Top 10 best practices 2018 Guide to a Successful Campaign

#1 Define roles Recruit a team! Do not run your campaign alone. Recruit a team of enthusiastic, resourceful and committed employees to help you plan the best possible campaign. (Yes, 2 is a team!) Involve representatives from various departments Define roles of each member Communicate regularly

#2 Set dates Determine your timeline Set start date and end date Inform your co-workers of the dates Two week maximum

#3 Set goals Specific – what are you trying to accomplish Measurable – dollars raised or participation Attainable – based on last year’s results Realistic – consider internal factors Timely – establish a clear timeline Ex. Company A will increase the number of employees that participate in the UW Campaign by 3%.

#4 Have a meeting Kickoff your United Way Campaign with a meeting to educate employees about United Way Ask CEO to send endorsement e-mail, speak at meetings, and appear at events Encourage top management to be a member of the United Way’s Benefactors Club ($500+ annually)

#5 Themes, incentives, and special events Generate enthusiasm and have fun Use the Campaign Coordinator Toolkit Incentives Special Events LIVE UNITED DAY – August 1st ROUND UP For United Way! – August 1st – August 31st Halyard Health Golf Tournament – Sept. 7th NEG Team Trivia – Oct. 11th Thanksgiving Day Early Bird 5K – Nov. 22nd

#6 Engage employees Organizing a volunteer event for employees is a great way to engage your employees United Way’s Week of Caring will kick-off on September 1st Encourage employees to join the United Way’s Emerging Leaders Society Minimum contribution of $250 per year. Under the age of 40 (but we aren’t checking IDs!) Opportunity to build professional network, develop leadership skills, and engage in the community.

#7 Get the word out Use Campaign Materials (posters, brochures, stickers) Send e-mails educating employees on the value of United Way (UW Buying Power Statistics) Use intranet sites to announce United Way Campaign is underway Share messaging year round, not just during the Campaign!

#8 Say thank you Thank employees in a timely manner Offer incentives for participation Prize drawings Lunch Personal letters

#9 Wrap up and report out Finalize your campaign Contact your Loaned Executive Report your results to your employees

#10 Share online Share your stories on social media Like us on Facebook – United Way of Davidson County – NOW! Follow us on Twitter - @UnitedWayofDC – NOW! Follow us on Instagram – unitedwayofdavidsoncounty – NOW!