2010-2011 Campaign Volunteer Survey

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* 1. In which campaign Unit(s), Division or capacity did you serve?

Major Firms

Public Sector (State, CFC, Local Government, Education & Nonprofit)

Professionals (Attorneys, Health Services, MD's & Dentists)

Business I (Manufacturing, Construction, Transportation, Architects & Engineers)

Business II (Retail/Wholesale, Finance/Insurance/Real Estate, Accountants, Communications/Utilities/Business Services)

Areawide (Calhoun, Newberry, Fairfield & Orangeburg)

Direct Marketing

Leadership and Affinity Groups

Support Programs: Loaned Executives, Training, Speakers Bureau, Community Investment Card, Pacesetters, Sponsorship

Other

Don't Know

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* 2. How many years have you been a United Way Volunteer?

Less than 2 years

2-3 years

4-6 years

7+ years

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* 3. Please rate the following statements regarding your role as a campaign volunteer.

	Strongly Agree	Agree	No Opinion	Disagree	Strongly Disagree
I felt well prepared for my role.	I felt well prepared for my role. Strongly Agree	I felt well prepared for my role. Agree	I felt well prepared for my role. No Opinion	I felt well prepared for my role. Disagree	I felt well prepared for my role. Strongly Disagree
I understood my responsibilities	I understood my responsibilities Strongly Agree	I understood my responsibilities Agree	I understood my responsibilities No Opinion	I understood my responsibilities Disagree	I understood my responsibilities Strongly Disagree
I enjoyed my role.	I enjoyed my role. Strongly Agree	I enjoyed my role. Agree	I enjoyed my role. No Opinion	I enjoyed my role. Disagree	I enjoyed my role. Strongly Disagree
I would recommend the opportunity to others.	I would recommend the opportunity to others. Strongly Agree	I would recommend the opportunity to others. Agree	I would recommend the opportunity to others. No Opinion	I would recommend the opportunity to others. Disagree	I would recommend the opportunity to others. Strongly Disagree
I felt comfortable representing United Way.	I felt comfortable representing United Way. Strongly Agree	I felt comfortable representing United Way. Agree	I felt comfortable representing United Way. No Opinion	I felt comfortable representing United Way. Disagree	I felt comfortable representing United Way. Strongly Disagree

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* 4. Did you attend a planning or training session for your campaign unit or division?

Yes (Skip to question 7)

No (Go on to next question)

N/A (Skip to question 8)

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* 5. For what reason(s) were you unable to attend training?

Did not know about training

Scheduling conflicts

Recruited too late

Experienced/knew how to make calls

Other (please specify)

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* 6. What would make you more likely to attend training in the future?

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* 7. Please rate the following aspects of training.

	Very Useful	Useful	Somewhat Useful	Not Useful	No Opinion
LIVE UNITED Theme/Case for giving	LIVE UNITED Theme/Case for giving Very Useful	LIVE UNITED Theme/Case for giving Useful	LIVE UNITED Theme/Case for giving Somewhat Useful	LIVE UNITED Theme/Case for giving Not Useful	LIVE UNITED Theme/Case for giving No Opinion
Review of Division organization, time table & goals	Review of Division organization, time table & goals Very Useful	Review of Division organization, time table & goals Useful	Review of Division organization, time table & goals Somewhat Useful	Review of Division organization, time table & goals Not Useful	Review of Division organization, time table & goals No Opinion
Solicitor's role and steps for making calls	Solicitor's role and steps for making calls Very Useful	Solicitor's role and steps for making calls Useful	Solicitor's role and steps for making calls Somewhat Useful	Solicitor's role and steps for making calls Not Useful	Solicitor's role and steps for making calls No Opinion
Account assignments	Account assignments Very Useful	Account assignments Useful	Account assignments Somewhat Useful	Account assignments Not Useful	Account assignments No Opinion

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* 8. Did you complete all of the calls on your assigned accounts?

Yes

More than half

Less than half

None

N/A (Skip to question 17)

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* 9. What barriers did you experience in calling on CEOs?

Referred to subordinate at the company

Did not have enough time on the call

Uncomfortable making CEO visit

Could not get through to CEO on the phone

CEO just wanted me to send or drop off information

Other (please specify)

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* 10. Please rate the Call packet's effectiveness as a tool in making CEO calls.

