Five Point Plan

1. Prepare
2. Plan
3. Promote
4. Implement
5. Complete

This a simple outlinie you can use in planning your campaign. It was developed with input from many local campaign coordinators. Their best advice is to plan and to get assistance from both your United Way representative as well as your co-wokers.

1. Prepare

Know the United Way story

• Read United Way materials
• Visit a United Way Member Agency

Meet with you United Way representative

• Establish a challenging goal for participation or contribution
• Create a campaign calendar of events, presentations and tours
• Determine which campaign services and supplies you will need

Involve top management

• Request help in identifying a campaign team
• Ask your CEO to send a letter of endorsement to all employees
• Get support to have tours and presentations

2. Plan

Recruit a campaign team

• Seek motivated, dynamic participants from all departments. Enthusiasm is vital!
• One person per department or one person per 20 employees is a good ratio.

Set goals for the campaign

• Know your organization's giving history and resources
• Establish challenging objectives to increase the number of contributors and payroll deduction gifts.
• Consider implementing a Leadership Giving Circle Program

Develop a campaign schedule

• Include all meetings, training and events
• Review the schedule with your campaign team

3. Promote

Communicate the United Way message

• Use e-mail, memos, and payroll stuffers to promote giving (United Way can provide these)
• Generate enthusiam with posters and newsletter articles
• Distribute employee testimonials

Plan special events

• Build excitement with a Kick-Off
• Choose a contest or fundraiser

Publicize the goals

• Use thermometers, posters and memos to let your co-workers know you need their support and what the goal is for this year.

Use United Way materials

• Promote the campaign with films, brochures and posters.

Use incentives

• Have a raffle for everyone who gave or increased giving with lunch gift certificates or United Way items.
• Give scratch-off lottery tickets to everybody who gives.

4. Implement

Tour a United Way agency with your Donor Reps

Conduct a special agency presentation for management

Conduct a Leadership Giving program and a Management Campaign

• Plan your program using the "Leadership Giving in the Workplace" information in this booklet
• Encourage executives to give generously to set an example
• Utilize United Way of Santa Cruz County's Leadership Giving materials

Hold a Kick-off Rally

• Incorporate your campaign theme, goal and incentivesUtilize United Way materials
• Make it fun with food, prizes, and colorful decorations

Hold agency presentations for employees

• Have Donor Reps, co-workers and agency reps help tell the United Way story
• Distribute and collect pledge cards

Have Donor Reps meet with co-workers

• Encourage Donor Reps to share information and experiences with co-workers one on one
  fellow employees.

5. Complete

Collect any outstanding pledge cards

Tally campaign results; complete United Way Campaign Report

Return pledge forms and Campaign Report to United Way (479-5466)

Report results to your campaign team and co-workers

Thank everyone involved!!!!

• Recognize your CEO, campaign team and fellow employees.
• Send a Thank You letter, email or payroll stuffer.
• Hold raffle