Welcome to the

2014 CFC Coordinator & Keyworker Mini-Clinic

Skull Session

Today’s Review

• Welcome – Thank you for being here!• The Basics of CFC • CFC Overview and Structure• Agency Coordinator Role• Agency Keyworker Role• 2014 Website – Big Role• Campaign Material

Today’s Review

• The BIG PICTURE for Success• Leadership Engagement• The Value of Special Events• Creating Visibility for your CFC Effort• Making the “Ask”• Emphasis on PARTICIPATION

Today’s Review

• Universal Giving• Online Giving Options• Approaching Younger Co-Workers• Recognition Opportunities• 2014 Campaign Goal and Your Dept/Agency

Goal

Campaign Overview

The Basics of the CFC

33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia,

Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross,

Scioto, Union, Vinton, and Washington counties in Ohio.

Cabell, Wayne and Wood counties in West Virginia.

Structure

OPM

Local Federal

Agencies

PCFO

CABINET

Local, National and

International Charities

LFCC

Chairperson Coordinators Key Workers

Project Officers

Loaned Executive

s

Sets Policy & Procedures

Conducts Local Campaign

Manages Local Campaign(Principal Combined Fund Organization)

Leadership of LFCC(Local Federal Campaign Committee)

Loaned Executive (LE) Responsibilities

• Jan Pitts, Lisa Thompson, Connie Ferrell, Trevor Payne (USPS), and Regina Baldridge (PT – Parkersburg, WV)

• Act as a liaison between Agency and PFCO.

• Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters.

• Ensure the CFC’s impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video.

• Assist Agency Coordinators with planning, organizing and conducting employee campaigns and meetings.

• Follow-up with CFC Agency Coordinators weekly or as needed and assist in management of the campaign by working with the PCFO team.

Agency Coordinator Role• Primary contact with Loaned Executives and PCFO

• Develops, schedules and implements the Agency campaign (via awareness, marketing and special events).

• Develops and implements a schedule for employee “ask” meetings to educate employees about the CFC.

• Assures that related “off-site” offices in the Agency are included in the campaign.

• Reviews and analyzes the giving history and past campaign activities of the agency.

• Recruits and trains campaign team (i.e..Keyworkers - one for every 15 to 20 employees).

Agency Coordinator Role

• Distributes all campaign materials, collects and audits pledge forms in timely fashion.

• Communicates campaign progress & results to assigned LE.

• Coordinates pick-up of report envelopes with LE to be taken to the PCFO for processing.

• Completes the campaign during the specified time period with follow-up as necessary.

• Communicates and distributes important recognition opportunities for donors as well as Keyworkers and Captains.

• Obtain support for the campaign from the Agency Head - CRITICAL

• Know the facts about CFC – bring the message “home” to your Agency

• Recruit your team – Captains (if necessary), Keyworkers, Helpers

• Engage your Agency through events, communications, VISIBLE marketing, and passionate Keyworkers and Captains

• Get to know your Loaned Executive

• Train and support your team & engage your LE for help

• Drive employees to the campaign website for more information

• Encourage online pledging (easy, fewer mistakes)

Elements of a Successful Coordinator

Agency Keyworker Role• Liaison between employee and Agency Coordinator

• Key to any successful campaign with Agency with large number of employees

• Must be willing to personally ‘reach out’ and become a passionate ambassador for the Campaign

• Ideally, 1 Keyworker for every 15-20 employees

KEYWORKER:

An assistant to the Agency Coordinator – assigned to a defined number of coworkers – responsible for communicating the CFC message, providing campaign materials, asking for support and help in collecting pledge forms.

Critical to the campaign success of larger agencies

• Connect - 1 Keyworker per 15-20 co-workers

• Be BOLD!! – Keyworkers must not be timid when asking for support

• Process – Keyworkers insure EVERY employee has a pledge form

• Thank – Keyworkers need to insure they THANK every donor, provide campaign pin upon making a pledge to donate

Keyworker Training & Recognition

Recognition

As Coordinator, YOU are responsible for recognizing the efforts of your Keyworkers. It is strongly encouraged to create some form of recognition from yourself and/or Dept. Head.

