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For Companies: 10 Steps to a Successful Campaign
 

STEP 1
FAMILIARIZE YOURSELF WITH THE CAMPAIGN PROCESS

 

STEP 2
CONFIRM SUPPORT OF TOP MANAGEMENT

Become familiar with United Way and the role/ responsibilities of an Employee Campaign Coordinator (ECC) by attending ECC Training.

Meet with your United Way representative to assess the strengths and weaknesses of last year’s campaign and discuss potential areas of growth.

 

The support of top management is essential to a top campaign. Keep them informed and involved by asking them to:

  • Announce your role as ECC.
  • Endorse a plan for leadership solicitation.
  • Review for your overall campaign and goal.
     
STEP 3
INCORPORATE HIGH GROWTH POTENTIAL PROGRAMS
 
STEP 4
RECRUIT A CAMPAIGN TEAM
  • Plan a separate management campaign and other high growth potential programs
  • Encourage Leadership Giving, a strategy easily implemented in a company of any size in order to benefit from a new source of campaign dollars
  • Educate your audience on other programs and initiatives offered by United Way – the Women’s Leadership Council, School to Career, Success By 6 and more.
 

Utilize a campaign team to spread campaign enthusiasm throughout your workplace and ease the ECC workload through teamwork.

  • Recruit assistance from support staff to top management to gain various areas of expertise and ideas.
  • Assign each team member duties according to each individual’s skill set or interest.
     
STEP 5
RECRUIT AND TRAIN YOUR COMMUNICATORS
 
STEP 6
PROMOTE AND PUBLICIZE THE CAMPAIGN

Communicators meet with fellow employees to discuss giving to the campaign.

  • Choose communicators from throughout your organization who are respected by their co-workers to highlight the benefits of giving a campaign contribution.
  • Plan a Communicator Training Session to be led by your United Way Representative to educate your Communicators about United Way.
 
  • Utilize email, newsletters, and signage to make sure employees understand what United Way is and what the organization does to help the community.
  • Use the promotional tools/resources available on our website – click here!
     
STEP 7
HOLD AN EMPLOYEE GROUP MEETING
 
STEP 8
UTILIZE SPECIAL EVENTS/ INCENTIVES
  • Bring employees together to hear a United Way presentation featuring an Agency Speaker or the Campaign Video.
  • Distribute personalized pledge cards and ask that they be return completed at the end of the meeting.
 
  • Make your campaign fun and creative through the use of special events, competitions, contests, incentives, and prizes.  Creating your own company incentive program may stimulate improved performance within your company’s campaign. For a free catalog of United Way merchandise, call 827-6860.
  • Those donating 1% or more of their income through their workplace campaign are eligible for Guideline Giving Incentives.  Ask your United Way Representative for more details.
     
STEP 9
REPORT RESULTS PROMPTLY TO UNITED WAY
 
STEP 10
EVALUATE AND SAY THANKS

Report forms will be delivered along with campaign supplies.  Reporting results in a timely manner allows United Way to efficiently process donations and respond to donor questions or requests.  Make an initial report once the majority of pledge forms are collected.

 

Upon completion of your company campaign, evaluate the effectiveness of your plan.  Recognize and thank your campaign team, communicators, and contributors.

  • How successful was this year’s campaign? Which strategies were most/least successful?
  • Announce final results and thank employees through personal letters, departmental meetings, company newsletters, and electronic communication.
  • Use certificates/plaques, thank you cards, special awards, United Way pins, or hold a Thank You event.  Thanking fellow employees will make them more inclined to support United Way in the future.
 
 
Women's Leadership Council
2515 Canal Street • New Orleans • Louisiana • (504) 822-5540