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Rocky Mountain Region Employee Campaign Chair Training 2013

Rocky Mountain Region Employee Campaign Chair Training 2013. 2013. Our Rocky Mountain Regional Team. Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator,

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Rocky Mountain Region Employee Campaign Chair Training 2013

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  1. Rocky Mountain RegionEmployee Campaign Chair Training 2013 2013

  2. Our Rocky Mountain Regional Team Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator, Jen Weem, Electronic Giving Coordinator, Chuck Bader, USPS Campaign Coordinator

  3. PCFO Team Barbara Barfield - Campaign Director719-531-5501BarbaraBarfield@FESforCFC.org Irma Jones - Campaign Operations Manager 720-999-2015 IrmaJones@FESforCFC.org Cari Allen - Campaign Coordinator720-352-5076CariAllen@FESforCFC.org Chuck Bader - USPS Account Manager 719-232-3373 ChuckBader@FESforCFC.org Jennifer Weems – Gift Redemption Manager 415-571-4852 jenweems@FESforCFC.org 3

  4. Cari Allen, Campaign Coordinator • Involved with Metro Denver for past 3 years • Assist you in coordinating the Campaign • Coordinate the Events • Liaison between you and charities • Advise you on Federal Regulations • Assist you with your fiscal accountability • President of the “We Love Rocky Mountain Feds!” Fan Club Who am I? Thank you for partnering with the CFC! 4

  5. CFC Overview • Rocky Mountain CFC • Employee Campaign Chair Role & Responsibilities • Campaign Timeline • Break • Pledge Collection & Reporting • PII & OSI Security • Tips & Tools • Q&A Overview: Thank you for partnering with the CFC! 5

  6. The mission of the CFC is to promote and support philanthropy through a program that is employee-focused, cost-efficient, and effective in providing all Federal employees the opportunity to improve the quality of life for all • Largest and most successful workplace giving campaign in the world • Only authorized charity fundraising in Federal workplace • Designation Campaign – not all charities receive funds • Each region sets Campaign Solicitation period sometime between September 15 – December 15 each year CFC Thank you for partnering with the CFC! 6

  7. Executive Committee Regional Federal Agency Directors Rocky Mountain CFC LFCC Regional Military and Federal Agency Reps PCFO Board of Directors Campaign Director Employee Campaign Chairs Key Workers 1 per every 25 Other Volunteers Charitable Organizations Thank you for partnering with the CFC! 7

  8. Rocky Mountain Region • Approximately 42,000 Federal Employees in 20 counties • Raised $2.8 Million in 2012 • Geographic campaign hubs: • Boulder & Northern areas • Downtown • Denver Federal Center & Lakewood • Buckley & Aurora • Hubs supported with PCFO supported multi-agency kick-off events • Website: www.rockymountaincfc.org 8

  9. Rocky Mountain CFC Thank you for partnering with the CFC! 9

  10. Themes: • “It’s not about the Goal. It’s about the NEED!” 10

  11. Themes: • Kick Off Theme – “Moving Mountains” • We have combined with 2 other regions, so we wanted to have an inclusive idea that all regions could promote at all of our events. Thank you for partnering with the CFC! 11

  12. Training – “More Than Just a Bill” • Promoting – “Thank you Feds” • Promoting – “I Make It Possible” 2013 Video Options: Thank you for partnering with the CFC! 12

  13. Rocky Mountain CFC • Strategic Plan • To educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness) • To integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.) • To increase participation by attracting and cultivating new donors • To increase donations • To enhance the giving experience • To link donors and human health & welfare program recipients 13

  14. Rule #1: Must Have Fun! Rocky Mountain CFC Rules Thank you for partnering with the CFC! 14

  15. Rocky Mountain CFC Rules • Rule #2: Keep It Simple! Thank you for partnering with the CFC! 15

  16. OPM Campaign Rules • 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 & OPM Memorandum Rocky Mountain CFC Thank you for partnering with the CFC! 16

  17. BUILD YOUR TEAM • KeyWorkers(1:25) • Event & Activities Volunteers • Finance Officer/Payroll Coordinator • Event Participants • Other Volunteers Campaign Team Thank you for partnering with the CFC! 17