• Nominate a “Keyworker of the Week” award throughout the campaign – post in a public place (monitor, daily news)

• Provide a certificate of appreciation for all Keyworkers at the conclusion of the campaign – presented by Dept. Head

Keyworker Training & Recognition

Campaign Website

www.cowvcfc.orgThis PPT is on the website

Campaign Materials

Campaign Website

www.cowvcfc.orgFind all key print materials on the website

2014 Central Ohio

& West Virginia CFC

Charity Guide

Charity Poster

Pledge Card

Completing the Pledge Card

Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly!

3-Part Form:

1. Top page goes to your Payroll Office.

2. Middle page (white carbon copy) goes in the Report Envelope.

3. Bottom page (pink carbon copy) to donor as confirmation receipt.

Campaign Website

www.cowvcfc.orgFind downloadable documents here

Campaign ReportEnvelope

75.00

Key Points

Separate Civilian from Military Pledge Cards when adding pledges

Contribution Type Vs. Special Events

“TOTAL” Row should represent what is in the envelope

DO NOT sign on “Envelope Picked Up By:” line

DO NOT SEAL the envelope until reconciled with your LE

75.00

The Big Picture to Success

1. Leadership Engagement

2. The Value of Special Events

3. Creating Visibility for CFC

4. Making The Ask

Leadership Engagement

• Must communicate with CO or Director or Dept. Head (set a meeting to discuss CFC)

• Must have CO or Dept. Head support for CFC• Ask them: “What are you COMFORTABLE DOING

ON OUR BEHALF”

Leadership Engagement

• If not getting support – contact LE

• Ask them to make a personal pledge – then promote it via email, photos, social media

• See “10 Ways Agency Leadership can Support…”

The Value of Special Events

Your likely not to make your budget with Special Event revenue….. But you just might because…

1. Special Events create awareness for the overall campaign (signage, email, social media, intranet messaging, other)

2. Special Events create ‘residual benefits’ via added payroll and one-time gifts

The Value of Special EventsIn some weird, unorthodox way, Special Events at work allow us to goof off – just a little – which is HEALTHY!!

• Create a strong team for your Special Event planning

• Plan your Special Event 3-4 weeks in advance to properly coordinate

• Creativity – makes the most SUCCESSFUL and most MEMORABLE events

Creating Visibility for CFC

• Posters should be seen everywhere possible• EM notice from CO or Dept. Head

supporting the campaign• Regular postings on bulleting boards• Elbow way into the newsletter or PR

communications• Create Internal Competitions among

divisions, either side of hallways, floors etc…

Creating Visibility for CFC

• Place an easel at each main entrance

• Regular Emails (coordinated with you, Keyworkers and management)

• Inter-building TV Montor schedule

• HOLD SPECIAL EVENTS

• Then promote the pictures from the event – DO IT IMMEDIATELY

Making the Ask

Making “The Ask” is not for the weak. You must be able to walk up to strangers and ask them for money (or their support at the least)

For most people, asking for money (especially if from their supervisors) is incredibly difficult

Start with friendly colleagues first – to get comfortable and practice your ‘pitch’

Making the Ask

Focus on Participation – not dollar amount

Connect: share your story or stories of others that you’ve heard during your role as Coordinator or Keyworker – why people give

Manager/Staff meetings – Awesome opportunities to engage and ask many at 1 time

Making the Ask

Make sure your team/co-workers are aware of the Department Goals (or your Keyworker Goals) – Revenue and Percent Participation and Per Capita

If you receive a $10 or more donation at a Special Event function, ask them to fill out a pledge form – or you do it for them – it helps participation numbers

Making the Ask

Encourage Payroll Deduction – because it translates to 4-5X larger gifts

Remember – it is OK if they say “No” – show respect – your role is simply to ask

Thank You, Thank You, Thank You, Thank You, Thank You, Thank You, Thank You, Thank You, Thank You, Thank You

Making the Ask

For more tips and ideas, download the

“2014 Coordinator Training Manual” on

www.cowvcfc.org

2014 GOAL: Increase Participation Level vs. Dollar Level

1997 - 51.7% $211/donor

2007 – 29.8% $282/donor

2012 – 19% $340/donor

2013 – 12.1% $385/donor

FOCUS ON PARTICIPATION!!!!!!

