2015 Loaned Executive Orientation NORCAL Region. Welcome 2 Barbara Barfield, Executive Director...

2015 Loaned Executive Orientation

NORCAL Region

Welcome

2

Barbara Barfield, Executive DirectorPrincipal Combined Fund Organization

Orientation Overview

Thank you for partnering with the CFC!

Introductions

Charity Impact

CFC Overview, Mechanics & Results

OPM Update

Norcal CFC

Loaned Executive Program: Leadership, Role & Responsibilities

Campaign Timeline

Campaign Team Roles

Campaign Resources

Principal Combined Funding Organization (PCFO)Regional Fundraising Support Team

Introductions

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Angela Cleo SmithHub DirectorSan Francisco & surrounding [email protected]

Dee SuttonHub DirectorEast Bay/South Bay [email protected]

Antoinette “Toni” TaylorProject Director, [email protected]

Clarence BenjaminHub DirectorSacramento/Central [email protected]

Principal Combined Funding Organization (PCFO)Administrative Support Team

Introductions

5

Doug BannickChief Financial [email protected](650) 712-1988

Irma JonesOperations [email protected]

Barbara BarfieldExecutive [email protected](719) 531-5501

Jen WeemsOnline Giving Support [email protected]

Survival GameCampaign Theme

Theme Word Collage

Theme Impact Vision Statement

Charity Impact


Where do we start?Create the CultureMake the Connection

2015 Campaign Theme

Thank you for partnering with the CFC!7

Campaign Theme Impact Words


Impact words for “Be a Change Maker”

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Campaign Theme Word Collage


Impact words for My Story”

Neighborliness

Outreach

SurvivalDrug Addiction

Loneliness

Hunger

Empowerment

Suicide

Pain

SicknessHomeless

Compassion

Safety

Empathy

Hope

Improvement

Giver

Generosity

Benevolent

goodwill

Helpful

SupportCaring

Bigheartednessinspiring

“Be a Change Maker” -

“Be A Change Maker” Vision Statement


The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall.

Only authorized solicitation on federal premises

OPM provides regulations, oversight and guidance

Strict charity eligibility standards

One campaign – once per year

Designation campaign – feds select the charity of their choice

CFC Overview


Choice – Employees designate to the charity than means the most to them

Convenience – Most agencies provide electronic pledging through payroll deduction which make larger gifts possible

Confidence - OPM and LFCC oversight; annual independent audit; random OIG audits

3 Cs of CFC


CFC Structure


Key Workers1 per every 25

Executive CommitteeFederal Agency Heads & Military Senior Commanders

LFCCRegional Federal Agency and Military Reps

Charitable Organizations

PCFORegional Director

Ms. Barbara BarfieldHub Directors

Dee SuttonClarence Benjamin Angela Cleo SmithProject Director

Antoinette “Toni” Taylor

Agency Coordinators & Installation Project Officers

Department/Unit Project Officers

OPM

Charity Structure


Fed Members

Local National International

Online Universal Giving

IndependentsFederations Federations FederationsIndependents Independents

Fed MembersFed Members

5 CFR 950 OPM Directives B-325023, Occupational Safety and Health Review

Commission--Refreshments for a Combined Federal Campaign Event, July 11, 2014

http://www.gao.gov/products/B-325023 CFC Guidance (Memoranda) DoD Directives 503501 DoD Directive 503505 Air Force Regulations (AF36-3101) Army Regulations (AR600-29) Guidance from Specific Agencies

Ethics Officer General Council

CFC Regulations


100% Awareness

100% Opportunity

100% Follow Up

No Coercion

No PII Breaches

CFC Rules


Feb – June: Charity applications; Strategic Planning, Campaign Theme Selection; Select Gifts;

July – Aug: Approve Gifts; Installation Campaign Plans; Plan Events, Approve Campaign Materials; Agency & Installation Team Recruitment; Campaign & Solicitation training

Sept – Dec: Support Campaign Team; Promotional Events; Campaign Solicitation; Collection/Reconciliation/Campaign Reports; Event Evaluations; Pledge Processing; Donor Follow–Up; Gift Track & Distribution

Jan – Mar: Data Processing; Campaign Reconciliation Campaign Hot wash;

Mar – Sept : Charity Reports; OPM reports; Distributions; Compliance Audit; Financial Audit

