1. 2012 National Institutes of Health Combined Federal Campaign IC Deputy and Assistant Coordinator Orientation Wednesday, September 19, 2012 Natcher Conference Center, Balcony C give hope

2. Find it at cfc.nih.gov and at cfcnca.org.

3. 2012 National Institutes of Health Combined Federal Campaign Charities represented: Alzheimer’s Association of the NCA, Inc. Anacostia Watershed Society Association of Children’s Museums BEST Kids, Inc. Bethesda Cares, Inc. Clean Water Fund Hero Dogs, Inc. 7 of the 4,500 local, national and international charities are in the 2012 CFCNCA

4. The CFC Federal Government workplace giving campaign We are part of the CFC of the National Capital Area (CFCNCA) Opportunity for all employees, both Federal and Contractors Fully voluntary—no requirement to give Choice of more than 4,400 charities Makes a difference 2011 CFCNCA raised $64.5 million 2011NIH campaign results: $2.6 million 49% participation (over 6,000 pledges) 2012 National Institutes of Health Combined Federal Campaign

5. Why give through CFC? Quality and Choice—Donors choose which organizations to give to. All charities in the campaign have been vetted and approved to participate. Giving Made Easy— Opportunity to give presented at the workplace Contribute to multiple organizations at one time Payroll deduction provides an easy and convenient way to give Maximize the power of community—Our many individual pledges result in greater lump sum donations to the charities. 2012 National Institutes of Health Combined Federal Campaign

6. How CFC Works Every employee is asked to participate Person-to Person ask Campaign card “Thank you for your consideration” card Employee fills out pledge form—online or paper pledge form Keyworkers collect paper pledge forms Coordinators report pledges to CFCNCA Charities receive contributions in consolidated allotments Payroll deduction is the foundation of the CFC 2012 National Institutes of Health Combined Federal Campaign

7. Dr. Collins, Campaign Chair Dr. Hodes, Campaign Vice Chair Patrick Shirdon, NIH Campaign Manager IC Executive Officers, Campaign Coordinator Deputy and Assistant Coordinator Keyworkers Campaign Leadership 2012 National Institutes of Health Combined Federal Campaign

8. Deputy and Assistant Coordinator Role Lead your IC’s campaign Recruit, train, and supervise your IC’s Keyworkers Distribute supplies Promote the campaign within your IC Report contributions Keep your IC’s campaign on track towards IC’s goal Thank your Keyworkers 2012 National Institutes of Health Combined Federal Campaign

9. Campaign Timeline Late September-early October Recruit and train Keyworkers Coordinators plan activities and promotions for their IC October NIH CFC Kickoff, Thursday, October 4, 11:30 --1:30, in front of Building One Keyworkers make first contact November Keyworkers follow up with their contacts Continue momentum within your IC—IC Directors Challenge December Final push 15 th —Last day for solicitation (pledges may still be accepted through February) January Continue accepting contributions February, March Awards and recognition for Campaign workers 2012 National Institutes of Health Combined Federal Campaign

10. A New Focus on Keyworkers Presented by Judy Christian, CFCNCA 2012 National Institutes of Health Combined Federal Campaign Recruitment Campaign workers—not volunteers 1 Keyworker : 12 – 15 coworkers Why be a Keyworker? Keyworker Engagement and Support Training Tools Meetings Tracking Results Keyworker Recognition Letter from CFCNCA for HR CFCNCA Keyworker Certification

11. 2012 National Institutes of Health Combined Federal Campaign Setting up Keyworker Orientation Follow instructions in your folder Ask you EO to stop by to personally thank Keyworkers Schedule a time and place Use Outlook; Meeting Request to see available times Choose wither 9:30, 11:30 or 1:30, Monday through Friday Include room number and contact information Have your supplies ready. Give each Keyworker Keyworker Kit Enough supplies for their contacts

12. Supplies Campaign card for every employee “Thank you for your consideration” card for every employee New: Give to each contact Ask your Keyworkers to add a personal note Other supplies include Paper pledge forms Keyworker Training Kits Posters Materials for reporting contributions A mug for each of your Keyworkers New ordering system You will be contacted to make arrangements to pick up your supplies Based on FTPs and past giving records at CFCNCA 2012 National Institutes of Health Combined Federal Campaign

13. Reporting Contributions Keyworkers collect pledges from their contacts Deputy and Assistant Coordinators collect from Keyworkers each week Deputy Coordinators review pledges to ensure that all forms are complete, accurate, and processed in a timely manner. Preprinted pledge forms and computer generated “Print Pledge” No paper copy involved in paperless online pledging White copy for every paper pledge Yellow copy for paper payroll deduction pledges Coordinators manage pledge collection and reporting 2012 National Institutes of Health Combined Federal Campaign

14. MANAGE CFCNCA’s online reporting system Use for reporting contributions and tracking your progress towards goals. (Do not order supplies in MANAGE.)  User name is Firstname.Lastname  Password = Password1  Detailed instructions in your folder  Need Help? Call Christine @ 301-443-2293 2012 National Institutes of Health Combined Federal Campaign

