How to Run a Model Campaign

1. Getting Started
   1. Confirm CEO support
   2. Recruit a Campaign Committee with organization-wide representation and the support of the CEO
   3. Meet with United Way staff or assigned United Way Representative
   4. Train your committee
   5. Tour United Way affiliated agencies with your committee
   6. Meet with last year’s Employee Campaign Manager and review strengths and weaknesses
   7. Schedule the campaign when it is most convenient for your company
2. Planning the Campaign
   1. Establish campaign strategy
   2. Set a goal based on potential
   3. Decide on solicitation method (i.e. group solicitation, one-on-one, or combination)
   4. Plan special events (including the kickoff meeting)
   5. Develop promotional materials and solicitor kits
   6. Coordinate agency tours/speakers
   7. Plan a separate campaign for management
   8. Personalize the pledge cards
   9. Remember your retirees
   10. Plan recognition process
3. Running the Campaign
   1. Send out CEO endorsement letters
   2. Stay involved/Participate
   3. Monitor Process
   4. Follow up with pledge cards
   5. Follow up with those not at meetings
   6. Check progress against: Objectives/Goals
4. Wrapping up the Campaign
   1. Express appreciation - Everyone likes to be thanked - Everyone needs to be thanked
   2. Report the campaign’s progress and final results
   3. Conduct campaign critique
   4. Produce a summary report of campaign for use by next year’s campaign manager

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