  18. Employee Campaign Chair (ECC) • Team Leader! • Recruit the Department/Agency/Division Team • Create the Campaign Plan • Inspire • Motivate • Educate & Train • Campaign Reporting • Campaign Follow Up What do I do? Thank you for partnering with the CFC! 18

  19. Six Week Solicitation Outline (Most Effective & Efficient) • Ideal Solicitation Period (6 weeks from Oct 1-Nov 15) • Week 1 – 100% Awareness • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation • Week 3 – 100% Follow Up • Collect Pledges • Week 4 – 6 Follow Up and answer questions Campaign Timeline Thank you for partnering with the CFC! 19

  20. Promote Campaign: September 30 – December 15 • Schedule pickup of Campaign Materials • Materials will be available Sept 20-24 at the DFC • Will be available for pick up at Hub kick off events too • Promote Campaign • Posters/Flyers • Email Blasts & Internal Newsletters • Events, Activities & Staff Meeting • Attend a Hub Kick Off with your team • Plan your own agency kick off Campaign Activities 20

  21. Poster Thermometer Materials Thank you for partnering with the CFC! 21

  22. Pledge Form Materials Thank you for partnering with the CFC! 22

  23. Materials Keyworker Report Envelope Thank you for partnering with the CFC! 23

  24. Campaign Events: • PCFO Supported Campaign Hub Events: • Boulder NOAA, Boulder, CO – • Wed, Sept. 18 @ 11:00am – 1:30pm • Denver Federal Center, Lakewood, CO – • Tues, Sept. 24 @ 11:00am – 1:30pm (Rain Day Sept 26) • Downtown Kick Off, Denver, CO – • Wed, Sept 25 @ 11:00am – 1:30pm • Buckley Air Force Base, Aurora, CO – • Wed, Oct 2 @ 11:00 am – 1:30pm • Larimer County – TBA Thank you for partnering with the CFC! 24

  25. CFC Kick Off Events Thank you for partnering with the CFC!

  26. CFC Kick Off Events Thank you for partnering with the CFC!

  27. Mid Campaign Blitz: Oct 21-Oct 25 • Get Your Give ON-Line • Campaign Theme National promotion • Keeps Campaign Momentum Strong • Simplest means of giving • CFC Nexus • Employee Express • Toolkit provided • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • Business card size reminder • E-blasts Agency Head/Department Head Encouragement • Real time tracking on NEXUS Campaign Activities 27

  28. Weekly Turn-Ins: Starting October 14-December 13 • Irma’s Turn In sites: • Boulder – Tuesday • Denver Federal Center – Wednesday • Lakewood – Thursday • Cari’sTurn In sites: • Downtown – Tuesday • South Denver – Wednesday • Aurora & Buckley – Thursday • Chuck’s Turn In: Coordinates All USPS Campaign Activities Thank you for partnering with the CFC! 28

  29. 2013 ECC Campaign Process • ECC’s should meet with Key Workers weekly • ECC’s should set Key Worker meetings the day before meeting with PCFO Account Manager • ECC’s meet with each Key Worker to collect envelopes from their department/area • ECC’s must verify ALL pledges in envelopes • ECC’s and Key Workers will sign off on the envelope • ECC’s use Master Ledger to record all financial envelopes AND donor gift requests Campaign Reporting Thank you for partnering with the CFC! 29

  30. Donor Gifts: Thanks You Awards Thank you for partnering with the CFC! 30

  31. Final Blitz • December 1- December 13 • All Contributions Received by ECC: December 13 • Ensure CFC Staff has your Totals for Awards • EEX and Nexus will be turned off COB December 13 • Final Turn-Ins scheduled with PCFO Account Managers • Dec 16- 20 • DO NOT MAIL CONTRIBUTIONS – Verification required Campaign Results Thank you for partnering with the CFC! 31

  32. Campaign Recognition • 2013 Agency Hero Nominations • All Federal Agency Campaign Team members may be nominated • Submit Hero Nominations by December 13 • Nominate anyone you see going above and beyond during the Campaign • Heroes are selected by the LFCC and honored at the Campaign Celebration • Heroes may also be submitted to National Awards Committee for National recognition Thank you for partnering with the CFC! 32

  33. 2013 Certificates of Appreciation • ECC’s will track all Key Workers and Campaign Volunteers • PCFO form provided. • ECC’s will turn in the master list to PCFO Rep by Dec 13. • PCFO will have certificates available for Key Workers and Campaign Volunteers at the Celebration Event. • ECC’s can have a final meeting that recognizes these personnel and celebrate how your agency met the needs of the community through the CFC. Campaign Recognition Thank you for partnering with the CFC! 33

