Six Steps to a great campaign

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Six Steps to a great campaign
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The First Steps

• or .. What do I do now?

Or maybe more like . Im new and Im already
lost, confused and overwhelmed!
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Dont panic

• Youve taken the first step already
• only 35 left to go!

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Steps 2-35

• Done!!!!!!
• Get home safely
• Tell boss that 20-30hrs a week will be devoted to
  RP, hope they dont mind
• Investigate new job that is more understanding of
  ASHRAE and RP duties
• Immediately write a check for 1,000 to show
  commitment
• Announce Goal to Board, ask them for 1,000 each
  to show their commitment
• Celebrate that Goal is already 50 achieved and
  its only September
• Call up every single member of the chapter who
  has given in the last 10 yrs and thank them for
  their support!
• Call up every single member of the chapter who
  has NOT given in the 10 yrs and demand an
  explanation.
• For those members who have given, ask them to
  please double their contribution this year.
• Explain that its really, really important that
  they donate and that they will be publically
  ridiculed if they dont.
• Plan public ridiculing party for those chapter
  members who dont give.
• Dont forget to say Thank you! to those who do
  give.
• This Thank You! should be subdued if they only
  give what they gave previously and didnt double
  at your suggestion.
• Reserve skywriting plane to say Thank You! to
  those who do double their contribution from last
  year.
• Memorize Training Manual
• Memorize and prepare PowerPoint of current
  Research Plan to be presented at every chapter
  meeting
• Immediately write a check for 1,000 to show
  commitment
• Announce Goal to Board, ask them for 1,000 each
  to show their commitment

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Six easy steps
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Step 1

• Attend the Centralized Training
• Learn the Nuts Bolts
• Meet your RVC and Staff get your Goal
• Ask all the questions you need to make sure you
  know the 3 biggies
• What, Where and Who

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The 3 biggies

• What is RP what am I doing??
• And why didnt I volunteer to be historian
  instead???
• Where to start once you leave training
• Who to contact if you dont know the What and the
  Where

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One down five to go
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Step 2

• When you get back - pull out the calendar and put
  it some place where you can see it
• Dont lose it!
• If you do lose it, print it out again
• Fill out your Action Plan based on the Timeline
  AND your personal timeline
• Reference that if youre unsure what you should
  be doing
• or call your RVC or Staff

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Step 3

• Sharing .

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Share

• Goal with your Board Chapter Officers for their
  buy-in and commitment!
• Full Circle Time
• Goal and RP Calendar with your Chapter!
• Special Events
• Donor Recognition
• Full Circle Completed
• RP Night
• This is where your Newsletter Chapter website
  helps!

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HALF WAY DONE AND YOU STILL HAVENT HAD TO MAKE
ANY SCARY CALLS OR ASK (MUCH) FOR MONEY!
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Until now
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Step 4

• Run the 10 Yr History Report
• Sort it
• Last years donors on top, highest first
• Adjust the view
• Adjust the font
• Adjust the column width
• Take a deep breath complain this is going to
  take too long (it wont I promise)

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Just do it

• Pick up the phone call the first person who is
• A donor from last year
• Someone you know (past RP Chair maybe?)
• A medium size donor
• Do you want your first call to be asking for
  10,000?
• THANK them for giving in the past
• Thank you so much for your support last year !
  
• and

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I hope the Metro Chapter and I can count on YOUR
support again this year!
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Congratulations!!!!!

• Youve just made your first donor solicitation!!
  
• Only 50 more to go!

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Step 5

• Keep making calls, contacts, solicitations
• People should KNOW what youre going to say to
  them by January and throw money at you JUST to
  make you go away
• Run your Real Time Reports Monthly
• Have people given like they said?
• Have they given what you expected?
• Follow up as needed
• USE the donor call sheets lists sent to you by
  Staff

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Lists from Staff

• Not just for OUR benefit but YOURS!
• Matching Gift Lists
• Trane
• Johnson Controls
• Upsell Donors
• Donors who are close to Honor Roll Level
• Decreased Donors

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And finally

• The Big One

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The last step

• Missing it can undo all previous steps
• (except 1 since we cant go back in time)

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Step 6

• JUNE 29th, 2012

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6 Easy Steps to making Goal

1. Attend Learn
2. Plan
3. Share
4. Ask
5. Use
6. Send it in

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And the 7th bonus step that makes it all much
better
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Smile ... Its going to be FUN
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Questions? Contact RP Staff