1. 2019 Community Area Project Office (CAPO) Training
Hello everyone and welcome to the 2019 Combined Federal Campaign-Overseas Community/Area Project Officer (CAPO) training! My name is XX and I am [title]. Did everyone sign in and received their campaign plan template and a training evaluation form?
I want to begin by thanking you all for being here, I want you to know how much I and the charities that rely on this program appreciate everything you are about to do over the next few months. We understand this is an additional duty for you, and we will be here to make this as easy as possible every step of the way.
The Campaign Kicks-off on 14 October and will run through 13 December.

2. What will we cover today?
About the CFC​
Your CFC role and responsibilities​
Management
Marketing
Reporting​
Today we will talk about the CFC, then address your specific role and responsibilities. We will walk through developing your own personalized campaign plan and then show you how to find all the tools and resources we have available to help you this year.

3. Why the CFC?
Before we get into the details regarding your responsibilities, let’s talk about WHY the CFC is important.
Prior to the CFC different charities could access the federal workplace at different times throughout the year for their fundraising efforts. Charities soon figured out Federal Workplaces were a GREAT place to do just that. But it became a huge mission disruption. The workplaces couldn’t accommodate all of the organizations that were trying to fundraise, and if they couldn’t allow them all, how would they choose which ones could campaign? Federal Employees still wanted an opportunity to give, but didn’t enjoy getting bombarded year round. And thus the Combined Federal Campaign came to be in 1961! Charities can fundraise with a great and generous group, and Federal Employees have an opportunity to give. Best of both worlds! AND this campaign has some very special advantages. Here are 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.
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 month, which can add up to a significant amount by the end of the year.
Third, you get to choose your favorite charities. There are thousands to choose from, 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.
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. 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.
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.
Sixth, this campaign has a BIG impact. Charities have come to depend on the millions of dollars generously given through the CFC each year.

4. How the CFC Works
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.

5. Who can give through the CFC?*
Now lets 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 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 Donors
We talked about who can give to the CFC, now lets talks about how the CFC works for those 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 on 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.

7. How the CFC Works for Campaign Workers
And now on to you and your team, 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 invite and inspire your coworkers to give. You will promote the campaign, plan and participate in fun events, involve the CFC participating charities, and personally ask your coworkers 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.

8. 2018 2017 Your impact CFC-O $3.25 Million CFC-O $2.83 Million
AFRICOM $118,612
CENTCOM $122,645
EUCOM $748,869
INDOPACOM $864,932
SOUTHCOM $13,847
2018
CFC-O $3.25 Million
AFRICOM $119,300
CENTCOM $191,040
EUCOM $717,696
INDOPACOM $432,655
SOUTHCOM $31,920
2017
We just talked about the impact made through the CFC since its inception in More than 8.3 BILLION dollars raised for charitable organizations. Just last year, in 2018 the CFC as a whole raised $90 million, the CFC-O, the zone you are a part of, raised $2.9 Million, [CoCOM] raised $xx of that and so on. As you can see it all starts with you and your CAPO location working together to make a collective impact.
This year, the campaign is YOURS to run, and it’s only as good as you make it.
Life’s most persistent and urgent question is, “What are you doing for others?”
- Martin Luther King Jr.

9. What is your cause? Share your sketch. Tell your story.
Let me tell you why I’m here, Why I’m passionate about this. My cause is …*Presenter tells cause* I want you all to be thinking about your cause, because you’re going to be asked to share at your key worker training. Think about your cause and fill it in on the one pager provided.
Now that you’re feeling inspired, I want to let you know that although we want to encourage others to participate and share our passion, no coercion will be tolerated. There have been times in Military/CFC history where folks were locked in a conference room with their pledge form, and couldn’t leave until they completed it!)
[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! [Don’t forget to enter your why in your campaign plan.]

10. Ok, the CFC sounds great! But, what do I have to do as a CAPO?
Let’s talk about your role and responsibilities.

11. CAPO roles and responsibilities
Campaign Reporting
Track campaign progress
Understand how to track campaign progress
Report Keyworker contact
Submit pledges
Brief leadership
After action review
Campaign Marketing
Get to know the CFC theme
Create a publicity plan
Plan and host events
Order and distribute materials
Understand your tools/resources
Campaign Management
Attend training
Develop a plan
Manage your team
Engage leadership
Build a connection between federal employees and charities both locally and around the world
The roles and responsibilities we will be reviewing during todays training will cover the three stages of your campaign, campaign management, campaign marketing and campaign reporting. [Review in brief]. At the end of this presentation we will review these important responsibilities once again to ensure we covered everything you need for a successful 2019 CFC-O. The first important step of which is campaign management.

