Campaign Coordinator TImeline

Timeline for a Successful Campaign

4-5 weeks before the campaign

  • Meet with your CEO
  • Talk with previous campaign coordinator
  • Talk with the United Way staff
  • Recruit your campaign team
  • Analyze your past campaign


3-4 weeks before the campaign

  • Meet with your team
  • Set our goals & objectives
  • Set your dates/times and tell United Way
  • Review all campaign resources
  • Plan your special events
  • Schedule United Way speaker


One week before campaign

  • Personalize pledge forms
  • Send out endorsement letters
  • Promote your campaign


Week of Campaign

  • Confirm meeting location and time
  • Connect with United Way
  • Conduct special events
  • Hold company meetings
  • Start meeting ON TIME!
  • Introduce program/agenda
  • Acknowledge management support


1-2 weeks after the campaign

  • Follow up on pledge forms
  • Report results promptly to United Way
  • Report results internally
  • Analyze your campaign with your team
  • Say Thank You
  • Start a year-round communication program
  • Hint: Determine how you will distribute the brochure and pledge forms. Are you handing them out at the meeting or do you have another plan for distribution?


20-Minute Campaign Meeting Agenda

1-2 weeks earlier, send an invitation from the CEO to all employees stating the purpose of the meeting.

Distribute personalized pledge cards and brochures at the beginning of the meeting.

1 min. Coordinator’s opening remarks
4 min. CEO or management provides statement of corporate support and encourages participation.
5 min. United Way representative communicates United Way’s community impact message.
5 min. Agency speaker
5 min. Coordinator: Make the ‘ask’. Invite the audience to join you in making a difference in people’s lives by giving to the United Way.

  • Describe incentive
  • Encourage payroll deduction
  • Thank audience
  • Pick-up pledge cards