2014
Account Manager Training
UNITED
WAY
OF
WARREN
COUNTY
Welcome & Introductions
Kim Cunningham
Park National Bank
Aaron Reid
Executive Director
Jerri Langworthy
Community Impact Director & Training Facilitator
Diana Campbell
Campaign Director
Sandy Briggs
Communications Director
United Way of Warren County
Review of materials in front of you
• Materials at your place:
• Account Manager Toolkit
• Account Manager Call Report(s)
• Assigned Account Folders/CEO Handouts
• Please pull one set of CEO handouts from one
of your assigned account folders AND open
your Toolkit to page 1.
United Way of Warren County
What is an Account Manager?
• Volunteers who lend their expertise and energy to help
expand campaign efforts and year round engagement.
• Assists ECC’s and United Way in the implementation of
workplace campaigns.
• Develops civic leaders/advocates for United Way and its
community partners.
• Strengthens United Way commitment to advancing the
common good.
Page 1
United Way of Warren County
What Does United Way Do?
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Partners with organizations in the community.
Identifies problems and collaborates on solutions.
Creates long-lasting changes in the community.
Focuses on Advancing Education, Income & Health.
LIVE UNITED!
Page 2
United Way of Warren County
How Does It Work?
• Give
• Advocate
• Volunteer
You
United Way of
Warren County
• partners with 53 nonprofit programs
advancing education,
income & health
• helped more
than 129,200
people in Warren
County last year
28 Agencies
Page 3
United Way of Warren County
Prepare for the Call / Meeting
• Increase your knowledge about our United Way.
• www.warrencountyunitedway.org
• Review the Case for Giving.
• Review the account file.
• Review Account Manager Call Report.
• Review the Profile Report.
Page 4
United Way of Warren County
Profile Report
Make the Call
(what to cover at your meeting)
• Thank for past support.
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Review profile and secure commitment for 2014 campaign.
Utilize the “How You Can Help” from back of Case for Giving
during the appointment.
Identify the name and contact information of Employee Campaign
Coordinator (ECC).
• Utilize Account Manager Call Report
Encourage ECC to attend one ECC training.
Page 4
United Way of Warren County
Close the Call / Meeting
• Leave CEO handouts.
• Summarize the commitment.
• Thank them for their time and anticipated success.
Follow-Up throughout campaign
• Ensure ECC signs up for ECC Training.
• Submit completed Account Manager Call Report on
or before July 18, 2014.
• Communicate, communicate, communicate!
Page 4
United Way of Warren County
After the Call/Meeting - Administrative
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Maintain contact with ECC
Assist ECC as needed.
Report account status.
Track/monitor accounts – considered complete when
ECC Campaign Report Envelope is received by United
Way.
Page 4
United Way of Warren County
Campaign Enhancements
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Campaign Agency Speaker
Retiree Involvement
New Hire Program
Employee and/or Loyal Contributor Testimonials
General Joseph Warren Leadership Society
Gold Silver Bronze Award Level Giving
Page 5
United Way of Warren County
Account Manager Tools
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5-minute CEO Call Example
Campaign Account Manager Checklist
Dates to Know for 2014 Campaign
Campaign Glossary of Terms
Follow us on
Facebook or
Linkedin – United
Way of Warren County
Pages 6 - 9
United Way of Warren County
Questions?
United Way of Warren County
Thank You!
Thank you to Kings Island for
donating park tickets to all
United Way of Warren County
campaign volunteers who attend
training for 2014.
United Way of Warren County
THANK YOU
for attending
training and have a
great day!
United Way of Warren County