2017 coordinator training - cfcheartofthemidlands.org cfc... · talk with those who walked before...
TRANSCRIPT
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Outreach Coordinator
Maguire/ Maguire Inc.
Mike May,
OC Director of Operations
James Kernan,
Local Campaign Director
Want to make an impact in the
world around you?
Give to a cause you care about
through the CFC. You can even
volunteer. It’s that simple.
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01CFC 101Learn about the history and tradition of the
CFC and some exciting new changes to
the campaign for 2017
03Active CampaignUnderstand the role you will play during
the campaign
02Pre-CampaignDiscover the tasks that need to be
accomplished before the campaign can
kick off
05Keyworker TrainingParticipate in this train-the-trainer session so
you will be able to train your Keyworkers
Training Agenda
04Campaign CulminationYes, you even have some responsibilities
after the campaign ends!
CFC 101
LEADERSHIP ROLES & RESPONSIBILITIES
KEYWORKER ROLES & RESPONSIBILITIES
CAMPAIGN EVENT TRAINING
QUESTIONS
CFC TimelineHistory
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President Kennedy
signed Executive
Order 10927 paving
the way for a
combined
campaign.
1961
Pilot programs of
“combined”
campaigns were
tested in six
cities.
1964
The CFC was
fully
implemented
nationwide.
1971
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400,000+ Federal
employees raised
more than $167
million for 20,000+
charities.
2016
New regulations in
effect governing the
campaign.
2017
CFC TimelineToday
$8.2BContributed since 1961
2017 Campaign Dates:
Oct. 2, 2017 – Jan. 12, 2018
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CFC Structure
OPM(regulatory governance)
LFCC(program oversight)
OC(marketing, training, logistics)
CCA(pledge & charity systems)
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What’s New for 2017
All contributions
must be
designated to a
charity. VOLUNTEERING RETIREE GIVINGGIVING PORTAL
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All contributions
must be
designated to a
charity.
What’s Changed for 2017
No more…
CASH
CONTRIBUTIONSFUNDRAISING
EVENTS
UNDESIGNATED
PLEDGES
How the CFC Works
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Charities Beneficiaries
Decide
to donate online or with
a pledge form
Choose
one or more organizations
supporting your cause
Select
a payment method
Charities
receive funds during
the year
Beneficiaries
are given help + hope
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Heart of the Midlands (Zone 12) Geography
Heart of the Midlands
CFC
• Covers 3 states and 156
counties
• 30,000+ Federal
employees
• 300+ Federal reporting
units
• $817,000 raised in 2016
Zone 12
NEW Messaging
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GIVE online or via paper pledge form.
VOLUNTEERto share your time and talent with your
favorite charity.
TELL YOUR CFC STORYto inspire others to participate in the
campaign.
“I have a brother with Down
Syndrome. For as long as I
can remember, he’s been
playing baseball. These
sports programs can increase
confidence, independence
and fitness.”
Mary Coats
U.S. Department of Health and
Human Services
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Why give through the CFC?
Payroll or annuity ALLOTMENT
Multiple CHOICES
CONVENIENCE to pledge
A program you can be CONFIDENT in
Ability to give ANONYMOUSLY
COLLECTIVE power of contributions
Support agency GOALSpage
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Get Connected
Network with other Campaign Managers
Follow the campaign on social media
Talk with those who walked before you
Review your website
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Know your target audience
Review your list of reporting units / offices within your
agency / department.
Ensure you have an updated number of employees for
your office / agency / department.
Verify this information and provide it to your OC.
Reminder emails will be sent by OC to confirm this information.
Pledge tracking and material distribution require this data.
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Develop a Plan
Draft your plan to include publicity and campaign
events
Brief leadership and obtain support for the plan
Set a campaign goal
Order campaign supplies
Recruit a committee
Event committee
Publicity committee
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Recruit and Train Keyworkers
Recruit Keyworkers (rule of thumb is one Keyworker
for every 25 – 30 employees)
Use last year’s campaign team as a starting point
Schedule and conduct a Keyworker training session
Online keyworker trainings will be provided as resource
Remember the TIP! Recruit positive faces for your
team.
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Know how: Make, Collect, and Submit
Paper and Online giving options.
Download and complete the CFC Pledge Report
Summary located on the website.
