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Running a Campaign » Campaign Checklist

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Activity Target Date Date Completed
Two to three months in advance of your company campaign kick-off, meet with your United Way staff partner to begin planning.    
Attend Corporate Campaign Analysis and United Way University.    
Work with your United Way staff partner to review the prior year's giving history and set a campaign goal.    
Share your campaign goal and strategic plan with Senior Leadership.    
Select your company's campaign committee members. Recruit one employee per business unit. Set up bi-monthly or weekly team meetings. CEO should select senior executives to serve as the Tocqueville Chair and Leadership Chair. Train team during first meeting, potentially at a United Way agency.    
Select campaign dates. Tocqueville and Leadership campaigns should occur prior to the general employee effort.    
Identify Team Leaders, preferably at a 1:25 ratio. Select a date for training, ideally one-three weeks prior to the campaign kickoff.    
Develop communication plan. Identify methods for reaching employees via email, voicemail, or intranet. This plan may incorporate activities and stories year-round about how employees Live United. Identify incentives for giving.    
Tocqueville and Leadership campaign planning should begin. Chairs should identify prospects and develop strategy to ensure support.    
Host Tocqueville and Leadership events to make the ask.    
A week before the campaign kick-off, send a communication to your company's employees from the CEO or other senior managers endorsing United Way and inviting them to participate in the campaign.    
Kickoff the general campaign! This may be through a rally or event.    
Educate your colleagues about United Way. Make the ask through employee meetings and include both a United Way speaker and an agency speaker.    
To keep your company's enthusiasm going, send follow-up emails every few days during the campaign with facts about United Way.    
Track campaign results and communicate overall numbers to team. You may also share more specific department results with your leadership and campaign committee.    
Make sure campaign volunteers are following-up with assigned staff.    
Prior to the campaign close ask your CEO to send a reminder e-mail about the end date and encourage giving.    
Collect pledge cards and data, then complete reports and prepare your company's pledge envelope.    
Submit pledge cards or data to your company's payroll department. Have your United Way representative review and sign off on the pledge envelope.    
Thank each donor and celebrate your success!    
Debrief with team on findings for next year.    

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