Branch Coordinators & Team Captains

Branch Coordinators & Team Captains Branch Coordinators & Team Captains - Start

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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: 530178 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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Objectives

Identify 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 Responsibilities

Branch Coordinators are responsible for planning and delivering the Branch’s Campaign Strategy Team Captains are the liaison between the Canvasser and the Branch CoordinatorBranch Coordinators/Team Captains:manage the relationship between the Campaign Leader/Treasurer and their Branch/Sector etc. teamare the “mini campaign leads” for their branch/sector/division/team

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Roles and Responsibilities

are responsible for recruiting their team – look for natural leaders (Event Coordinators, Team Captains, Canvassers)are responsible for supporting, motivating and encouraging CanvassersOrganize Team Captain/Canvasser teams – provide canvassing lists, training and guidanceReport on progress and status of canvassing to Campaign Leader, Treasurer and core teamProvide 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 Strategy

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

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August

September

Campaign Timeline

October

Stimulate/EducateWhat Can invest bring!Stimuler – éduquer

DonatePledgeDonner

CelebrateSpecial EventsCélébrer

Communicate

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2016 GCWCC Chair Campaign Priorities

1. Innovate

We will innovate to maximize the impact of our campaign and its efficiencyWe will focus on pledges – retaining current donors, encouraging first-time donors and recognizing our retireesWe will call on leaders and centres of expertise to provide a creative, vibrant and dynamic campaign2. ConnectWe will use social media to recognize the volunteers and donors behind our success and to engage with our Public Service communityWe will connect public servants to the communities and causes that they support We will connect the Public Service community to motivate giving and celebrate successes3. InspireWe will bring NextGen and senior leadership together to collaborate and learn from each otherWe will promote the flexibility offered by the campaign by highlighting the stories behind the donationsWe will inspire giving by highlighting the culture of compassion within the Public Service

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Best Practices

Personalize your campaign in a way that will resonate - It is your campaign and your communityFocus on the canvass – Complete individual canvassing FirstEngage all employees and encourage to share their storyRecognize your achievements, small and large

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Canvassing Strategies

Assign 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 BlitzProvide incentives (where possible) to donate earlyHave canvassing kiosks in strategic areas (i.e. high traffic)

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Breaking Down Myths

Fundraising /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 volunteersRecruitment – Sending out a call letterCampaign:Campaign progress!Needed communication updates to employeesThank you to all who supported – Donors and Volunteers

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Pre-Campaign

Recruit volunteer teamAcquire list of all employees in your branch - Map their locationPrepare canvasser lists - Include the names, location of employees (branch, floor, etc.)Deliver Materials to canvassers - Calendars, Donor Information Sheet (DIS), GIFT formsEncourage early and focused canvass period

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Campaign Time

Monitor 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 outcomeCollect and verify gift forms and submit to TreasurerReport progress to campaign lead / treasurer / managementArrange for a volunteer thank you/recognition upon completion of campaign

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Team Roles and Recruitment

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Canvassers/Fundraisers

The 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 listExplain how they (potential donor) can make an impactInforms employees on the advantages of donating through GCWCC and how they can make a donationAddresses any questions the employee may have

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Canvassers/Fundraiser

Follows-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 Recruitment

Check 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 sectorIf 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 canvassingAttend TrainingPositive attitude / dedicatedGreat listener Problem solving skills – able to assist with ePledge or pledge formA 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 promoWorks 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) Recruitment

Check 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 Resources

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GCWCC Website

Add gcwcc.org to your favoritesCampaign Tools - Valuable source of information on everything you and members of your team need to manage the campaignKey DatesCampaign Volunteer Toolboxes (Videos, Tools, Templates)Campaign MaterialsRequest Speaker Requests, Items on Loan, SIBs etc

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Toolboxes

Branch Coordinator ToolboxDetailed Job DescriptionCanvasser recruitment templateManualCanvasser ToolboxIntroductory email templateCanvassing demo videosePledge demo video – Registration & Donation processDonor Information SheetFAQs

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Supportive Tools

Engagement Tools:Encourage participation in SIB ToursTestimonials from coworkersSpeakers BureauVideosCommunity Action DaysItems on LoanCRA’s Tax Calculator

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Videos

https://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=searchhttp://healthpartners.ca/engagement/living-proof-speakershttp://gcwcc-ccmtgc.org/en/videos

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Items on Loan

Campaign 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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