1. 2013 NORCAL CFC Loaned Executive Training

2. Orientation Overview Welcome & Introductions Campaign Overview NORCAL CFC Overview Regulations Overview Timeline Trends & Challenges Strategic Planning Campaign Historical Overview Campaign Potential Overview Campaign Report & Statistics Strengths & Weaknesses Current Social & Economic Conditions Federal Agency Culture & Constraints

3. The CFC Partnership Simply Put: “Helping Others”

4. Why CFC Confidence – Applicant organizations are reviewed to ensure they meet all requirements of the campaign – Annual audits to ensure proper receipt and distribution of pledges Choice – Employees designate to the charity that means the most to them – May pledge cash, check or payroll deduction Convenience – Most campaigns are providing electronic pledging – Payroll deduction makes larger gifts possible

5. Campaign Organization Office of Personnel Management Regulatory Oversight & Campaign Compliance LFCC Local Campaign Leadership Charitable Organizations PCFO Campaign Administration Agency Coordinators & Installation Project Officers Unit Project Officers Key Workers 1 per every 25 Volunteer Assistants PA, Events, Finance Loaned Executives Assist PCFO

6. Local Federal Coordinating Committee (LFCC) Job Description1. Campaign Oversight 2. Campaign Team Mentoring

7. Be Brave Loaned Representative Be Brave Job Description1. Campaign Plan 2. Campaign Team 3. Campaign Reporting 4. Campaign Follow Up

8. Campaign Team Employee Campaign Coordinators Unit Coordinators/Project Officers Keyworkers Public Affairs Officer Event Coordinator Donation Clerk

9. Campaign Region

10. Campaign Achievements 2012 Raised $4,091,963 dollars 13,373 donors 15.3% participation $301.81 Average Gift

11. Campaign Achievements 2012 Raised $4,091,963 dollars 13,373 donors 15.3% participation $301.81 Average Gift

12. Campaign History

13. CFC Regulations 5 CFR 950 OPM Directives CFC Memoranda DoD Directive 5035.1 Air Force Regulations (AF36-3101) Army Regulations (AR600-29) Guidance from Specific Agencies Ethics Officer General Counsel

14. CFC Rules 100% Awareness 100% Opportunity 100% Follow Up No Coercion 5 CFR Part 950

15. PCFO Rules Rule #1: Must have fun!

16. PCFO Rules Rule #2: Must have Chocolate!

17. PCFO Rules Rule #3: Keep it Simple!

18. Campaign Administration & Management Timeline Overview AprilPCFO Selection MayCampaign Administrative Team Building JuneCampaign Pre-Planning July Campaign Planning Aug Campaign Preparation Sept Campaign Training Oct Campaign Events Oct – DecCampaign Solicitation JanCampaign Follow Up

19. Campaign Trends and Challenges Dollars continue to increase, while participation continues to decrease Transition of donor base from ‘mature’ to younger generation Decreasing volunteer base Downsizing / contracting Limited availability Technology Electronic Pledging eGiving via credit card (one-time gifts) Social Media

20. Strategic Plan Implementation

21. The 8th Habit Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.”

22. The 8th Habit Applied “Find your voice…”

23. The 8th Habit Applied “…and Inspire Others to Find Theirs.…”

24. Strategic Plan Focus Area 2013 Online Giving Online Training Materials Online Giving Mid campaign Blitz Final Campaign Blitz Online social media

25. Strategic Plan Focus Area 2013

26. 2013 Campaign Theme It is not about meeting a goal…it’s about meeting the need.

27. 2013 Campaign Discussion It is not about meeting a goal…it’s about meeting the need. History Campaign Strengths Current Social & Economic Conditions Potential Goal Recommendations Applying Covey’s 8 th Habit

28. Day 1 Wrap Up It is not about meeting a goal…it’s about meeting the need.

29. Day 2 Context Stakeholders It is not about meeting a goal…it’s about meeting the need. Who are our stakeholders? What are their needs? How do we meet their needs?

30. Day 2 Context Stakeholders It is not about meeting a goal…it’s about meeting the need. Donors Charities LFCC OPM How do we meet their needs?

31. 8 th Habit Discussion It is not about meeting a goal…it’s about meeting the need. The Work Culture What Feds Long For Address #1 & #2 through the CFC

32. 8 th Habit Discussion CFC Campaign Plan Strategy It is not about meeting a goal…it’s about meeting the need. Significance Fulfillment Creative Excitement Shared Vision

33. 8 th Habit Discussion CFC Campaign Vision It is not about meeting a goal…it’s about meeting the need. To create a positive charitable giving climate which enables federal employees to significantly impact their local, national and international communities through an efficient campaign that employs choice, confidence, and convenience for donors while enhancing their own personal significance.

34. DISC Leadership Styles It is not about meeting a goal…it’s about meeting the need. http://www.everythingdisc.com/management/EDManagementProfile Sample.pdf

35. DISC Leadership Profiles It is not about meeting a goal…it’s about meeting the need. Amy Style DC Arnold Style iS Andrea Style SC Elizabeth Style Si Matthew Style C Nicholas Style CS Roberta Style iS Shirley Style Di Stephanie Style Di Edward Style C