Campaign Checklist

Use this list to help organize your Cedar Valley United Way campaign.

• Meet with a Cedar Valley United Way representative to plan strategies for your campaign. If you have not been contacted, please feel free to call the Cedar Valley United Way office (319-235-6211) to help plan a campaign.
• Complete Campaign Information Sheet and return to the Cedar Valley United Way.
• Familiarize yourself with the Cedar Valley United Way and its supported programs.
• Meet with CEO to confirm commitment and agreement to send letters of endorsement to employees.
• Recruit and train your campaign team.
• Set goal and develop timeline.
• Personalize pledge forms with employee’s name. (Optional)
• Publicize campaign and kick-off event.

During Campaign

• Kick off your campaign.
• Begin group meetings and /or one-on-one solicitation.
• Publicize mid-campaign report results with employees and your Cedar Valley United Way representative.
• Wrap up, complete paperwork and account for all pledge forms.

After Campaign

• Tabulate results and submit completed campaign envelope to the Cedar Valley United Way.
• Give payroll deduction forms to your payroll department and have employees keep their copy.
• Publicize your campaign results.
• Send a thank-you or conduct a thank-you program for all contributors.
• Evaluate your campaign with your team members and write a report for next year while activities are still fresh in you mind.