Your campaign timeline

Six Weeks before Kickoff………………………

• • Meet with your CEO and/or senior manager to enlist their help in championing the campaign
  • Determine staff needs for all campaign positions – campaign chair(s), leadership employee campaign manager, communication manager, HR/payroll representative
  • Recruit and confirm campaign committee
  • Determine agenda and training for campaign committee
  • Meet with your United Way relationship manager(s)
    • Review strategy and results from last year’s campaign
    • Choose campaign dates
    • Plan volunteer projects
    • Review electronic campaign requirements (Salesforce Philanthropy Cloud or ePledge)
    • Check/order promotional materials

Four Weeks before Kickoff………………………

• • Purpose: helps organize and communicate with employees
  • Develop a plan and discuss campaign tactics and timing.  Explain leadership campaign strategy, leadership giving societies
  • Plan and schedule leadership event
  • Check/order campaign materials
  • Hold your first campaign committee meeting
  • Request agency speaker(s) with your United Way relationship manager
  • Talk with HR to establish a plan to solicit retirees

Three Weeks before Kickoff………………………

• • Provide company information to United Way:
    • Employee File
    • Landing page language (sample language)
    • Company logo
    • Photos of employees to be used in emails and campaign landing pages

Two Weeks before Kickoff………………………

• • Work with your United Way relationship manager to create personalized leadership pledge forms
    • Send to all employees
    • Include in leadership packet
    • Include on Philanthropy Cloud or ePledge welcome screen
    • Have CEO or campaign chair create personal endorsement or support
    • Have department managers announce the campaign at staff meetings
    • Solicit retirees
  • Finalize email language and timing
  • Test link from United Way and provide feedback
  • Review tech readiness document and share with your IT department

One Week before Kickoff………………………

• • Launch campaign communications
  • Train and solicit campaign representatives from each department
  • Send CEO communication to all employees
  • Launch leadership campaign with event and solicitation
  • Test pledge system

DURING THE CAMPAIGN………………………

• • Hold a kickoff event to build enthusiasm for the campaign
  • Hold special events for colleagues from every level to make your campaign fun and successful
  • Publicize results of the leadership campaign
  • Conduct employee solicitation and encourage 100% participation
  • Hold giveaways and drawings for those who have returned the pledge form
  • Confirm that campaign representatives have talked to all employees
  • Follow up with past contributors who have not yet responded
  • Report progress to all employees regularly and submit interim progress report to United Way

Soon After the Campaign – Wrap Up

• • Determine final results and meet with CEO/Campaign Manager to discuss
  • Announce total amount raised to employees
  • Conduct final meeting with campaign committee
    • What worked, what didn’t
    • Suggestions for next year
  • Thank / recognize all contributors
  • Submit final results to United Way
  • Discuss implementation plan for the company’s new hires
  • Discuss the possibility of a rollover campaign
  • Hold thank you event(s) (link to suggestions
  • Discuss year round engagement with United Way relationship manager
  • Select chairs for next year’s campaign