Enclose Summary and the completed paper pledge
forms in the Pledge Report Envelope
Keep forms secure.
Mail Report summary and pledge forms to:
CFC Processing Center
P.O. Box 7820 Madison, WI 53707-7820
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Involve Leadership
Have leadership send key messages during the
campaign including invites to events
Invite leaders to be involved at campaign events
Brief leadership weekly on campaign progress and
upcoming support opportunities
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Motivate Keyworkers
Hold weekly meetings to check on campaign
progress, offer tips and tricks, review key training
points, and allow Keyworkers to share best practices
and success stories
Consider planning and holding a special event just for
Keyworkers (e.g., volunteer day or have a charity
guest speaker come to a brown bag lunch)
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Promote and Publicize
Campaign Plan – Execute your events
Utilize the Event Planning Guide
Posters
Donor Cards (Beginning, mid, near-end)
Cause Weeks
Report Results
Intranet, website, social media, newsletters, Stallway
News, common areas, Video screens, etc.
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Recognize Campaign Success
Ensure Keyworkers have donor recognition cards and
distribute them as donations are made
Plan and implement a recognition event
Order unit awards and campaign worker certificates
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Provide Feedback
Participate in any After Action Review meetings
held by the CFC
Respond to and forward surveys and invites to
participate in focus groups
Put together a continuity book that you can pass
along to those who follow behind you
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DO NOTDO
Promote voluntary giving
Encourage donors to
select a cause
Recognize and thank donors
DO NOT use coercion - it is
not tolerated
DO NOT show favoritism to a
particular charity
DO NOT create lists of non-donors or
share a list of donors with leaders
Important Guidance
DO NOT host fundraising events or
provide food/beverage/entertainment
with campaign funds
Host fun and educational
campaign events
DO NOT set personal dollar goals or
quotas – no 100% participation goalSet an agency level
campaign goal
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Training Agenda
4 STEPS TO A SUCCESSFUL CAMPAIGN
CAMPAIGN MATERIALS
PROMOTIONAL DAYS
CAMPAIGN EVENT TRAINING
QUESTIONS
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Preparation
Before you start talking to your co-workers about CFC, you need to be:
All contributions
must be
designated to a
charity. CONFIDENTEXPERIENCEDKNOWLEDGEABLE
• Why Give through CFC?
• What are your giving options?
• How much goes to the charity?
• My charity isn’t listed?
• Payroll deductionpage
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1. Know the Facts
• Know how to use the system and how to complete a card.
• Don’t get caught in a question you “should” know the answer to
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2. Make Your Gift First
• Walk the walk… If you do not give through the CFC, why would those you are asking to give?
• Number 1 reason people don’t give?
• Speaking face-to-face is the most effective way to inspire your co-workers to give.
• Pre-drafted email templates you can customize are available, ask your OC!
• It takes several “asks” to seal the deal… follow up and offer to help.
• Speak their language
• Make it personal, share your cause!
• Use the Donor Cards or other digital marketing materials.
3. Make the Ask!
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• Thank those who listened, regardless of giving.
• Thank those who gave, monetary, time or talent.
• Thank your team and Leadership!
• Distribute Thank you cards / incentives.
• Ask your leadership to thank your volunteers as well as the entire agency.
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4. Give Thanks
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DO NOTDO
Promote voluntary giving
Encourage donors to
select a cause
Recognize and thank donors
Do not use coercion - it is
not tolerated
Do not show favoritism to a
particular charity
Do not create lists of non-donors or
share a list of donors with leaders
Important Guidance
Set an agency level
campaign goal
Do not host fundraising events or
provide food/beverage/entertainment
with campaign funds
Host fun and educational
campaign events
Do not set personal dollar goals or
quotas – no 100% participation goal
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Additional Responsibilities
Make your own pledge so you will understand
what you are asking others to do
Keep your leadership informed and involved
Participate in campaign events
Publicize the campaign in your area
Connect with the campaign via social media
Promote and participate in CFC
promotional days
Attend weekly meetings
If pledge forms are submitted to you directly, promptly deliver them to
your Campaign Manager.
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PRACTICE• Tell your story.
• Explain the benefits of the CFC.
• Ask some questions.
• Invite them to participate.
• Thank them for their time.
Charity List
Available online
This hard copy brochure
contains much more
than just the list of CFC-
participating charities. It
has information for
donors about the
campaign as well as
FAQs.
