1. Campaign Leader Information Session New Campaign Leaders April 25 th, 2016

2. Agenda Session objectives Introductions Presentations by 3 main recipients Overview of GCWCC Structure, Your Role, Key Roles and Timelines Campaign tools Wrap-up 2

3. … and a few other Fun Agenda Items …. Education….a 3X Win from Tradex Birthday Party! Good news….Opt-In to learn more! Elements of the Best Canvass…Ever 3

4. Session Objectives Equip Campaign Leaders (CL’s) with base knowledge to run an effective fundraising campaign  Understanding the GCWCC, main recipients and the benefits  Have an understanding of your role and the supporting team  Start your campaign with some key strategies and a high- level plan  Access to resources available to you  Connect with your Account Managers 4

5. Introductions 1.Name 2.Department 3.Any previous involvement/experience – GCWCC, Charity Sector, Volunteer work 5

6. Overview of GCWCC 1997 inaugural year of GCWCC - Treasury Board Donor choice campaign run by federal employees across Canada NCR three designated recipients: United Way/Centraide Ottawa - Centraide Outaouais - HealthPartners May support any registered Canadian charity (80,000 +) National campaign managed by United Way Ottawa and 80+ local United Way offices across Canada 6

7. GCWCC Current Structure 7

8. 2015 NCR Campaign Results (*including retirees) Résultats de la campagne RCN 2015 (*comptant les retraités) $18,974,560$ Health Partners 4

9. Role of the Campaign Leader Oversee all aspects of the campaign within their organization (i.e. project management) Builds a team with natural leaders from across organization Recruits volunteers and ensures they have received training Obtains lessons learned from previous Campaign Leader(s) Promotes employee engagement and invite feedback Believes in and personally supports the campaign 9

10. Role of the Campaign Leader Develops the campaign objectives, strategies and plan Monitors progress through weekly Core Team meetings Reports on progress - Sr Mgmt team and GCWCC A. Manager Implements contingency strategies Celebrates successes, recognizes and thanks volunteers Works with Communications Officer to prepare submission(s) for GCWCC Recognition Awards 10

11. Building the Team 11

12. Campaign Co-Leader (Deputy) Recommended role as part of the succession plan Provides support and backup to the Campaign Leader Good planning, management and organizational skills 12

13. Treasurer Strong Excel skills and good attention to detail Oversees and ensures the proper management and operation of the financial and campaign administrative procedures Develops and manages an internal process to gather and verify gift forms, special event forms and cheques 13

14. Treasurer Prepares/submits the treasurer envelopes with completed gift forms, special event forms and related monies Runs various reports – daily tracking of the campaign results Reporting results to Senior Management, C.L./Core Team 14

15. Communications Officer Develops the communications strategy and plan for the campaign Needs expertise in communications methods and public relations Assists in the development of a personalized/relevant messaging Creates visibility and awareness through various means: posters, newsletters, emails, twitter, intranet, speeches, stories etc. 15

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

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

18. Branch Coordinators/Team Captains B.C/T.C manage the relationship between the Campaign Leader, Treasurer and Canvassers B.C/T.C ideally are representative of your organizational structure - look for natural leaders who are engaged in the campaign Motivates and encourages Canvassers 18

19. Branch Coordinators/Team Captains Organizes Team Captain/Canvasser teams – provides canvassing lists, training and guidance Reports on progress and status of canvassing to Campaign Leader, Treasurer and core team Provides completed gift forms, special event forms and related monies to treasurer or Sub-Treasurer with process defined by the treasurer 19

20. Special Event Coordinator Plans and coordinates departmental special events - Timing Manages a group of volunteers to help planning and execution Works closely with Communications Officer to ensure promo Works closely with Treasurer to determine licensing. Applies for necessary permits/licenses. Ensures Treasurer is aware of schedule of events. Completes and submits special event forms and related monies 20

21. Next Gen – YPN - Gen-Next Develops strategies to involve the younger employees in the campaign (Canvassing) - Tap into existing Networks Finds ways to use energy and creativity of the young employees Promotes community awareness and instills a sense of ownership of campaign success 21

