Sample Campaign Plan

Getting Started

Establish your committee right now!

– Every department should be represented if possible

Pick up campaign materials at UWRC and utilize them immediately

– Hang UWRC flyers throughout each department

– Ask each department head for the date and time they’ve scheduled for the UWRC presentation.

– Inform UWRC of the date and time so a UWRC representative can be on hand to thank the participants.

– Bundle UWRC Campaign Donation Forms into stacks of 50.

– Have volunteers “stuff” incentive awards for company participants, non-profit participants. I don’t even want to see him.. Hang posters Ask each department for the date/time of their UW presentation

– Reserve UWRC presenters as soon as you know

Educate your committee

– The more they know the better your result

Motivate your committee

– Set goals and inspire their creativity!

Keep up the communication

– Within committee, with top management, with all co-workers

• Use e-mail, bulletin boards, mailboxes
• Use case stories/testimonials to make the case to give
• Send out our newsletters to everyone within the company
• Give a progress report after the first week

• Show your enthusiasm
• Thank everyone often
• Ask early and often if support is needed for key leaders
• Troubleshoot if needed before end of campaign

• Be the example – be the first to give

• Involve as many people as possible
• Do not forget retirees, part time staff, new staff as hired
• Utilize strengths of union leadership, etc.

• Communicate the key messages
• % of participation is key
• Pooling resources really works to help the most people
• Use incentives
• Thank each person often

• Familiarize yourself with this year’s pledge card

• How does the pledge process work where you work?
• How to fill out the pledge card
• When does the campaign end?
• Where does the pledge card go for processing?

• Incentives
• UWRC incentives
• Apply only to pledges to UWRC Community Care Fund
• Cheeburger card & Caring Club®Card
• Your incentives – how do they work? How do you win?

• Know the various ways to donate
• Cash, Payroll Deduction, Credit Card, Stock, Online
• Stress that UWRC welcomes employees to volunteer time as well
• Gifts in kind – gently used cars, furniture, etc. are welcome

• The Perfect Campaign Presentation – 20 Minutes
• Campaign introduced by meeting leader 2 minutes
• Presenter makes it personal 2 minutes
• Ties their story into a UWRC initiative or
• Introduces partner/UWRC staff to do it
• Give the elevator speech 2 minutes
• Stress that UWRC is local & every dollar counts
• Introduce UWRC video & play it 8 minutes
• Explain the incentives to give 2 minutes
• Cheeburger Card, Caring Club® Card
• Hand out pledge card 4 minutes
• Offer to answer any questions right then
• Try to get them completed right there
• Answer questions about how to fill them out

• Before you finish the campaign
• Each person should be approached again
• If you already have their card, thank them again
• If they said no, you want their card back anyway
• If they said they were thinking about it, ask again on last day
• Make sure that you give out the UWRC Cheeburger cards to contributors

§ Completely answer questions/objections

§ Total results & communicate success

§ Submit pledge cards to payroll

o Please remember to submit them to UWRC after payroll is done

o UWRC will only send Caring Club®Cards to employee’s home address

§ Thank you/wrap up meeting (include food!)

§ Start planning other UWRC events to increase visibility

o Food, Children’s books, toys, toiletry drives

o E-mail updates throughout the year to donors

o Send out UWRC newsletters to everyone throughout the year