CFC Campaign Cycle


2014 - $193,206,643.00

2013 - $209,633,150.00

-7.8% - Decline in contributions

Retirements

Furlough Threats

14.1% - Participation

$48.05 - Per Capita Gift

$340.22 - Average Gift

2014 CFC Results:

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Average gift continues to increase while participation continues to decrease

Baby Boomers Retiring – transitioning demographics Decreasing Volunteer Base - Downsizing government

personnel/more contracting PII Security Issue & Processing Inefficiency – Traditional paper

pledges Inefficiency – Local campaign geographic boundaries Ineffective – Lack of immediate donor feedback

CFC Trends & Challenges


OPM Update

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New Regulations Effective 2017

Address the trends & Challenges

Bring the CFC into the 21st CenturyOnline Campaign

Moving towards 100% online giving within four yearsImmediate Disaster ReliefNew employees can give w/in 30 days of being hiredLengthened Solicitation Period

Regulated Campaign solicitation period 1 Sept - 15 Jan. Regions can pick a time period within these start and finish dates.

Immediate Charity Acknowledgement of Contribution

OPM Update

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Charity Auto Response Element (C.A.R.E.) Pilot Improve Donor / Charity relations;

Direct link to charity Objective - to enhance the donor experience by giving them

immediate feedback regarding their donation Provides instantaneous, after-pledge feedback from charities to

contributors while protecting the contributor’s anonymity Feedback has two elements:

Thank you message Information on what the charity plans to accomplish with

contributor support

OPM Update

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CFC Zones

Campaign Region Identifier: 0106

40 Counties:Alameda Humboldt Placer SiskiyouAlpine Lake Plumas SolanoAmador Lassen Sacramento Sonoma Butte Marin San Benito Stanislaus Calaveras Mariposa San Francisco SutterColusa Mendocino San Joaquin TehamaContra Costa Merced San Mateo TrinityDel Norte Modoc Santa Clara TuolumneEl Dorado Napa Shasta YoloGlenn Nevada Sierra Yuba

Approximately 100,000 Federal Employees & Military Personnel

Nationally Recognized for Innovation Award

Norcal CFC Overview


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Norcal 2014 CFC Results

Total: $3,125,239Universal: $138,629.80 - 4.4%


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NorCal $138,629.80 - 4.4%

2014 CFC Results Comparisons

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2014 Participating Campaigns % Part. 2014 2013

0990 CFC of the National Capital Area 19.9 $49,162,422 $51,221,620

0995 Overseas CFC 18.1 $8,237,086 $10,978,113

0405 Chesapeake Bay Area CFC 9.4 $6,200,045 $6,649,731

0225 Hawaii- Pacific Area CFC 22.9 $4,560,046 $5,068,403

0211 Greater Atlanta - Athens CFC 23.1 $4,019,000 $3,913,010

0105 SoCal CFC 8.5 $4,012,351 $4,736,358

0096 CFC of Greater SoCal 14.9 $3,915,008 $4,340,914

0897 South Hampton Roads CFC 16.8 $3,501,945 $3,968,930

0852 San Antonio Area CFC 15.6 $3,365,838 $4,062,324

0106 CFC Norcal 10.2 $3,125,242 $3,147,469

CALIFORNIA

0095 Central California CFC 12.4 $968,490 $722,453

0096 CFC of Greater SoCal 14.9 $3,915,008 $4,340,914

0105 SoCal CFC 8.5 $4,012,351 $4,736,358

0106 CFC Norcal 10.2 $3,125,242 $3,147,469

0116 Kings-Tulare Counties CFC 10.5 $139,743 $170,821

0117 Monterey-Santa Cruz Counties 11.2 $317,552 $445,353

Virtually Connect Personnel to CFC Charity Causes

Engage Newer Personnel & Young Federal Employees

Team Development/Training

Norcal Focus: Campaign Engagement


Norcal Strategic Plan

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To educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness)

To integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.)

To develop a working campaign theme that employees can relate to and identify with

To increase participation by attracting/cultivating new donors

Develop younger donor engagement

To increase donations

To enhance the giving experience

To link donors and human health & welfare program recipients

Norcal Strategic Challenge

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Online Giving Follow Up

Maintain Campaign Momentum

Maintain Donor Confidentiality

Campaign Activity Reporting

Loaned Executive Program: The Loaned Executive program was initiated in 1971 by Presidential Order.

A Loaned Executive is a Federal Employee that is "loaned" by their agency to work on the CFC.

