Timeline The timeline below provides a suggested step-by-step campaign plan. 7-8 Weeks Before Kickoff
☐ Arrange a meeting with your United Way staff representative ☐ Establish a campaign committee ☐ Attend Employee Campaign Manager training with your campaign committee ☐ Review/analyze last year’s campaign ☐ Meet with and obtain Management support of campaign ☐ Determine type of campaign and any special events
6 Weeks Before Kickoff
☐ Conduct meeting of campaign committee to set goals, establish campaign timeline,
4-6 Weeks Before Kickoff
☐ Recruit departmental “UWRV Champions” (if applicable) ☐ Start planning your leadership meeting(s) ☐ Work with UWRV staff to customize the standard pledge form (optional) ☐ Work with UWRV staff to set up and personalize E-Pledge page (if applicable) ☐ Check campaign supplies (brochures, posters) ☐ Confirm all meeting arrangements with department heads and United Way staff ☐ Schedule tours of United Way partners with your UWRV staff (optional) ☐ Arrange United Way/partner speakers with your UWRV staff
2 Weeks Before Kickoff
☐ Begin campaign promotion ☐ Train departmental “UWRV Champions” ☐ Send CEO letter/email to all employees ☐ Hold your leadership meeting (lunch or breakfast) to conduct executive
plan events and develop a leadership giving campaign
☐ Secure incentives and prizes, if applicable ☐ Develop publicity and education plans
management solicitation ☐ Conduct tours with United Way Impact partner agencies (scheduled through UWRV) (optional)
3
Campaign Kickoff & Employee Meetings
☐ Hold employee kickoff meeting with CEO remarks, video and agency speakers ☐ Publicize results of leadership campaign ☐ Conduct employee group meetings within one (1) week of your campaign kickoff ☐ Continue to follow-up with each employee - 100 percent ASK! ☐ Report progress to employees ☐ Give away prizes and incentives in drawings for those who have returned pledge forms
Campaign Wrap-up
☐ Conduct final meeting with campaign committee ☐ Prepare written evaluation and recommendations for next year’s Employee
Final Report
☐ Submit final United Way campaign report to United Way office
Campaign Manager (ECM) ☐ Meet with CEO and report final results ☐ Announce final report to employees ☐ Thank and recognize contributors
*large campaigns submit weekly ☐ Submit leadership list to United Way for recognition in Leadership publication