22. Canvassers The Key to campaign success – Support and believe in the campaign and have good interpersonal skills Informs employees on the benefits of the GCWCC and how they can make an impact Provides everyone with an opportunity to donate by engaging and following up with everyone on their list Addresses any questions the employee may have 22

23. Canvassers Follows-up with the employee to close the loop - get a yes/no Tracks all canvassing responses and reports back to their team captain Reviews Gift Forms to ensure no missing information Submits Gift Forms and related monies to their team captain, branch coordinator, sub-treasurer, or treasurer – Follows Process 23

24. Canvassing Strategies Assign a ratio of 1 canvasser to approximately 10-15 employees Ensure Canvassers attend canvasser training Ensure all employees have been given the opportunity to donate and support their community Create momentum with a canvassing Blitz Provide incentives (where possible) to donate early Have canvassing kiosks in strategic areas (i.e. high traffic) 24

25. Volunteer Recruitment for charitable campaign …we are looking for People who:  … are interested in working on a project that positively affects our Community  … can effectively network/engage with 10-20 people within the organization  … can help colleagues effectively navigate on-line donation/paper – Are social media savvy  …Can commit 3 hours to support charitable work – Training and fundraising  …believe in the charitable sectors’ work  …who are interested in gaining some non profit experience  … have an experience and relevant story to share about your involvement in the charitable sector If you checked any 4 of the above boxes this years fundraising campaign may be for you- Contact Anne Directly at 555-555-5555 to find out how to get involved!

26. Roles – Other Support Areas HR Support – Updated org chart and employee list to establish number of volunteers/canvassers required and to assign their canvassing list IT Support – IT team is required to ensure that ePledge is accessible from the employee’s workplace - WhiteListing – They can also help in many other ways from making an ePledge shortcut available on the desktop to enabling video presentations in boardrooms and common areas Admin Support – Often know best when team meetings held and # of employees in Org. 26

27. High-level Timeline 27 Note: Dates are approximate. Consult Key Dates for specific dates for training and Seeing is Believing tours

28. August/août Sept/sept Campaign Timeline/ Échéancier de la campagne Oct/oct. Stimulate/Educate What Can invest bring! Stimuler – éduquer Donate Pledge Donner Celebrate Special Events Célébrer Communicate

29. Best Practices Personalize your campaign in a way that will resonate – “It is our campaign, our community” Engage all employees and encourage to share their story Focus on the canvass – Complete individual canvassing first Recognize your achievements, small and large 29

30. Recognition Awards The GCWCC recognizes the outstanding contribution of federal employees and departments through Recognition Awards You Apply - best showcase the success of your organization Finalists and award recipients are chosen based on the information in the submission including results Submissions are reviewed by the Awards and Recognition Sub- Commitee - members of the GCWCC NCR Campaign Cabinet 30

31. Overview of Campaign Resources

32. GCWCC Account Managers Each department, agency and crown corporation is assigned a GCWCC Account Manager Engage on a regular basis – Invite them to your weekly Core Team meetings and events Keep them informed of your campaign status – They have experience and can help you develop strategies for success 32

33. GCWCC Website Add gcwcc-cctmg.org to your favorites http://www.gcwcc-ccmtgc.org/en/campaign- teams/campaign-tools http://www.gcwcc-ccmtgc.org/en/campaign- teams/campaign-tools Valuable source of information on everything you and members of your team need to manage the campaign – Guiding documents – Toolkits – Forms – Speaker Requests, Items to Borrow – Templates 33

34. Resources Provides an opportunity to have a speaker from one of our main recipients (or funded agency) to speak first-hand of the experience of the services Enables employees to hear how their gift is having a direct impact on the lives of people within their community 34 Speakers’ Bureau Seeing is Believing Tours Opportunity to see first hand where your contributions are making an impact June 28 – August 29

35. Items on Loan Campaign materials are available, free of charge, to help increase visibility during special events – Banners – Nylon flags – Aprons Request items on loan through form available on website Submit requests early and provide specific times required so we can best accommodate 35

36. Links https://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charit y_is_dead_wrong https://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charit y_is_dead_wrong https://www.unitedwayottawa.ca/what-we-do/lives-changed-stories/ http://healthpartners.ca/engagement/living-proof-speakers http://centraideoutaouais.com/ 36

37. Wrap up Other Questions Comments? 37