1. Campaign Coordinator Training
Welcome to your role as a Campaign Coordinator/Manager/Project Officer for the 2019 Combined Federal Campaign (CFC)! Thank you for attending today’s training. I am [introduce yourself]. This is a professional development opportunity, as you will be the primary point of contact for CFC information and motivation within your agency, increasing your visibility and positively impacting the charities supported through the CFC.
Combined Federal Campaign Sept Jan

2. Campaign Video – Meet Alvin Shell!
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 or your thumbdrive to show the video, if your are able.]

3. Agenda How the CFC Works Your Role and Responsibilities How to Pledge
Resources
Here’s what we will cover today. We will talk a bit about the CFC, then address your specific role and responsibilities. We will walk through developing your own personalized campaign plan and then I will show you how to find all the tools and resources we have available to help you this year.

4. 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 invite and 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.

5. 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 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.

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. Why the CFC?
Now I want to talk to you about WHY the CFC is important. 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.

8. MAKING THE ASK VIDEO - On Website

9. 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].

10. 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. More information on Cause of the Week can be found on our website.

11. Your Role and Responsibilities
Let’s talk about your role and responsibilities.

12. Make Your Plan… Work Your Plan.

13. Campaign Coordinator Responsibilities
PRE-CAMPAIGN
Attend training
Develop a plan
Review DAO structure
Order/print supplies
Train Keyworkers
DURING CAMPAIGN
Work your Plan
Hold events
Meet with Keyworkers
Brief leadership
Collect/submit pledges
POST CAMPAIGN
Close out Event
Report Results
Recognition
Your role can be divided into three parts; what you need to do before the campaign; during the campaign; and after the campaign. In today's training, we are going to focus on the pre-campaign responsibilities which you can see comprise the longest list. In particular, we will focus on developing a campaign plan which will cover some of the during the campaign and post-campaign activities. You will leave here today with the foundation of your campaign plan. You can already check off the first responsibility on the list. Doesn’t it feel great to mark something off the list?

14. Develop your plan- LEADERSHIP SUPPORT!
Visible/Tangible Leadership Support Includes
Helping to recruit Keyworkers
Public CFC endorsements
Set CFC goal
Attend/speak at events
Publicly identify Cause
Recognition
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)

15. Develop your plan - THE TEAM! Phase 1: Build your team
How will you identify Keyworkers?
Remember the ratio: 1:25
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
I am passing around a blank campaign plan template. You can start making notes on this sheet and then after the training, I will you a digital version of this plan you can complete. This is what you will use to brief your leadership and get their approval.
[Local zones can tailor this section to fit with the campaign plan templates they use]
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 and make sure you have coverage in every office/unit/department. And you won’t just need Keyworkers, you might need other support too. Do you have public affairs or internal marketing support you can call on? What about a committee to help you plan and implement campaign events? And what about technology support?
Next you need to think through training your Keyworkers. They should ALL receive training. Will you conduct that training? Or will you schedule to have someone from the CFC office conduct it? Will it be in person or via webinar? 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.

16. Develop your plan - MATERIALS! Digital vs. Print
AND What is available where…
ZoneWebsite/CampaignWorkers/CampaignMaterials
[This slide will need to be customized per zone and maybe by the agency as well. Talk through what is available, how to place orders for materials and how to distribute to Keyworkers. Insert some slides with sample materials.]

17. Develop your plan - EVENTS! Resources Guide Presentation Video 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!
[Either insert the Event Presentation slides after this slide and cover them here or if you are doing a separate event planning presentation, you can continue with the brief narrative below]
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.

18. PLANNING A CFC EVENT- On Website

19. Develop your plan - PUBLICITY! Posters Table tents Website/intranet
Newsletters/local paper
Digital screens
Social media
What can you think of?
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

20. Develop your plan - SUBMITTING 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
Watch Video!
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.

21. How to Pledge
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.

22. Online
[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. Paper Pledge Form Verify Office Code is correct
Check for legibility – if you cant read it, they cant either.
Check the math – must compute!
Payroll: Must sign and include either SSN or EIN (USPS ONLY)
Checks: Make out to CFC / Combined Federal Campaign. NOT the charity.

24. Resources
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.

25. Tools and Resources on the website…
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.]

26. Digital Tools / Resources Available
TRAINING RESOURCES
Keyworker Checklist
Keyworker Guide
Making the Ask Video
Event Guide
DONOR MATERIALS
Pledge Form
Charity List
Donor Cards
Thank You Card
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
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.

27. “The Power of Giving is Profound, and it is Impactful” Alvin Shell
Questions?
Are there any questions I can answer today?

28. 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].