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Campaign Tools & Sample Training Agendas
Campaigner Training
Train your team of campaigners to ensure a successful campaign. It can save time and increase the success of your campaign. Train campaigners to help them:
- Feel confident in asking co-workers to give.
- Realize how important they are to the campaign.
- Understand United way and how it helps the community.
- Answer questions and help others make informed decisions about giving.
- Personalize the benefits of giving.
- Understand the logistics of their job
Your Account Manager or United Way staff person can train your campaigners or assist you in training them. We recommend spending at least an hour on training. A shortened training agenda is available if that isn't possible.
Use United Way materials for camapigner training. Request materials from your Account Managers. Don't overwhelm campaigners with a big pile of handouts; use these for the best results:
One Hour Training Agenda
(tailor to fit your needs)
1. Thank you (5 mins.)
From top leaders(s) of your organization; also labor union leader, if applicable:
- Thank you for volunteering to help with our United way campaign.
- You have our full support to take the time to do this job well.
2. Ice breaker (5 mins.)
Activities that involve the group and help them feel comfortable:
- Share your personal reasons for volunteering on the campaign and ask them to share theirs, or
- Have them pair up and list as many United Way agencies as they can in one minute.
3. Understanding United Way (20 mins.)
- Show the local United Way campaign video
- Hand out the campaign brochure. Have Account Manager or United Way staff person answer questions
4. How to ask for a donation (20 mins.)
- Ask questions and discuss
- Who has solicited people before and how?
- How have you been solicited in the past?
- What works well and what doesn't?
- Why do you feel some people don't give to United Way?
- Market research shows one of the most common reasons people don't give is
"no one ever asked me"; their job is to make sure everyone is asked
- Review Employee Coordinator Guide; discuss each step and have Account Manger cover question and answer section
- Hand out sample pledge card; answer questions about how to fill it out.
- Instruct campaigners to get pledge cards from you if needed
5. Campaign logistics (5 mins.)
Explain and answer questions about:
- Procedures for pledge card collection.
- Reporting dates to chart campaign progress.
- Dates and times of campaign events
- Incentives for turning in pledge cards (prize drawings, etc.)
6. End on a positive note (5 mins.)
- Thank campaigners once again and give them a United way t-shirt or other item to identify themselves as campaign volunteers.
Two Hours or More...
If you can spend two hours or more on training, expand the one hour training agenda in any of the following ways:
-Tour a United Way participating agency to see funding programs in action. Have your Account Manager schedule the tour in advance.
- Practice answering questions (20 mins)
- Break into groups of three and assign a role for each person: potential donor, campaigner, observer.
- Roleplay in groups to practice handling objections to giving.
- Have your Account Manager clarify answers as needed.
-Ask an employee who has benefitted from a United Way certified agency to share their personal story. (10-15 mins.)
-Listen to a United Way agency speaker talk about how United Way dollars help people in need.
- Have your Account Manager request a speaker in advance.
30 Minute Training Agenda
1. Thank you (5 mins.)
2. Understanding United Way (5 mins.)
- Hand out campaign brochure and have Account manager or United Way staff person explain how United Way works.
3. How to ask for a donation (15 mins.)
- Skip discussion at beginning.
4. Campaign logistics
- Thank them and distribute United Way pins, t-shirts, mugs, etc.
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