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Head of the Lakes United Way
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Timeline for a Successful Campaign

4 - 5 weeks before the campaign

  • Meet with your CEO
  • Talk with previous campaign coordinator
  • Talk with United Way staff
  • Recruit your campaign team
  • Analyze your past campaign 

3 - 4 weeks before the campaign

  • Meet with your team
  • Set your goals & objectives
  • Set your dates/times and tell United Way
  • Review all campaign resources
  • Plan your special events
  • Schedule United Way speaker

One week before campaign

  • Personalize pledge forms
  • Send out endorsement letters
  • Promote your campaign

Week of Campaign

  • Confirm meeting location and time
  • Connect with United Way
  • Conduct special events
  • Hold company meetings
  • Start meeting ON TIME!
  • Introduce program/agenda
  • Acknowledge management support

1 - 2 weeks after the campaign

  • Follow up on pledge forms
  • Report results promptly to United Way
  • Report results internally
  • Analyze your campaign with your team
  • Say Thank You
  • Start a year-round communication program   

Hint: Determine how you will distribute the brochure and pledge forms. Are you handing them out at the meeting or do you have another plan for distribution?



1-2 weeks earlier, send an invitation from the CEO to all employees stating the purpose of the meeting.
Distribute personalized pledge cards and brochures at the beginning of the meeting.

1 min.    Coordinator’s opening remarks
4 min.    CEO or management provides statement of corporate support and encourages participation.
5 min.    United Way representative communicates United Way’s community impact message.
5 min.    Agency speaker
5 min.    Coordinator: Make the ‘ask.’ Invite the audience to join you in making a difference by giving to the United Way.

Describe incentive
Encourage Payroll Deduction
Thank audience
Pick-up pledge cards

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