	Very Useful	Somewhat Useful	Not Useful	No Opinion
LIVE UNITED Folder	LIVE UNITED Folder Very Useful	LIVE UNITED Folder Somewhat Useful	LIVE UNITED Folder Not Useful	LIVE UNITED Folder No Opinion
Constituent Fact Sheet/Campaign History	Constituent Fact Sheet/Campaign History Very Useful	Constituent Fact Sheet/Campaign History Somewhat Useful	Constituent Fact Sheet/Campaign History Not Useful	Constituent Fact Sheet/Campaign History No Opinion
Corporate Pledge Card	Corporate Pledge Card Very Useful	Corporate Pledge Card Somewhat Useful	Corporate Pledge Card Not Useful	Corporate Pledge Card No Opinion
Leadership Giving Information	Leadership Giving Information Very Useful	Leadership Giving Information Somewhat Useful	Leadership Giving Information Not Useful	Leadership Giving Information No Opinion
Sponsorship Opportunities	Sponsorship Opportunities Very Useful	Sponsorship Opportunities Somewhat Useful	Sponsorship Opportunities Not Useful	Sponsorship Opportunities No Opinion
Volunteer Opportunities and Day of Action Flyer	Volunteer Opportunities and Day of Action Flyer Very Useful	Volunteer Opportunities and Day of Action Flyer Somewhat Useful	Volunteer Opportunities and Day of Action Flyer Not Useful	Volunteer Opportunities and Day of Action Flyer No Opinion
Your Contributions in Action	Your Contributions in Action Very Useful	Your Contributions in Action Somewhat Useful	Your Contributions in Action Not Useful	Your Contributions in Action No Opinion

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* 11. What suggestions do you have for improving CEO call materials?

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* 12. Please give us feedback on how comfortable you were discussing each of the following components during the CEO call.

	Comfortable Asking	Uncomfortable Asking	Need More Training
Asking for employee campaign	Asking for employee campaign Comfortable Asking	Asking for employee campaign Uncomfortable Asking	Asking for employee campaign Need More Training
Asking CEO for personal gift	Asking CEO for personal gift Comfortable Asking	Asking CEO for personal gift Uncomfortable Asking	Asking CEO for personal gift Need More Training
Asking for leadership campaign	Asking for leadership campaign Comfortable Asking	Asking for leadership campaign Uncomfortable Asking	Asking for leadership campaign Need More Training
Asking for a corporate gift or increase	Asking for a corporate gift or increase Comfortable Asking	Asking for a corporate gift or increase Uncomfortable Asking	Asking for a corporate gift or increase Need More Training
Asking for ECC to attend training	Asking for ECC to attend training Comfortable Asking	Asking for ECC to attend training Uncomfortable Asking	Asking for ECC to attend training Need More Training
Promoting giving through the community impact fund	Promoting giving through the community impact fund Comfortable Asking	Promoting giving through the community impact fund Uncomfortable Asking	Promoting giving through the community impact fund Need More Training
Special Request (Pacesetters, Loaned Executive, Sponsorship, etc.)	Special Request (Pacesetters, Loaned Executive, Sponsorship, etc.) Comfortable Asking	Special Request (Pacesetters, Loaned Executive, Sponsorship, etc.) Uncomfortable Asking	Special Request (Pacesetters, Loaned Executive, Sponsorship, etc.) Need More Training

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* 13. There are many things to cover in the CEO call. Do you feel you were able to cover all that you wanted to cover during your CEO calls?

Yes

Comments

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* 14. Are there things on the CEO call checklist that you think should be handled in a different way or at a different time?

Yes

If yes, please explain.

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* 15. Did you receive updates from United Way Staff or Loaned Executives regarding the status of your assignments after the initial CEO contact?

Always

Sometimes

Never

Not Sure

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* 16. What suggestions do you have for improving the CEO call process?

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* 17. What suggestions do you have for improving the employee campaign process?

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* 18. A part of the campaign volunteer's job is communicating progress, attending status report meetings and special events. How important are the following to achieving your unit or campaign division's goal?

	Not Important	Somewhat Important	Very Important	N/A
Committee, Unit or Division Meetings	Committee, Unit or Division Meetings Not Important	Committee, Unit or Division Meetings Somewhat Important	Committee, Unit or Division Meetings Very Important	Committee, Unit or Division Meetings N/A
Full Campaign Committee Meetings	Full Campaign Committee Meetings Not Important	Full Campaign Committee Meetings Somewhat Important	Full Campaign Committee Meetings Very Important	Full Campaign Committee Meetings N/A
Conference Calls	Conference Calls Not Important	Conference Calls Somewhat Important	Conference Calls Very Important	Conference Calls N/A
Kickoff	Kickoff Not Important	Kickoff Somewhat Important	Kickoff Very Important	Kickoff N/A
Midpoint Meeting	Midpoint Meeting Not Important	Midpoint Meeting Somewhat Important	Midpoint Meeting Very Important	Midpoint Meeting N/A
Community Assemblies	Community Assemblies Not Important	Community Assemblies Somewhat Important	Community Assemblies Very Important	Community Assemblies N/A
Upcoming Final Event	Upcoming Final Event Not Important	Upcoming Final Event Somewhat Important	Upcoming Final Event Very Important	Upcoming Final Event N/A

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* 19. What suggestions do you have for improving campaign meetings or campaign reporting at special events?

