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Workplace Engagement (September 24, 2014)

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Beschreibung

United Way NCA presents to partners about Workplace Engagement.

Learn more about our events:
http://www.unitedwaynca.org/events/members

Transkript

  1. 1. WorkplaceWorkplace Engagementg g P tPresenters: Levina Kim, Sr. Corporate Partnership Managerg Crystal White, Volunteer Coordinator
  2. 2. In this session you will… • Learn about the different types of employee-workplace campaigns and their associated audiencesand their associated audiences. • Understand how United Way NCA’s Speakers Bureau works, including registration process, guidelines, and your nonprofit’s capacity to participatecapacity to participate. • Appreciate the importance of a concise and compelling story about your work in the community. • Learn key points of presenting a brief and impactful speech for a sample Speakers Bureau event. • Understand why workplace employee-donor volunteer experiencesy y are an important fundraising and donor engagement tool.
  3. 3. Thank you to our Sponsor and Partners!
  4. 4. Learning Series Trusted Partner in United Way Workplace Giving and Employee Engagement Leader Trusted Partner in United Way • Nearly 40 years of workplace giving experience; 127 years for United Way • Top charitable brand; recognized brand locally, nationally and internationally P f d hil th i t f t ti i th i i l di AT&T B k y g g • Preferred philanthropic partner of top corporations in the region, including AT&T, Bank of America, Deloitte, Enterprise, Macy’s, Microsoft, Nordstrom, Pepco, Target, UPS, Wegmans and Wells Fargo. • Preferred partner for new workplace campaigns P d i h 800 k l i l di h d d f i• Partnered with 800 workplace partners, including hundreds of area corporations, nonprofits, and associations, three local CFCs, CVC, DC One Fund, and municipality/county campaigns, spanning 3,200 workplace locations • Preferred partner of AFL-CIO and affiliated labor organizations • Administrator of DC One Fund and several other municipality/county campaigns • 150,000 donors; potential to reach 1,000,000 employees
  5. 5. Learning Series Trusted Partner in United WayTrusted Partner in United Way Community Convener CollaboratorCollaborator Catalyst
  6. 6. Learning Series Workplace Campaigns Campaigns in hundreds of workplace sites: p p g • We work with campaign managers to raise the visibility of United Way NCA and our members • With your help, we raise awareness of community needs and how we address them • Promotion of Donor Choice • Campaigns Managed for Success
  7. 7. Learning Series Campaign Types • Member Nonprofit Internal Campaign p g yp • Federal: Combined Federal Campaign (CFC) • State: Commonwealth of Virginia Campaign (CVC) • Local: Municipal Campaign • Private Sector: • Regional and local • GCL
  8. 8. Learning Series Member Nonprofit Internal Campaign You are asked to execute an internal workplace campaign to p p g provide your employees, volunteers, board members and other stakeholders with an opportunity to donate to your organization and others that are important to them.and others that are important to them. • Decision to give is voluntaryg y • Helps to raise awareness of community needs • United Way staff support and tools available • Best self-promotion of your work
  9. 9. Learning Series Federal: Combined Federal Campaign (CFC) United Way NCA and members participate in the following three local CFC campaigns: p g ( ) local CFC campaigns: • CFC of the National Capital Area (Metro DC area) • Chesapeake Bay Area CFC (Baltimore area)* P t CFC (N th/C t l VA)• Potomac CFC (North/Central VA) *St. Mary’s County Campaign is now part of CBACFC www.opm.gov/cfc to register & download CFC Approved Charity Logo
  10. 10. Learning Series Success in CFC of the National Capital Area Last year, 400,000 civilian and military employees raised $51 2 illi f th d f h iti i th W hi t S p $51.2 million for thousands of charities in the Washington, DC metropolitan area. CFCNCA had 21% participation; 200,000 distinct designations; $630 average giftg g g Good news for us! $1 of every $5 goes to local charities. Federal employees pledged nearly $11.8 million to United Way NCA and its member organizations.