12. Campaign Management Attend training​ Develop a plan Manage your team
Engage leadership

13. Develop your plan #1 Requirement:
Ensure 100% of federal employees are informed about the opportunity to give to a charity of their choice.
Everyone should have received a Campaign Plan template. [Review Campaign Plan by installation] This is a checklist with all the deliverables you are required to complete to successfully implement your campaign. As we walk through this training you will be provided with the information you need to help develop your campaign plan. This document will need to be completed and submitted to me NLT 5 days before your Keyworker training.
As you can see in your plan, one of your first steps is to set a Goal.
The number 1 requirement for the campaign is to make face to face contact with 100% of Federal Employees. This means providing them with the informed opportunity to give to a charity of their choice and ensuring they have the tools/supplies they need to make a pledge. This is an OPM Mandated Requirement, in addition to that you can set a tangible goal for your location to reach, such as a dollar and/or participation percentage for your command. You cannot require 100% participation!!
My Goal for the [name of CoCom] is to raise $xx AND xx% participation. You will work with installation leadership to set your goal and request their support for achieving it. [Complete this information in your campaign plan] you will be asked to present it at your KW training!

14. Manage your team Phase 1: Build your team Phase 2: Train your team
How will you identify Keyworkers?
Remember the ratio: 1:50
Other internal teams (publicity, events, technology)
Phase 2: Train your team
EVERYONE should be trained
You? Or CFC staff?
Where?
When?
Phase 3: Motivate your team
Meetings – how often? Where? How?
Recognition
Campaign worker only event
You’ve set you campaign goal, now you need a team of informed and motivated Keyworkers to help you reach that goal.
First, you will need to build a team of Keyworkers to implement the campaign. How will you do this? Will your leadership send out a request, a memo, a tasking order? What is the process to get this done? As you plan to build your team, you will need to review and consider the structure of your agency/installation, make sure you have coverage in every office/unit/department and report this information to your CFC-O office.
Next you need to think through training your Keyworkers. They should ALL receive training. You will need to schedule a training with me. Its encouraged to have leadership kick off the training, and show their support for your team. How will you ensure all Keyworkers have been trained?
Finally, you will need a plan on how to keep your team motivated. Will you have periodic or regular check-in meetings? Send follow-up s? Provide recognition (maybe have your leadership sign certificates or letters of recognition?). You could even consider having a campaign-worker only event – a potluck or if allowed a day of service (volunteering) with a CFC-charity.
As you develop your plans for building, training your team, and engaging with leadership enter that information in your campaign plan. You’ll need this information to brief your team at KW training.

15. Engage leadership Phase 1: Engage your leadership
Brief leadership on the importance of CFC
Set CFC goals
Publicly make a pledge
Phase 2: Leadership support
Help recruit Keyworkers
Public CFC endorsements
Attend campaign events
Offer incentives
Recognition
Phase 3: Report to leadership
CFC goal progress
Contact updates
Campaign progress
Think about ways your agency/installation leadership could help you promote the campaign. While the CFC does not allow coercion (leaders can’t directly ask subordinates to make a pledge, set 100% participation goals, or set a per-person giving amount), they CAN and SHOULD provide general visible and tangible support for the CFC. Examples of this type of support include:
Helping to recruit Keyworkers (signing memo/task order)
Sending memo/ to all staff endorsing the campaign
Filming or recording a video or audio message
Appearing on local radio or TV stations (if possible)
Asking all subordinate managers to endorse the campaign
Setting a CFC goal for your agency/installation
Attending campaign events
Being the first to publicly make a pledge
Supporting the cause of the week (maybe even getting other leaders involved and having each choose and support via memo and/or social media one of the causes of the week)
Offering incentives (i.e. lunch, parking space, time off) – for event contest winners
Leading/hosting contests
Sending thank you at the end of the campaign
Recognizing campaign workers (signing certificates, sending a personal , attending recognition ceremony)
[As you engage with leadership, check off the tasks in your campaign plan.]

16. Campaign Marketing Get to know the CFC theme Create a publicity plan
Plan and host events
Order/distribute materials
Understand your tools/resources
Now, let’s talk about what we have available to help you. [You have a marketing section in your campaign plan, be thinking about the plans you will be implementing and the tasks you need to check off to complete this section.]

17. Get to know the 2019 CFC 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].

18. Create a publicity plan
Posters
Table tents
Website/intranet
Newsletters/local paper
Digital screens
Social media
One of the keys to the success of the CFC is publicity, publicity, publicity. Research has shown it takes four to six touchpoints with something before a person takes action. If your Keyworkers are making the ask and following up with the members of your agency, then you can help by ensuring everyone sees the campaign in other places. Some common ways to promote the campaign include:
Hanging up posters and flyers – try to concentrate on high traffic areas – putting something above the microwave in the breakroom is always a good idea
Use the table tents – you can print these in your office and use them at events, in breakrooms, in sitting areas
Work with your technology folks to add a special CFC page to your website or intranet site where members of your agency/installation can come to see your own campaign progress, read messages from leadership, learn about upcoming events, etc.
Publish articles or advertisements about the CFC in your agency newsletter or local paper. We have templates you can use and customize to make this easier.
If your agency or installation uses digital screens, use these to promote the cause of the week or push these through your computer network as splash screens everyone sees when they log in each day
Promote the campaign via the agency/installation social media pages

