United Way PowerPoint Presentation Template

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Evolving the Workplace Campaign
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THE WORK OF UNITED WAY
WHAT
HOW
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Standards of Excellence 2.3

• United Way mobilizes the many community
  assets-money, people, knowledge, relationships
  and technology-needed to implement strategies and
  achieve results. United Way builds personal
  relationships with donors/investors, segments
  based on interests, and recognizes all
  contributions.

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Challenges

• Employers have changed
• Less Involvement at Leadership level
• Less access to employees
• More open campaigns
• Philanthropy tied to business goals
• Donors have changed
• New employees who dont know United Way
• Diverse causes
• Loyal contributors are retiring
• Giving trends

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United Way Response

• Focus on causes and results Advancing the Common
  Good)
• Year Round Engagement Live United
• United Way Product Development
• Customer Relationship Management
• Market Segmentation
• Demographic
• Giving Levels
• Industry
• Psychographic
• Revenue Diversification
• Staff and Volunteer Alignment

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Evolving the Workplace Campaign - Customer
Relationship Management

• Presenter Tim Deuitch,
• Strategic Enhancement Group Inc.

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Evolving the Workplace CampaignTim Deuitch,
Strategic Enhancement Group

• CLC Baltimore MD May 14-16 2008

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Subject Matter Flow- Evolution illustrated-
Workplace feedback and needs tangible and
intangible- United Way responses alignment
and focus- Relationship management practices
and roles
Evolving the Workplace Campaign
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Evolving with the Workplace
Shifts that produce opportunities TIPS
Timing Calls, Campaign, Asks, Multi-year
commitments Interaction Satisfaction checks,
Value checks, Reinforcing decisionsPerception N
ew perspective, Unique information, Long term
viewStructure New norms, Roles, Alignment,
Eliminate the obsoleteSource The Advantage
Makers. How exceptional leaders win by creating
opportunities others dont.Steven Feinberg
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Workplace environment today not the same-
CEOs / leaders change every three years-
Employees stay 3-4 years- Mergers and
acquisitions produce loss for UW - Campaign run
with less time, less money, less staff- Greater
focus on ROI of activities and campaigns -
Generational differences
Reconciling workplace needs
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Investor Churn Rates are Growing
Percent
2007
2006
Source UWA Public Opinion Poll
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Our currency is different now From To -
CEOs Leverage Knowing interests/ problems-
Employees Predictable contact Less contact more
info. need- M As Opportunity Chasing lost
LGs Spin-offs- Resources Ample Maximizing
with less - ROI Doing good Mutual interests
met- Generations Follow leaders example Varied
needs motivations
Reconciling with workplace needs
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Workplace Needs Now that were asking- CEOs
Morale, Brand value, Community, Respect, Bottom
line- Employees Opportunities, Spirit, Value of
their gifts, Appreciation- Corporate
gifts Partner, Tangible return, Expertise,
Relevant- Time Costs Ideas, Help, Respect -
ROI Refreshed value-proposition, Innovation,
Information - Generations Access, Opportunity,
Involvement
Reconciling with workplace needs
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Our New Intent Understand needs Ask and affirm
whats important to themReframe our value Impact
agenda resonates as fresh/meaningful Assess
Satisfaction At meaningful depthAddress
Satisfaction Meet their needs first and theyll
meet yours Partnership Roles Match of Impact
agenda and their interests Year-round
presence Ask-Thank-Inform based on their interests
United Way Responses
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United Way Responses
Operations Aligning to execute on intentStaff
out of office Regular presence year-round 3-8
visits/weekStronger internal roles Donor-interact
ion improves brand experienceUW CEO
involvement Dialogue more on ROI and value to
communityExecutive Team roles More donor-centric
processes and presence MG/LG donor
visits Regular workplace donor presenceImpact
staff present Received as subject matter experts
Satisfaction addressed Recognition, Speakers,
Training, InformationPartnership
growth Volunteerism, Early childhood, mutual
causes
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United Way Responses
Skills The savvy to execute on intent Build
maintain trust By meeting mutual
needs Consultative Ideas problem solving -
that matters to them Differentiation Relationsh
ip and transactional firms Affinity groups and
segmentsManage change Prioritization and
related alignment Hiring and fostering the
right skills Addressing risk aversion
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The Zone of Indifference
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Old Model Approach Vertical
CEO
ECC
Team
Employees
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New Model Approach Horizontal
CEO
Senior Mngt.
Volunteer teams
H.R.
ADTs
I.T.
Affinity Groups
Corporate Relations
Labor
ECC
Team
L-Givers
Loyal Contributors
Young Leaders
New Hires
Finance
Employees
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Volunteers - Year-Round Roles
Information seminars
Satisfaction check
Recruitment
Strategic planning
Year-Round Calls
Volunteer Relationships
Recognition
Orientation/ Welcome
Prospecting
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Executive Team Year-round Roles
Assist staff to be out
Satisfaction calls
Recruitment
Strategic planning
Year-Round Calls
Leadership Roles
Cultivation
Welcome calls
Thank You calls
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Workplace Staff Year-Round Roles
E-Giving help
Segment member visits
Collections
Satisfaction check
Campaign Planning
Donor Relationship
Recognition
Impact partnerships
Volunteerism
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Major Gifts Staff Year-round Roles
Event presence
Solicitation
Recruitment
Prospecting
Special Help
Donor Relationship
Cultivation
Information Depth
Thank You/ Satisfaction Calls
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• Helpful reading
• Strategy and the Fat Smoker Doing whats
  obvious but not easy. David Maister
• Made to Stick Why Some Ideas Survive and Others
  Die Chip Heath and Dan Heath
• Win-Win Consultative Selling Building Long Term
  Relationships To Achieve Our Impact Agendas
  
