Steps to Success
Step 1: Plan Your Campaign
- Submit your Campaign Participation Form
- Review the Workplace Campaign Guidebook.
- Browse the Resource Library below.
- Meet with your United Way account manager.
- Recruit a co-employee campaign manager or planning committee (optional).
- Meet with your leadership team to get campaign endorsements.
Sending a note from your organization’s leadership to all employees endorsing and announcing the campaign dates is a great way to boost your campaign! - Build a communication plan to promote your campaign.
Creating a calendar of campaign events is a great way to keep your team informed. Share your goal and information on how your teammates can participate. - Schedule a United Way speaker to give a presentation to your employees. This is our #1 Key to a Successful Campaign!
Step 2: Execute Your Campaign
- Host a campaign kickoff event.
This is a great opportunity for United Way to give a presentation to your team. Share why your organization hosts a workplace campaign to support your community through the United Way Ozarks Region. You can even engage retirees! - Ensure that every employee has the opportunity to contribute. Provide employees with a paper pledge form or the link to your online pledge form.
- A rollover campaign is an effective way to maintain engagement. Be sure to communicate with your team if your workplace runs a rollover campaign. A great way to boost participation is to incentivize new donors or increased giving.
- Communicate with employees throughout the campaign!
Provide updates on the campaign progress and celebrate milestones. - Find creative ways to recognize your leadership donors ($500+). Your United Way account manager can provide you with this list.
- Host special event fundraisers.
Lunch and learns, chili cookoffs and cornhole tournaments are some fun ways to promote your campaign while raising money! - Promote your campaign on social media. Be sure to tag @uwozarks.
- Stay in touch with your United Way account manager. Our job is to help you succeed!
Step 3: Finalize Your Campaign
- Collect paper pledge forms, cash/check donations and special event monies. Submit final report envelopes/spreadsheets to your United Way account manager and your payroll team promptly.
- Please remit check or cash donations to United Way of the Ozarks within one week of the campaign’s close.
- All pledges and monetary donations must be turned into United Way by March 31, 2026.
- Announce your campaign results to your coworkers.
- Thank all donors with a celebration event and/or a letter from your organization’s leadership.
Resource Library
ECM Responsibilities and Tools
Videos
- United is the Way. Campaign Video
- Supporting Child Advocacy Center
- Partnering with O’Reilly Center for Hope and Community Partnership of the Ozarks
- Partnering with CASA of Southwest Missouri
- Supporting Math and Reading Buddy Program at Crosslines
- Supporting Reading Tutoring at Ozarks Literacy Council
- Supporting One-on-one Mentoring with Big Brothers Big Sisters of the Ozarks
- Supporting New Pathways for Good Dads ─ Dyllan
- Supporting New Pathways for Good Dads ─ James
- Video Library
Email Templates
Social Media Templates
Posters & PPT Slides
UWO Brand Elements
Handouts
- Impact Report
- Funded Programs and Partners