1. Top 10 best practices
2018 Guide to a Successful Campaign

2. #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

3. #2 Set dates Determine your timeline Set start date and end date
Inform your co-workers of the dates
Two week maximum

4. #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%.

5. #4 Have a meeting
Kickoff your United Way Campaign with a meeting to educate employees about United Way
Ask CEO to send endorsement , speak at meetings, and appear at events
Encourage top management to be a member of the United Way’s Benefactors Club ($500+ annually)

6. #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

7. #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.

8. #7 Get the word out
Use Campaign Materials (posters, brochures, stickers)
Send s 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!

9. #8 Say thank you Thank employees in a timely manner
Offer incentives for participation
Prize drawings
Lunch
Personal letters

10. #9 Wrap up and report out Finalize your campaign
Contact your Loaned Executive
Report your results to your employees

11. #10 Share online Share your stories on social media
Like us on Facebook – United Way of Davidson County – NOW!
Follow us on Twitter – NOW!
Follow us on Instagram – unitedwayofdavidsoncounty – NOW!