Running a Campaign » Campaign Checklist
| 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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