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.