  11. 11. Learning Series State: Commonwealth of Virginia Campaign (CVC) • Employee giving campaign for VA state employees S g p g ( ) • 1,300 charities in the campaign • Specific eligibility requirements such as donation minimums must serve Virginia residents and maintainminimums, must serve Virginia residents and maintain an overhead of >25% • In 2013, the campaign raised $3.6M; United Way NCAIn 2013, the campaign raised $3.6M; United Way NCA and its members raised $48,856. • Ability to share volunteer opportunities and success istories • Potential to grow campaign
  12. 12. Learning Series Municipal Campaigns • United Way NCA and its members represented in each p p g county area within our footprint • $1.3 million raised in municipal campaigns • The campaigns where we serve as campaign administrator include the DC One Fund, Alexandria Public Schools & City Government Loudoun PublicPublic Schools & City Government, Loudoun Public Schools, and Prince George’s Public Schools & County GovernmentGovernment.
  13. 13. Learning Series Private Sector: • Private sector workplace partners across all industries • Regional and local S • Regional and local • Global Corporate Leader (GCL) • 800 workplace partners representing 3,200 workplace locations W k l i i i h t l ’ l• Workplace giving is an anchor to many employers’ employee engagement initiatives and results in higher contributions. • Evolving landscape S t CSR i iti d t t i i iti ti• Support CSR priorities and strategic initiatives • Approximately 100,000 donors in DMV • Partner with other United Ways • Support partners with e-giving tools • We welcome collaboration to develop current and new campaign partners
  14. 14. Learning Series Campaign Timeline A few campaign kick off dates to be aware of: p g • Sept 1 – Dec 15 CFC Campaigns • Oct 1 – early Feb DC One Fund • Oct 1 – Dec 15 CVC • Year-Round Municipal & Private Sector
  15. 15. Learning Series Rubber Meets the Road… Speakers Bureau: Register! http://www.unitedwaynca.org/page/s/member-charities- speakers-bureau
  16. 16. Learning Series Why should you care about getting your Hint: organization in front of employees and donors… Hint:
  17. 17. Learning Series Donor/employee engagement opportunities include: • Campaign kick-offs or rallies • Employee meetings (small and large) Donor/employee engagement opportunities include: y g ( g ) • Charity Fairs • Trainings • Luncheons or brown bagsLuncheons or brown bags • Chili Cook-Offs, Talent/Game Shows, Walks/Runs, Executive Car Wash • Volunteer activities, Days of CaringVolunteer activities, Days of Caring • Program site visits • Charity Tours When: Tuesday – Thursday (normally) Location: DMV Duration: 1 3 hours; Days of Caring may be 2 8 hoursDuration: 1-3 hours; Days of Caring may be 2-8 hours
  18. 18. Learning Series Getting the events to you…(CFC)g y ( ) Step 1 • Loaned Executives • Campaign Managers K kStep 1 • Keyworkers • CFC office Step 2  • Sends What, When, Where, # of Spots U it d W NCA Step 3 • United Way NCA • Sends email to Speakers Bureau database Step 4 • Member Nonprofits • First Come First Served
  19. 19. Learning Series Event Notification Process…(CFC)( ) • Immediate Action Needed: Agency Event /Date (Example – Event: NOAA 10/6) • if you DON’T want to go DON’T Respond Step 1 • if you DON T want to go DON T Respond • if you WANT TO GO – then respond • These emails do not mean that you are confirmed to go. • Everyone is BCC’d so when you reply you do not reply to everyone. Step 2 • Confirmed Re: Agency Event/Date (Example – CONFIRMED: Re: Event: NOAA 10/6) Step 2  Step 3 • Final Event Logistics: Re: Agency Event/Date (Example – Logistics: Re: Event: NOAA 10/6)
  20. 20. Learning Series Speakers Bureau Checklist…Part 1  Open dialogue within your organization to be more engaged with Sp  Open dialogue within your organization to be more engaged with workplace employees and donors;  Ensure that all staff or volunteers attending campaign events on behalf of your organization are familiar with the United Way NCAbehalf of your organization are familiar with the United Way NCA Speakers Bureau and Member Tours Program guidelines (i.e. collection of names/emails via mailing list or sign-up form at a CFC event is prohibited);  Recruit and train organizational champions;  Create/coordinate your informational materials that feature your designation codes (and place them in an “events bag” for yourself d th t ff)and other staff);  Coordinate signage, table-display, photos, video  Prepare a giveaway item, if budget allows
  21. 21. Learning Series Don’t have a budget for giveaways? • In-house Bookmarks g g y • Post-It Notes • Candy with designation code sticker P il /• Pencils/pens • Tip Sheets (Fall tips) • GET CRAFTY!• GET CRAFTY! -Magnets, Buttons Invest in a table cloth!