  Strategic Enhancement Group, Inc.

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Evolving the Workplace Campaign Young Leaders

• Presenters Alaina Diamond, Young William Cooper
  Procter Society President
• Chris Martin, Vice President, Development, United
  Way of Greater Cincinnati

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United Way of Greater Cincinnati and Procter
Gamble
Partners in Advancing the Common Good
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What is Procter Gambles Young William Cooper
Procter Society?

• Organization established in 2000
• To engage young/new Cincinnati based employees to
  give to the United Way and volunteer in the
  community.
• Vision Improve the quality of life in the
  Greater Cincinnati Community
• Eligibility Requirements
• 0-7 years with PG
• Contribute at Leaders Circle Giving Level (LCGL)
  - Full Contribution or 3-year step-up program
• 3-Year Step-Up Program
• Year 1 Employee gives at least 1/3 of LCGL and
  company gives the difference
• Year 2 Employee gives at least 2/3 of LCGL and
  company gives the difference
• Year 3 Employee gives at Full Leaders Circle
  Giving Level

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Why was YWCPS Created?

• Local PG workforce was churning.
• Retirements
• Relocations
• Workforce average age was becoming younger.
• Data indicated that the number of donors based on
  the Suggested Giving Guide was declining.
• Focus groups conducted brought greater
  understanding of newer employees.
• Student loan obligations
• Lack of understanding of United Way
• Not engaged in local community service yet

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YWCPS Demographics and Why They Give

• The majority of members are recently out of
  college
• Getting settled in the community and their life
• People join the YWCPS because of the desire to
• Give back
• Volunteer
• Get involved
• Meet new people
• Network
• I give to the UW because I feel it is something
  that I need to do to help the community - 81 of
  members
• I give to the UW campaign in order to be a YWCPS
  member 10 of members
• It is important to our members to see the impact
  of their giving through both financial
  contributions and volunteerism

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Objectives, Goals, Strategies

• Objective Educate and mobilize PG Employees to
  give at LCGL and volunteer with the United Way of
  Greater Cincinnati (UWGC)
• Goals
• Financial Increase contribution to UW 2X the
  corporate PG goal
• Volunteer 10 increase in volunteer hours
• Strategies
• Drive awareness of the YWCPS
• Acquire Members
• Retain Members