The Loaned Executive is usually relieved of all work duties for the period they are working on the CFC.

The role of a Loaned Executive is to conduct all solicitations among the federal employees in a campaign area.

They are usually trained by the PCFO and work out of the PCFO during the campaign period.

CFC Loaned Executive Program


ECQ’s

ECQ 1: Leading Change

ECQ 2: Leading People

ECQ 3: Results Driven

ECQ 4: Business Acumen

ECQ 5: Building Coalitions

CFC Integration of Executive Core Qualifications (ECQ’s)


ECQ 1: Leading Change

This core qualification involves the ability to bring about strategic change, both within and outside the organization, to meet organizational goals. Inherent to this ECQ is the ability to establish an organizational vision and to implement it in a continuously changing environment.

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ECQ 1: Leading Change Creativity and Innovation - Develops new insights into situations; questions

conventional approaches; encourages new ideas and innovations; designs and implements new or cutting edge programs/processes.

External Awareness - Understands and keeps up-to-date on local, national, and international policies and trends that affect the organization and shape stakeholders' views; is aware of the organization's impact on the external environment.

Flexibility - Is open to change and new information; rapidly adapts to new information, changing conditions, or unexpected obstacles.

Resilience - Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks.

Strategic Thinking - Formulates objectives and priorities, and implements plans consistent with the long-term interests of the organization in a global environment. Capitalizes on opportunities and manages risks.

Vision - Takes a long-term view and builds a shared vision with others; acts as a catalyst for organizational change. Influences others to translate vision into action.


ECQ 2: Leading People

This core qualification involves the ability to lead people toward meeting the organization's vision, mission, and goals. Inherent to this ECQ is the ability to provide an inclusive workplace that fosters the development of others, facilitates cooperation and teamwork, and supports constructive resolution of conflicts.



ECQ 2: Leading People - Conflict Management - Encourages creative tension and differences of

opinions. Anticipates and takes steps to prevent counter-productive confrontations. Manages and resolves conflicts and disagreements in a constructive manner.

Leveraging Diversity - Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.

Developing Others - Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods.

Team Building - Inspires and fosters team commitment, spirit, pride, and trust. Facilitates cooperation and motivates team members to accomplish group goals.




This core qualification involves the ability to meet organizational goals and customer expectations. Inherent to this ECQ is the ability to make decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks.




Accountability - Holds self and others accountable for measurable high-quality, timely, and cost-effective results. Determines objectives, sets priorities, and delegates work. Accepts responsibility for mistakes. Complies with established control systems and rules.

Customer Service - Anticipates and meets the needs of both internal and external customers. Delivers high-quality products and services; is committed to continuous improvement.

Decisiveness - Makes well-informed, effective, and timely decisions, even when data are limited or solutions produce unpleasant consequences; perceives the impact and implications of decisions.

Problem Solving - Identifies and analyzes problems; weighs relevance and accuracy of information; generates and evaluates alternative solutions; makes recommendations.

Technical Credibility - Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to specialized expertise.



This core qualification involves the ability to manage human, financial, and information resources strategically.




Financial Management - Understands the organization's financial processes. Prepares, justifies, and administers the program budget. Oversees procurement and contracting to achieve desired results. Monitors expenditures and uses cost-benefit thinking to set priorities.

Human Capital Management - Builds and manages workforce based on organizational goals, budget considerations, and staffing needs. Ensures that employees are appropriately recruited, selected, appraised, and rewarded; takes action to address performance problems. Manages a multi-sector workforce and a variety of work situations.

Technology Management - Keeps up-to-date on technological developments. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.


ECQ 5: Building Coalitions

This core qualification involves the ability to build coalitions internally and with other Federal agencies, State and local governments, nonprofit and private sector organizations, foreign governments, or international organizations to achieve common goals.


ECQ 5: Building Coalitions Partnering - Develops networks and builds alliances; collaborates across

boundaries to build strategic relationships and achieve common goals.

Political Savvy - Identifies the internal and external politics that impact the work of the organization. Perceives organizational and political reality and acts accordingly.

Influencing/Negotiating - Persuades others; builds consensus through give and take; gains cooperation from others to obtain information and accomplish goals.



Loaned Executive Role


Team Leader! Inspire Team Motivate Team Plan, Prepare & Oversee Implementation of Campaign

Activities Campaign Communicator Pledge Manager

Meet ECQs - Apply Covey’s 8th Habit

Loaned Executive Leadership

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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.”