15. Report a Deposit Use MANAGE to “Report a Deposit” Enter information from Pledge Card Carriers (Form 100) Print Form 200 Deposit Report Use Plastic Deposit Bags (Form 300)  User name is Firstname.Lastname  Password = Password1  Detailed instructions in your folder  Need Help? Call Christine @ 301-443-2293

16. 2012 National Institutes of Health Combined Federal Campaign NIH CFC Event Calendar NIH 2012 CFC Kickoff, Thursday, October 4 11:30 am to 1:30 pm, in front of Building 1 Campus Event at Building 31, Wednesday, October 31 R&W Halloween, 31A patio from 11 am to 1 pm Rockledge Event at Rockledge II, Wednesday, November 14 Fernwood Circle I from 11 am to 1 pm CFC Dessert Week Charity Fairs, 1:30 to 3 pm NSC, Tuesday, December 4 ESP/EPN, Wednesday, December 5 Fishers Lane, Thursday, December 6 NIH CFC Awards, Thursday, March 7 2013 Wilson Hall, 1 pm to 2 pm

17. 2012 National Institutes of Health Combined Federal Campaign NIH-wide activities EO communications Coordinator Training NIH-wide email messages NIH CFC Kickoff cfc.nih.gov website Posters, banner, lawn signs Regional charity fairs NIH CFC Awards Promoting the CFC Your IC’s activities Keyworker Training IC-wide messages Create a campaign presence: posters, catalogs, coin jars, etc. Events and activities Support your Keyworkers and communicate with them often Recognize and appreciate your Keyworkers contributions

18. 2012 National Institutes of Health Combined Federal Campaign Promoting the CFC at the IC: Clinical Center’s Campaign Presented by Rachael Schacherer, NIH Clinical Center CFC Deputy Coordinator

20.  Over 2,000 staff and contractors  Large footprint › Clinics, labs & off-campus (Executive, Democracy)  Round-the-clock schedules › Physicians, nurses and support staff  Different types of jobs › Clinical, operational, training & everything in between  Reaching staff who don’t have typical desk jobs (i.e. nutrition, housekeeping)  Past successful events are no longer allowed, such as the basket drawing, which raised over $10K each year

21.  CC motto: 100% Ask (we never mention the monetary goal)  Weekly keyworker emails › Motivating quotes, examples of fun events being planned by departments, “charity spotlight”, and fliers that can be posted in offices  CC core team coordinates CC-wide special events that focus on FUN › To bring attention to CFC › To include a broad range of employees › To encourage participation › To encourage charitable giving

22.  HAVE FUN!  Broad appeal  Easy to understand and participate  Opportunity for competition between departments  Inclusive of all CC staff (which means scheduling later in the week, during lunch time)  Involve CC leadership  Spread the word: weekly keyworker emails, posters, fliers, CC-wide emails, Department Head announcements  Include CFC information at each event

23. 1 st Prize: Dept. of Lab Medicine’s Dee Bostic (Carrot Cake)

25. Work Those Thumbs You Want Fries With That? CC Office Olympics

26. Social Work Dept. Medical Record Department

27. Our Keyworkers!

28. 2012 National Institutes of Health Combined Federal Campaign IC Directors Challenge Sneak Preview Update! 2012 NIH CFC Directors Challenge When: Thursday, October 25, immediately following the IC Directors meeting Where: Outside Building 1 Who: NIH IC Directors What: More details to follow

29. Best Practices Recruit your team and make a plan Manage and support your Keyworkers Focus on 100% ask Use the “Tracking of Keyworker Activity” chart Ask your Keyworkers to use the “Keyworker Record of Contacts” chart Jump start your campaign Get the CFC materials out as soon as possible Consider early-bird promotions Build and maintain momentum with poster, emails, events, follow-up Wrap it up Last push in early December 2012 National Institutes of Health Combined Federal Campaign

30. In Folder List of responsibilities of the Deputy Coordinators Calendar of NIH-wide Special Events Detailed instructions on Recruiting Keyworkers and setting up Keyworker training CFCNCA MANAGE System Thursday Report Day procedure List of ideas for IC-wide activities At cfc.nih.gov: Information about the CFC, links to charities and CFCNCA.org Calendar of Events Coming soon: Campaign Worker Resources including handouts and presentation

31. 2012 National Institutes of Health Combined Federal Campaign How to start your IC’s campaign Learn about the CFC at nih.cfc.gov and cfcnca.org Meet with last year’s IC Deputy and Assistant Coordinators Recruit Keyworkers, schedule Keyworker training Connect with Monica Hanson regarding supplies Contact NIA when you need assistance nihcfc2012@mail.nih.gov Christine Brake and Monica Hanson, 301-443-2293

32. 2012 National Institutes of Health Combined Federal Campaign Questions, discussion:

33. 2012 National Institutes of Health Combined Federal Campaign Let’s have a GREAT campaign!

34. 2012 National Institutes of Health Combined Federal Campaign