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2013
NORCAL CFCLoaned Executive
Training
Orientation Orientation OverviewOverview
• Welcome & Introductions• Campaign Overview• NORCAL CFC Overview• Regulations Overview• Timeline• Trends & Challenges• Strategic Planning• Campaign Historical Overview• Campaign Potential Overview• Campaign Report & Statistics• Strengths & Weaknesses• Current Social & Economic Conditions• Federal Agency Culture & Constraints
The CFC PartnershipThe CFC Partnership
Simply Put: “Helping Others”
Why CFCWhy CFC
• Confidence–Applicant organizations are reviewed to ensure they meet all requirements of the campaign–Annual audits to ensure proper receipt and distribution of pledges
• Choice–Employees designate to the charity that means the most to them–May pledge cash, check or payroll deduction
• Convenience–Most campaigns are providing electronic pledging–Payroll deduction makes larger gifts possible
Campaign Campaign OrganizationOrganization
Office of Personnel ManagementRegulatory Oversight & Campaign Compliance
LFCCLocal Campaign Leadership
Charitable Organizations
PCFOCampaign Administration
Agency Coordinators
& Installation Project Officers
Unit Project Officers
Key Workers1 per every 25
Volunteer AssistantsPA, Events, Finance
Loaned ExecutivesAssist PCFO
Local Federal Coordinating Committee
(LFCC)
Job Description 1. Campaign Oversight2. Campaign Team
Mentoring
Loaned Representative Be BraveBe Brave
Job Description 1. Campaign Plan2. Campaign Team3. Campaign Reporting4. Campaign Follow Up
Campaign Team
• Employee Campaign Coordinators
• Unit Coordinators/Project Officers
• Keyworkers
• Public Affairs Officer
• Event Coordinator
• Donation Clerk
Campaign RegionCampaign Region
Campaign AchievementsCampaign Achievements
2012 • Raised $4,091,963 dollars • 13,373 donors • 15.3% participation• $301.81 Average Gift
Campaign AchievementsCampaign Achievements
2012 • Raised $4,091,963 dollars • 13,373 donors • 15.3% participation• $301.81 Average Gift
Campaign HistoryCampaign History
CFC RegulationsCFC Regulations
• 5 CFR 950 • OPM Directives • CFC Memoranda• DoD Directive 5035.1• Air Force Regulations (AF36-3101)• Army Regulations (AR600-29)• Guidance from Specific Agencies
• Ethics Officer• General Counsel
CFC RulesCFC Rules
• 100% Awareness• 100% Opportunity• 100% Follow Up• No Coercion• 5 CFR Part 950
PCFO Rules
Rule #1: Must have fun!
PCFO Rules
Rule #2: Must have Chocolate!
PCFO Rules
Rule #3: Keep it Simple!
Campaign Administration & ManagementTimeline Overview
• April PCFO Selection• May Campaign Administrative Team
Building• June Campaign Pre-Planning• July Campaign Planning• Aug Campaign Preparation • Sept Campaign Training• Oct Campaign Events• Oct – Dec Campaign Solicitation• Jan Campaign Follow Up
Campaign Trends and Challenges
• Dollars continue to increase, while participation continues to decrease
• Transition of donor base from ‘mature’ to younger generation
• Decreasing volunteer base • Downsizing / contracting • Limited availability• Technology • Electronic Pledging • eGiving via credit card (one-time gifts) • Social Media
Strategic Plan Strategic Plan ImplementationImplementation
The 8th Habit
Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet
—therein lies your voice, your calling, your soul’s code.”
The 8th Habit Applied
“Find your voice…”
The 8th Habit Applied
“…and Inspire Others to Find Theirs.…”
Strategic Plan Strategic Plan Focus AreaFocus Area
20132013
Online Giving • Online Training Materials• Online Giving• Mid campaign Blitz• Final Campaign Blitz• Online social media
Strategic Plan Strategic Plan Focus AreaFocus Area
20132013
2013 Campaign Theme
2013 Campaign Discussion
• History• Campaign Strengths• Current Social & Economic Conditions• Potential• Goal Recommendations• Applying Covey’s 8th Habit
Day 1 Wrap Up
Day 2 ContextStakeholders
•Who are our stakeholders?
•What are their needs?
•How do we meet their needs?
Day 2 ContextStakeholders
•Donors•Charities•LFCC•OPM
•How do we meet their needs?
8th Habit Discussion
•The Work Culture •What Feds Long For•Address #1 & #2 through the CFC
8th Habit Discussion CFC Campaign Plan Strategy
• Significance
• Fulfillment
• Creative Excitement
• Shared Vision
8th Habit Discussion CFC Campaign Vision
• To create a positive charitable giving climate which enables federal employees to significantly impact their local, national and international communities through an efficient campaign that employs choice, confidence, and convenience for donors while enhancing their own personal significance.
DISC Leadership Styles
http://www.everythingdisc.com/management/EDManagementProfileSample.pdf
DISC LeadershipProfiles
Amy Style DCArnold Style iSAndrea Style SCElizabeth Style SiMatthew Style CNicholas Style CSRoberta Style iSShirley Style DiStephanie Style DiEdward Style C
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