• Read through campaign materials.

• Meet with campaign staff or Loaned Executive.

• Meet with CEO to discuss involvement in campaign.

• Recruit a steering committee.

• Study previous year’s campaign results and meet with last year’s campaign coordinator.

• Identify which “best practices” are not yet part of your organization’s campaign and incorporate as many as possible.

• Calculate your organization’s giving potential.

• Meet with someone from payroll department to verify payroll deduction procedures.

• Set goals and strategies.

• Mark your calendar with important dates.

• Set up a tour of an agency or arrange for an agency speaker.

• Order campaign materials.

• Consider a Day of Caring project for your company’s employees.

• Announce campaign goal.

• Hang posters and place tent cards in common areas.

• Don’t forget to make your own pledge.

• Distribute educational materials.

• Give employees their pledge cards and ask for a contribution.

• Show the campaign video at group meetings or in lunch or break room.

• Implement management-level solicitation for leadership giving.

After the Campaign:

• Collect all pledge cards and contributions.

• Check that donor designations to specific agencies or service areas do not exceed total amount on pledge cards.

• Check billing address and contributor’s signature on each pledge card.

• Turn in all pledges to campaign staff or Loaned Executive using Contribution Report Envelopes.

• Thank each person who took the time to listen.

• Attend the United Way Community Campaign Victory Celebration on November 22. After all, you helped make it a victory!       Details to follow.