Government of Canada Workplace Charitable Campaign 2019

1. Government of Canada Workplace Charitable Campaign 2019 Campaign Leaders Info Session

2. An overview of today's Session Presentation of the GCWCC The Keys to a Successful Campaign Presentation from CNSC Planning Your Campaign A Team Effort Raising Awareness Canvassing Recognition Follow-ups • RoundTable • GCWCC • Named Recipients • Results and Trends • National Cabinet - Presentation and Objectives

3. Presentationof the GCWCC

4. Whatis the GCWCC? • Federal government employees and retirees proudly support Canadian communities and their needs through the Government of Canada Workplace Charitable Campaign (GCWCC). • The GCWCC is managed by United Way Centraides across the country. • Since its inception in 1997, the GCWCC has become the largest workplace charitable campaigns in Canada. The GCWCC is an extension of what we do as Public Servants: to improve the lives of Canadians in all our communities across the country

5. What is the GCWCC Through the GCWCC, donors can choose to support United Way Centraide, HealthPartners and/or any other Canadian registered charity. The two namedrecipients, United Way and HealthPartners, benefit from equal visibility among public servants.

6. GCWCC National Cabinet 2019 • Chair: Kelly Gillis, Deputy Minister, Infrastructure Canada • Co-Chair: Sony Perron, Associate Deputy Minister, Indigenous Services Canada • Youth Co-Chair:Melissa Masse • 12 members: senior public servants from all regions of Canada Chair Youth Co-Chair Co-Chair Members of the National Cabinet The National Cabinet provides direction, vision and objectives for the Campaign. Members of the Cabinet engage their peers and encourage them to offer support and sufficient resources to their campaign teams.

7. National Cabinet Objectives for 2019 1 Building a culture of generosity We want public servants to feel proud about improving the lives of Canadians 2 Youth & New Public Servants Give them a voice so they can create positive change 3 Increase Participation & Maintain Donations Every gift counts, everyvolunteercontributes to the campaign’ssuccess

8. ProjectBe, three pillars of support • ProjectBe aims to connect public servants with a cause in their local community by raising awareness, encouraging volunteerism and raising funds. • ProjectBe allows public servants to support the cause or causes of their choice among these three pillars: The funds raised by ProjectBe are invested by your local United Way (80%) and by HealthPartners (20%) in projects that support the chosen pillars

9. The Keys to a Successful Campaign Plan Your Campaign A Team Effort Raise Awareness Canvass Recognize Follow-ups

10. Planning your campaign: typical timeline May June July August Sept. October Nov. December Recruit volunteers Build your campaign plan Train volunteers Raise awareness Canvass Special events Thank and Recognize Share your results with the local manager End of the Campaign September 10 - Launch

11. May June July August September October November December Recruit volunteers The keys to a successful campaign Build your campaign plan Train volunteers Raise awareness Canvass Special events Plan Your Campaign A Team Effort Raise Awareness Canvass Recognize Follow-ups Thank and Recognize Share your results with the local manager

12. A Team Effort GCWCC National Office (United Way Centraide) Senior management of the organization Champion Young Professionals Network Campaign Leader GCWCC Manager (Local United Way) Unions Ambassadors Treasurer Employee Donors

13. Senior management of your organization Senior management has an essential influential and leadership role to play in the campaign: Withother Managers WithVolunteers WithEmployees • Establish the campaign as a priority for the organization • Emphasize the links between the campaign and the organization's values • Ensure the commitment of all senior management • Circulate information about the campaign • Allocate sufficient resources (time, budget if possible) to volunteers to fulfill their role • Allow volunteers to use existing meetings/ opportunities to raise awareness among their colleagues • Encourage volunteers and provide recognition • Give legitimacy to the campaign and the action of donating • Encourage employees to contribute • Explain their personal reasons for giving • Inspire!

14. The local GCWCC manager • Your main contact is your Portfolio Manager • Help you plan and execute the campaign successfully: • Provide tools which will help • you run the campaign: • Support in training volunteers • Providestrategicadvice • Monitor the progress of the campaign and propose adjustments • Examples: impact stories, dollar handles, FAQ, flyers, spokespersonstestimonies, etc Process donations: • Report to National Cabinet: • Process all paper pledge forms and event donations. • Issue tax receipts, where applicable • Share progress, challenges and successes of your campaign 14