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YWCPS Measures

• Meeting Society Needs
• Readership of YWCPS Quarterly Newsletters
• Communications
• Retention of Membership
• Events
• Connection to the Greater Cincinnati Community as
  a result of becoming/being a YWCPS Member
• Recognizing Members
• Attendance at New Member Reception
• Recognition of long term members

• Participation in Business Unit Campaigns
• Events highlighted on PG internal website
• Partnering with different UW agencies for events
• Attendees of YWCPS Campaign kickoff being more
  informed about the YWCPS and UWGC after the GO
  Bash
• Contacting eligible non-members present at YWCPS
  events

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2007 YWCPS Results

• Financial
• Goal 2.5, Actual 23 Increase
• 537,800
• Volunteer
• Goal 10, Actual 16
• 1,138 hours
• Membership
• 400 members

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Getting Started

• Energetic board
• Executive support
• Understanding of your employees
• Committed people/donors
• Minimal budget
• Communication tools

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YWCPS Giving. Advocating. Volunteering.

• Giving
• Committed to giving at a significant level
• Advocating
• Speaking on behalf of the Society and UWGC
• Volunteering
• Several volunteer events throughout the year

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Thank You!
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Evolving the Workplace Campaign Young Leaders

• Partnership between United Way and Macys
• Presenter Sheila OConnor, Associate VP,
  Partnership Development, United Way of New York
  City
• Lauren Spitzer, Director, Partnership Development

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Creating a Product Focused Campaign, Leveraging a
Year Round Partnership
Agenda Company OverviewNew York City
BreakdownThe Challenge this isnt working for
usA New Approach to PartnershipTrue Year-Round
EngagementLive United Platform
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Company Overview

• Multiple Divisions
• Macys Merchandising Group
• Corporate office with 1400 number of employees
  focused on strategic planning, private label
  development, and design
• Macys Home Store
• Corporate office with 530 number of employees
  focused on product development for home
  furnishings and visual merchandising
• Macys East
• Corporate office and retail store chain with
  18,407 number of employees in 206 locations
• Bloomingdales
• Corporate office and retail store chain with 965
  number of employees in 2 NYC locations

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New York City Breakdown
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The Challenge this isnt working for us

• Traditional workplace campaign did not
  effectively engage employees in Community Impact
• Wanted to be informed consumers
• Wanted to quantify Macys impact in the
  community
• Wanted to experience their giving in action
• Wanted an authentic way to be connected

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A New Approach to Partnership

• Created a Product Focused Campaign
• Customized Communications
• Quantified Macys investment by Impact Area to
  illustrate Return On Investment
• Quantified volunteer efforts to communicate
  project impact and people served
• Product Driven Presentations
• Captains trained by all five NYC Program
  Directors
• Offered a week of Impact focused briefings,
  dedicating each day to one of NYCs five areas

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A New Approach to Partnership

• Created a Year-Round Volunteer Program
• Offered Impact-Focused, Customized Projects
• By request
• Intern and trainee program
• Taking it to Scale
• Macys Give Back Day
• Skills-Based Offerings

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True Year-Round Engagement

• Product Focused Campaign
• Volunteer Program
• Senior Volunteer Involvement

• Event Sponsorship
• Shared Branding Opportunities
• Recognition

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LIVE UNITED Platform
To support a companys efforts to offer employees
a connection to meaningful and educational
engagement opportunities that address the key
issues facing our communities in particular, the
critical work being done by United Way. Your
company and United Way can LIVE UNITED through
the following framework GIVE Product Focused
Campaign Community Impact Partnership via
strategic alignment of company focus and United
Way product ADVOCATE Affinity Group Membership
Event Sponsorship Examples Day of Action,
Forums or Panels VOLUNTEER Customized Projects
and Drives Senior-level Committee
Membership Board Training and Placement
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Questions?
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Evolving the Workplace Campaign
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