1. 2019 Keyworker Training
Welcome to your role as a Keyworker for the 2019 Combined Federal Campaign of the National Capital Area (CFCNCA)! Thank you for attending today’s training. I am [introduce yourself]. At the end of the hour we have together, you will be ready to be a CFC superhero. This year, you and thousands of Keyworkers like you will inspire your colleagues to Show Some Love to their favorite charitable causes and raise millions of dollars for those in need. This is a professional development opportunity, where you will be the CFC representative for your office/unit and the primary point of contact for CFC information and motivation, increasing your visibility and positively impacting the charities supported through the CFC.

2. What will we cover today?
About the CFC
2019 theme and plans
Keyworker role and responsibilities
How to pledge online
Available tools and resources
Here’s what we will cover today. We will talk a bit about the CFC, then address your specific role and responsibilities as a Keyworker including step 4, practice making a pledge online. I will walk you through all the tools and resources we have available to help you.

3. How the CFC Works for Campaign Workers
The CFC is a federal tradition that facilitates charitable giving within all federal workplaces. The CFC has been around for 58 years and has generated more than $8.3 billion in pledges. This never would happen without the dedication of campaign workers like you! The CFC itself is divided into 36 regional zones.
This is a brief overview of how the CFC works for campaign workers. First you prepare for your role (part of which you are doing today!) by attending training, reading through the other tools and resources we have for you, thinking through what your cause is, and then making your pledge before you ask other people to give. Then, you inspire your co-workers to give! You will promote the campaign, plan and participate in fun events, involve the CFC-participating charities, and personally ask your co-workers to make a pledge. Your efforts will bring help and hope to millions of people as monetary and volunteer pledges support the thousands of participating charities.

4. How the CFC Works for Donors
This is a brief overview of how the CFC works for donors. Essentially, federal employees and retirees choose a cause they care about and find a CFC-participating charity working in that cause area. Then, they make a pledge using the online pledge portal or a paper pledge form. They can choose to give via payroll or annuity allotment, by using a bank account, or by using a credit/debit card. Federal employees can even volunteer. All pledge funds are collected by the Central Campaign Administrator and distributed to the charities throughout the year. Charities use these funds to provide their services and make a difference in our local community, across the nation and even around the world.

5. Who can give through the CFC?
Now, let’s talk about who can give through the CFC. The CFC is a federal program designed to promote and support philanthropy by offering members of the federal community an effective and cost-efficient way to improve the quality of life for all.
Here you can see the primary audience for the CFC is federal employees and retirees. Federal contractors are also allowed to give as they are often in your office or unit and may want to participate, but note their options are more limited. They cannot give via payroll/annuity deduction like federal employees and retirees.
Everyone can give using a bank account or a credit/debit card using the online pledge system. Or they can write a check with a paper pledge form.
Federal employees also have the opportunity to pledge volunteer hours to CFC-participating charities that accept them.
*Federal employees can also pledge volunteer hours to CFC-participating charities that accept them.

6. How the CFC Works for Charities
Finally, this is a brief overview of how the CFC works for charities. The CFC groups charities into three categories: local, national, and international. Each year, charities apply to be included in the campaign. Members of the federal government review these applications to ensure the charities meet the requirements. The vetted and approved charities can then be included in the charity list for that year. As a participating charity, they can attend events, provide success stories and examples of the impact federal employees can have, and share a video for the Virtual Charity Fair. I will show you where you can find the Virtual Charity Fair later when we tour the website. CFC charities love the campaign because it gives them access to millions of potential donors in the federal community and an unrestricted source of funding they can count on throughout the year.

7. 2019 Campaign Video
This short video, which can be found on cfcnca.org, shows what the CFC is all about. [switch over to the website or your thumbdrive to show the video, if your are able.]

8. Draw your cause. Share your sketch. Tell your story.
Now, it’s time to get you thinking about a cause that is important to you. I am going to pass out these Sketch Boards and give you a moment to draw out your cause. You don’t have to be an artist, a stick figure drawing will do! Maybe you care about youth sports, literacy, supporting military families, providing housing for the homeless, or finding homes for shelter dogs or cats…
[give them some time to draw and then maybe ask a few volunteers to share their cause]
Thank you for sharing! Those causes are great!

9. The Hard Part is done!
Now I want to talk to you about WHY the CFC is important. This campaign has some very special advantages. As a Keyworker, it is really important for you to share this information with the members of your office/unit. I am going to give you six great reasons why people should choose to give through the CFC.
First, the hard work is already done! All of the charities participating in the campaign have applied, been reviewed and vetted, and approved to participate. All you have to do is find the one whose mission aligns with the cause you are passionate about supporting.

10. It’s So Convenient
Second, it is very convenient, especially to give via payroll allotment. You can set up your pledge once a year and then rest assured that for the course of the year, your dollars are going to the charities you selected. This lets you spread your gift over the course of the year and give a little each pay period, which can add up to a significant amount by the end of the year.

