Switch + Campaign

Delivering a successful Switch Campaign North West experience

Scale of job at hand Regional Pilot Outcomes Region Wide Campaign roll out  

Everything based on ..... Guarantee no double payments Protecting integrity of mandate forms Making it easy for members to Switch Members maintain protection with Unison

Pilot Outcomes Expanded Pilot outcomes Conclusion. We Can Do This Pilot Outcomes Expanded Pilot outcomes Conclusion ... We Can Do This.... because we are doing it already  

“Mikes Tool Kit “ AKA “Organisers Tool Kit”

Pilot Experience: Planning & Preparation Switching Members

The Journey of the Switch form What happens when a member completes a Switch form?

Steward / Organiser ensures form is completed in full by the member       

What does the member do now? Absolutely nothing! Sit back and relax whilst UNISON completes the journey for you.

Completed form is now sensitive data we must now protect and keep it secure during its transportation to the branch  

The form is then processed on UNISON’s data system by the branch administrator (taking into consideration certain dates) Warning Deadlines ahead

The member’s employer is contacted by the branch to cancel the members payments of subscriptions through their wages

UNISON national team send a letter to the member informing them when UNISON will be collecting the first payment out of their bank account

The form is then securely stored for 7 years at Regional HQ and then securely destroyed after this time

The member has stayed protected with UNISON 

So that’s how Switch in Wirral & Bolton has been done Now So that’s how Switch in Wirral & Bolton has been done Now .... we have made Switching so much easier  

Easy peasy lemon squeezy. the Plan is Easy peasy lemon squeezy ... the Plan is....   Region wide Docas Moratorium Promote the Campaign to members All staff mobilised to Switch National Unison Strategy Go collect the Switch forms Input Switch forms to RMS/Warms Tell members we have your form and will notify you when DD starts Tag – “DD Ready”  

“DD Ready” Critical mass or 100% switched Press the button for DD transactions Docas Agreements cease Members 10 day notice of first DD collection Members first DD collection commences ------------------------------------------------------ Follow up any non Switchers  

We may well have an “ACE” in our back pocket... Sefton Council project

Switch successfully delivered Just think how many members we will have actually talked to Membership growth Workplace organisation Presence of Unison in workplaces