Transcript 2013 MDRT CFC VOLUNTEER

2013
MDRT
CFC
VOLUNTEER
TRAINING
VOLUNTEER RECRUITMENT
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WHO ARE THEY?
Coordinator/Keyworker
Loaned Executives
LFCC/Planning Committee Members
Strategic Sub-Committees
Eligibility Review Committee
Other Volunteers?
CFC COORDINATOR PLANNING
pg. 2
pg. 3
2012 COORDINATOR JOB DESCRIPTION
pg. 4
2012 KEYWORKER JOB DESCRIPTION
pg. 5
pg. 6
pg. 7
pg. 8
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pg. 10
2012 PLEDGE CARD
pg. 11
pg. 12
pg. 13
pg. 14
pg. 15
Remember!
The #1 Reason people
don’t give is because they
aren’t asked!
pg. 15
pg. 16
pg. 17
LOANED EXECUTIVE
RECRUITMENT
• SEE RECRUITMENT LETTER
(HANDOUT)
• TARGET POPULATION FOR LE’S
– OUTSTANDING
COORDINATORS/KEYWORKERS
– RETURNING LE’S
– OTHER OUTSTANDING VOLUNTEERS
LOANED EXECUTIVE TRAINING
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TAB 1: LE Info & Schedules
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CFC History
CFC Mission
CFC Fact Sheet
LE Activity Timeline
Team Meeting Schedule
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TAB 2: Regulations
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CFC Federal Regulations
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TAB 3: PLEDGE CARDS &
CAMPAIGN REPORT SHEETS
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Pledge Card Instructions
Pg. 24
Campaign Report Sheet (CRS) Pg. 25
Instructions
ONLINE GIVING
100% Ask Incentive
100% Ask Tracking Tool
Pg. 28
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TAB 4: ACCOUNT DATA
Account Goal Form
Sample Account Profile
Big Five Questions
Pg. 2
Pg. 3
Pg. 4
Pg. 5
Pg. 6
Pg. 7-23
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Pg. 30-32
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10 WAYS AGENCY LEADERSHIP CAN
SUPPORT YOUR CAMPAIGN
1. Send out an email or letter endorsing the campaign.
2. Advocate participation as a campaign volunteer as a part of professional
and educational development.
3. Help in recruitment of quality campaign coordinators and Keyworkers.
4. Participate in setting and supporting the goals for your agency.
5. Include campaign presentations in executive management meetings.
6. Be first to make your leadership pledge.
7. Communicate with mid-management and line supervisors about the
importance of the campaign.
8. Ask all managers to include campaign presentations in staff meetings.
9. Participate personally in campaign events.
10. Encourage local management recognition of campaign volunteers
LFCC/PLANNING COMMITTEE
RECRUITMENT
• OUTSTANDING AGENCY EXECUTIVE
LEADERSHIP
• FOCUS ON KEY AGENCIES GIVING
HISTORY
• FOCUS ON SKILL SETS:
– PUBLICITY (AGENCY PIO’S)
– GRAPHIC ARTISTS, IT SPECIALISTS,
VIDEO PRODUCTION, OTHER
AREA CHAIRS
• LEADERSHIP CHAIRS THAT OVERSEE
A PARTICULAR SEGMENT OF THE
CAMPAIGN.
– DOD/COAST GUARD
– POSTAL SERVICE
– LARGE FEDERAL AGENCIES
– GENERAL FEDERAL AGENCIES
– LAW ENFORCEMENT & COURTS
– VA MEDICAL CENTERS
AREA CHAIR EXPECTATIONS
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Responsibilities: To secure maximum campaign participation from each organization and achieve agreed-upon goals proposed by the
LFCC.
Schedule a ten minute telephone appointment with each agency head of organizations with participation below 40%.
Learn as much as possible about each organization contacted.
Include staff or Loaned Executive in the call.
Review past campaign performance with each organization visited.
Contact all other assigned organizations by e-mail or phone.
Ask for the following “best practices” from top management:
Appoint a top-level, well-respected employee as Lead Coordinator.
Visibly endorse the campaign.
Support “model” employee campaign techniques.
Involve labor where applicable.
Be available to assist assigned Loaned Executives throughout the campaign.
Expectations:
It is expected that Area Chairs will:
Attend the Area Chair orientation. (TBD)
Complete all organizational calls within the scheduled timeline.
Support the CFC effort with a personal monetary pledge.
Report results to the campaign chair and staff.
Provide leadership, motivation, and support to the assigned Loaned Executives, especially when problems arise.
Submit recommendations for the next campaign to the campaign chair and staff.
Qualifications:
Presently or previously held high level management position; commitment to the mission of CFC or
willingness to learn CFC’s purpose in the community; sensitivity to confidential information; willingness to personally solicit agency
managers for campaign support.
Commitment:
Approximately fifteen hours over a four month period of time
(August thru December)
Staff Support:
CFC Manager and Associate Manager
STRATEGIC SUB-COMMITTES
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NEW DONOR COMMITTEE
SPECIAL EVENTS COMMITTEE
VOLUNTEER TRAINING COMMITTEE
ELIGIBILITY REVIEW COMMITTEE
OTHER?
NEW DONOR COMMITTEE
• PROMOTE ON-LINE GIVING
• PROMOTE VOLUNTEER PROJECTS
• PROMOTE CFC TO NEW EMPLOYEE
ORIENTATION SESSIONS
• PROMOTE SOCIAL NETWORKING
– Facebook, Twitter, Other
• PROMOTE CFC SOCIAL EVENTS
– Happy Hours, Special Volunteer Events, etc.
OPEN DISCUSSION
• HOW DOES YOUR CAMPAIGN RECRUIT
& TRAIN VOLUNTEERS?
THANK YOU!
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TIM SMITH – King County CFC
RAY SMITH - Southeastern
Pennsylvania & Lehigh Valley Area CFC
END OF VOLUNTEER
TRAINING SESSION