welcome to okaloosa-walton counties campaign team training! where we are serving our country...

Welcome to Okaloosa-Walton CountiesCampaign Team Training!

Where we are

Serving Our Country

Supporting Our Community

Lets Get to Work!Did you Sign-in?

Please turn silence your phones.

Training by Dee Dee Rodriguez

& Alejandra Sierra

(campaign video)

Agenda

CFC Mission

Campaign Theme

Event Dates

Key Worker Role

Video Doing the Ask

Coordinator & UPO Roles

Sweet Treats

Campaign Tools

Collection Process

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CFC MissionOur vision is that EVERY federal employee will

monetarily support a passion, cause or belief found within themselves!

CFC Purpose

Give every federal employee the opportunity to donate to worthy charities of their choice through this 1 X

fundraising campaign.

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EVENT DATESCampaign Dates: 29 September to 7 November

Kick Off and Agency Fair: 25 SeptemberJoint base celebration

Held at Hurlburt’s Soundside ClubGeared for you, with over 40 local charities to share with us their roles within the

community. 0930-1130Mid Rally Campaign: Hurlburt 21 October, Eglin 22 October

Progress reports to commandersRecognizing: Outstanding Unit Project Officer, Coordinator & Key Worker of the

Week. Victory Celebration: 4 December

Joint base celebrationHeld at the Air Armament Museum 0930-1100

Recognizes: Base Project Officers, Loan Executives, Unit Project Officers, Board Members and Sponsors

Present will be Base Commanders, Group Commanders, & leadership

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Key Worker RoleFlight Level

What is a Key Worker?

The person within an activity who is responsible for the actual solicitation on a

one-on-one basis. The Key worker reports to a Coordinator.

What do you do?

Ask personnel to donate

Collect pledge cards from personnel in your flight and ensure they are filled out

correctly

Turn in key worker envelope each week to squadron coordinator

Fill out appreciation gift sheet

Return appreciation gifts to donor

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Key Worker RoleWhat you should know:

Know what the CFC is.

Know how it works.

Know where to go for answers.

Dealing with Myths and knowing the facts:

•Fact: Either way there will be overhead; the CFC program saves you…

Your time (to include research), gas, postage, bank fees, and/or processing fees.

(CFC has validated the integrity and trust of all approved non-profits to increase your confidence in selection.)

•Myth: I could avoid administrative costs by donating on my own.

•Fact: A budget is established before the campaign begins. The percentage spent on admin costs goes down as more money is raised.

•Myth: No matter how much is raised, the same percentage will get taken in admin costs.

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Myth: $10/pay period won’t help anyone, anywhere.

Fact: The cost of one Big Mac per month is equal to the cost of a treatment for drug abuse.

Or can provide this amount of food from a local food bank!

How do I ask people to donate?

Be yourself!

Remember why you are asking for help –

it’s all about

helping others!

Share your story. Perhaps you’ve needed a

helping

agency/charity.

(WATCH

VIDEO)

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Choose a day each week of the campaign to walk around and collect pledge cards

Key Worker: What else can do I do?

Leave cash and check between copy 1 and copy 2of each pledge card

Divide your pledge cards into these categories: Mil Payroll Mil Cash Mil Check Civ Payroll Civ Cash Civ Check

Fill out Appreciation Giver SheetFill out Key Worker Envelope

Turn everything into your Coordinator

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Coordinator RoleSquadron Level

What is a Coordinator? The person responsible for his/her separate squadron/command. Responsibilities include accounting for all the pledge cards which key workers collect. The coordinator reports to the Unit Project Officer.

What do you do?Will collect key worker envelopes in squadronReview pledge cards to ensure numbers match on envelopeTransfer key worker envelope information to coordinator envelopeCollect all appreciation sheets & forward to unit project officers

FORWARD CFC EMAILS, INVITES AND ALL RELATED CORRESONDENCE TO

YOUR KEY WORKERS

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Coordinator RoleSquadron Level

Assign Key People to help if need. Ensure they are trained!

Design a plan specific to your command which caters to all personnel to include rolling students, STAFF and CIVILIANS.

Put up posters and awareness items for your command.

Please keep the CFC Office informed of your plans.