  22. 22. Learning Series Speakers Bureau Checklist…Part 2Sp  Plan for an engaging activity (i.e. Smarties budget, spin the wheel);  Outreach to your donors and volunteers;  Prepare background: do a quick internet search on company/org Prepare background: do a quick internet search on company/org  Understand that all groups of employees and donors are not the same;  Looking for a calendar of events? Stop looking.  Be prepared to be: flexible ready to go and a networker Be prepared to be: flexible, ready-to-go and a networker extraordinaire.  Embrace storytelling – more on this shortly!
  23. 23. Learning Series Know before you go… • Event Logistics – where, when, what, IDs? • Transportation Concerns y g • Materials, giveaways, display • Survival kit – water, snack • What are you wearing?!y g • Be on TIME! (think security lines…especially when it comes to federal facilities) We understand LIFE HAPPENS; however, a commitment to a workplace partner is aa commitment to a workplace partner is a confirmed appointment – not something flexible on the calendar.
  24. 24. Learning Series While you are there… • Be well-informed about your organization and United Way! • Be moving. Never sit in the chair provided; stay out in front of the y Be moving. Never sit in the chair provided; stay out in front of the table or stand behind the table to greet employees as they walk past. • Location location location (more on this in a sec)Location, location, location (more on this in a sec) • Conduct a drawing to collect business cards (private sector only) • Use props • Wear a nametag • Network (CFC: charities, LE’s, Managers, Keyworkers) • Promote your volunteer activitiesPromote your volunteer activities • Be friendly! Smile! Make eye contact with people as they walk by!
  25. 25. Learning Series Always sit next to the...y Monte says: “Being early = Good spot (possibly next to me)!”Monte says: Being early = Good spot (possibly next to me)!
  26. 26. Learning Series After the event…
  27. 27. Learning Series Be prepared… Or we can be known for our grumpy expressions. p p Or we can be known for our grumpy expressions. Success comes when preparation meets t itopportunity.
  28. 28. Learning Series Ready, Set & Go: 2-5-7-10 Versatilit is ke y, S & Versatility is key: • 2 minutes in length• 2 minutes in length • 5 minutes in length • 7 minutes in length7 minutes in length • 10+ minutes in length It’s important to build and flex your muscles in this area!
  29. 29. Learning Series Say a few words! Your remarks will: S y  Represent (You, United Way, other member nonprofits, all other charities in campaign, particularly in CFC);  Be concise, compelling, and enthusiastic;  Be authentic;  Share a story that captures attention, has emotional resonance, is bl d b ild l i hi b d limemorable, and builds a relationship between you and listener;  Reinforce donors’ good feelings about contributing to the campaign by personally thanking them (regardless of which charities they designate )designate.)
  30. 30. Learning Series Sample Speech – Part 1 Thank You & Big Picture Sample Speech Part 1 • Always thank the audience for their participation, generosity and t f th i (i M ’ U it d W C i g support of the campaign (i.e. Macy’s United Way Campaign or Combined Federal Campaign.) • Explain that your organization is a member and partner of Unitedp y g p Way of the National Capital Area. You are also one of hundreds of charities in the campaign.
  31. 31. Learning Series Sample Speech – Part 2 Your Organization’s Story Sample Speech Part 2 • Highlights what your organization does g y • The most powerful way to connect people to your mission…is to tell a story that causes the listener to feel something about the work of your organization. The easiest way to do this is by sharing any g y y g example of how your work effects one man, woman, or child.