  34. 2013 Campaign Celebration – January 15 • Ensure all staff have the details regarding the Campaign Celebration • The Celebration is for everyone who contributed to the campaign including your key workers, donors and volunteers • Attend the Campaign Celebration • Charities will be planning the event • Agency Awards and Individual Recognition Campaign Celebration Thank you for partnering with the CFC! 34

  35. Campaign Celebration: Thank you for partnering with the CFC! 35

  36. Campaign Celebration: Celebrating Our Shining Stars Thank you for partnering with the CFC! 36

  37. Agency Awards • Gold, Silver & Bronze Awards • Formula based on raised funds from last year and current employee counts • Awards are given to those that reach 75% of award criteria • Benchmark: 5% above 2012 campaign • 75% of Benchmark – Bronze award • 100% of Benchmark – Silver award • 125% of Benchmark – Gold Award Agency Awards Thank you for partnering with the CFC! 37

  38. Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Your Tips - Discussion • Your Tools - Discussion Solicitation Tips & Tools Thank you for partnering with the CFC! 38

  39. Chili Cook-Off/ Crock Pot Cook-Off with different categories • Candy Grams • Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest • Scavenger Hunt • 5K walk or run • Silent Auction/Basket Auction • Bake Sales/Burrito Sales • Penny Drive • Motorcycle Ride • Pie in the Face • Jeans or Sports Gear on Fridays • Ice Cream Social/Sundae Bar Ideas from Last Year Thank you for partnering with the CFC! 39

  40. Tools • CFC Website: www.RockyMountainCFC.org • Speakers’ List of eligible charity speakers • Links to online giving sources • Calendar with event details • PDF Brochure Fill in Pledge Form • Searchable Charity Database • All ECC support materials Solicitation Tips & Tools Thank you for partnering with the CFC! 40

  41. Stretch Break What will I miss if I go to the Bathroom?! Thank you for partnering with the CFC! 41

  42. Ways to Contribute • On-Line • NEXUS • Payroll Deduction • One time cash, check or credit card • Employee Express https://www.employeeexpress.gov/agencies.aspx • Payroll deduction • Mobile Application - NEXUS • Traditional Pledge From • Payroll Deduction • One-Time Cash or Check Donation Pledging Overview Thank you for partnering with the CFC! 42

  43. Ways to Contribute • NEXUS Online: • Rocky Mountain CFC website links to NEXUS • NEXUS Training • Follow link & instructions: • Register • Pledge • Confirmation • One Time Contribution - Cash, Check, Credit Card • 3% Convenience fee deducted from contribution by third party processor • Continual Gift – Payroll deduction ( must renew annually) Pledging 43

  44. Pledging • Ways to Contribute • NEXUS Mobile Application Online: • NEXUS Demo: www.cfcnexus.org/_root/mobile/ Thank you for partnering with the CFC! 44

  45. Pledging • Ways to Contribute • Employee Express • Only participating agencies that have paid for the module • Demonstration: A Demonstration Account is available for all to familiarize Federal users with the CFC-EEX E-Pledge system. Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444 (Local charities for this account are in the Atlanta campaign.) Thank you for partnering with the CFC! 45

  46. Pledging • Ways to Contribute • Traditional Payroll Deduction, check or cash • Paper Pledge Form 46

  47. Pledge Form Thank you for partnering with the CFC! 47

  48. Turn-In Flow Chart Thank you for partnering with the CFC! 48

  49. Key Worker Turn-Ins Campaign ReportingOn a weekly basis, the ECC will collect all KW envelopes, verify the contents with the KW and turn in to CFC Staff. CFC Staff will re-verify the content of the envelopes with the ECC. A chain of custody transition form on the envelope will be signed by the ECC and the LE at each turn-in. ( IG Compliance) Thank you for partnering with the CFC! 49

  50. ECCs Check KeyWorker Envelopes • Verify BOTH the dollar amounts AND the number of each kind of donation. • Verify that the name on the check, matches the name on the pledge form (if not, note the name of the donor on the check and the name from the check on the pledge form). Key Worker Turn-Ins Thank you for partnering with the CFC! 50

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