

Addresses any questions the employee may have

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Canvassers/FundraiserFollows-up with the employee to close the loop - get a yes/noTracks all canvassing responses and reports back to their team captainReviews Gift Forms to ensure no missing informationSubmits Gift Forms and related monies to their team captain, branch coordinator, sub-treasurer, or treasurer – Follows Process

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Canvasser RecruitmentCheck last year’s list of volunteersPersonally recruit people you think would be a good fitTap existing meetings, networks and communitiesHost event to recruit volunteersMake a pitch at an All staff meeting – Be the face of the campaign

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We are looking for People who: … are interested in working on a project that positively affects our Community … can effectively network/engage with 10-20 people within the organization

… believe in the charitable sectors’ work

… can help colleagues effectively navigate on-line donation/paper – Are social media savvy

… Can commit 3 hours to support charitable work – Training and fundraising

… who are interested in gaining some non profit experience

… have an experience and relevant story to share about your involvement in the charitable sector

If you checked 2 or more of the above boxes this years fundraising campaign may be for you- Contact Anne Directly at 555-555-5555 to find out how to get involved!

Canvasser Recruitment

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The Ideal Canvasser Comfortable in promoting charitable causesComfortable with face to face canvassing

Attend Training

Positive attitude / dedicated

Great listener

Problem solving skills – able to assist with

ePledge

or pledge form

A donor

Did you know…

92% of funds raised in the GCWCC are from canvassing efforts. A focus on canvassing 100% of employees will help you reach your goals!

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Special Event Coordinator(s)Plans and coordinates branch special events - TimingManages a group of volunteers to help in the planning and execution of the event(s)Works closely with Branch Coordinator/Communications Officer to ensure promo

Works closely with Treasurer to determine licensing. Applies for necessary permits/licenses. Ensures Treasurer is aware of schedule of events.

Completes and submits special event forms and related monies

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Event Coordinator(s) RecruitmentCheck last year’s list of volunteersLook for people with good project and time management skillsLook for people who are interested in coordinating the event

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Campaign Resources22

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GCWCC WebsiteAdd gcwcc.org to your favoritesCampaign Tools - Valuable source of information on everything you and members of your team need to manage the campaignKey Dates

Campaign Volunteer Toolboxes (Videos, Tools, Templates)

Campaign Materials

Request Speaker Requests, Items on Loan, SIBs etc

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ToolboxesBranch Coordinator Toolbox

Detailed Job Description

Canvasser recruitment template

Manual

Canvasser

Toolbox

Introductory email template

Canvassing demo videos

ePledge

demo video – Registration & Donation process

Donor Information Sheet

FAQs

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Supportive ToolsEngagement Tools:Encourage participation in SIB ToursTestimonials from coworkers

Speakers Bureau

Videos

Community Action Days

Items on Loan

CRA’s Tax Calculator

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Videoshttps://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charity_is_dead_wronghttps://www.unitedwayottawa.ca/what-we-do/lives-changed-stories/https://translate.google.ca/translate?hl=en&sl=fr&u=http://centraideoutaouais.com/&prev=search

http://healthpartners.ca/engagement/living-proof-speakers

http://gcwcc-ccmtgc.org/en/videos

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Items on LoanCampaign materials are available, free of charge, to help increase visibility during special eventsBannersNylon flagsApronsRequest items on loan through form available on websiteSubmit requests early and provide specific times required so we can best accommodate

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Thank You!!

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