  32. 32. Learning Series Sample Speech – Part 2 Your Organization’s Story Sample Speech Part 2 People give their time, money and advice to organizations they feel ti ll t d t S h i t b t h h g y emotionally connected to. So, sharing a story about how you change the lives of real people who come into contact with your organization is critical to bringing more awareness and funds to your organization. Maya Angelou said it best, “P l ill f t h t id P l ill f t h t did B t“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”
  33. 33. Learning Series Sample Speech – Part 3 Something for Everyone; Thanks Sample Speech Part 3 • Encourage your audience to find a charity in the campaign that has touched them in some way There is a charity out there for everyonetouched them in some way. There is a charity out there for everyone. • Thank the audience for their support of the campaign (Private Sector: Macy’s United Way Campaign; Public Sector: CFC) Their generosity makes it all happengenerosity makes it all happen. TAKE IT AWAY, JORDAN! Jordan Ritchie, American Red Cross
  34. 34. Learning Series Making a connection…to encourage actiong g
  35. 35. Learning Series A few storytelling resources… • United Way NCA’s Learning Series with FACETS and Speakeasy A few storytelling resources… y g p y Storytelling: “Storytelling to Advance Your Nonprofit Mission” Storytelling to Advance Your Nonprofit Mission C• CharityHowTo.com – Free webinar: Top 10 Ways to Effectively Share Stories at a Fundraising Event Top10WaysToEffectivelyShareStoriesTop10WaysToEffectivelyShareStories Use template available on page 9-10 to help create your stories. Also check out Lori L Jacobwith’s Boring 2 Brilliant eBookAlso check out Lori L. Jacobwith s Boring 2 Brilliant eBook. • Nonprofitmarketingblog.com
  36. 36. Learning Series Volunteer Engagement Why Corporations are Eager to Promote Volunteerism Volunteer Engagement • Opportunities for companies to connect to their local communities H l t f th ’ it t t i• Helps to further a company’s commitment to causes or issues of strategic or CSR importance • Opportunity for staff team-building and connectingpp y g g • Volunteering viewed as “a positive contributor to the internal and external reputation of the company” and many corporate HR executives view volunteering as an important element ofHR executives view volunteering as an important element of their organization’s culture. (Source: Deloitte 2013 Volunteer IMPACT Survey)
  37. 37. Learning Series Donations of time, talent and treasure…,
  38. 38. Learning Series // /http://www.amtraining.co.uk/volunteer_management_courses.html
  39. 39. Learning Series United Way NCA Days of Caringy y g
  40. 40. Learning Series United Way NCA Days of Caring Checklist:  Point person in planning the service day y y g  Plan for engaging activities  Checklist for needed materials  T i i f t k Training for tasks  Orientation to your organization’s work and mission  Welcome from leadership staff Welcome from leadership staff  Explaining how your work advances our region’s Education Income/Financial Stability or Health workEducation, Income/Financial Stability, or Health work  Pictures from the service day
  41. 41. Learning Series What experiences are Corporate Groups seeking? • Activities for groups; 6-50+ people • Activities for individuals/small groups p p p g • Activities for individuals/small groups • Activities for families • One-time activities R i ti iti /V l t iti• Recurring activities/Vol opportunities over a year • Activities that put to use the group’s professional skills • Activities that require very little training; day-of orientation only • Activities near their location/office or within office • Activities that keep the group together • Opportunities to advance their community goalspp y g • Companies often see team-building as an outcome of service days
  42. 42. Learning Series What can volunteers do? • Your traditional volunteer roles • Ask your colleagues in other departments what their programmatic needs are. How can volunteers meet those goals?those goals? • Be creative; what are you spending your budget on? • Non-direct service activitiesNon direct service activities • Trainings and opportunities to provide specialty expertise and skills • Corporations are looking to provide meaningful service; allow them the opportunity to join you.
  43. 43. Learning Series Think Outside the Box
  44. 44. Learning Series Doing our work to prepare • Resources for Skills Based Volunteering: “B ildi P hi Th W k” P i f Li h Doing our work to prepare – “Building Partnerships That Work” – Points of Light http://www.pointsoflight.org/sites/default/files/resources/files/buildin g_partnerships_that_work_0_0_new.pdf • Energize Inc. www energizeinc com– www.energizeinc.com • Global examples of Corporate Volunteering and Workplacep p g p Giving – http://www.scoop.it/t/global-corporate-volunteering
  45. 45. Learning Series We want to be trusted philanthropic partnersp p p
  46. 46. Learning Series Volunteer Engagementg g Please email me at cwhite@uwnca.org to talk about how United Way NCA and your organization can serve as collaborative partners and resources in our region’sg volunteerism landscape.
  47. 47. Learning Series A United Front for Success… United Way NCA believes that when we work together, S great things happen: • For our corporate partners • For each of our organizations • For our network • For our community
  48. 48. Learning Series Questions?
  49. 49. Learning Series Thank You for your Time and Dedication to W k l E t!Workplace Engagement!
  50. 50. Learning Series Contact Information: Levina Kim Sr. Corporate Partnership Manager lkim@uwnca orglkim@uwnca.org 202-488-2021 Crystal White Volunteer Coordinator cwhite@uwnca orgcwhite@uwnca.org 202-488-2054

Beschreibung

United Way NCA presents to partners about Workplace Engagement.

