We Couldn t Do this Without You.

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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 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

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

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

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

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

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

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

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 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

11 EWB Campaign Leader Wrkbk Finalize finances and dnr receipts with Natinal Office Send finance infrmatin t Natinal Office 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

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