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2014 Team Captain Training

2014 Team Captain Training. Established by Governor Jim Hunt in 1984  Only authorized charitable campaign in the state employee workplace No state monies used to run the campaign   More than $95 million raised for charities serving NC residents since 1985

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2014 Team Captain Training

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  1. 2014 Team Captain Training

  2. Established by Governor Jim Hunt in 1984  Only authorized charitable campaign in the state employee workplace No state monies used to run the campaign   More than $95 million raised for charities serving NC residents since 1985 2013 Campaign raised over $3.8 million  Fast FactsWHAT IS THE SECC?

  3. Is this a United Way Campaign? • The SECC is designed and run by North Carolina’s state employees. It offers a wide range of diverse nonprofits serving our state. They must apply annually and meet stringent criteria to be eligible. • More than 1,000 charities are eligible for your donation! • You choose where your gift goes – or doesn’t go – by designating your gift. • The State of NC is required to contract with a nonprofit organization to manage administrative needs of the SECC , and this allows gifts to be tax deductible. The United Way of North Carolina has served in this role since the SECC was created. NO. The SECC is different…

  4. Your Role as a Team Captain KEY RESPONSIBILITIES • Develop and implement a plan to make your campaign a positive, team-building experience for everyone at your office. • Coordinate and guide others who serve on your volunteer team. • Educate your co-workers about the SECC and its participating charities. • Promote the SECC throughout your organization. • Ensure that everyone is asked to consider a pledge. • Stress the benefits of giving through the SECC and using payroll deduction. • Return completed pledges along with signed Summary Report Forms during your campaign, and the final report prior to your deadline. • Thank your employees for contributing to the campaign. You are Important! YOU are the Team Captain of your organization’s campaign and so much is up to you...

  5. Develop and showcase your leadership and project management skills. • Work closely with colleagues at various levels of your organization. • You (and others at your office you enlist to help you in your role) will MAKE THE DIFFERENCE for hundreds of charities that are eligible for donations this year. More than 1,000 charities are eligible this year! What’s in it for you?

  6. toasuccessfulcampaign Whileeachcampaignisunique,these 10stepsarethebuildingblocksforaneffectiveapproachandshouldbefollowedascloselyaspossible.YourDepartment Executive, University Chair and your SECC campaignstaffwillhelpyoutodevelopaplanthatworksbestforyourorganization.

  7. • DEVELOP A PLAN • Bylookingatwhereyouhavebeen,youcanbetterdeterminewhereyou aregoing.Analyzingpastcampaignswillhelprevealareasofopportunity andprovidecluesforimprovement. • Buildasolidfoundation with these first steps: • Reviewyourorganization’sgivinghistoryandanalyzecampaigndata • Establish a campaign timeline (See pre-campaign section of campaign timeline) • Implement strategies to meet your campaign goals toasuccessfulcampaign

  8. • ESTABLISH SUPPORT FROM THE TOP • Workwithyour topmanagers to… • Helpdeterminecampaigngoalsandobjectives • Endorsethecampaignthroughanemailorspeakatanappropriatemeeting • Attendcampaignevents • Providethankyourecognitiontovolunteersanddonors toasuccessfulcampaign

  9. • SET YOUR CAMPAIGN GOAL • Yourcampaign goalshouldbe… • Basedonpastcampaignresults • Realisticyetchallenging • A source of motivation for your campaign team/volunteers • Backed-up by a plan to increase awareness, promote/improve the “ask,” and expand on employee participation toasuccessfulcampaign

  10. RECRUIT A CAMPAIGN COMMITTEE Youdonothavetodoitalone! Thecampaigncommittee/teamwillhelp youorganizeeffortstoeducatefellowemployeesaboutthe campaign.Theybuildexcitement,answerquestionsandensurethat everyoneisaskedtogive. toasuccessfulcampaign

  11. • DECIDE YOUR STORY • Consider why YOU care about the SECC, and which charities are closest to you. • Ask your managers and campaign team members to do the same. • This campaign is so much more than meeting a goal or winning an award. It can help a neighbor who is struggling with a chronic disease. It can ensure a child has enough food to eat. It can give shelter to those without a home. With more than 1,000 eligible charities, you and your co-workershave an opportunity to connect with your passion and make a difference by giving through the SECC! toasuccessfulcampaign What‘s Your Passion?

