RD Onboarding

o t e m o c l We

e c r u Reso ! t n e m p o l Deve UWAY.ORG @UWMidlands

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UNITED WAY 101

WELCOME & HISTORY

Sara’s video

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UNITED WAY 101

PROGRAMS & MESSAGING

Karen’s video

Test your United Way 101 knowledge with a crossword puzzle! https://bit.ly/32Tw29d Important Links: Youth Plan: https://bit.ly/2COSRzR Brand and Messaging Toolkit: https://bit.ly/3hjppAH 2018 Community Impact Plan: https://adobe.ly/2WFYVBz

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RESOURCE DEVELOPMENT

WORKPLACE CAMPAIGNS

Jacqueline’s video

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RESOURCE DEVELOPMENT

ENGAGEMENT OVERVIEW

Becky’s video

Test your Affinity Groups knowledge! https://www.tryinteract.com/share/quiz/5f03814d849469001451c1e4

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RESOURCE DEVELOPMENT

SUB-DEPARTMENTS VP RESOURCE DEV. GB Olsen

Project Manager Alisa Wolf-Rogers

Community Engagement Associate Adena Rice

Director of Community Engagement Becky Morrison

RD Division Director Heather Singleton

Director of Women in Philanthropy Sarah Brennecke

RD Associate Kay Duguay

Director New Business Develop.

Murray Coleman

Senior RD Director Jacqueline CampbellLawrence

RD Associate Hannah Carnes

Test your RD Sub-departments knowledge! https://www.tryinteract.com/share/quiz/5f037c01849469001451c1b3 Important Links: Staff Assignments: https://bit.ly/2WFippV Campaign Calendar: https://bit.ly/39bUcNa GCL info: https://bit.ly/3jygihI

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RUNNING CAMPAIGNS

CAMPAIGN COMMITTEE

Kay’s video

Important Links: Campaign Committee Roster: https://bit.ly/39cBvsy Team Member Job Description: https://bit.ly/32G6jke Team Member Training Packet: https://bit.ly/32EIR78 Meeting Schedule: https://bit.ly/2WEryiN

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RUNNING CAMPAIGNS

CREATING REVENUE

GB’s video

Test your Creating Revenue knowledge with a crossword puzzle! https://bit.ly/3fJZCBr

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Important Links: 2020-2021 Goal Spreadsheet: https://bit.ly/2ODP378 Corporate CAN-DO Data Sheets: https://bit.ly/3eQjMsa Sponsorship Packet: https://issuu.com/unitedwaymidlands/docs/sponsorship_packet_draft_for_issuu

RUNNING CAMPAIGNS

CEO CALLS

Murray’s video

Test your CEO Calls knowledge! https://www.tryinteract.com/share/quiz/5f047072849469001451c784 Important Links: CEO Call Sheet: https://bit.ly/2CoGcnr

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RUNNING CAMPAIGNS

FROM START TO FINISH

Heather’s video

Test your Start to Finish knowledge! https://www.tryinteract.com/share/quiz/5f048584849469001451c844

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Important Links: Sample Campaign Dashboard: https://bit.ly/32Cjdj9 Sample Leadership Giving Dashboard: https://bit.ly/2ZJH1zW Packing Request Form: https://uwmidlands.wufoo.com/forms/ s19w6d0x11xdwqm Campaign Training Packet Items: https://bit.ly/3hhdJyq Campaign Training Presentation: https://bit.ly/3ePrB18

RUNNING CAMPAIGNS

DEPARTMENTAL RESOURCES United Way Online: https://online.unitedway.org

>> Subscribe to Breakfast Association of Fundraising Professionals

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WORKING WITH OTHER DEPARTMENTS

MAIN POINTS OF CONTACT

PEG NICHOLS

VP, FIN AN CE & ADMINISTRATI ON

• Campaign processing • Paycor • Finance forms/reimbursements

JOEY WALLACE

VP, MAR KET I NG & COMMUNICATI ONS

• Brand messaging • Digital strategy • Materials request process

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JENNIFER MOORE VP , COMMUNITY IMP ACT

• Partner agencies 101 • Initiatives • Funding process

DON WILKIE

VP , DATA ANALYTICS AND TE CHNOL OG Y

• StratusLive • Power BI • DataLink • Online campaigns • IT request process • Phones & computers

ON-THE-JOB TRAINING

THINGS TO DO Participate in volunteer project Go on an agency tour Attend trainings (if possible) Live United Storytellers (develop elevator speech and story) CD training CEO call shadowing Attend two campaign kickoffs (different divisions/managers) and two engagement/affinity group events (different groups/managers)

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SOCIAL DISTANCING FORCES US APART.

BUT COMPASSION DEFIES DISTANCE. LEARN MORE ABOUT HOW UNITED WAY IS HELPING THE MIDLANDS DURING THIS UNPRECEDENTED TIME AT

WWW.UWAY.ORG 14