2013

NORCAL CFCLoaned Executive

Training

Orientation Orientation OverviewOverview

• Welcome & Introductions• Campaign Overview• NORCAL CFC Overview• Regulations Overview• Timeline• Trends & Challenges• Strategic Planning• Campaign Historical Overview• Campaign Potential Overview• Campaign Report & Statistics• Strengths & Weaknesses• Current Social & Economic Conditions• Federal Agency Culture & Constraints

The CFC PartnershipThe CFC Partnership

Simply Put: “Helping Others”

Why CFCWhy CFC

• Confidence–Applicant organizations are reviewed to ensure they meet all requirements of the campaign–Annual audits to ensure proper receipt and distribution of pledges

• Choice–Employees designate to the charity that means the most to them–May pledge cash, check or payroll deduction

• Convenience–Most campaigns are providing electronic pledging–Payroll deduction makes larger gifts possible

Campaign Campaign OrganizationOrganization

Office of Personnel ManagementRegulatory Oversight & Campaign Compliance

LFCCLocal Campaign Leadership

Charitable Organizations

PCFOCampaign Administration

Agency Coordinators

& Installation Project Officers

Unit Project Officers

Key Workers1 per every 25

Volunteer AssistantsPA, Events, Finance

Loaned ExecutivesAssist PCFO

Local Federal Coordinating Committee

(LFCC)

Job Description 1. Campaign Oversight2. Campaign Team

Mentoring

Loaned Representative Be BraveBe Brave

Job Description 1. Campaign Plan2. Campaign Team3. Campaign Reporting4. Campaign Follow Up

Campaign Team

• Employee Campaign Coordinators

• Unit Coordinators/Project Officers

• Keyworkers

• Public Affairs Officer

• Event Coordinator

• Donation Clerk

Campaign RegionCampaign Region

Campaign AchievementsCampaign Achievements

2012 • Raised $4,091,963 dollars • 13,373 donors • 15.3% participation• $301.81 Average Gift

Campaign AchievementsCampaign Achievements

2012 • Raised $4,091,963 dollars • 13,373 donors • 15.3% participation• $301.81 Average Gift

Campaign HistoryCampaign History

CFC RegulationsCFC Regulations

• 5 CFR 950 • OPM Directives • CFC Memoranda• DoD Directive 5035.1• Air Force Regulations (AF36-3101)• Army Regulations (AR600-29)• Guidance from Specific Agencies

• Ethics Officer• General Counsel

CFC RulesCFC Rules

• 100% Awareness• 100% Opportunity• 100% Follow Up• No Coercion• 5 CFR Part 950

PCFO Rules

Rule #1: Must have fun!

PCFO Rules

Rule #2: Must have Chocolate!

PCFO Rules

Rule #3: Keep it Simple!

Campaign Administration & ManagementTimeline Overview

• April PCFO Selection• May Campaign Administrative Team

Building• June Campaign Pre-Planning• July Campaign Planning• Aug Campaign Preparation • Sept Campaign Training• Oct Campaign Events• Oct – Dec Campaign Solicitation• Jan Campaign Follow Up

Campaign Trends and Challenges

• Dollars continue to increase, while participation continues to decrease

• Transition of donor base from ‘mature’ to younger generation

• Decreasing volunteer base • Downsizing / contracting • Limited availability• Technology • Electronic Pledging • eGiving via credit card (one-time gifts) • Social Media

Strategic Plan Strategic Plan ImplementationImplementation

The 8th Habit

Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet

—therein lies your voice, your calling, your soul’s code.”

The 8th Habit Applied

“Find your voice…”

The 8th Habit Applied

“…and Inspire Others to Find Theirs.…”

Strategic Plan Strategic Plan Focus AreaFocus Area

20132013

Online Giving • Online Training Materials• Online Giving• Mid campaign Blitz• Final Campaign Blitz• Online social media

Strategic Plan Strategic Plan Focus AreaFocus Area

20132013

2013 Campaign Theme

2013 Campaign Discussion

• History• Campaign Strengths• Current Social & Economic Conditions• Potential• Goal Recommendations• Applying Covey’s 8th Habit

Day 1 Wrap Up

Day 2 ContextStakeholders

•Who are our stakeholders?

•What are their needs?

•How do we meet their needs?

Day 2 ContextStakeholders

•Donors•Charities•LFCC•OPM

•How do we meet their needs?

8th Habit Discussion

•The Work Culture •What Feds Long For•Address #1 & #2 through the CFC

8th Habit Discussion CFC Campaign Plan Strategy

• Significance

• Fulfillment

• Creative Excitement

• Shared Vision

8th Habit Discussion CFC Campaign Vision

• To create a positive charitable giving climate which enables federal employees to significantly impact their local, national and international communities through an efficient campaign that employs choice, confidence, and convenience for donors while enhancing their own personal significance.

DISC Leadership Styles

http://www.everythingdisc.com/management/EDManagementProfileSample.pdf

DISC LeadershipProfiles

Amy         Style DCArnold      Style iSAndrea      Style SCElizabeth   Style SiMatthew     Style CNicholas    Style CSRoberta     Style iSShirley     Style DiStephanie   Style DiEdward      Style C