Learn more about our events:
http://www.unitedwaynca.org/events/members

Transkript

  1. 1. WorkplaceWorkplace Engagementg g P tPresenters: Levina Kim, Sr. Corporate Partnership Managerg Crystal White, Volunteer Coordinator
  2. 2. In this session you will… • Learn about the different types of employee-workplace campaigns and their associated audiencesand their associated audiences. • Understand how United Way NCA’s Speakers Bureau works, including registration process, guidelines, and your nonprofit’s capacity to participatecapacity to participate. • Appreciate the importance of a concise and compelling story about your work in the community. • Learn key points of presenting a brief and impactful speech for a sample Speakers Bureau event. • Understand why workplace employee-donor volunteer experiencesy y are an important fundraising and donor engagement tool.
  3. 3. Thank you to our Sponsor and Partners!
  4. 4. Learning Series Trusted Partner in United Way Workplace Giving and Employee Engagement Leader Trusted Partner in United Way • Nearly 40 years of workplace giving experience; 127 years for United Way • Top charitable brand; recognized brand locally, nationally and internationally P f d hil th i t f t ti i th i i l di AT&T B k y g g • Preferred philanthropic partner of top corporations in the region, including AT&T, Bank of America, Deloitte, Enterprise, Macy’s, Microsoft, Nordstrom, Pepco, Target, UPS, Wegmans and Wells Fargo. • Preferred partner for new workplace campaigns P d i h 800 k l i l di h d d f i• Partnered with 800 workplace partners, including hundreds of area corporations, nonprofits, and associations, three local CFCs, CVC, DC One Fund, and municipality/county campaigns, spanning 3,200 workplace locations • Preferred partner of AFL-CIO and affiliated labor organizations • Administrator of DC One Fund and several other municipality/county campaigns • 150,000 donors; potential to reach 1,000,000 employees
  5. 5. Learning Series Trusted Partner in United WayTrusted Partner in United Way Community Convener CollaboratorCollaborator Catalyst
  6. 6. Learning Series Workplace Campaigns Campaigns in hundreds of workplace sites: p p g • We work with campaign managers to raise the visibility of United Way NCA and our members • With your help, we raise awareness of community needs and how we address them • Promotion of Donor Choice • Campaigns Managed for Success
  7. 7. Learning Series Campaign Types • Member Nonprofit Internal Campaign p g yp • Federal: Combined Federal Campaign (CFC) • State: Commonwealth of Virginia Campaign (CVC) • Local: Municipal Campaign • Private Sector: • Regional and local • GCL
  8. 8. Learning Series Member Nonprofit Internal Campaign You are asked to execute an internal workplace campaign to p p g provide your employees, volunteers, board members and other stakeholders with an opportunity to donate to your organization and others that are important to them.and others that are important to them. • Decision to give is voluntaryg y • Helps to raise awareness of community needs • United Way staff support and tools available • Best self-promotion of your work
  9. 9. Learning Series Federal: Combined Federal Campaign (CFC) United Way NCA and members participate in the following three local CFC campaigns: p g ( ) local CFC campaigns: • CFC of the National Capital Area (Metro DC area) • Chesapeake Bay Area CFC (Baltimore area)* P t CFC (N th/C t l VA)• Potomac CFC (North/Central VA) *St. Mary’s County Campaign is now part of CBACFC www.opm.gov/cfc to register & download CFC Approved Charity Logo
  10. 10. Learning Series Success in CFC of the National Capital Area Last year, 400,000 civilian and military employees raised $51 2 illi f th d f h iti i th W hi t S p $51.2 million for thousands of charities in the Washington, DC metropolitan area. CFCNCA had 21% participation; 200,000 distinct designations; $630 average giftg g g Good news for us! $1 of every $5 goes to local charities. Federal employees pledged nearly $11.8 million to United Way NCA and its member organizations.