11. Choose your Favorites
Third, you get to choose your favorite charities. There are thousands of charities to choose from working in all kinds of different cause areas, so there is something for everyone. And you can choose as many as you want. Again, you set up your pledge once a year and then everything is automated.

12. It’s easy to RENEW
Fourth, it is easy to renew when you use the online pledge system. Your pledge is saved year over year and you can simply reload your gift basket, which is a new feature for You can log on any time to print a copy of your pledge for taxes and to watch your funds be distributed to your charities throughout the year.

13. You can even Volunteer
Fifth, federal employees can even volunteer to CFC-participating charities that accept volunteer hours. This allows people to give their time and talent in addition to their money.

14. We can have a BIG impact Our Zone $34 million donated
56,000 volunteer hours pledged
8,000 charities helped
[Be sure to update the zone specific numbers and possibly add the department/agency numbers if you have them on this page]
Sixth – this campaign has a BIG impact. Charities have come to depend on the millions of dollars generously given through the CFC each year.
In 2018, our zone raised $XX through the CFC that benefited X,XXX charities. We had approximately x,xxx Keyworkers, which means that each Keyworker raised $xxxx on average. The work that each one of you will do is so critically important!

15. 2019 Campaign Theme Cause focused Expanded color palette
Illustrated approach
We have some pretty big plans for the 2019 campaign starting with the theme which evolves the popular Show Some Love from previous years through the addition of several new colors (turquoise, yellow, and magenta) and a fun illustrated approach to highlight federal employees’ causes. I will be showing you more examples of materials throughout the presentation and you can always find all of our materials available on our website [local URL].

16. Cause of the Week Calendar
One other important aspect of the 2019 campaign is our plan to highlight a cause of the week. This is the cause of the week schedule. We have a whole toolkit filled with resources to help you promote the cause of the week in your agencies. This calendar and more information on Cause of the Week can be found on our website.

17. Ok, the CFC sounds great! But what do I have to do as a Keyworker?
Let’s talk about your role and responsibilities. I have a checklist for you that outlines eight things you will be doing as a Keyworker. (pass them out)

18. Keyworker Checklist Attend a training session. Get your supplies.
Publicize the campaign.
Practice giving.
Ask each of your co-workers to participate.
Follow up.
Submit completed paper pledge forms.
Express gratitude.
As you can see, the Keyworker Checklist outlines eight main things you are responsible for as a Keyworker. You can go ahead and check off the first thing right now! Your Campaign Coordinator/Campaign Manager will let you know where/how to pick up materials and other supplies. There are several ideas here on how to publicize the campaign and I will be showing you some of the tools and resources we have available to help you do that. We will also walk through the online pledge system so you can get a feel for how to pledge online and we will look at a paper pledge form. We will also spend some time practicing how to talk to your co-workers about the CFC. And finally how to follow up, collect paper pledge forms, and thank your co-workers for participating.
For each item on your checklist, I will talk you through what tools and resources we have to help you complete each item.

19. Step 1: Prepare for your role.
Attend training.
Review online resources.
Keyworker Checklist
Keyworker Guide
Making the Ask Video
Event Guide
Placeholder
For
Keyworker Guide
Picture
In a little bit, I will show you the website and where to find these training resources. For now, just know we have plenty to help you get ready for the campaign.

20. Step 2: Get your supplies.
What is available:
How to get them: contact your LE or AD for information on obtaining them from the NCA office!
Paper Pledge Form
Donor Event Card
Charity List
Poster
[This slide will need to be customized per zone and maybe by agency as well. This is a great time to let the Campaign Coordinator/Manager talk about how Keyworkers can pick up physical supplies and what is available. Put a few pictures of available print materials in lieu of the list.]

21. Step 3: Publicize the campaign.
General Posters
Barometer Poster
Table Tents
Advertisements
Pre-written Communications
Social Media Posts
Success Stories
Virtual Charity Fair
[presenter should speak to how to use each of these items to publicize the campaign]

22. Step 4: Practice giving.
[Switch to online giving portal demonstration slides here if you want to do a walkthrough of the system or you can save those for the end]

23. Step 5: Make the ask. Tell your story.
Explain the benefits of the CFC.
Ask about their favorite cause.
Invite your co-workers to pledge.
Thank your co-workers for their time.
This is your number one responsibility as a Keyworker. Offering every federal employee the informed opportunity to give through the CFC is a regulatory requirement. Personally talking with your co-workers is the best way to do this.
You might be wondering “what is my story?” Well, remember earlier when you drew your cause and then talked about it? That is your story. Here is an example “My cause is…” That’s it! Pretty simple, right?
Then you want to talk about why the CFC is great. And we have a tool to help you. It is called the response card. These will be provided to you in your supplies (if the zone is printing them) or you can print them off from the website. Use this as a prompt to remember the six reasons to give through the CFC.
You can ask them about their favorite cause and then show them how to use the online charity search to search for CFC-participating causes in that cause area.
Then you will have to make the ask “Will you consider making a pledge this year? Every bit helps!” You can let them know the back of the Response Card is their opportunity, if they choose, to let you know what they decided.
Don’t forget to thank them for their time and for considering making a pledge through the CFC.
[You can role play making the ask by asking for volunteers or by pairing participants off and having them “ask” each other to give through the CFC.]

