Planning a great campaign is fun, rewarding and easier than you might think!
Although many of us are working remotely, the need in our community continues to grow. As an Employee Campaign Chair (ECC), you have the opportunity to bring your colleagues together to support their local communities through an exciting and engaging virtual fundraising campaign.
We’ve got all the tools you need to help support your fundraising efforts. Whether virtual or in person, planning a great campaign is as easy as 1-2-3:
Set your fundraising goal
Assemble your team
Establish your strategies and timeline
Host a campaign kick-off
Talk to your colleagues
Ask for support
Add up your results
Say thank you
The most effective way to motivate yourself and others is by setting a goal and working towards it.
By setting a realistic and attainable fundraising goal, you will set the stage for giving and give your colleagues something to work towards.
Not sure how to set a goal? Reach out to your United Way Relationship Manager or check out the resource below.
Planning a workplace campaign can be a lot easier with a great team. Below are the core roles needed to run a successful campaign, as well as specialized roles that can be either fulfilled by individuals (if you have enough staff) or by the core team.
Core Team Members
Campaign Lead – Also known as the Employee Campaign Coordinator (ECC), the Campaign Lead brings together the people needed to plan and execute a workplace campaign. Click here to read the ECC Guide.
Leadership Lead – The individual who promotes giving at a Leadership level ($1,200+ annually). Check out the Resource Library for Leadership-specific materials.
Ambassador Coordinator – Recruit, train and thank workplace volunteers who act as UWSM Ambassadors in the workplace. Click here to read the Ambassador Guide.
UWSM Relationship Manager – Your source for strategic expertise, statistical analysis and fundraising best practices to run a great campaign.
Specialized Team Members
Recognition Coordinator – Ensures donors, volunteers, participants and suppliers are thanked and recognized for their support.
Finance Coordinator – Manages all the financial aspects of your campaign (i.e. counting money, totaling donations, etc.).
Special Events Coordinator – Designs and implements special events for your campaign. Be sure to check out our Special Event Ideas.
Communications Coordinator – Manages all communications relating to the workplace campaign (i.e. emails, posters, etc.).
IT Coordinator – Ensures all virtual meetings and events run smoothly, and may assist with other virtual or technical needs relating to the campaign.
Ambassadors: Your Workplace Campaign Champions
Your Ambassadors are the employees on the front lines of your giving campaign, sharing information, answering questions and building enthusiasm for your campaign. Whether remote or in-person, having your Ambassadors make a personalized one-on-one ask is key to achieving your fundraising goals.
Everything your Ambassadors need to get inspired and motivated to engage their colleagues can be found in our Ambassador Guide. You’ll also learn more about asking for donations in the next section of this Toolkit.
With your goal set and your all-star team assembled, you should figure out what your strategies are and create a timeline for your campaign. Check out the example graphic below for what a two-week campaign might look like!
Strategies to think about
You can get creative with the strategies you will use to implement your workplace campaign. Here are just a few to get you started!
Every great campaign begins with a kick-off event. A kick-off could involve a speech from the owner or executives, a lunch, an auction or anything else you and your team comes up with!
Why have a kick-off? It has many benefits for your workplace campaign, including:
Check out the resources below to help with your virtual kick-off event!
Not sure where to start?
Your United Way Relationship Manager is here to support you and can help plan and customize your kick-off event. Not sure who your staff partner is? Send us an email at Info@UWSimcoeMuskoka.ca and we’ll connect you with someone who can help.
Each United Way workplace campaign is unique in its own way. One of the things that always has to happen before you ask your colleagues for a donation is to simply talk to them.
By talking to your colleagues, you can find out what they are interested in and spread the word about all the great work United Way Simcoe Muskoka does in our communities. Thus, it’s important to make sure your ambassadors are equipped with the information they need to answer common questions and explain what UWSM does.
Ask your ambassadors to book one-on-one meetings with colleagues. This provides a confidential, private place to ask questions, voice any concerns and discuss what they care about.
We have a lot of resources to help out. Be sure to check our Frequently Asked Questions, the Ambassador Guide and the Resource Library.
There are many ways to ask your colleagues for support and inspire them to show their local love. Take the time to find an ask that feels authentic and genuine.
Remember, by asking for donations to United Way, you will help people who need it most, connecting them to the resources and supports they need to thrive.
Asking your colleagues to donate can be difficult. Here are three easy tips to help make asking for support not only easier, but more successful too!
The end of the campaign is a time to celebrate, say thanks and to appreciate the lives you are changing right here in Simcoe Muskoka. Throughout the entire campaign, you should try to regularly collect, count and remit raised funds. This ensures accurate results and stops donations from being lost. It also takes a lot of stress off your campaign team, especially if your campaign spans more than one week.
Regularly adding up your results allows you to keep track of your campaign’s progress. You could use one of our Goal Thermometer posters or regularly update your colleagues through emails.
At the end of it all, you can announce when you beat your fundraising goal and by how much!
Should you have any questions, do not hesitate to ask your Relationship Manager or get in touch at Info@UWSimcoeMuskoka.ca
Thanking people for participating in your workplace campaign is one of the most important things you can do. And while people might not always remember how they were thanked, they will always remember if they were never thanked at all. That’s why it’s so important to thank your donors, volunteers, senior leadership and any suppliers you might have. It takes everyone to make a workplace campaign successful.
There are many ways you can thank those involved. You can use existing recognition structures within your workplace or through formal channels, such as emailing certificates to volunteers, publicly recognizing individuals at staff meetings, or publishing volunteer names on your intranet. You can also use less formal, yet equally impactful methods, such as a hand-written note or a phone call to a high-value donor.
Whichever way you choose to say thank you, remember that it is one of the most important factors in ensuring a successful campaign next year and helping those involved know that their contribution was meaningful and impactful.
Before you let the excitement of your great campaign and the lives you’ve helped change fades, it is a good idea to take some time to examine the successes of your campaign and areas of opportunity for next year.
Record both of these areas, including details that you know will be helpful for your next campaign. Make sure they are helpful enough that they can be helpful to anyone running a campaign at your workplace, not just you. By doing this, you will be setting up next year’s campaign for an even greater success.
Reach out to your Relationship Manager to help capture key information and put together some preliminary strategies for your next campaign!
Every year, United Way Simcoe Muskoka volunteers like you help us fight poverty in our communities. Your efforts in your workplace campaign and the support that you raise go a long way in help to unlock the potential of individuals living in poverty.
Thank you again for showing your local love, and giving your time and energy to support the important and ongoing work across Simcoe Muskoka.
Contact Mary Thomas, Director of Resource Development:
(705) 726-2301 x2026