Coordinator Training

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Coordinator Training

• Southeastern Michigan Area
• Combined Federal Campaign

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WELCOME

• Whether youre here by choice or necessity
  your work will be invaluable to the campaign.
• Everything you do matters, whatever you dont
  do makes a difference.
• Thank you is not enough to express our
  gratitude for your help.

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One person can make a difference, and every
person should tryJohn Kennedy (1917 1963)
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Make a Decision Today

• You will become knowledgeable about CFC.
• You will be responsive to the needs of the
  campaign.
• You will ask for help whenever you need it.

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Understand the Expectations

• What is a Coordinator?
• What are the Coordinator duties?
• When do I start?
• How do I start?

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What is a Coordinator?

• You are responsible for solicitation efforts
  within your agency.
• It is YOU who sets the tone for THE ASK
• You are responsible for inspiring your co-workers
• It is YOU who will show others the importance of
  CFC
• You are the backbone of the CFC

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What are the Coordinator duties?

• Meet with your Agency Head.
• Analyze past campaign performance.
• Recruit and train Key Workers.
• Distribute individual goals to Key Workers.
• Promote the CFC internally.
• Order campaign materials and incentives.

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Coordinator duties, contd

• Distribute supplies and incentives
• Plan internal Agency Kick-off event
• Collect and verify all Audit Envelopes
• Note for your records donor incentive and
  leadership recognition preferences
• Send Copy 1 of Pledge form to Payroll office
• Update Loaned Ambassador regularly
• Update Agency Head regularly

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Coordinator duties, contd

• Implement thank you and recognition program for
  donors and volunteers.
• Publicize results via e-mail or flyers etc.

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Your Meeting with the Agency Head

• Advise that your campaign could get a significant
  boost from his/her support
• Letter to staff in support of CFC and Campaign
  goal
• Attendance at Campaign Events
• Inform of campaign schedule and timelines
• No event should be a surprise
• Share campaign goals

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Analyzing Past Campaigns

• Use your Agencys prior history to analyze your
  Agencys overall trend.
• SEMI 2008 CFC Raised nearly 3.1 million.
• Participation 35.1
• Per Capita gift 104.00
• Average gift 296.04
• Leadership Givers (over 1,000) 299

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Key Worker Selection

• A volunteer is essential.
• The person should be positively motivated and
  properly trained to represent CFC.
• The person needs to have time to contact each
  individual assigned.
• The person should be confident in making THE
  ASK.

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Characteristics of a Good Key Worker

• Bright
• Positive
• Hard-worker
• Self-starter
• Leader
• Encourages others
• Team player
• Willing to succeed

• Dynamic speaker
• Organized
• Strategic planner
• Reliable
• Self-sufficient
• Charismatic
• Enthusiastic
• Professional

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Key Worker Training

• Training is not optional
• Schedule when greatest number of Key Workers are
  available
• Determine who will conduct training
• Coordinator, Loaned Ambassador, or combination of
  both
• Give Key Workers specific goals
• Dollar amounts
• Donor numbers
• Specific Increases

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Key Worker Training, contd

• Arrange for Agency Head/Senior Executive to open
  training session
• Use all materials available to help train
• 2009 Charity Guide
• Coordinator Training Guide
• CFC Website
• Stress the importance of accurate Audit Envelopes

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Completing Forms

• Write clearly and legibly.
• Be thorough.
• Always verify contents of Audit Envelopes.
• Double check all math.
• Submit Coordinator Reports weekly, by established
  deadline.
• Keep copies of everything you submit.
• Copy 4 of Pledge form
• Yellow copy of Audit Envelope

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Approaching Your Co-Workers About CFC

• Be Positive
• Be Informative
• Be Honest
• Be Calm
• Be Helpful
• Be Understanding

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Campaign Materials

• Charity Guide
• 2009 Pledge Card
• Posters
• Incentive Items
• Campaign Forms
• Coordinator Report Form
• Audit Envelope

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Agency Speakers Fairs

• Speaker Request Form
• Agency Fair Request Form
• No Requests for Speakers or Agency Fairs will be
  filled without a completed form.

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Charity Guide

• Listing of all participating charities.
• CFC history, campaign overview and pledge card
  instructions.
• Electronic version is available for search or
  download.

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Incentives

• Chosen by the Incentive Committee.
• A token of appreciation for all donors.
• Incentive Item based on level of giving.

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Kick-offs and Solicitations

• Every agency should plan a kick-off event.
• Coordinate your kick-off with your Agency Head.
• Contact your Loaned Ambassador.
• Request an Charitable Agency Speaker.
• Announce and advertise to your co-workers.
• Have food and have fun!

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Charity Speakers and Fairs

• Work with your assigned Loaned Ambassador to
  coordinate speakers at your solicitation
  meetings/kick-offs and to plan agency fairs.
• All large federal agencies and federal buildings
  should plan an Agency Fair.
• Advertise and announce as far in advance as
  possible.

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Loaned Ambassador Duties

• Support Coordinator and Key Worker efforts
• Deliver supplies and campaign materials
• Obtain weekly campaign updates from agencies
• Schedule speakers and assist with campaign events
• Pick up audit envelopes