24. Step 6: Follow up.
After making the ask, you will want to follow up with your co-workers. It takes four to six touchpoints before someone takes action. A few great ways to follow up are:
Go around and ask if they have any questions, need assistance, etc., and collect any completed response cards they choose to return;
Use the Sketch Cards or Sketch Boards to make a cause wall in your office/unit;
Send reminder s (we have prewritten templates you can use);
Hold or participate in a CFC event.

25. Step 7: Collect completed pledge forms.
If any of your co-workers decide to pledge using a paper pledge form, it will be up to you to collect them, check them for errors, and pass them off to your Campaign Manager/Coordinator. Here is what to look for:

26. Step 8: Express gratitude.
Always thank everyone for their time and for considering a donation through the CFC. Provide donor recognition items [if available in your zone, add them to the slide] to those who self-identify using the Response Card. You can use the pre-printed Thank You cards or download and print them from the website. Personalize your thank you by handwriting a note on the back.

27. A few other things…
Be sure to keep your leadership informed and involved, but do not provide lists of givers/non- givers.
Promote voluntary giving – no coercion.
Encourage causes – do not promote individual charities.
Here are a few other reminders to help have a great campaign:

28. I’m ready! What’s next?
Now, let’s talk about what we have available to help you. We have already talked about some of these things, so some of this is a review.

29. Review of Available Tools/Resources
PUBLICITY MATERIALS
General Posters
Barometer Poster
Table Tents
Advertisements
Pre-written Communications
Social Media Posts
Success Stories
Virtual Charity Fair
TOOLKITS
Start Strong
Cause of the Week
Event
Spirit Week
Finish Strong
Thank You
TRAINING RESOURCES
Keyworker Checklist
Keyworker Guide
Making the Ask Video
Event Guide
DONOR MATERIALS
Pledge Form
Charity List
Response Card
Event Card
Sketch Card
Thank You Card
I am going to do a quick review of all the tools and resources and materials we have discussed today and then I will show you where to find them on the website.
There are FOUR categories of materials you can use during the campaign: training resources, donor materials, publicity materials, and toolkits.
Let’s start with training resources. Obviously, you are attending today’s training, which is fantastic. But, are you going to be able to remember everything we talk about today? Realistically, probably not. So, in addition to the checklist I gave you, we have a more detailed Keyworker guide, and there is a video you can watch as a reminder on how to make the ask. We also have a complete event guide in case you want to hold a CFC event in your office/unit.
The next category is donor materials – this includes the materials you will be providing to your coworkers including the response card and thank you card I showed you and the sketch board you filled in at the beginning of today’s training.
Publicity materials include the things you will use to help promote the campaign in your agency/office/unit.
And finally the six toolkits have ready-to-use communications, social media posts, activity ideas, and templates to help you kickoff the campaign (the Start Strong Toolkit), promote the Cause of the Week using the Cause of the Week Toolkit, host amazing campaign events using the Event Toolkit, implement CFC Spirit week after Thanksgiving using the Spirit Week Toolkit, push the campaign to a successful conclusion with the Finish Strong Toolkit, and then use the resources in the Thank You Toolkit after the campaign is over.

30. How to navigate the website…
The homepage!
All of these resources and tools can be found on our website [insert URL] – which is a one stop shop for everything you could need.
[Walk through where the four categories of tools/resources can be found. Either in a live demo or by using screenshots. If you use screen shots, remember to take shots of your actual website and replace the generic ones shown here.]

31. How to navigate the website…
Resources
page!
From the Campaign Workers drop down menu at the top of the page, click “Resources” to be taken to the resources page. From here you can choose training materials, various categories of promotional materials, and the toolkits. You can also click the link to Donor Campaign Materials.

32. How to navigate the website…
Donor
materials!
In addition to the link I just shared, from the Campaign Worker resources page, you can also get to the Donor materials by using the donor menu. Or from the bottom of the Campaign Worker landing page, which you reach by clicking “I want to learn more about serving as a campaign worker” on the homepage or by clicking the “Campaign Worker” menu. You will notice training resources and the link to the Toolkits also appear in the Key Campaign Resources at the bottom of the Campaign Worker Landing Page.

33. Thank you for serving as a Keyworker.
Remember, your efforts as a Keyworker will have a huge impact on the CFC-participating charities and those they serve. To recognize your hard work, we have a little gift for you at the end of the campaign. You will each receive a [insert campaign worker recognition program here].

34. Questions?
Are there any questions I can answer today?

35. Connect with Us!
[Choose one of the following connect slides and update for your zone]

36. Stay in Touch!