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Unit Project Officer RoleGroup Level

• Will collect all coordinator envelopes from each squadron

• Review pledge cards to ensure match numbers on envelopes

• Transfer coordinator envelope information to project officer envelope

• Bring all appreciation gift sheets each week

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Unit Project Officer RoleGroup Level

• Visit your Group CC/CV informing of campaign & proposed goals• ATTEND Weekly Turn-Ins:

HURLBURT – THURSDAYSEGLIN – FRIDAYS

• Keep Base Project Officers informed! • Not all inclusive – please help where needed

PASS DOWN INFORMATION FROM BASE PROJECT OFFICERS – CFC events, awards, turn in times, etc.

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Session Break!

Sweet Treats…

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Will help achieve your goal and allow everyone to participate.

FUNDRAISERS!Penny Drives Change Collections (Cans Provided)Bake SalesBurger BurnsCar WashPT Buy Out (skip day/pass)

Other ideas will soon be posted online at:

www.okaloosa-waltoncfc.org

Don’t forget to participate in your base’s Golf Tournament, 3 Oct. or Hurlburt’s Fun Run, 17 Oct!

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Take full advantage of your campaign marketing tools!

I’m ready to collect pledge cards, now what do I do?

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Status Reports• Status Results (You can monitor how well you are doing compared to others in our area.)

• Direct access to:

Online Pledging

Agency Search/Research

Forms

Campaign Reports

Special Event Notification

Literature

Donor information brochures

Any many other items as made available!

Previous year’s Audit

We are driving visitors to our website for access to online pledging and research tools.

We have Facebook account, like us and share your testimony, a link will soon be accessible via our website.

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Status Reports

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Online Services

CFC Campaign Video

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Ways to Donate

Why is this IMPORTANT?

• Streamlines the donation process

• Convenient

• Interactive Search tool

• Math is made simple

• Accessible at ANY time

• (CFC NEXUS OFFERS) Replication

• It’s GREEN!

• Efficiency

• Reporting

• Average pledge is nearly 4x’s than paper.

Online E-pledge, Mobile Pledge or Paper Pledge with Payroll Deduction, Credit Card, Cash or Check

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MyPay.

Used across three payroll systems: DCPS (Civilians) DJMS (Army, Navy and Air Force) MCTFS (Marines)

Our Campaign Code Identifier is 0191The ‘Campaign Search’ screen is only shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians. Maximum donation amount for military personnel is $833/month. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining). Donors must be trained to enter their Command/Unit or Federal Agency/Office name code for pledges to be properly credited. There is no paperwork associated with this pledge type.

The donor can print a receipt for his/her records, this is HIGHLY recommended

because once the campaign period is over the information no longer visible in MyPay though the deduction will continue.

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Pledge Card Review

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Pledge Card

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Appreciation Gifts

Gold

Gifts of $250-$1999will be recognized with a CFC

Challenge Coin

PlatinumGifts of $2000 or more will be recognized with a CFC Diamond Cut Glass Mug

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Appreciation Gift Sheet

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Key Worker Turn In Envelope

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Coordinator Envelope

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Unit Project Officer’s Envelope

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CFC Weekly Process#1 Key-Worker to#2 Coordinator to

#3 Unit Project Officer to#4 CFC Headquarters

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Let’s PRACTICE!

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Let’s PRACTICE!

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Let’s PRACTICE!

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Let’s PRACTICE!

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Let’s PRACTICE!

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Let’s PRACTICE!

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DUCK, DAISY

1ST WALT DISNEY COMMAND 123-456-7890

X X

X

X

1 2 3 4 5 219 9 9 9 9

X

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DUCK, DAISY

1ST WALT DISNEY COMMAND 123-456-7890

X X

X

X

1 2 3 4 5 219 9 9 9 9

X

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Things to RememberYou Are Responsible To Proof The Pledge Card Before Handing Over To Your Unit Project Officer.Be Sure You Account For Cash And Checks.

See Your UPO or Coordinators For Turn-in Guidance.

Know Your Information (Rules, Facts, Common Objections W/Responses)

Achieve 100% Quality Personal Contact (Face-to-face) No Coercion & No Supervisory Solicitation

Encourage Payroll Allotments & Designations, If they E-Pledge DO NOT take a paper pledge!

Aim At A “Yes” Response, Don’t Underestimate People’s Capacity To Give

No Developments of a Non-Contributor List, No Lists Allowed Unless For Contact Purposes

Start Early – Consider Student Commands

Review Brochure.

Keep track of the timeline.

Be active with special events and agency fairs.

Lead by example, be the first to donate.

Thank everyone even if they don’t donate!

QUESTIONS?

Thank you for

Serving Our CountrySupporting Our Community