We Couldn t Do this Without You.

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Archibald Cobb
10 years ago
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1 EWB Campaign Leader Wrkbk Thank yu fr becming a EWB Wrkplace Campaign Leader!! Yu are in a psitin t drive incredible change in yur wrkplace and beynd. This kit is designed t help yu run a successful campaign. Hw it Wrks This wrkbk is a checklist and fill-in-the-blanks reference guide designed t make it as easy as pssible fr yu t run a campaign in yur wrkplace. Fr each f the seven steps, we ve als prvided yu with a Hw-T guide that is available at It will prvide yu with tips and examples f successful campaigns. Yu can dwnlad it all, r pick the pieces that yu think are mst relevant. I first cntributed t EWB because it is the best scial investment per dllar anywhere. Shane Smith CEO, Wardrp Engineering Imprtant Cntact Infrmatin Yu may need t get in tuch with peple frm yur lcal Prfessinal Chapter f EWB r frm the EWB Natinal Office. Lcal Prfessinal Chapter T find cntact infrmatin fr yur lcal prfessinal chapter g t Natinal Office Directr f Operatins: Brenna Dnghue [email protected] Phne: x.225 Mailing Address: 366 Adelaide St.W, suite 601, Trnt, ON, M5V 1R9 Website: We Culdn t D this Withut Yu Engineers Withut Brders Canada

Hw it Wrks This wrkbk is a checklist and fill-in-the-blanks reference guide designed t make it as easy as pssible fr yu t run a campaign in yur wrkplace.

2 Step 1. EWB Campaign Leader Wrkbk Dwnlad EWB s Campaign Leader Wrkbk t make planning easy. That was easy! Nw that yu have the wrkbk dwnladed yu can easily plan the rest f yur campaign. Other resurces t dwnlad: Campaign Planning Template Activity Planning Template Activity Reprt Template 2009 Engineers Withut Brders Canada

3 EWB Campaign Leader Wrkbk Step 2. Get apprval and supprt frm clleagues and senir management t run yur campaign. Is there an existing charitable giving plicy at yur ffice? (Y/N) If yes, detail it belw: Are there any campaigns already happening? (Y/N) If yes, list the cntacts fr the peple running them belw: Apprached Executive Champin fr my campaign Executive Champin Cntact (Name/Phne/ ): Identified team members Team Member Cntact Infrmatin Team Rle 2009 Engineers Withut Brders Canada

(Y/N) If yes, detail it belw: Are there any campaigns already happening?

4 Step 3. EWB Campaign Leader Wrkbk Register yur wrkplace fundraising campaign with EWB and establish yur fundraising and participatin gals. The lcal Prfessinal Chapter is aware f my campaign Prfessinal Chapter Cntact (Name/Phne/ ): Other Campaigns Run in my Office: Campaign Name When? (As specific as pssible) Duratin? Office Availability fr Participatin: Busiest Times f the Year Least Busy Times f the Year Peple in the Office: Mre Peple in the Office (Time f Year) Less Peple in the Office (Time f Year) 2009 Engineers Withut Brders Canada

The lcal Prfessinal Chapter is aware f my campaign Prfessinal Chapter Cntact (Name/Phne/E-mail): Other Campaigns Run in my Office:

5 EWB Campaign Leader Wrkbk Management Apprval guidelines fr running campaigns in my ffice: Team Capacity: Team Member Availability Using the gal setting tl (next page) and my research, my gals fr this campaign are: T raise $ and t reach peple in days/weeks/mnths, frm (start date) t (end date) Engineers Withut Brders Canada

page) and my research, my gals fr this campaign are: T raise $ and t reach peple

6 EWB Campaign Leader Wrkbk The EWB Natinal Office is aware f my campaign and I submitted my wrkplace campaign registratin frm t [email protected] Natinal Office Cntact (Name/Phne/ ): 2009 Engineers Withut Brders Canada

campaign registratin frm t wrkplace@ewb.

