Ambassadors Guide A Step by Step Road Map to a Successful Campaign - - PowerPoint PPT Presentation

Ambassador’s Guide

A Step by Step Road Map to a Successful Campaign 2019

“I LIVE HERE. I GIVE HERE” GOAL: $1.43M

2019 Campaign Slogan

What is a workplace campaign?

• Opportunity to give back to the community in

which you live, work, and/or play.

• One gift to benefit multiple organizations.
• Ability to give via payroll deduction.
• Team building.
• Inclusive at all levels.

What is an ambassador?

• Advocate for United Way and our 23

partner organizations.

• Critical link between United Way and

your employees/co-workers.

• FUNdraiser!!

YOU HELP DRIVE CHANGE

This Road Map will give you:

• Step by step instructions on planning every

aspect of your campaign.

• Ideas and tips to make your campaign

effective, engaging and fun.

• Tools to make a difference.
• FAQA

YOU COULD WIN AWARDS & PRIZES!

• Ambassador of the Year
• Rookie Ambassador of the Year
• Biggest Team in Heart & Sole Race
• Best Workplace Special Event
• United Way SPIRIT
• Random raffles – just for ambassadors!

IN YOUR PACKET

LEFT SIDE

• Training Agenda
• Campaign Information

Sheet

• Corporate Pledge Form
• Employee Pledge Form
• 2018 Annual Report

RIGHT SIDE

• How United Way Works
• Jacob’s Story
• Your Dollars At Work
• FUNraising Ideas
• Campaign Report Envelope

STEPS TO A SUCCESSFUL CAMPAIGN

You Got This!

#1 Recruit an Awesome Team

• You don’t have to do

this alone.

• Recruit a team of

enthusiastic, resourceful and committed people – JUST LIKE YOU!

#1 Recruit an Awesome Team

• Diversity is important

– Departments – Shifts – Locations

• Set up regular meetings
• Delegate

responsibilities

Who are you thinking to ask?

#2 Do a Little Homework

– The more you know about your United Way, the better you will be prepared to lead your campaign. – Visit our website www.uwwh.org – Facebook, Instagram and Twitter – Ask us lots of questions.

#3 Determine Your Timeline

 Keep your campaign strategic and goal

• riented.

2 weeks is optimal timeframe. Don’t procrastinate. Start with a kick – off and end with a blast!

#3 Determine Your Timeline

• What is the best time for your company?
• Don’t compete with other philanthropic

events that your company is regularly scheduled to do…(toys for tots).

• What is your potential start date?
• What is your potential end date?
• Could you be a pacesetter?

#4 Set a Goal

• Challenging, yet attainable
• Get data about past campaigns from your UWWH

rep

• Determine your focus: $$$$ or participation rates
• Do you want to offer “Give Once for Good”

(employees commit to an annual percentage of pay gift that auto re-news)

• Awards available!!

#4 Set a Goal

Is there a corporate match? What is your campaign goal? What award would you like to win?

#5 Plan Campaign Activities

Kick- Off Event Special Events Incentives Finish Line Celebration

#5 Plan Campaign Activities

 What is your kick off idea?  Who should be a guest speaker?  What special events could you do?  What are some incentives?

#6 Communicate with your Co-Workers about the Progress

• Ask at least 7 times.
• Daily communication is ok.

Multiple times a day…annoying.

• Use all types of media to

ask.

• Make sure you have

supplies needed to share information.

#6 Communicate with your Co-Workers about the Progress

• What is your communication plan?
• What materials do you need from

UWWH?

#7 THANK YOU! THANK YOU! THANK YOU!

• Create a Shout Out Board to

recognize donors.

• Thank any one who helps.
• Thank your CEO.
• Ask UWWH rep for email

templates or note cards to hand out.

#8 Finalize your Campaign

• Use campaign

envelope provided by your rep.

• Provide a list of

retirees.

• Turn any cash or

checks in as you receive them.

• Set up a brief meeting

with your rep.

#9 Stay Connected

• Your UWWH rep is

here to help you year- round!

• Don’t struggle – we

are here to help.

• Attend our quarterly

GET WHIRED coffee hours.

• Expect to hear from

us!

#10 HAVE FUN!

• Live United
• Make Friends
• Help People
• Give a Gift
• Win Prizes

Campaign Resources

• E-Pledge

https://portal.uwwh.org Custom site for your company. Employee Log In Ambassador Log In

Campaign Resources

https://www.uwwh.org/get- involved#startAWorkplaceCampaign 2019 Campaign Video: https://youtu.be/4la9SBW07_Y * We will send you the final version via email.

FAQ&A

Ask Us Anything!

FAQ & A

• Q3: Why do you need our retiree list?
• A3: Once someone retires from your company, we will ask them to

donate as an individual. If they are listed as a “retiree” for your company, you still get credit for their gift towards your goal. In addition, most people want to continue supporting United Way even after retirement.

• Q4: Why do you need to know how many employees we have?
• A4: Many of our annual awards are figured out with formulas that

include total number of employees. This includes participation rates and per capita giving awards. We never disclose the number

• f employees to any one in the process.

FAQ & A

• Q5: Should we collect a pledge form from everyone?
• A5: It is a best practice to collect a form from every employee. If

they do not wish to participate – they can simply fill out their name and write “No” on the pledge form. This makes it easier for you to make sure everyone did receive a form and was asked.

• Q6: Can we designate to an impact area, a specific organization or

another United Way?

• A6: Yes, we have 5 broad areas of impact that donors can designate

to: Health/Mental Health/Substance Abuse Treatment, Safety Net (basic needs), Workforce Development, Youth Development and Holmes County. You can also designate directly to an organization

• r another United Way (like Ashland, Summit, Stark or Orrville

Area).

I live here. I give here

I love here, I serve here, I play here, I learn here, I run here, I read here, I grew up here, I give back here. I live united. I give united