19. Plan and host events Available Resources Event Guide
Event Presentation
Event Video
Event Toolkit
Events are so important! When done well, they increase participation in the campaign, motivate campaign workers, increase donations for charities, make you (the organizer) look like a rock star to your leadership, and even boost morale in your workplace. Plus, events are FUN!
I recommend you put together an event committee to help you. Sometimes you can find some co-workers who are really into putting together exciting events. The more unique and creative, the better!
We have several resources to help you. There is a whole event guide that will walk you through the process and give you tons of ideas. There is an Event Presentation you can use with your event committee to get everyone started. The Event Video is an overview of how to have a successful event. And there is an Event Toolkit filled with tools to help you execute your event.
[Don’t forget to complete this section in your campaign plan and be sure to submit your event on our websoite so we can help you promote it]

20. Order/distribute materials
What is available:
How to get them.
How to distribute to Keyworkers.
Paper Pledge Form
Donor Event Card
Reporting Envelope
Thank You Card
Charity List
Posters
Donor Response Card
Talk through what is available, how to place orders for materials and how to distribute to Keyworkers.

21. Understand your 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
Campaign Management Guide
Event Guide
Event Presentation
How to Have a Successful Event Video
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 three categories of materials and resources you can use during the campaign: training resources; 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, we have a detailed Campaign Management Guide which you can use as a guidebook throughout the campaign. We also have the Event Guide, Event Presentation and Event Video to help you plan events.
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 kick off 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.

22. How to navigate the website…
The homepage!
All of these resources and tools can be found on our website cfcoverseas.org – which is a one-stop shop for everything you could need.
[Walk through where the 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.]

23. 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.

24. 2019 Campaign Event 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. More information on Cause of the Week can be found on our website.

25. 2019 Campaign Video
This short video, which can be found on the homepage of our website, shows what the CFC is all about. [switch over to the website to show the video, if you are able.]

26. Campaign Reporting Track campaign progress
How to track campaign progress
Report Keyworker contact
Submit pledges
Briefing leadership
After action review
Now you are informed about managing and marketing your campaign we will cover reporting for your campaign. [This is the final section in your campaign plan. Make sure you complete this section as it includes important information you will be asked to brief your keyworkers about during KW training.]

27. Track & Report campaign progress
Using your CAPO Tracking Tool, track:
POC Contact Information
Keyworkers
% Contact Made
Unit Giving Codes
Campaign Structure & Unit Updates
Goals
Events
Report to your AD using the online webforms:
POC Data cfcoverseas.org/poc-data-entry
Events
cfcoverseas.org/campaign-activity-form
Contact
cfcoverseas.org/contact-report
The CAPO Tracking Tool has been developed so you have a one-stop-shop for tracking all pertinent campaign details and progress. This is the excel workbook that was provided to you with your campaign plan and training presentation slide.
[Review the CAPO tracking tool with CAPOs and do a walk through completing the spreadsheet].
During the active campaign period we will also be sending you weekly campaign progress reports that will cover the percent contact made and campaign giving results. This information will be broken down to the unit level so you can see the progress your campaign workers are making in each unit. It’s a great tool to share with your team and leadership so they are all informed about the impact you are making through the 2019 CFC-O.

28. Submit pledges How to accept pledge forms from Keyworkers?
Store securely
Plan for postage
Bundle payroll pledges and check pledges separately by unit/office and complete a summary for each bundle
Many donors will use the online pledge portal to make their pledge, but some may still prefer to use a good old paper pledge form. If they do, they will submit the form to their Keyworker, who will review the form for accuracy and prevent errors. Then the Keyworker will submit the form(s) to you.
You will need to think through this process:
Will you accept submissions on a certain day of the week? Or could you arrange a secure drop-off location?
Make sure you have a secure place to store pledge forms until you are ready to send them to the CCA.
Double-check (with your leadership or their administrative support) on how you will pay for postage to mail these.
When you get ready to send pledge forms, if your agency has more than one CFC reporting unit, ensure the forms are bundled by unit and that each has its own cover sheet with the appropriate CFC unit number, zip code, and Department, Agency, Office designation. Further, payroll pledges should be a separate bundle from check pledges.

29. CAPO roles and responsibilities
Campaign Reporting
Track campaign progress
Understand how to track campaign progress
Report Keyworker contact
Submit pledges
Brief leadership
After action review
Campaign Marketing
Get to know the CFC theme
Create a publicity plan
Plan and host events
Order and distribute materials
Understand your tools/resources
Campaign Management
Attend training
Develop a plan
Manage your team
Engage leadership
Build a connection between federal employees and charities both locally and around the world
As I mentioned in the beginning of the presentation, we would end by reviewing your roles and responsibilities again to verify we have covered everything you need to implement a successful 2019 CFC-O in your area. [Do a very brief review]. Are you ready???

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

31. Thank You!
Remember, your efforts as a campaign worker 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].

32. While we’re all together, and if you’re able to, log on to your go to our facebook page facebook.com/cfcoverseas.org, like, share and comment to make sure you’re kept up to date with our social media presence. We can also help you to promote any social media content you wish to share for your campaigns!