welcome to okaloosa-walton counties campaign team training! where we are serving our country...
TRANSCRIPT
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
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1 2 3 4 5 219 9 9 9 9
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DUCK, DAISY
1ST WALT DISNEY COMMAND 123-456-7890
X X
X
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1 2 3 4 5 219 9 9 9 9
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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