united way of warren county

2014Account Manager Training

UNITED WAY OF WARREN COUNTY

Welcome & IntroductionsKim Cunningham

Park National Bank

Aaron ReidExecutive Director

Jerri LangworthyCommunity Impact Director & Training

FacilitatorDiana Campbell

Campaign DirectorSandy 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.


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

What Does United Way Do?

• 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

How Does It Work?


Page 3

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

Profile Report

Make the Call (what to cover at your meeting)

• Thank for past support.• 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

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

After the Call/Meeting - Administrative • 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

Campaign Enhancements

• 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

Account Manager Tools

• 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 –



Pages 6 - 9


Questions?

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.



THANK YOUfor attending training and have a great

day!

united way of warren county

Documents