Penn’s Way 2017 Captain Training

Agenda Introduction to Penn’s Way Promotion, Events and Activities Timeline/Dates for Penn’s Way

Who We Are Campaign History: Merger in 2006 University of Pennsylvania University of Pennsylvania Health System As of 2015, not including TCCHS or LGH Progressively increase contribution goal annually by $50,000 This year: $1.55 million Participation: ~82% system wide ** Did not increase the contribution goal this year – last year the health system was above target, however the university did not reach their goal. As such, we did not raise the goal this year.

University of Pennsylvania Executive Co-Chair Maureen Rush, VP Public Safety Faculty Advisor Claire Oakes Finkelstein, PhD, JD Executive Steering Committee Susan Phillips, Maureen Rush, David Bendell, Franklin Owusu, Alissa Nulsen, Terri Welsh Marketing Subcommittee David Bendell, Franklin Owusu, Alissa Nulsen, Terri Welsh, Lisa Paxson, Scott Spitzer Campaign Manager Terri Welsh, Alumni Relations SOM Administrator Robert Dugan 120 School Coordinators

Health System Department Captains Executive Co - Chair Susan Phillips Executive Faculty Co Peter Quinn , MD Campaign Managers David Bendell Alissa Nulsen Franklin Owusu HUP Administrator Carolyn Jackson Coordinators Patricia Meehan Joe Forte Laura Scalise Michelle Franklin Pamela Mack Brooks Teresa Murphy Michael Vozniak Robyn Hilliard Marie Zubko Philip Gaspari Deborah Mincarelli Marie Castor HCHS Administrator Rebecca McCarron Coordinator Linda Forman PPMC Administrator Bob Russell Lori Fowler Roseann Rapa Ryan Dougherty Lateef Spratley PAH Administrator Daniel Feinberg Eileen Murphy Mary Pat Lynch Michael Altman Cassandra Upchurch Jane DeSola Zanzinger CCA Administrators Shalini Shah and Alexandra Brindle CPUP Administrator Aron Berman Carole McMonagle Jeane Moore Phil Gaspari Bob Challender Molly Gertz Dan Reily Deb Watson Mike Donato Karen Conroy Anne Marie Otto Brontilla Hackett Kay Marshall Dave Mackay Amy Schwartz Airida Guogis Leonard Anderson Antonia Sheehan Jaclyn Dossick Radnor Steven Smith Lisa Magno Corp IS Michael Restuccia Nick Hearn John Shaposky Greg Shuster Corp Finance Wayne Smith Corp Admin Department Captains

Campaign Captains Scope of Responsibilities: Communicate, publicize and organize the campaign at the Department level *Collecting campaign pledges* Staff meetings Posting publicity materials Make sure pledges are submitted to the Entity Coordinator on a weekly basis Distribute all employee brochures and information Make sure returns are complete for all employees Develop proficiency in web-based donation to help their colleagues with this process. Customize/individualize their department campaigns to suit their needs. Encourage participation at recognition events Knowledge and skills: Leadership capabilities – either has a formal or informal leadership role in their department Capable of inspiring others to participate Leads by example – active participation in the campaign Capable of taking initiative in all aspects of the campaign Ability to customize/individualize the campaign to meet the department’s needs…etc. Ability to demonstrate a sincere commitment to the campaign

Penn’s Way and Patient Experience Week Again, Penn’s Way coincides with Patient Experience Week Entity leaders may chose to incorporate or separate the two, depending degree of patient experience week involvement Entity Ideas to help with the Overlap: Incorporate Penn’s Way in to Patient Experience Week Event: Make computer kiosks available, both come from common themes of helping others, whether it be patients or communities Capitalize on it being such a celebratory week for both campaigns!

Penn’s Way Campaign Goals 81% participation goal last year, 77% actual participation $1,550,000 total fundraising goal $775,000 Health System $775,000 University of Pennsylvania Encourage new donors to contribute at least $1 per pay period via payroll deduction. Encourage previous donors to contribute at same level or increase contribution by 2-3%. Our overall goal increased by 3.5% Increase overall employee participation 82% Health System Employees may participate without contributing by selecting the appropriate option on the ePledge site or by entering a zero-dollar gift amount on a paper pledge form.

Penn’s Way Fundraising Goals Again, we did not raise the goal this year

Penn’s Way Participation Goals

The Power of One (Dollar) $1 per pay period ($26/year) 82% participation rate 18,369 employees x x $391,627 50.5% of our $775,000 health system goal

Promotions, Events and Activities This year’s theme: Giving is Penn’s Way Campaign Materials Raffles Fairs and Promotion Ideas

Campaign Materials PowerPoint Presentation Poster Sets and Thermometers Agency List (printable online) Pledge Form (printable online) Pins and tumblers Articles published in CCA eNewsbrief, HUPdate, PAH: What’s New, Presby Bulletin, Radnor Rally, and System News throughout the campaign. Email and voicemail blasts www.upenn.edu/pennsway

Participation/Promotion Ideas Raffles: University and System Wide Penn’s Way Fairs Held at beginning of campaign on the mezzanine or in PCAM atrium CRF and United Way Agencies Participate Last year, got laptops for people to sign up on the spot Open to new, creative ideas to increase engagement Guest speakers Senior Leader snack breaks Customized raffles or prizes by entity, department, etc. Friday promotional events- set up kiosks with pretzel/candy prizes to encourage participation 100% participation prizes/lunches Please note that gift cards of any kind cannot be purchased as Penn’s Way prizes.

