Campaign Time Line

Your Campaign Timeline & Checklist

Four Weeks Before Kickoff

1. Meet with your CEO and/or senior manager to enlist their help in championing the campaign.
2. Recruit your team.
3. Review strategy and results from last year's campaign. Meet with past campaign chair (see Step One-Looking in the Rearview mirror).
4. Have your first campaign committee meeting to develop a plan and discuss campaign tactics and timing (see Step Three- Team vs. Individual).
5. Segment employee list to identify likely leadership donors.
6. Plan and schedule a leadership breakfast (a great opportunity to use the campaign video).
7. Talk with human resources to establish a contact to solicit retirees.

Two Weeks Before Kickoff

1. Arrange campaign presentation(s) and guest speakers with the United Way. Call Chris Kinsey at 295-1650 to arrange a speaker or order on the Toolbox.
2. Check campaign supplies. Make sure you have enough of everything. If you need additional materials call the United Way or order through the Toolbox Store.
3. Send solicitation letters to retirees.

One Week Before Kickoff

1. Launch campaign communications and promotional materials.
2. Launch leadership campaign with management breakfast and solicitation.
3. Send CEO communication to all employees (i.e. letter, e-mail, payroll stuffers) announcing the campaign.

Week of Campaign Kickoff

1. Hold an organizationwide kickoff event to build enthusiasm for the campaign.
2. Publicize results of the leadership campaign.
3. Conduct employee solicitation either by group solicitation or one-on-one meetings.
4. Hold giveaways and drawings for those who have returned the pledge form.
5. Follow up with past contributors who have not yet responded.
6. Report progress to all employees regularly.
7. Confirm your team has talked to all employees.

Week of Campaign Close

1. Determine final results and meet with CEO.
2. Announce total amount raised to employees.
3. Conduct final meeting with your campaign committee.
4. Thank/recognize all contributors.
5. Turn in your pledge envelope to the United Way.
6. Congratulate yourself on a job well done!