“Find your Voice…”

The 8th Habit Applied

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The 8th Habit Stephen R. Covey

…“And inspire others to find theirs”

The 8th Habit Applied

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The 8th Habit Stephen R. Covey

The leadership challenge

The 8th Habit Homework

Thank you for partnering with the CFC! 48

Confirm Recruitment of the Agency Coordinators/Chairs Create the Campaign Plan for designated Federal Agencies Materials Packing & Distribution Solicitation Leadership & Follow Up

Kick Off Events Mid Campaign Blitz Final Campaign Blitz

Pledge Collection, Reconciliation & Reporting Campaign Reporting

Overall Campaign Activities Pledge & Giving Activities

Campaign Follow Up

Loaned Executive Activities Overview


Loaned Executive Responsibilities

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2015 Campaign Activities Outline (3 Ps) Planning – Today – Early Sept (two weeks)

Campaign team recruitment Goal Setting Activities/Events

Kick-offPresentations

Preparation – Mid Sept (Two Weeks) Meet with team Coordinator & Keyworker Training Determine activities to support campaign Set internal reporting schedule

Promote & Execution – Oct – Dec 15

LE Activities/Responsibilities


Determine the best approach & campaign plan for achieving overall regional goals: To connect people to people

To connect people to their values

To connect people to their beliefs

To make a difference

To produce passion

To feel good about accomplishments

LE Campaign Planning:

LE Campaign Planning: Integrate workplace core values into campaign

Air Force Example: “Service Before Self”; honor; valor;

Integrate personal core beliefs into campaign Covey Example: Life’s Purpose; Leaving a Legacy

To increase participation To attract/cultivate new donors

Young/New Feds To enhance the giving experience To emphasize choice/designated giving To link donors to human health & welfare programs To run a quick and effective campaign



LE Campaign Planning: Best Practices

Plan Agency Activities/Events

Kick-off Fair

Charity Speakers at a Group Presentation

Chili Cook-offs

Bake Sales

Penny Wars

Your Ideas?


LE Campaign Preparation: Present Approach for Achieving Goals

Work with ECCs to develop a campaign plan

Covey Approach - Develop campaign strategies within the agencies to enhance the campaign achievements

Request Agency Head support


LE Campaign Preparation: Materials Packing

Work with Hub Director to schedule packing support

Work with Hub Director to determine distribution plan

Ensure all materials received by ECCs

Ensure all materials distributed in designated agencies/offices

Carry extra supplies


LE Campaign Preparation: Event Kick-off/Activity

Work with PCFO Hub Directors Confirm Logistics – set up/ break down Secure Charity Involvement – work with PCFO Hub Directors

Charity Fair Charity Speaker

Fun Element – set up/ break down Recruit Event Volunteers

Confirm Employee Testimonial Request Agency Head/Dept Head to speak

Promote On-line Giving Materials Distribution


LE Campaign Preparation: Confirm ECC participation in training Confirm Keyworker participation in training Training make up follow up Materials Distribution at training or following training One-on-One ECC follow up for campaign readiness

Kick off date set Promotion follow through Event support


LE Campaign Promotion: Promote Kick Off Event

E-Blasts

Flyers

Posters

Kiosks

Agency Head Announcements (staff meetings etc)


LE Campaign Implementation: Solicitation

Events

Activities

Fundraisers

Group Presentations

Keyworker follow up


LE Campaign Implementation: Collections

Ledger

Reconciliation

Turn-In

Thank You Gift Distribution


Campaign Timeline Overview


Timeline Synopsis

Aug

PREPARE

NovOctSept Dec

RUN CAMPAIGN REPORT

LE CampaignTraining

Begin Solicitation10/01/15

Prepare Campaigns

Mid Campaign Blitz

11/17/15 Final Pledge Forms to

Payroll Offices

Official End of Campaign 12/15/15

Thank Yous!

