Campaign Timeline

Six Weeks before Kickoff (Steps 1 & 2)

• Meet with your CEO and/or senior manager to enlist their help in championing
  workplace giving
• Determine staff for all workplace giving positions—chair(s), employee giving
  coordinator, communication coordinators, etc.
• Attend the Employee Giving Coordinator luncheon
• Review strategy and results from last year’s workplace giving

Four Weeks before Kickoff (Step 3)

• Have your first workplace giving committee meeting to develop a plan and discuss workplace giving strategies and timing
• Segment employee list to identify likely leadership donors
• Create plan to make leadership ask (who/when)
• Explain leadership giving societies to workplace giving committee (page 21)
• Talk with HR to establish a method of contact to solicit retirees

Two Weeks before Kickoff (Step 4)

• Recruit and confirm workplace giving representatives
• Determine agenda and training for workplace giving representatives
• Personalize pledge forms for leadership giving (ask your United Way representative for previous giving levels and areas of specific interest)
• Arrange speaker(s) and agency tour(s) with your United Way relationship manager
• Solicit retirees
• Have department managers mention workplace giving at staff meetings

One Week Before Kickoff (Step 5)

• Launch workplace giving communications and promotional materials
• Send CEO communication to all employees (letter or email to employees—see
  Toolkit)
• Launch leadership giving

Week of Workplace Giving Kickoff (Steps 5 & 6)

• Hold a kickoff event with EGC present to build enthusiasm for workplace giving
• Publicize results of the leadership giving
• Conduct employee solicitation and encourage 100% participation
• Hold giveaways and drawings for those who have returned the pledge form
• Confirm that workplace giving representatives have talked to all employees
• Follow up with past contributors who have not yet responded
• Report progress to all employees regularly and submit interim progress report
  to United Way

Week of Workplace Giving Close (Steps 7 & 8)

• Work with your United Way relationship manager to develop a strategy for
  those who have previously given by payroll deduction but have not yet responded
• Determine final results and meet with CEO to discuss
• Announce total amount raised to employees
• Conduct final meeting with workplace giving committee and representatives
• Thank/recognize all contributors
• Submit final results to United Way
• Discuss  implementation plan for new hires