United Way of Central OklahomaEMPLOYEE CAMPAIGNCOORDINATOR GUIDE

© 2012 United Way of Central Oklahoma, Oklahoma City, OK 73106. Made in OK.

Your AssignmentIt may have been many years since you stepped into a classroom, but you can handle this very important assignment. It’s as easy as 1-2-3!

To help you make the grade, we’ve written an easy to follow study guide. This guide can help you plan, organize and implement a model United Wayworkplace campaign.

You’ll be at the top of the class in no time!

Name: Date:

Topic: You + United Way = A Better Tomorrow

Study GuideCampaign Checklist

Sample United Way Rally Agenda

ECC/CEO Speech Outline

Dates to Remember

Leadership Giving

Bus Tours

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Campaign ChecklistYour key to an A+ on your report card!

1

Review your company’s giving history.

Encourage your CEO or Leadership to be involved: Complete his/her pledge card Pledge a corporate gift on behalf of the organization Write a letter or send an email to all employees Participate in/or attend campaign meetings Schedule a leadership meeting with top leadership

Recruit a committee of co-workers to help you.

Utilize your United Way Representative. They will help you plan your campaign,deliver your materials, schedule presentations and tours and answer questions.

Set a challenging and realistic goal.

Schedule specific start/end dates for your campaign and inform yourco-workers.

Educate your co-workers. Agency speakers, videos and tours are fun andinformative! See the Sample Rally and ECC Speech outlines on pages 2 and 3.

Complete your campaign by collecting pledge cards and reporting results to your United Way Representative. Turn in your results by November 2nd to be an Early Bird! All campaign results are due by November 16th.

Thank your co-workers for their generosity. Send an email, hang thank you posters and plan a celebration of a job well done!

Sample United WayRally Agenda:

Your co-workers will enjoy learning about United Way’s work in the community. This meeting makes your job as an Employee Campaign Coordinator (ECC) much easier. Here’s the rundown for a spirited pep rally to kick-off your workplace campaign.

Audio Visual: Music - Plan a soundtrack that fits your company’s campaign theme to play as guests enter and exit the room. Video - Play the United Way campaign video.

Decor: United Way posters Theme-related items such as centerpieces, wall hangings, etc. Goal poster

The Flow: 3 min. Welcome & United Way Campaign CEO and/or ECC Endorsement 7 min. United Way Presentation United Way Representative

3 min. United Way Video United Way Representative 5 min. United Way Partner Agency Speaker Partner Agency Representative 5 min. Wrap Up CEO and/or ECC

2 min. Collect Pledge Cards ECC

2

ECC or CEO’s Speech Outline

3

Introduce yourself and thank everyone for attending the meeting.

Give a brief overview of your organization’s United Way campaign.Include: a. Your organization’s campaign dates b. Your organization’s fundraising goal c. United Way facts

Talk about your personal experience with United Way either as a donor or abeneficiary of services.

Introduce the United Way speaker.

Encourage giving. Offer incentives.

Say thank you!

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Dates toRemember

November 2Early Bird Deadline

September 77:30-9:00 a.m.

Campaign KickoffChickasaw Bricktown Ballpark

November 15Early Bird Reception

October 5 & 6Day of Caring

September 77:30 p.m.

Movie NightChickasaw Bricktown Ballpark

For more information, visit www.unitedwayokc.org

United Way Live!Bus Tours

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Leadership Giving AssociationBecome a member of the Leadership Giving Association and maximize your impact.Membership begins with an annual gift of $500 or more. You will receive all the benefits reserved for our top donors. A leadership gift truly demonstratescommitment to lasting change in central Oklahoma.

Young professionals who pledge $500 or more annually have the opportunity to join United Way Emerging Leaders. Their mission is to cultivate adults under 40 to become the next generation of United Way Leaders by engaging them with peers, encouraging leadership growth, and exposing individuals to volunteer opportunities.

Emerging Leaders

The United Way of Central Oklahoma Women’s Leadership Society unites women - their time, talent, and resources - into a powerful network of individuals devoted to enhancing and strengthening intergenerational opportunities within our community.

Membership requires an annual donation (combined with spouse or individual) of $2,500. The membership includes events throughout the year for networking, education, and volunteering.

Women’s Leadership Society

For moreinformation about our Giving Societies

please contactNatalie Carns,

Senior Director of Major Gifts,at (405) 523-3544 or

ncarns@unitedwayokc.org

U N I T E D W A Y O F C E N T R A L O K L A H O M A

GIVINGLEADERSHIPASSOCIATION

W omen’sLeadershipSociety

United way of Central Oklahoma

United Way Live!Bus Tours

Some of United Way of Central Oklahoma’s turn in procedures have changed. If you have any questions,

contact your United Way representative.

PLEASE NOTE5

SEPTEMBER 268:30 - 11:30 A.M.

OCTOBER 188:30 - 11:30 A.M.

OCTOBER 98:30 - 10:30 A.M.*EXPRESS

RSVP to Jodana Borden at 405-523-3515or jborden@unitedwayokc.org

All United Way Live! bus tours begin at United Way of Central Oklahoma,1444 NW 28th Street, Oklahoma City, OK 73106.

**Don’t worry, if these times don’t work for you, we would be happy to help you plan your own bus tour. For help, contact Jodana Borden.

1444 NW 28th StreetOklahoma City, OK 73106

405-236-8441www.unitedwayokc.org

For theme ideas,logos, forms,tips and more

visit unitedwayokc.org and explore the Workplace Campaign Toolkit