Campaign Events

Jan Donor

Follow-Up

Campaign ECC/KWTraining

Team Recruitment


Aug – September

Planning & Preparation

Team Building & Training

Materials Packing – boxing completed ASAP

Materials - boxed according to personnel strength

Posters & Post It Notes

Brochures & Pledge forms (Also available in PDF format on website)

Recognition Coins – Initial distribution with box

Materials Distribution

Campaign Timeline Detail


Oct– Dec

Promote Campaign

Posters & Post It Notes - hung

Email Blasts - weekly

Internal Newsletters - monthly

Ongoing Website Activities Updates

Social Media Communications

Volunteer Opportunities

Leadership Opportunities

Campaign Timeline Detail

Oct 1– Nov 16

Implement Kick Off Events

Agency Rallies

Group Presentations

Charity Speakers

Employee Testimonies

One-on-One Follow Up

Solicitation Timeline


Mid Campaign Blitz: Nov 16 - 20

Get Your Give ON-Line National promotion Keeps Campaign Momentum Strong Simplest means of giving

CFC Nexus Employee Express myPay

Fun Reminder to complete pledging Second opportunity for campaign marketing: Post It Note Reminder E-blasts - Agency Head/Department Head Encouragement


Final Campaign Blitz: Dec 1 - 15

Last call for Contributions E-blasts - Agency Head/Department Head Encouragement Giving Tuesday

Tax Deduction Reminder Collect all pledge forms Provide outstanding thank you gift recognition coins Submit all copy 1 pledge forms to payroll for processing Provide final reconciled ledger and copy 2 pledge forms to Hub

Director

Campaign Team Overview


Employee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO)Department or Mission Element Project OfficersKey-Workers (1:25)Event & Activities VolunteersFinance Officer//Payroll CoordinatorEvent ParticipantsOther VolunteersWrap-Up

Campaign Team

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Agency Coordinator/ChairMilitary Installation Project Officer Office Team Leader! Recruit the Department/Directorate/Division Chairs Create the Campaign Plan for Facility/Installation Implement Campaign Activities

Kick Off Event Rally Fundraisers

Oversee Keyworkers (solicitors) Recruit Volunteer Assistants

Finance Officer Public Relations/communications Coordinator Events Coordinator

Motivate & Inspire Team Contribution Collections, Reconciliation & Reporting Campaign Reporting

Overall Campaign Activities Pledge & Giving Activities

CoordinatorsKeyworkers

Support Volunteers

Campaign Team

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Support VolunteersFinance Officer Collect Contribution Envelopes from Keyworkers

Verifies Content

Provides Thank You Recognition Gifts

Records Envelope Contents on Ledger

Reconciles myPay Donor Report

Processes NEXUS Payroll Contributions

Verifies EEX Contributions

Maintain PII Compliance

Campaign Team

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Support VolunteersAdministrative Assistant Team Support

Assists Agency Coordinator/Chairs or Military Installation Project Officer

Assists with coordination of campaign Assists with delivery of materials Assists with team contact information Assists with campaign communications Supports keyworker group meetings Enlists charity speakers Tracks all assigned unit information &activity Create the Campaign Plan for designated Federal Agencies

Campaign Team

71 Thank you for partnering with the CFC!

Keyworkers - 1:25 Ratio Solicits Personnel

Inspires & Motivates Giving

Group Presentation

Charity Speakers

Employee Testimonials

One-on-One Solicitation

One-on-One Follow up

Collect Traditional Pledge Form

Prepare Reporting Envelope

Verify Contents with Finance Officer/ECC/IPO

Distribute Thank You Gifts

Donor Follow Up

Campaign Stakeholders Recap

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Where do we start? OPM Website: www.opm.gov/cfc

Campaign materials, videos, national best practices Campaign overview, history FAQs

Norcal website: www.norcalcfc.org Campaign information & updates Campaign calendar of events Campaign training materials Campaign promotional materials

CFC Foundation: www.cfctoday.org Previous Loaned Executives

2015 Campaign Promotional Resources

Thank you for partnering with the CFC! 73

Mentoring2013 Loaned Executive

Experience Recap Lessons Learned Best Practices Takeaways

Special Speakers


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Mentoring2013 Loaned Executive

Experience Recap Lessons Learned Best Practices Takeaways

Speakers Training


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Typical Speakers Requests Kick Off Ceremonies Staff meetings Commander’s calls

Speaker Presentation Share your “Story” Delivery Considerations Do’s and Don’ts

Most Frequently Asked CFC Questions Speakers Memorandum of Understanding (MOU) Q & A

Speakers Training Overview

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Day One Leadership Challenge

77 Thank you for partnering with the CFC!

Online Giving Follow Up

Maintain Campaign Momentum

Maintain Donor Confidentiality

Campaign Activity ReportingUse the 8th Habit to come up with a solution

2015 Loaned Executive Orientation NORCAL Region. Welcome 2 Barbara Barfield, Executive Director...

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