  11. 11. Learning Series State: Commonwealth of Virginia Campaign (CVC) • Employee giving campaign for VA state employees S g p g ( ) • 1,300 charities in the campaign • Specific eligibility requirements such as donation minimums must serve Virginia residents and maintainminimums, must serve Virginia residents and maintain an overhead of >25% • In 2013, the campaign raised $3.6M; United Way NCAIn 2013, the campaign raised $3.6M; United Way NCA and its members raised $48,856. • Ability to share volunteer opportunities and success istories • Potential to grow campaign
  12. 12. Learning Series Municipal Campaigns • United Way NCA and its members represented in each p p g county area within our footprint • $1.3 million raised in municipal campaigns • The campaigns where we serve as campaign administrator include the DC One Fund, Alexandria Public Schools & City Government Loudoun PublicPublic Schools & City Government, Loudoun Public Schools, and Prince George’s Public Schools & County GovernmentGovernment.
  13. 13. Learning Series Private Sector: • Private sector workplace partners across all industries • Regional and local S • Regional and local • Global Corporate Leader (GCL) • 800 workplace partners representing 3,200 workplace locations W k l i i i h t l ’ l• Workplace giving is an anchor to many employers’ employee engagement initiatives and results in higher contributions. • Evolving landscape S t CSR i iti d t t i i iti ti• Support CSR priorities and strategic initiatives • Approximately 100,000 donors in DMV • Partner with other United Ways • Support partners with e-giving tools • We welcome collaboration to develop current and new campaign partners
  14. 14. Learning Series Campaign Timeline A few campaign kick off dates to be aware of: p g • Sept 1 – Dec 15 CFC Campaigns • Oct 1 – early Feb DC One Fund • Oct 1 – Dec 15 CVC • Year-Round Municipal & Private Sector
  15. 15. Learning Series Rubber Meets the Road… Speakers Bureau: Register! http://www.unitedwaynca.org/page/s/member-charities- speakers-bureau
  16. 16. Learning Series Why should you care about getting your Hint: organization in front of employees and donors… Hint:
  17. 17. Learning Series Donor/employee engagement opportunities include: • Campaign kick-offs or rallies • Employee meetings (small and large) Donor/employee engagement opportunities include: y g ( g ) • Charity Fairs • Trainings • Luncheons or brown bagsLuncheons or brown bags • Chili Cook-Offs, Talent/Game Shows, Walks/Runs, Executive Car Wash • Volunteer activities, Days of CaringVolunteer activities, Days of Caring • Program site visits • Charity Tours When: Tuesday – Thursday (normally) Location: DMV Duration: 1 3 hours; Days of Caring may be 2 8 hoursDuration: 1-3 hours; Days of Caring may be 2-8 hours
  18. 18. Learning Series Getting the events to you…(CFC)g y ( ) Step 1 • Loaned Executives • Campaign Managers K kStep 1 • Keyworkers • CFC office Step 2  • Sends What, When, Where, # of Spots U it d W NCA Step 3 • United Way NCA • Sends email to Speakers Bureau database Step 4 • Member Nonprofits • First Come First Served
  19. 19. Learning Series Event Notification Process…(CFC)( ) • Immediate Action Needed: Agency Event /Date (Example – Event: NOAA 10/6) • if you DON’T want to go DON’T Respond Step 1 • if you DON T want to go DON T Respond • if you WANT TO GO – then respond • These emails do not mean that you are confirmed to go. • Everyone is BCC’d so when you reply you do not reply to everyone. Step 2 • Confirmed Re: Agency Event/Date (Example – CONFIRMED: Re: Event: NOAA 10/6) Step 2  Step 3 • Final Event Logistics: Re: Agency Event/Date (Example – Logistics: Re: Event: NOAA 10/6)
  20. 20. Learning Series Speakers Bureau Checklist…Part 1  Open dialogue within your organization to be more engaged with Sp  Open dialogue within your organization to be more engaged with workplace employees and donors;  Ensure that all staff or volunteers attending campaign events on behalf of your organization are familiar with the United Way NCAbehalf of your organization are familiar with the United Way NCA Speakers Bureau and Member Tours Program guidelines (i.e. collection of names/emails via mailing list or sign-up form at a CFC event is prohibited);  Recruit and train organizational champions;  Create/coordinate your informational materials that feature your designation codes (and place them in an “events bag” for yourself d th t ff)and other staff);  Coordinate signage, table-display, photos, video  Prepare a giveaway item, if budget allows
  21. 21. Learning Series Don’t have a budget for giveaways? • In-house Bookmarks g g y • Post-It Notes • Candy with designation code sticker P il /• Pencils/pens • Tip Sheets (Fall tips) • GET CRAFTY!• GET CRAFTY! -Magnets, Buttons Invest in a table cloth!
