Canvasser Key Worker Training

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Canvasser (Key Worker)Training

• 2009
• Southeastern Michigan Area
• Combined Federal Campaign

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WELCOME
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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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Key Worker Selection

• Should be positively motivated and properly
  trained to represent CFC.
• Should have time to contact each individual
  assigned.
• 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 Goals

• According to the guidelines set forth by your
  Agency Head and Coordinator, Key Worker goals
  will be based on one or more of the following
• Dollar amounts
• Donor numbers
• Specific Increases

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Key Worker Duties

• Become familiar with all campaign resources and
  tools

• Understand the importance of accurate campaign
  forms and Audit Reports

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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 Kit

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Pledge Form
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Audit Kit
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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
• Posters
• Incentive Items
• Campaign Forms
• 2009 Pledge Card
• Audit Envelope

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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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Possible Pledging Scenarios

• Donor A wants to designate to 16 different
  charities
• Donor B wants to designate to charities only
  dealing with animal welfare
• Donor C does not want to donate at all the
  economy is so BAD!!