the chairperson’s guide 2014
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The Chairperson’s Guide 2014. What to Expect When You’re Fundraising. A how-to guide: R aise a lot of money in a little time with less work. Fall 2014 Chair Guide. Getting Ready. Important!. - PowerPoint PPT PresentationTRANSCRIPT
The Chairperson’s Guide 2014
What to Expect When You’re FundraisingA how-to guide:
Raise a lot of money
in a little time
with less work
Fall 2014 Chair Guide
Getting Ready
Important!• Add our email address to your contact list to ensure
easy receipt of the emails Innisbrook will send you:
• Innisbrook will send you emails to keep you organized and make the sale easy!
Innisbrook’s Awesome Customer Service:1-800-334-8461
Your Confirmation• You’ll receive a sale
confirmation via email– Confirm all information is correct– Keep the confirmation where
you can easily access it for reference
Chairperson’s Website
Chairperson’s Home Page
Your #1 Priority: Communicate your goal
• Research proves that parents and families are more apt to participate if they know how the funds are being spent.
• Keep information basic – don’t try to list everything you do• Innisbrook will create customized emails to forward to your supporters
Click on the pencil to change the message.
Entering Teacher Names• Enter teacher names in advance to make life
easy – for you and your participants!
Receiving Your Materials• Your materials ship to the address indicated on your
confirmation (double-check that it’s correct)
• You’ll receive an email notification of shipment• Locate:
– Catalogs (order forms and envelopes are inside)– Instruction Letters– Posters– “Special Instructions Packet” (includes your Kick-off DVD)
• Display Kit(s) will ship separately (if ordered)
Instruction Letters• You can distribute instruction letters several ways:– Insert into the catalog– Staple to the catalog– Send home separately
The Sale is On!
Kick-off!• A live assembly is the BEST way to increase your sale!
– Tell why you’re raising money (your #1 priority!)– Demonstrate the prizes– Your Consultant can help with more ideas!
• The professionally produced, dynamic and energetic kick-off DVD is a great enhancement for your sale. Show often after your live kick-off– 3 minute “main” video– 30 second “mid-sale” commercial– 30 second “end of sale” thank you
The First Day
• Distribute your catalogs• Keep a few extra catalogs in the office for
added students, lost packets, and for teachers and staff use
• Make sure your daily announcements include your sale information (goal, dates, prizes)
Enhance and Excite!• Talk to your consultant for ideas to promote and grow
your sale:– Live Kick-off Assembly– Principal Engagement– Daily Turn-in Prizes– Reminder Stickers– Prize Patrol– 15-item Prizes– Limo Rides– Game Truck– End of Sale Parties
Watch Your Sale Grow!• All the data you need to monitor your sale:– Online, .pdf, and .csv export options
Reports
Expo
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Exce
l
Adding An Order• If an order form is returned to school, it’s easy
to add the order
Recording Payments• As you receive orders, check money received
against the payment slip• Record check # or note cash rec’d on slip• Forward the check or money to your treasurer
(following your group’s own procedures)
• Using the payment slip info, enter payments at the chairperson’s web-site – We suggest entering payments weekly– This process highlights any balances due, unpaid orders, or questionable orders
Enter Payments
The Last Day of Your Sale• There may still be outstanding orders– Remind teachers to submit any orders that may
still be in their classroom– Send a final notice to parents as a reminder– Teachers can send a reminder home with students
• Give yourself a week to receive all the “late” orders from parents (check with your consultant)
A week later…• View your Detail Summary Report– Look for any order or student duplications & correct – Contact families for any monies due– Delete unpaid orders if necessary
• Celebrate Your Success!– Show the “end of sale” commercial from your kick-
off video (thanking the school families)
After the Sale
Product Delivery• You’ll receive an email once your order ships
– Innisbrook contracts with a trucking company to deliver your products• The trucking company will call you directly to schedule an appointment, or
you can contact your local Innisbrook Consultant for assistance– Inform the school secretary of delivery date and ask her to call you
when the truck arrives
• Enlist volunteers to assist with product distribution• Send completed “Innisbrook Orders are Here” flyer once
distribution date is confirmed
The Truck Arrives!• Verify the number of pallets and boxes match the bill of lading
– Record any damages or shortages on the bill of lading
• Place the boxes on end (like dominos or soldiers) in numerical order. This will arrange them alphabetically.
Distribution Day• Have the Detail Summary Report handy for reference…
– Some schools have families sign the report to confirm pickup
• Hang signs for easy distribution– Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z)– Classroom groupings (teacher name, grades, etc.)– Direct families to the appropriate sign
• Orders with less than six items will be packed in school/class boxes– Orders are individually bagged and labeled for
each student, so you can insert them in the line of boxed orders
Congratulations!• Guarantee the best sale dates and delivery dates by
signing up for the 2015 program now!
• Contact your local Consultant to learn about our other great programs:
Innisbrook School SuppliesSimple Pleasures Cookie Dough & Frozen Foods
Wrap It Up! Fundraising ProgramFall 2014 Chair Guide