1. Branch Coordinators & Team Captains
Information Session
2016

2. Objectives Identify your role and responsibilities
Look at what is needed to develop your Campaign Strategy
Identify the roles of your team and what to consider when recruiting
Look at the various resources available to you

3. Role and Responsibilities
Branch Coordinators are responsible for planning and delivering the Branch’s Campaign Strategy
Team Captains are the liaison between the Canvasser and the Branch Coordinator
Branch Coordinators/Team Captains:
manage the relationship between the Campaign Leader/Treasurer and their Branch/Sector etc. team
are the “mini campaign leads” for their branch/sector/division/team

4. Roles and Responsibilities
are responsible for recruiting their team – look for natural leaders (Event Coordinators, Team Captains, Canvassers)
are responsible for supporting, motivating and encouraging Canvassers
Organize Team Captain/Canvasser teams – provide canvassing lists, training and guidance
Report on progress and status of canvassing to Campaign Leader, Treasurer and core team
Provide completed gift forms, special event forms and related monies to treasurer or Sub-Treasurer with process defined by the treasurer

5. Developing your Campaign Strategy
Things to consider:
Campaign Timeline
Chair’s Priorities
Department Strategies
Branch Target ($ and/or pledge rate)
Best Practices
Addressing Myths

6. Campaign Timeline August September October Communicate Donate
Pledge
Donner
Stimulate/Educate
What Can invest bring!
Stimuler – éduquer
Celebrate
Special Events
Célébrer
Communicate

7. 2016 GCWCC Chair Campaign Priorities
1. Innovate
We will innovate to maximize the impact of our campaign and its efficiency
We will focus on pledges – retaining current donors, encouraging first-time donors and recognizing our retirees
We will call on leaders and centres of expertise to provide a creative, vibrant and dynamic campaign
2. Connect
We will use social media to recognize the volunteers and donors behind our success and to engage with our Public Service community
We will connect public servants to the communities and causes that they support
We will connect the Public Service community to motivate giving and celebrate successes
3. Inspire
We will bring NextGen and senior leadership together to collaborate and learn from each other
We will promote the flexibility offered by the campaign by highlighting the stories behind the donations
We will inspire giving by highlighting the culture of compassion within the Public Service

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

9. Canvassing Strategies
Assign a ratio of 1 canvasser to approximately 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)

10. Breaking Down Myths Fundraising /Admin Fees
Why does my charity says they have not received my donation?
Do senior officials get rated on the performance of the campaign?
Do the CEOs of charities make exorbitant amounts?
Reference: Dan Pallota: The way we think about charity is dead wrong

11. Management Support Engage your Management on: Pre-campaign: Campaign:
Volunteers (canvassers, event coordinators) – how many required?
Time requirement for volunteers
Recruitment – Sending out a call letter
Campaign:
Campaign progress!
Needed communication updates to employees
Thank you to all who supported – Donors and Volunteers

12. Pre-Campaign Recruit volunteer team
Acquire list of all employees in your branch Map their location
Prepare canvasser lists - Include the names, location of employees (branch, floor, etc.)
Deliver Materials to canvassers - Calendars, Donor Information Sheet (DIS), GIFT forms
Encourage early and focused canvass period

13. Campaign Time
Monitor progress and adjust Branch Campaign Strategy as required
Check in with canvassers on progress – ensure every canvasser has 100% follow-up: Gift, Pending, Regret – Yes/No outcome
Collect and verify gift forms and submit to Treasurer
Report progress to campaign lead / treasurer / management
Arrange for a volunteer thank you/recognition upon completion of campaign

14. Team Roles and Recruitment

15. Canvassers/Fundraisers
The Key to campaign success - Support and believe in the campaign and have good interpersonal skills
Provides everyone with an opportunity to donate by engaging and following up with everyone on their list
Explain how they (potential donor) can make an impact
Informs employees on the advantages of donating through GCWCC and how they can make a donation
Addresses any questions the employee may have

16. Canvassers/Fundraiser
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

17. Canvasser Recruitment
Check last year’s list of volunteers
Personally recruit people you think would be a good fit
Tap existing meetings, networks and communities
Host event to recruit volunteers
Make a pitch at an All staff meeting – Be the face of the campaign

18. Canvasser Recruitment
We are looking for People who:
… are interested in working on a project that positively affects our Community
… can effectively network/engage with people within the organization
… believe in the charitable sectors’ work
… can help colleagues effectively navigate on-line donation/paper – Are social media savvy
… Can commit 3 hours to support charitable work – Training and fundraising
… 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 2 or more of the above boxes this years fundraising campaign may be for you- Contact Anne Directly at to find out how to get involved! 18

19. The Ideal Canvasser Comfortable in promoting charitable causes
Comfortable with face to face canvassing
Attend Training
Positive attitude / dedicated
Great listener
Problem solving skills – able to assist with ePledge or pledge form
A donor
Did you know…
92% of funds raised in the GCWCC are from canvassing efforts. A focus on canvassing 100% of employees will help you reach your goals!

20. Special Event Coordinator(s)
Plans and coordinates branch special events - Timing
Manages a group of volunteers to help in the planning and execution of the event(s)
Works closely with Branch Coordinator/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

21. Event Coordinator(s) Recruitment
Check last year’s list of volunteers
Look for people with good project and time management skills
Look for people who are interested in coordinating the event

22. Campaign Resources

23. GCWCC Website Add gcwcc.org to your favorites
Campaign Tools - Valuable source of information on everything you and members of your team need to manage the campaign
Key Dates
Campaign Volunteer Toolboxes (Videos, Tools, Templates)
Campaign Materials
Request Speaker Requests, Items on Loan, SIBs etc

24. Toolboxes Branch Coordinator Toolbox Canvasser Toolbox
Detailed Job Description
Canvasser recruitment template
Manual
Canvasser Toolbox
Introductory template
Canvassing demo videos
ePledge demo video – Registration & Donation process
Donor Information Sheet
FAQs

25. Supportive Tools Engagement Tools: Items on Loan CRA’s Tax Calculator
Encourage participation in SIB Tours
Testimonials from coworkers
Speakers Bureau
Videos
Community Action Days
Items on Loan
CRA’s Tax Calculator

26. Videos
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27. 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

29. Thank You!!