MARKETING PREVIEW Penn’s Way

Penn’s Way Email Footer Marketing image Email footer to be sent as email attachment**

Campaign Timeline Coordinator Selection By August 21 Captain Selection By Sept 18 Captain Training and Material Distribution September 12-23 Campaign Start September 26 Penn’s Way 2016 Fairs TBD with feedback from teams Campaign Close November 11

Raffles All participating University and Health System employees are eligible. Remember that you do not need to donate in order to participate! At HUP: Completed paper form dropped off at Ravdin Mezzanine drop box by 12:00pm Thursday. (Drop box next to security desk podium) Completed ePledge entry or submit a paper pledge form by 12:00 pm Friday. Winners will be randomly selected on the Monday after the raffle deadline. A larger prize will be awarded during the middle of the campaign A grand prize will be awarded the final week of the campaign

Where We Give Penn Medicine Center for Responsible Funding (CRF) United Way of Greater Philadelphia and Southern New Jersey

Where We Give Penn Medicine Center for Responsible Funding (CRF) All HUP and PAH Donations: Safe Sleep Sacks, Discharge Pharmacy PPMC Donations: Discharge Pharmacy Abramson Cancer Center Joan Karnell Cancer Center Penn Presbyterian Medical Center - Discharge Prescription Drug Program Pennsylvania Hospital - TBD Scheie Eye Institute The Bernett L. Johnson, Jr. Sayre Health Center Wissahickon Hospice Center for Responsible Funding (CRF) Founded in 1980 as the first nonprofit organization in the Philadelphia area devoted to promoting equity in philanthropic giving. www.responsiblefunding.org United Way of Greater Philadelphia and Southern New Jersey Founded in 1921 unitedforimpact.org

How We Give Penn’s Way Website ePledge Bonded Agents - Paper Pledge Forms Reporting Capabilities

Penn’s Way Website http://www.upenn.edu/pennsway Downloadable list of CRF and United Way agencies (excel file- searchable) Detailed information on CRF, Penn Medicine, and United Way organizations Frequently Asked Questions Payroll Deduction Guide Raffle Prize information and winners Link to donate online (ePledge) Save Time, Donate Online Payroll deduction or credit card (VISA, MasterCard, Discover, AmEx) Downloadable paper pledge form

ePledge Requires Penn Key and Password http://www.upenn.edu/computing/pennkey/ Same method of accessing KnowledgeLink Employee information is pre-loaded and will populate upon login Agency key word search functions with over 5,000 agencies Pledge can be modified through duration of campaign by Coordinators Interfaces directly with UPHS payroll (new hires and terminated employees updated real-time)

Accessing the ePledge Site

Logging Into the ePledge Site Click here to enter E-pledge site

Giving With ePledge Can search database of over 5000 organizations Organizations to which you are donating display here Click here to enter E-pledge site Click “Contributing Elsewhere/ Raffle only” for a $0 pledge- Participation Only Annual total displays here

Confirming Your ePledge Payroll Deduction SAVE and PRINT for tax filings!

Confirming Your ePledge Credit Card

Confirming Your ePledge Credit Card Credit or debit card can be used just as with online shopping Transaction information is 100% secure Penn Medicine pays the card processing fees Visa, AMEX, MasterCard and Discover are accepted Payment by credit or debit card is only available online through the website!

Confirming Your ePledge Payment By Check Pledge online, print out and submit to captains

Confirming Your ePledge Payment By Cash Pledge online, print out and submit to captains

Confirming Your ePledge Contributing Elsewhere

Reporting The “Coordinator Report” menu option provides UPHS Penn’s Way Administrators, Coordinators and Captains with access to their respective Captain Reports despite the menu option not being referenced as such. Captains only see their department(s). These are CSV files that will open up as Excel spreadsheets. If you want to preserve a particular report for a particular date and time, please save these files to your personal drive. Participation only, not dollar amounts These reports are updated real time as employees participate in the campaign; there is no way for you to retrieve a report for a prior date and time unless you have saved the file. Use these reports to monitor progress within your department(s) and follow-up with individuals as needed.

Reporting Enter pledge site with your PennID and password Click on the Coordinator reports link on the left tool bar

Reporting: Detail Report Detail reports provide information on individual employee pledges. It does not list the employees pledge amount. An X in the pending payment column indicates a cash/check pledge that needs to be reconciled.

Reporting: Summary Report Summary reports provides information on a unit, division, or department

Pledge Forms It’s Easier! Encourage ePledge whenever and wherever possible! Paper Pledge Forms Rules and Tips: Can print pledge forms from Penn’s Way web site Forms must be completed and signed by the donor Forms must include the donor’s Penn ID Forms must be photocopied: The donor retain the photocopy The Captain gives the original to his/her Coordinator Donors cannot use credit cards with the paper pledge form Attach cash or check (if applicable) to pledge form Captains may use any large envelope to return forms, checks, and cash to their Coordinator weekly (Thursdays by 12pm). Otherwise, secure in a locked drawer, cabinet, etc. Remember that employees can simply participate by completing a paper pledge form with a $0 gift amount

Questions? Entity Administrator/Coordinator/Captain Alissa Nulsen Please contact your Administrator for more information If you do not know your HUP Administrator please email David Bendell or Rachel Kleinman (below) Alissa Nulsen Penn’s Way Campaign Manager Coordinator, Corporate Administration Alissa.Nulsen@uphs.upenn.edu 267.584.9910 | Cell Franklin Owusu Franklin.Owusu@uphs.upenn.edu 267.584.9918 David Bendell David.Bendell@uphs.upenn.edu 215.439.3582| Cell