7 EWB Campaign Leader Wrkbk EWB Campaign Fundraising Planner Level A Full Vlunteer Cst: Fundraising Target = $15,000 Level B Half: Fundraising Target = $7,500 Level C Third: Fundraising Target = $5,000 Level D Quarter: Fundraising Target =$2,500 Yur impact: EWB runs ne f the mst efficient, lw-cst vlunteer prgrams verseas. A wrkplace campaign that raises $15,000 will fund ne vlunteer placement in full; that is a 14 mnth placement fr an EWB vlunteer wh will live and wrk in Africa with ur partner rganizatins, including the cst f their flight, health insurance, training and daily living stipend. Current # f Emplyees Participatin Gal Dnr Gal 0 Gal Setting Wrksheet % Engagement Gals These gals are meant t be guidelines nt all will Desired apply t yur specific campaign. Chse the nes that average are right fr yu. gift 2009 Dnrs # mnthly dnrs x $/mnth = $ Active Participants # f peple wh had access t fair trade. # daily dnrs x $/day = $0 # f peple wh received Campaign inf # ne time dnrs x $/year = $0 # f peple wh participated in events Event 1: Crprate Matching Ttal $0 Event 2: Event 3: Special Events $0 # f campaign vlunteers TOTAL 2009 GOAL EWB Target Selected = $0 $0 TOTAL 2009 Engagement GOAL 2009 Engineers Withut Brders Canada

A wrkplace campaign that raises $15,000 will fund ne vlunteer placement in full; that is a 14 mnth placement fr an EWB vlunteer wh will live and wrk in Africa with ur partner rganizatins, including

8 EWB Campaign Leader Wrkbk Step 4. Select the ideas, events, r campaign structures that suit yur wrk envirnment. Activities t Run: Cntacted EWB t arrange fr presenters: Name f presenter(s): Date f presentatin(s): Name f presentatin(s): Campaign Timeline (fr lnger timelines, check fr templates nline): Mnth: Mnday Tuesday Wednesday Thursday Friday 2009 Engineers Withut Brders Canada

Activities t Run: Cntacted EWB t arrange fr presenters: Name f presenter(s): Date f

9 Step 5. Schedule and cmmunicate yur campaign and assciated events. s Cntact cmpany newsletter Submit newsletter cntent (ne mnth befre campaign date) Decide when ther s shuld be sent during campaign (use table belw) EWB Campaign Leader Wrkbk Tpic/Purpse f Date t be Sent Drafted? Sent? Website Cntact website administratr Dwnlad website cntent frm EWB website Submit cntent t website administratr as needed Printed Materials Check cmpany plicies n frmat and distributin Dwnlad cntent frm EWB website Pst materials (ne week befre campaign date) Prepare Finances Fr nline dnatins: cntact webmaster [email protected] t set up internal website Understand steps n hw t btain dnr receipts fr the varius pieces f yur campaign Engineers Withut Brders Canada

10 EWB Campaign Leader Wrkbk Step 6. Run the event and have fun. Overseeing Activities Delegate team members t different activities (use table belw) Activity Team Member(s) Respnsible Maintain Accurate Finances Fr in-persn dnatins: Name Amunt Dnated Receipt Required? 2009 Engineers Withut Brders Canada

table belw) Activity Team Member(s) Respnsible Maintain Accurate Finances

11 EWB Campaign Leader Wrkbk Finalize finances and dnr receipts with Natinal Office Send finance infrmatin t Natinal Office ([email protected]) Schedule meeting fr pst-campaign reflectin Date: 2009 Engineers Withut Brders Canada

12 Step 7. Thank yur dnrs, supprters and celebrate yur success! Schedule celebratin with yur team, management and campaign supprters EWB Campaign Leader Wrkbk Date: Thank yur team, management and campaign supprters team, management and campaign supprters (separately) Issue press release Get apprval fr a lng-term recurring campaign Cmplete a reprt and give it t Natinal Office, yur lcal Prfessinal Chapter and next year s Campaign Leader Have a transitin meeting with next year s Campaign Leader Pass n any relevant dcuments t next year s Campaign Leader 2009 Engineers Withut Brders Canada

supprters E-mail team, management and campaign supprters (separately) Issue press release Get apprval fr a lng-term recurring campaign Cmplete a

The Jackson Laboratory Third-Party Fundraising Guidelines

The Jackson Laboratory Third-Party Fundraising Guidelines The Jacksn Labratry Third-Party Fundraising Guidelines DEFINITION A Third-Party Fundraiser ( Fundraiser ) is defined as an rganizatin, crpratin, grup r individual raising mney fr The Jacksn Labratry (the