Welcome United Way Cabinet Member!

Thank you for playing such an important role in the success of the 2010 United Way Campaign.  We are so excited to have you. 

So, now, what exactly does a Cabinet Member do?

Plan, Call, Ask, Assist   

As a Cabinet Member, you will be responsible for helping United Way reach our financial goals by analyzing your assigned list of businesses and organizations, making a strategy based on that analysis, reaching out to ask for a CEO meeting to secure a corporate gift and employee campaign.  If the company agrees to a employee giving campaign, you will meet with a company's Employee Campaign Manager (ECM) to help them plan and execute an employee giving campaign.  And then they take care of the rest! 

We know this is hard work, but always remember one business at a time, you are helping United Way raise money that is going to strengthen the building blocks for a good life:  Education, Income and Health.  Your time translates to a better place for us all to live, work and play!  Thank you so much!

For questions or if you need anything at all, please contact United Way at 422-8537.  Our staff members will do everything possible to assist you. 

Account Planning Tools

Before you even put in a call to a company on your list, you will want to take a little time to plan your strategy and become familiar with each of your campaigns/prospects on your list.  These documents will help you do just that! 

Account Analysis - Planning each account strategy is a very important part of the process.  Use this document as a guide to help analize the account and build a strategy for success! 

Account Recommendations - Use this simple checklist to work your way through your campaign calls.  Remember, we never know until we ask!

Campaign Incentives that Work - Another useful toolkit of campaign events, promotions and ideas that have been proven to drive successful campaigns.

Account Meeting Tools

Now that you have planned your strategy you are ready to make phone calls and set your CEO appointments.  These documents will prepare you for this important step. 

Sample Voice Mails/Messages - Chances are, you will have to leave plenty of messages! 

Handling Objections - As with anything that involves an ask, you are likely to hear objections.  This sheet of useful advice can help you handle and overcome objections.

FAQ - Be prepared to answer some of the most common questions by reviewing this document.

Sample Meeting Agenda (CEO Copy) - Print this off to hand to the CEO you will be meeting with.

Sample Meeting Agenda (UW Representative Copy) - Print this outline off to take to your meeting with a CEO

Campaign Leader Board - Leave this useful tool with your CEOs to spark a little friendly competition, give recognition to top campaign partners, and to spread general awareness of the local companies that are highly involved.

New Hires Program - Please offer this option to your CEO.

Retirees Program - Please offer this option to your CEO.

Leadership Giving Program - Please offer this option to your CEO.

Employee Campaign Tools

These tools will help you if your CEO call leads to an employee campaign and/or presentations. 

Campaign Training (Giving a Presentation) - You will find this outline very useful when giving a presentation to a group of employees.

Campaign Presentation Script Outline - Please use this outline if you are giving a presentation on behalf of United Way.

Campaign Activity Ideas - A comprehensive listing of favorite campaign/fundraising events to suggest.

Campaign Coordinator Meeting Agenda - Please use this to guide your meeting with Employee Campaign Coordinators.

Campaign Wrap Up Procedures - Please use this document to help you officially end and report a campaign.