2014 Account Manager Training UNITED WAY OF WARREN COUNTY

Welcome & Introductions Kim Cunningham Park National Bank Aaron Reid Executive Director Jerri Langworthy Community Impact Director & Training Facilitator Diana Campbell Campaign Director Sandy Briggs Communications Director United Way of Warren County

Review of materials in front of you Materials at your place: Account Manager Toolkit Account Manager Call Report(s) Assigned Account Folders/CEO Handouts Please pull one set of CEO handouts from one of your assigned account folders AND open your Toolkit to page 1. United Way of Warren County

What is an Account Manager? Volunteers who lend their expertise and energy to help expand campaign efforts and year round engagement. Assists ECC’s and United Way in the implementation of workplace campaigns. Develops civic leaders/advocates for United Way and its community partners. Strengthens United Way commitment to advancing the common good. United Way of Warren County Page 1

What Does United Way Do? Partners with organizations in the community. Identifies problems and collaborates on solutions. Creates long-lasting changes in the community. Focuses on Advancing Education, Income & Health. LIVE UNITED ! United Way of Warren County Page 2

How Does It Work? Give Advocate Volunteer You partners with 53 non- profit programs advancing education, income & health United Way of Warren County helped more than 129,200 people in Warren County last year 28 Agencies United Way of Warren County Page 3

Prepare for the Call / Meeting Increase your knowledge about our United Way. Review the Case for Giving. Review the account file. Review Account Manager Call Report. Review the Profile Report. United Way of Warren County Page 4

Profile Report

Make the Call (what to cover at your meeting) Thank for past support. Review profile and secure commitment for 2014 campaign. Utilize the “How You Can Help” from back of Case for Giving during the appointment. Identify the name and contact information of Employee Campaign Coordinator (ECC). Utilize Account Manager Call Report Encourage ECC to attend one ECC training. United Way of Warren County Page 4

Close the Call / Meeting Leave CEO handouts. Summarize the commitment. Thank them for their time and anticipated success. Follow-Up throughout campaign Ensure ECC signs up for ECC Training. Submit completed Account Manager Call Report on or before July 18, Communicate, communicate, communicate! United Way of Warren County Page 4

After the Call/Meeting - Administrative Maintain contact with ECC Assist ECC as needed. Report account status. Track/monitor accounts – considered complete when ECC Campaign Report Envelope is received by United Way. United Way of Warren County Page 4

Campaign Enhancements Campaign Agency Speaker Retiree Involvement New Hire Program Employee and/or Loyal Contributor Testimonials General Joseph Warren Leadership Society Gold Silver Bronze Award Level Giving United Way of Warren County Page 5

Account Manager Tools 5-minute CEO Call Example Campaign Account Manager Checklist Dates to Know for 2014 Campaign Campaign Glossary of Terms Follow us on Facebook or Linkedin – United Way of Warren County United Way of Warren County Pages 6 - 9

United Way of Warren County Questions?

Thank You! Thank you to Kings Island for donating park tickets to all United Way of Warren County campaign volunteers who attend training for United Way of Warren County

THANK YOU for attending training and have a great day!