15. The Campaign Leader • Builds the team and gather key resources • Analyzes previous campaigns • Sets campaign dates and objectives • Develops a campaign and engagement plan to raise employee awareness and achieve objectives • Coordinates and leads awareness and fundraising • Monitors the progress of the campaign and adjust strategies as needed • Reports on results during and at the end of the campaign • Conducts a post-mortem analysis • Mobilizes his/her campaign team for the cause and ensures everyone's support • Is a source of inspiration • Obtains support from senior management and other key players • Leads by example, sharing personal reasons for giving and participating in outreach activities PLANNING INSPIRE COORDINATE

16. The Treasurer

17. The Ambassador

18. Building your team: who to recruit? The campaign team must reflect all employees of the organization: • Branches/functions • Hierarchical levels • Diversity (age, gender, origin, etc.) Involveyoungprofessionals It is by seeing young people get involved that young people will give Involve union representatives Their support can positively influence many employees 18 18

19. May June July August September October November December Recruit volunteers The keys to a successful campaign Build your campaign plan Train volunteers Raise awareness Canvass Special events Plan Your Campaign A Team Effort Raise Awareness Canvass Recognize Follow-ups Thank and Recognize Share your results with the local manager

20. How to roll out a successful campaign? Raise awareness + Canvass

21. Raise awareness: make people understand why giving is important • The impact of a gift in our communities • Explain the needs in our communities • Share concrete examples of the work of United Way and HealthPartners (with $X, we can do this) • Share stories of people who are supported by charities • The reasons why we choose to give • Everyone can have their own reason(s) for giving, and sharing them can inspire their colleagues • Invite your colleagues to share their story (call for storytellers) • Display and share your own reasons for giving: #Igive because… Many communications tools exist; use them!

22. How can these messages be conveyed? In person • Use scheduled meetings to share information on the impact of the donation (videos, speakers, colleagues sharing stories…) • Organize: community action days, lunch & learns, etc. • Online – use existing platforms • Intranet • Emails • Your Organization’s and GCWCC’s social media • Signage in the workplace • Posters, “#iGive because..." certificates, thermometers, etc. 22

23. Canvass: ask to give The main reason why people do not give, is They have not been asked! • Favour peer-to-peer in person canvassing, which allows for meaningful conversations • The ambassador answers questions and concerns • The donor shares his intention to give or not – facilitates campaign follow-up More than 85% of the funds raised come from canvassing Focus on direct canvass rather than special events Goal: ensure that 100% of public servants meet with an ambassador in person Key message: every donation has an impact, no matter the amount! 23

24. Refocus special events on the essentials The activities are excellent for: • Engagement and promoting team spirit • Creating a sense of belonging to the community • Having fun • However, activities generate less income for the community • Too many activities can be harmful: • Take time, resources and energy • Risk of fatigue for volunteers and employees • Threatens individual donations because employees feel they have already done their part • Focus events on raising awareness (charities visits, volunteering) • Use events to thank donors (for example; offer free admission to campaign events to all employees who completed their individual gift or pledge) 24

25. Departmental Donations Profile

26. Departmental Donations Profile

27. May June July August September October November December Recruit volunteers The keys to a successful campaign Build your campaign plan Train volunteers Raise awareness Canvass Special events Plan Your Campaign A Team Effort Raise Awareness Canvass Recognize Follow-ups Thank and Recognize Share your results with the local manager

28. Thank and recognize • Volunteers: • Thank EACH member of the campaign team • Organize an event to highlight their work and celebrate • Acknowledge volunteers who have made an exceptional impact (certificates, intranet and social media mentions, etc.) • Donors: • Thank ALL donors • A special thank to Leadership donors • Share your results with the entire organization • Be proud of what you have collectively accomplished! 28

29. May June July August September October November December Recruit volunteers The keys to a successful campaign Build your campaign plan Train volunteers Raise awareness Canvass Special events Plan Your Campaign A Team Effort Raise Awareness Canvass Recognize Follow-ups Thank and Recognize Share your results with the local manager

30. Several follow-ups to be done during and after the campaign Monitor canvassing closely – goal is to meet 100% of employees! Communicate the progress (results) of your campaign – we can help! Promptly remit paper pledge forms and sums of money to the manager to expedite processing Ensure that all donations via payrolldeduction are forwarded to the payroll centre before December 5 1 2 3 4 30

31. In conclusion

32. What to keep in mind Raise awareness • A person shouldfeel moved to give! • Use United Way and HealthPartners materials and examples Canvass • A person will not give if you don't ask them! • Objective: 100% individual canvass, in person Thank • Both volunteers and donors deserve to be warmly thanked • Let your colleagues' generosity shine and make them proud of their action! You are not alone! • Feel free to ask us for help, that's why we're here. Your main contact: Your Portfolio Manager

33. Thankyou! You make a major difference in the lives of thousands of people in our communities