Additional Important Stuff

1. On-Line Giving formats/systems

2. Universal Giving

3. Approaching Your Younger Co-Worker

Online Giving

There are currently 3 online giving options…

1. Nexus

2. Employee Express (EEX)

3. myPay

Nexus

Nexus is a non-government run third party online pledging system.

It is available for ANY FEDERAL employee from any department/agency.

www.CFCnexus.org

Employee Express

EEX is an automated government payroll system that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

EEX is limited to select departments – refer to the home page for a department listing.

www.employeeexpress.gov

myPay

An automated government payroll system for employees of the Department of Defense (DoD) ONLY that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

Government Intranet access only

Campaign Website

www.cowvcfc.orgLink to online giving tools from here

2014 – Universal Giving

• New for 2014 after 3 year pilot study

• HUGE talking point with Co-Workers

• Available via ON-LINE PLEDGING ONLY

• Must be directed to NEXUS (preferred) or OPM.com for research

• Warning – may be somewhat cumbersome

Approaching Younger Co-Workers

• “Millenials” = 18-33 year old workers• They give to many causes – small amounts• They STRONGLY support their friends and

those in their social media circle• May appear disinterested but WRONG!• The generally are proud of their techno

smarts – so let them us it!

Approaching Younger Co-Workers

• Social media helps create the image of how they want others to see them

• Your story must be COMPELLING to get their attention

• Engage them early in the giving process • Instead of asking them for money, ask them

for their VOICE

Approaching Younger Co-Workers

• Ask them to participate in a small leadership role that will look good for them (i.e. ask them to participate at a manager’s meeting where you can speak about CFC)

• Ask them to help you – “LIKE” and “TWEET” cool things that will help the campaign

NEVER UNDERESTIMATE THEIR INFLUENCE

Recognition

• Donor Level

• Department/Agency Level

Donor Levels & Recognition Items

Bronze$240 - $479

Silver$480 - $719

Gold$720 - $959

Platinum$960 - $1,199

Diamond$1,200+

Depart/Agency Recognition

1. Departments/Agencies are recognized that achieve a minimum of $40 average donation “Per Capita”

Levels are:

Gold, Silver and Certificate

Dept/Agency Recognition

2. Department/Agency % Participation

3. Department Revenue Goal

Dept/Agency “Three-Star Recognition for achieving all 3

Percent Participation

• New to 2014• Each Department/Agency will be

given a goal for employee participation

• Depts/Agencies achieving or surpassing goal will receive recognition certificate

Campaign Website

www.cowvcfc.org

Find recognition info here

The IMPACT of the Federal Employee on our Community

Nearly $208 Million put into our communities in 2013

• $1,082,214 pledged in 2013• $385 average per Donor• $32.08 per month

• Supports nearly 3000 Charities across the country

• Donor-driven – support what moves you

STILL NOT SURE WHAT YOU ARE IN FOR?

YOU ARE NOT ALONE.

Contact your Loaned Executive or the PCFO office.

We are all available to you to answer your questions and to make your role as fulfilling as possible.

2014 CFC GOAL

$1,160,000 From 3,088 DONORS

Campaign Website

www.cowvcfc.orgResources and Downloads

• Resources• Forms• Training

WEBSITE RESOURCES & DOWNLOADS - RESOURCES

• 2014 Charity Guide

• 2014 Campaign Poster (both versions)

• 2014 Campaign Video

• 2014 Coordinator Training Manual

• 2014 Coordinator Training PowerPoint (this presentation)

WEBSITE RESOURCES & DOWNLOADS – FORMS

• Fifth Third Bank – Cash conversion letter

• Donor Recognition Awards Form

• Gift/Prize Request

• Speaker Request Form

• Nexus – User Tutorial

• EEX – User Tutorial

• MyPay – User Tutorial

WEBSITE RESOURCES & DOWNLOADS – TRAINING

• What your contribution can DO

• PCFO & LE Contact List

• Sample – Encouragement Letter from Director/Head

• Ideas on Increasing Participation

• Keyworker Training Package

• Acronyms & Terms

• Campaign FUNDRAISING ideas

Questions?

THANK YOU!

THE SUCCESS OF THE CFC RESTS WITH YOU!!