8 Steps to a Successful Workplace Campaign

You are here

We invite you to incorporate as many of these best practices as possible in your workplace campaign. Following these “Eight Steps” will help you have a greater chance of achieving your campaign goals!

1.  CEO Support and Involvement

  • Pledge a company gift (if applicable).
  • Commit to holding employee meetings.
  • Make a personal contribution.
  • Visibly and actively support the campaign.

 

2.  Recruit a Capable, Committed Campaign Team

  • Include one person from each department on your committee.
  • Involve labor representatives, if applicable.
  • Participate in United Way Employee Campaign Coordinator training sessions.

 

3.  Set an Aggressive Campaign Goal/Track Results

  • Analyze past performance.
  • Set an ambitious goal that stretches your team. Goals can include total dollars raised, percent participation and/or Leadership goals.
  • Advertise goal.
  • Track and report progress regularly.

 

4.  Work  with United Way to Develop a Campaign Plan

  • Meet with your Loaned Executive to help you plan.
  • Use United Way campaign tools and materials posted on our  website.
  • Secure raffle items or incentives for the campaign.
  • Plan special events to create enthusiasm and raise funds.

 

5.  Conduct a Leadership Giving Program (Gifts of $1,000 or More)

  • Conduct a Leadership Giving breakfast or meeting.
  • Set specific Leadership Giving goals.
  • Ask senior management to be Leadership Givers.
  • Discuss Leadership Giving at all employee meetings.
  • Provide special recognition for Leadership Giving.

 

6.  Hold Meetings for  All  Employees

  • Schedule 20 to 30-minute meetings to reach all employees.
  • Provide food, door  prizes, and incentives for giving.
  • Include the campaign video or a speaker from a United Way partner.
  • Ask an employee to share a story about their experience with United Way.
  • Educate everyone about the positive changes their gift makes in the community.
  • Follow up with all employees.

 

7.  Promote Your Campaign

  • Build United Way awareness.
  • Ask everyone to give.
  • Have fun!

 

8.  Thank, Recognize, and Report

  • Post internal thank you messages: signs, articles, and banners.
  • Publish an internal roster of Leadership Givers and Loyal Contributors.
  • Report results to United Way and employees.
  • Conduct campaign debrief with United Way and your Loaned Employee.