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Pledge Form
Contributors are encouraged to
use the new online giving portal
this year.
<opm.gov/ShowSomeLoveCFC>
Paper will be phased out over
next 5 years.
Pledge forms must be post
marked by 1/12/18.
Any errors will result in the
pledge being suspended.
Review all pledge forms prior to
submitting, for possible errors.
Summary Report & Report Envelope
Contributors are encouraged to
use the new online giving portal:
<opm.gov/ShowSomeLoveCFC>
Paper pledges are to be mailed
directly by donor.
Alternatively, batches of pledge
cards can be sent in this report
envelope and must include a
completed summary report inside.
Keep copies of the report and
envelope for your records.
Donor Card–Kickoff The donor cards are
designed to be used
while making the initial
in-person ask. They are
a leave-behind tool with
information about the
campaign and how to
pledge.
Donor Card –Mid-Point Ideal to use with the CFC’s Show
Some Love Promotional Day on
Nov 2 or Day of Giving Nov 28
• Distribute them.
• Encourage people to take
selfies / share on social media.
• Post them on a Cause Wall in
your office.
Donor Card–Closing Days
Use this card to follow
up with donors toward
the end of the campaign
about making a pledge,
especially those who
might be on the fence
about giving.
Thank You Card
This should be provided
as promptly as possible
to contributors in your
area. You can customize
it by adding a personal
note.
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Email Templates
Pre-drafted email templates you can customize are available on
CFCHeartOfTheMidlands.org.
• Pre-launch email
• Kickoff email
• Charity Fair invitation
• Promotion days
• Holiday giving reminder
• Countdown reminder
• Year-end reminder
• Thank-you message
• Campaign results message
Digital Resources
There are additional resources
available to you on
CFCHeartOfTheMidlands.org:
• Infographics
• Email templates
• Social media shareables
• Flyers
• Federal employee/retiree
stories
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Cause Weeks 2017 CFC Cause Week Calendar Education Week
Oct. 2 – 8, 2017
Disaster Relief Week
Oct. 9 – 15, 2017
Poverty Week
Oct. 16 – 22, 2017
Cancer Awareness Week
Oct. 23 – 29, 2017
Animal Welfare Week Oct. 30 – Nov. 5, 2017
Veterans Week
Nov. 6 – 12, 2017
Global Health Week
Nov. 13 – 19, 2017
Clean Water & Hunger Week
Nov. 20 – 26, 2017
Housing & Shelter Week Nov. 27 – Dec. 3, 2017
Persons With Disabilities Week
Dec. 4 – 10, 2017
Military Support Week
Dec. 11 – 17, 2017
Environmental Conservation Week
Dec. 18 – 24, 2017
Medical Research Week
Dec. 25 –31, 2017
Youth Development Week
Jan. 1 – 7, 2018
Human Trafficking Week
Jan. 8 – 14, 2018
CFC Event Training
Campaign events supplement the campaign
They never replace the necessity for the
in-person ask by a Keyworker.
Why Have Events?
Why have events?
• Educate about the
campaign and
participating charities
• Promote engagement
• Boost employee morale
and comradery
• Have fun!
• Celebrate successpage
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Educate about the campaign and participating charities
Promote engagement
Boost employee morale and camaraderie
Have fun!
Celebrate success
Types of Events
• Awareness/ Education (kickoff, charity fair, charity tour)
• Special Events (contests,
promo day support,
motivational speakers,
volunteer day)
• Recognition (finale, awards
ceremony, milestone party)
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Ensure Event Success
Establish an event committee
Involve leadership
Make it fun
Add an element of competition
Promote the event in advance
Publicize the event after its completion
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Involve Charities
OC Educates Charities on CFC Regulations & Responsibilities
Charity Must Certify Compliance to CFC Guidelines
Coordinate Request Charity Participation Thru OC
OC Publicizes CFC Events Opportunities to Eligible Charities
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DO NOTDO
Promote voluntary giving
Encourage donors to
select a cause
Follow all regulations,
guidance, and ethics
policies in your agency
DO NOT use coercion -
it is not tolerated
DO NOT show favoritism
to a particular charity
DO NOT host fundraising
events or provide
food/beverage/entertainment
with campaign funds
Dos and Don’ts