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
