planning your campaign

The Charitable Fund Drive is YOUR campaign — it belongs to the
employees. It exists to help nonprofits, but also to help you and your coworkers connect to your communities.

As the Agency or Site Coordinator, you have the freedom to plan
your campaign from beginning to end. You understand, probably
better than anyone, what campaign activities are best suited to your department and when is the best time to start the campaign.

Because you have this flexibility, you will need to make some
key decisions when planning:

• Choose the best kickoff date, and decide how long the
  campaign should run
• Decide what events would raise awareness of the campaign
  — visible events to kickoff your campaign can be an effective way to start
• Choose the best ways to communicate with your coworkers
  — some agencies prefer email; others prefer to post flyers and use word-of-mouth

Guidelines for a Successful Campaign
Seven steps to a highly successful campaign.

Consider a two-week campaign
An overview of how to keep the campaign outreach to your co-workers focused in a two week period.

Site Coordinator Checklist
Step by step guide to organizing, conducting and wrapping up your campaign.

Agency Coordinator Checklist
This checklist covers steps Agency Coordinators should take when planning, carrying out, and wrapping up your Charitable Fund Drive campaign in your agency or department.

Agency and Site Coordinator Job Descriptions

2006 Coordinator Training