  22. 22. Learning Series Speakers Bureau Checklist…Part 2Sp  Plan for an engaging activity (i.e. Smarties budget, spin the wheel);  Outreach to your donors and volunteers;  Prepare background: do a quick internet search on company/org Prepare background: do a quick internet search on company/org  Understand that all groups of employees and donors are not the same;  Looking for a calendar of events? Stop looking.  Be prepared to be: flexible ready to go and a networker Be prepared to be: flexible, ready-to-go and a networker extraordinaire.  Embrace storytelling – more on this shortly!
  23. 23. Learning Series Know before you go… • Event Logistics – where, when, what, IDs? • Transportation Concerns y g • Materials, giveaways, display • Survival kit – water, snack • What are you wearing?!y g • Be on TIME! (think security lines…especially when it comes to federal facilities) We understand LIFE HAPPENS; however, a commitment to a workplace partner is aa commitment to a workplace partner is a confirmed appointment – not something flexible on the calendar.
  24. 24. Learning Series While you are there… • Be well-informed about your organization and United Way! • Be moving. Never sit in the chair provided; stay out in front of the y Be moving. Never sit in the chair provided; stay out in front of the table or stand behind the table to greet employees as they walk past. • Location location location (more on this in a sec)Location, location, location (more on this in a sec) • Conduct a drawing to collect business cards (private sector only) • Use props • Wear a nametag • Network (CFC: charities, LE’s, Managers, Keyworkers) • Promote your volunteer activitiesPromote your volunteer activities • Be friendly! Smile! Make eye contact with people as they walk by!
  25. 25. Learning Series Always sit next to the...y Monte says: “Being early = Good spot (possibly next to me)!”Monte says: Being early = Good spot (possibly next to me)!
  26. 26. Learning Series After the event…
  27. 27. Learning Series Be prepared… Or we can be known for our grumpy expressions. p p Or we can be known for our grumpy expressions. Success comes when preparation meets t itopportunity.
  28. 28. Learning Series Ready, Set & Go: 2-5-7-10 Versatilit is ke y, S & Versatility is key: • 2 minutes in length• 2 minutes in length • 5 minutes in length • 7 minutes in length7 minutes in length • 10+ minutes in length It’s important to build and flex your muscles in this area!
  29. 29. Learning Series Say a few words! Your remarks will: S y  Represent (You, United Way, other member nonprofits, all other charities in campaign, particularly in CFC);  Be concise, compelling, and enthusiastic;  Be authentic;  Share a story that captures attention, has emotional resonance, is bl d b ild l i hi b d limemorable, and builds a relationship between you and listener;  Reinforce donors’ good feelings about contributing to the campaign by personally thanking them (regardless of which charities they designate )designate.)
  30. 30. Learning Series Sample Speech – Part 1 Thank You & Big Picture Sample Speech Part 1 • Always thank the audience for their participation, generosity and t f th i (i M ’ U it d W C i g support of the campaign (i.e. Macy’s United Way Campaign or Combined Federal Campaign.) • Explain that your organization is a member and partner of Unitedp y g p Way of the National Capital Area. You are also one of hundreds of charities in the campaign.
  31. 31. Learning Series Sample Speech – Part 2 Your Organization’s Story Sample Speech Part 2 • Highlights what your organization does g y • The most powerful way to connect people to your mission…is to tell a story that causes the listener to feel something about the work of your organization. The easiest way to do this is by sharing any g y y g example of how your work effects one man, woman, or child.
