Campaign Leader Information Session 2017 / Séance d’information pour les chefs de campagne 2017 July 4 2017 / le 4 juillet 2017

Agenda - Morning 9:00 - Round Table Introductions 9:30 - Introduction to your campaign – Campaign Overview 9:45 - Centraide Outaouais 10:00 - HealthPartners 10:15 - Break 10:30 - United Way Ottawa 10:45 – Jack Diao – Engagement initiative 11:00 - Your role – Monthly role out 11:45 - TRADEX 12:00 - Lunch

Agenda- Afternoon 1:00 – Your Role (continued) 2:00 – Brainstorm Session: Integration of 150 into campaign – Other Themes What do canvassers need to be effective Your Choice?? 3:00 Report Back on Brainstorm 3:30 Wrap up

Campaign Overview Your campaign since 1997! Donor choice campaign - any registered charity NCR three designated recipients: Centraide Outaouais HealthPartners United Way/Centraide Ottawa National campaign supported by 80+ United Ways

Your Role - Campaign Leader Oversee all aspects of the campaign - Project Manager Develop communications plan - Weave in 150, themes Set Objectives – Financial Goal, Pledge rates Strategies – Blitz, canvass booths, canvass in Sept ,Incentives Timing – Campaign roll out - Frame the campaign Build team with natural leaders from across organization Ensure the right people receive the right training/awareness

Recommended Core Team Structure That’s you! Air Traffic Control Canvassers at a 15-1 Ratio

Your Role - Campaign Leader Lead weekly Core Team meetings – Invite Portfolio managers Know your strengths – Make the team complimentary Keep close to the numbers - adjust if needed Report on progress – Core Team - Sr Mgmt team - Portfolio Mgr. Celebrate success - recognize donors and thank volunteers Lead Ambassador – You set the tone

Volunteer Canvass Recruitment We are looking for people who… …are interested in working on a campaign that will positively affect our Community … will effectively engage/canvass 10-15 people within the organization … can help colleagues effectively navigate pledging – Are social media savvy …can commit 3 hours to support charitable work – Training and fundraising …believe in the charitable sectors’ work …are interested in gaining some non profit exposure … have an experience to share about involvement in the charitable sector If you checked 4 or more of the above boxes, this years campaign may be for you- Contact Anne Directly at 555-555-5555 to find out how to get involved!

Chairs Vision Make giving personal Make giving easy Help employees see value of their Contributions by tracking impact of Donations as “lives changed” It’s more than dollars raised Unite “giving” with volunteering and attract more youth Promote working together to build stronger Communities through our collective impact Make giving easy Simplify and expand technology options for giving Make giving cool again Rebrand look and feel, linked to Canada150 Innovate new communication and engagement strategies

Get Creative “CIC Gives Back to Communities” “Creating a Wave of Change in Our Community” “From small seeds, big things grow!” “Shared Services Canada Employees’ Charitable Campaign “ “Together we shine – Ensemble, nous sommes brillants”

Get Creative “Inventive by Nature” “Make a difference in your community”, “Anyone can be Someone’s Superhero”

What Can investvest bring! A Campaign Timeline August September October Stimulate/Educate What Can investvest bring! Stimuler – éduquer Donate Pledge Donner Celebrate Special Events Célébrer Communicate Communicate Communicate

July Build your team - Org Chart Choose natural Leaders for team and canvassers Identify contact for materials Familiarize with Web-site Plan for licenses ePledge Organizational Structure Who needs access? - Administrators

August What’s your theme? Communicate impact – DYK Finalize list of employees- Match to canvasser Encourage attendance @ SIB tour Encourage attendance @ training Host training - canvassing Solidify final plans – Dates, Marquee attendees ePledge Lock in epledge – Org Structure, Customized Communications – Splash Page

September Host Pep Rally/Canvasser Launch with purpose Canvass Monitor progress – Be present - Adjust Start the submission of $$ raised Its about carrying out the fundraising plan!

October Share key messages about community impact (C) Canvass 100% Run events – Tie messaging of events to causes Its about carrying out the fun - raising plan!

November Final Push – No glass Ceiling Get ready for awards Host internal recognition for volunteers – Awards

Useful to Know www.gcwcc-ccmtgc.org GCWCC Web-site Items you can borrow S.I.B. Key Dates FAQ gcwcc@unitedwayottawa.ca ccmtgc@centraideottawa.ca www.gcwcc-ccmtgc.org

Next Steps Build out your team Invite last years Campaign lead for a coffee Connect with your Portfolio Managers! - Here to help Its about making a difference!!!

Thank You!