Enhanced Workforce Engagement Planning Tool
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- Garey Alexander Nichols
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1 Enhanced Workforce Engagement Planning Tool This session is intended to be a hands-on, step-by-step, how-to, get it done, leave with a real plan to start implementing the enhanced workforce engagement concept in your local United Way. So, roll up your sleeves, get out a pen and please participate fully! Step 1.) Prioritize your relationships: a) Decide on the criteria you will use b) Create Quadrants based on your criteria c) Determine levels of service d) Plot your accounts e) Assign accounts to staff (including non-rd) or volunteers a. List key prioritization criteria for your United Way: b. Create your Quadrants Descriptions (make sure to define your vertical and horizontal axis: c. Plot at least 5 Current Accounts (make sure there is at least one in each Quadrant) Enhanced Workforce Engagement Planning Tool Page 1
2 Step 2.) Cultural & Organizational Changes a. Redefine staff responsibilities & expectations (relationship manager vs. campaign staff) b. Identify CRM training options (Consultative Engagement model) c. Redefine Campaign Cabinet & Board roles d. Redefine Loaned executive role e. Define Non-development staff responsibilities & expectations (Priority Account Teams) What do you need to tackle first? How? Step 3.) Changing the corporate relationship: a. Who should you be speaking to? Enhanced Workforce Engagement Planning Tool Page 2
3 b. What information do you need to have? c. How to have the conversation, what questions should you be asking? Pick one company from your prioritization Quadrant that you would like to enhance (to make greater, advance, improve)and answer the questions above. Step 4.) Develop engagement opportunities/experiences What engagement opportunities exit or could you develop to drive your community impact work and involve this account in? Enhanced Workforce Engagement Planning Tool Page 3
4 Step 5.) Develop Account plans For at least one of your priority accounts (from Quadrants); Draft an account plan: Priority Partner Name: Company Campaign Team 2013: Employee Campaign Manager: Leadership Campaign Manager: United Way Relationship Manager: Giving History: Company History of Giving Corporate Contribution % Change (Corporate) Corporate Per Capita Contribution Additional Support * Total Employee Contribution % Change (Employee) Number of Employees Number of Donors % Participation Average Gift Special Events Total Support Alexis de Tocqueville Society ($10,000+) Leadership Level - ($5,000-$9,999) Leadership Level ($2,500-$4,999) Leadership Level ($1,000-$2,499) 2012 # of Members 2012 $ Raised 2011 # of Members 2011 $ Raised 2010 # of Members 2010 $ Raised TOTAL % Raised by Leadership Donors Non-Leadership Giving Summary Non-Leader Average Gift Additional Support in the 2012 Campaign (ie., grants, special events): Enhanced Workforce Engagement Planning Tool Page 4
5 Company Overview: Company Senior Management: (List Names, Experience/Career History, Community Involvement, Professional Activities, Education, Strategies to engage) Enhanced Workforce Engagement Planning Tool Page 5
6 United Way Leadership: Employee Campaign Committee: United Way Board Members: Campaign Cabinet Volunteers: Community Impact Committee Volunteers: Emerging Leaders: Other: Corporate Social Responsibility (CSR) Strategy and Philanthropic Activities with Employees: What are the company s community vision/philanthropic goals? What role can United Way plan in delivering this vision? Who are the company s current philanthropic partners and what do they deliver that is of value to the firm? What level of employee engagement is the company aiming for? Enhanced Workforce Engagement Planning Tool Page 6
7 2012 Campaign Notes: (Campaign timeframe, Campaign Committee structure, Paper or E-Pledge) 2013 Campaign and Customized Engagement Opportunities: Volunteer Leadership: Strengths: Obstacles: Known Losses: Donor Retention Strategies: Donor Growth Strategies: Donor Acquisition Strategies: Companywide Engagement/Volunteer Engagement Opportunities: Corporate Gift: Marketing Dollars: Year Round Communication Opportunities: Recognition Strategies: $ GOAL: Enhanced Workforce Engagement Planning Tool Page 7
8 Enhanced Workforce Engagement Planning Tool Page 8
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