Step 1: Preparation

Get Started

Set the Foundation

Before launching your United Way campaign, take the following steps:

1. Select Campaign Coordinator(s).

Identify dependable employee(s) to coordinate your efforts and make sure they attend the coordinator training.

2. Set Campaign Dates.

Ideal duration is 2–3 weeks. Schedule all-staff meetings early to educate and energize.

3. Promote Key Dates & Events.

Spread the word about major campaign activities—like your Kickoff, Volunteer Projects, and Celebration—using a mix of communication tools tailored to your workplace. Consider:

  • Email Announcements
  • Posters in Common Areas
  • Digital Displays or Screensavers
  • Intranet Banners or News Posts
  • Slack or Teams Messages with Graphics
  • Calendar Invites and Meeting Announcements

Choose the channels your employees engage with most to keep campaign events visible and top of mind.

4. Coordinate Campaign Efforts with Your Loaned Executive.

  • Set dates in advance for agency tours and guest speakers.
  • Select guest speakers or key influencers for team meetings.
  • Determine what promotional items need to be ordered, such as brochures, posters and other co-branded items.
Next ➡ Step 2: Campaign Kickoff