  32. 32. Learning Series Sample Speech – Part 2 Your Organization’s Story Sample Speech Part 2 People give their time, money and advice to organizations they feel ti ll t d t S h i t b t h h g y emotionally connected to. So, sharing a story about how you change the lives of real people who come into contact with your organization is critical to bringing more awareness and funds to your organization. Maya Angelou said it best, “P l ill f t h t id P l ill f t h t did B t“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”
  33. 33. Learning Series Sample Speech – Part 3 Something for Everyone; Thanks Sample Speech Part 3 • Encourage your audience to find a charity in the campaign that has touched them in some way There is a charity out there for everyonetouched them in some way. There is a charity out there for everyone. • Thank the audience for their support of the campaign (Private Sector: Macy’s United Way Campaign; Public Sector: CFC) Their generosity makes it all happengenerosity makes it all happen. TAKE IT AWAY, JORDAN! Jordan Ritchie, American Red Cross
  34. 34. Learning Series Making a connection…to encourage actiong g
  35. 35. Learning Series A few storytelling resources… • United Way NCA’s Learning Series with FACETS and Speakeasy A few storytelling resources… y g p y Storytelling: “Storytelling to Advance Your Nonprofit Mission” Storytelling to Advance Your Nonprofit Mission C• CharityHowTo.com – Free webinar: Top 10 Ways to Effectively Share Stories at a Fundraising Event Top10WaysToEffectivelyShareStoriesTop10WaysToEffectivelyShareStories Use template available on page 9-10 to help create your stories. Also check out Lori L Jacobwith’s Boring 2 Brilliant eBookAlso check out Lori L. Jacobwith s Boring 2 Brilliant eBook. • Nonprofitmarketingblog.com
  36. 36. Learning Series Volunteer Engagement Why Corporations are Eager to Promote Volunteerism Volunteer Engagement • Opportunities for companies to connect to their local communities H l t f th ’ it t t i• Helps to further a company’s commitment to causes or issues of strategic or CSR importance • Opportunity for staff team-building and connectingpp y g g • Volunteering viewed as “a positive contributor to the internal and external reputation of the company” and many corporate HR executives view volunteering as an important element ofHR executives view volunteering as an important element of their organization’s culture. (Source: Deloitte 2013 Volunteer IMPACT Survey)
  37. 37. Learning Series Donations of time, talent and treasure…,
  38. 38. Learning Series // /http://www.amtraining.co.uk/volunteer_management_courses.html
  39. 39. Learning Series United Way NCA Days of Caringy y g
  40. 40. Learning Series United Way NCA Days of Caring Checklist:  Point person in planning the service day y y g  Plan for engaging activities  Checklist for needed materials  T i i f t k Training for tasks  Orientation to your organization’s work and mission  Welcome from leadership staff Welcome from leadership staff  Explaining how your work advances our region’s Education Income/Financial Stability or Health workEducation, Income/Financial Stability, or Health work  Pictures from the service day
  41. 41. Learning Series What experiences are Corporate Groups seeking? • Activities for groups; 6-50+ people • Activities for individuals/small groups p p p g • Activities for individuals/small groups • Activities for families • One-time activities R i ti iti /V l t iti• Recurring activities/Vol opportunities over a year • Activities that put to use the group’s professional skills • Activities that require very little training; day-of orientation only • Activities near their location/office or within office • Activities that keep the group together • Opportunities to advance their community goalspp y g • Companies often see team-building as an outcome of service days
  42. 42. Learning Series What can volunteers do? • Your traditional volunteer roles • Ask your colleagues in other departments what their programmatic needs are. How can volunteers meet those goals?those goals? • Be creative; what are you spending your budget on? • Non-direct service activitiesNon direct service activities • Trainings and opportunities to provide specialty expertise and skills • Corporations are looking to provide meaningful service; allow them the opportunity to join you.
  43. 43. Learning Series Think Outside the Box
  44. 44. Learning Series Doing our work to prepare • Resources for Skills Based Volunteering: “B ildi P hi Th W k” P i f Li h Doing our work to prepare – “Building Partnerships That Work” – Points of Light http://www.pointsoflight.org/sites/default/files/resources/files/buildin g_partnerships_that_work_0_0_new.pdf • Energize Inc. www energizeinc com– www.energizeinc.com • Global examples of Corporate Volunteering and Workplacep p g p Giving – http://www.scoop.it/t/global-corporate-volunteering
  45. 45. Learning Series We want to be trusted philanthropic partnersp p p
  46. 46. Learning Series Volunteer Engagementg g Please email me at cwhite@uwnca.org to talk about how United Way NCA and your organization can serve as collaborative partners and resources in our region’sg volunteerism landscape.
  47. 47. Learning Series A United Front for Success… United Way NCA believes that when we work together, S great things happen: • For our corporate partners • For each of our organizations • For our network • For our community
  48. 48. Learning Series Questions?
  49. 49. Learning Series Thank You for your Time and Dedication to W k l E t!Workplace Engagement!
  50. 50. Learning Series Contact Information: Levina Kim Sr. Corporate Partnership Manager lkim@uwnca orglkim@uwnca.org 202-488-2021 Crystal White Volunteer Coordinator cwhite@uwnca orgcwhite@uwnca.org 202-488-2054

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