  12. PROMOTE & PUBLICIZE Educationandinformationarekeystoreachingyour campaigngoals.Createanatmosphereofenthusiasmas youinformemployeesabouthowtheircontributions improvelivesinourcommunity. CampaignTools StrategiesThatWork SamplePresentation toasuccessfulcampaign

  13. Campaign Volunteer Toolkit • Additional Training • Blank Forms • Email Templates • Thermometers • Logos http://www.ncsecc.org/campaign-volunteer-toolkit

  14. Charity Fairs & Speakers We make it easy for you to request & arrange a charity fair or speaker at any location across NC! http://www.ncsecc.org/campaign-volunteer-toolkit

  15. • EDUCATE & MAKE THE ASK • Thisisbyfarthemostimportantstep.Themajorreason peopledonotgiveisbecausetheywereneverasked,so askeveryone!Givingisapersonaldecision—butplease besuretoalloweveryonetheopportunitytocontribute. • Provideyourteamwithalistofemployeestheyare responsibleforspeaking with, delivering and collecting paper forms from. • Educatethroughemployeemeetingswithindepartment/ divisionworkgroups. • Followupwithone-on-onecommunication. toasuccessfulcampaign Make Your Pledge First!

  16. The #1 reason for NOT giving is NOT BEING ASKED… • Don’t presume that anyone can’t or won’t give. • Educate and Inform – Teach & Present Opportunity vs. Solicit. • Involve employees who care about the SECC. • Keep the Asking and Collecting Timeframe short, highly energetic and informative. • Make sure volunteers know they are appreciated by you and managers. Most donors said they received their pledge forms in their mailbox!

  17. toasuccessfulcampaign QUICK TIPS WHEN MAKING THE ASK • MAKEYOURPLEDGEFIRST • KNOWTHEFACTS • BEPOSTIVE • ASKTHECO-WORKERSYOUKNOW BESTFIRST • MAKEITATWO-WAYSTREET • WHATISTHEIRSTORY? • SAYTHANKYOU

  18. toasuccessfulcampaign TIPS WHEN ADDRESSING QUESTIONS & CONCERNS: Objections are not personal. They are not directed at you. Objections are often based on incorrect information. You must try to identify the real issue. Show that you care. Listen carefully to help identify the employee’s concern. Don’t argue. Instead, offer information about how the SECC helps people or offer to discuss the issue further after the group meeting. Don’t be afraid to say you don’t know. Let those with questions know you’ll get back to them with answers or they can call the SECC office.

  19. • REPORT YOUR RESULTS • Regularreportingallowstheteamtomonitortheprogressofthecampaign,whilekeepingyoufrom havingtoholdcash,checksandpledgeforms. • Developaplantocollect and mail/deliverpledgeformsweekly. • Ensurethepledge formsandreport form(s)arefilledoutcompletely, signedandthatthemathisaccurate. • Provideweeklyprogressreportstoleadershipand • campaignstaff. • Reportthefinalcampaigntotaltotheentireorganization. toasuccessfulcampaign

  20. 2014 Giving Guide Give this to all employees, along with the pledge form, when you are ready to make “the ask.” Don’t just put it in their mailbox!

  21. 2014 Pledge Form

  22. 2014 Report Form Complete and send weekly with all collected paper pledge forms & payments.

  23. 2014 Event Form Complete and submit this along with any monies raised through events, bake sales, etc.

  24. SAY THANK YOU Theimportanceofthankingeveryonewhohelpedyou cannotbe over-emphasized. toasuccessfulcampaign • During your campaign, share appreciation for donations and volunteer support at existing staff meetings and events. • Provide updates and thank you messages within existing staff emails, newsletters and on Dept./Division intranet sites. • Post thank-you messages BOLDLY in highly visible areas. • Host a campaign-ending event with free refreshments, entertainment and any awards. • Recognize significant achievements by volunteers, groups or departments within the organization.

  25. • EVALUATE RESULTS • & PLAN FORNEXT YEAR • Besuretokeepthemomentumofyourcampaignand learnfromyourexperiencetoimprovefuturecampaigns. • Holdadebriefingsessiontoevaluateyourcampaign’s planandresultswiththecampaigncommitteeand coordinators. • Solicit feedback on the campaign from top management. • Identifynextyear’sleadcampaignteam captain. • Establishatimelinefornextyear’scampaignplanning. toasuccessfulcampaign

  26. Thank You! As an SECC volunteer, you touch the lives of many state employees and help them connect with causes they care about. Your efforts will impact countless individuals whose lives will be improved through the charities receiving SECC donations.

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