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Before the campaign
- Meet with the CEO's of the businesses you are working with
- Talk with United Way staff
- Recruit your campaign team or helper at business
- Analyze past campaign
- Set your dates/times and tell United Way
- Review all campaign resources
- Plan any special events
- Schedule United Way speaker
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
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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
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?
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20 minute campaign meeting agenda
If possible, have the CEO send an invitation to all employees stating the purpose 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 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, if applicable
Encourage Payroll Deduction
Thank audience
Pick-up pledge cards