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* 20. How important were the following efforts in improving the giving environment?

	Not Important	Somewhat Important	Very Important
TV Advertisements	TV Advertisements Not Important	TV Advertisements Somewhat Important	TV Advertisements Very Important
Newspaper Articles	Newspaper Articles Not Important	Newspaper Articles Somewhat Important	Newspaper Articles Very Important
Billboards	Billboards Not Important	Billboards Somewhat Important	Billboards Very Important

Other (please specify)

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* 21. The Palmetto Society Committee encouraged leadership giving campaigns and offered speakers as well as to co-host leadership events. How many companies that you worked with had Leadership Campaigns. (If you are unsure, write "do not know")

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* 22. Did you use the members of the Palmetto Society Committee in any of those leadership campaigns?

Yes

Do not know

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* 23. Affinity groups--Young Leaders Society and Women in Philanthropy--received a large amount of attention in certain employee campaigns. How important were these groups to the success in your unit or division?

Very important

Somewhat important

Not significant

Do not know

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* 24. In an effort to generate additional dollars toward targeted needs in the community, United Way has proactively promoted giving through the Community Impact Fund. How comfortable are you with presenting the importance of these undesignated gifts?

Extremely Comfortable

Fairly Comfortable

Neutral

Fairly Uncomfortable

Extremely Uncomfortable

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* 25. Did you make presentations or speeches to groups on behalf of United Way during the campaign?

Yes

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* 26. Did you attend the Speakers Bureau training offered by United Way?

Yes

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* 27. Do you think that Speakers Bureau Training would have been or was useful to you as a volunteer?

Yes

Do not know

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* 28. What were the greatest strengths of this year's campaign team and effort?

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* 29. What were the greatest challenges your unit, division or committee faced this year?

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* 30. Over the last few years, United Way giving has plateaued. What would it take to increase annual giving by $600,000. In other words, what are the greatest opportunities for maximizing giving next year in your unit/division or overall?

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* 1. In which campaign Unit(s), Division or capacity did you serve?

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* 2. How many years have you been a United Way Volunteer?

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* 3. Please rate the following statements regarding your role as a campaign volunteer.

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* 4. Did you attend a planning or training session for your campaign unit or division?

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* 5. For what reason(s) were you unable to attend training?

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* 6. What would make you more likely to attend training in the future?

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* 7. Please rate the following aspects of training.

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* 8. Did you complete all of the calls on your assigned accounts?

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* 9. What barriers did you experience in calling on CEOs?

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* 10. Please rate the Call packet's effectiveness as a tool in making CEO calls.

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* 11. What suggestions do you have for improving CEO call materials?

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* 12. Please give us feedback on how comfortable you were discussing each of the following components during the CEO call.

Question Title

* 13. There are many things to cover in the CEO call. Do you feel you were able to cover all that you wanted to cover during your CEO calls?

Question Title

* 14. Are there things on the CEO call checklist that you think should be handled in a different way or at a different time?

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* 15. Did you receive updates from United Way Staff or Loaned Executives regarding the status of your assignments after the initial CEO contact?

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* 16. What suggestions do you have for improving the CEO call process?

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* 17. What suggestions do you have for improving the employee campaign process?

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* 18. A part of the campaign volunteer's job is communicating progress, attending status report meetings and special events. How important are the following to achieving your unit or campaign division's goal?

Question Title

* 19. What suggestions do you have for improving campaign meetings or campaign reporting at special events?

Question Title

* 20. How important were the following efforts in improving the giving environment?

Question Title

* 21. The Palmetto Society Committee encouraged leadership giving campaigns and offered speakers as well as to co-host leadership events. How many companies that you worked with had Leadership Campaigns. (If you are unsure, write "do not know")

Question Title

* 22. Did you use the members of the Palmetto Society Committee in any of those leadership campaigns?

Question Title

* 23. Affinity groups--Young Leaders Society and Women in Philanthropy--received a large amount of attention in certain employee campaigns. How important were these groups to the success in your unit or division?

Question Title

* 24. In an effort to generate additional dollars toward targeted needs in the community, United Way has proactively promoted giving through the Community Impact Fund. How comfortable are you with presenting the importance of these undesignated gifts?

Question Title

* 25. Did you make presentations or speeches to groups on behalf of United Way during the campaign?

Question Title

* 26. Did you attend the Speakers Bureau training offered by United Way?

Question Title

* 27. Do you think that Speakers Bureau Training would have been or was useful to you as a volunteer?

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* 28. What were the greatest strengths of this year's campaign team and effort?

Question Title

* 29. What were the greatest challenges your unit, division or committee faced this year?

Question Title

* 30. Over the last few years, United Way giving has plateaued. What would it take to increase annual giving by $600,000. In other words, what are the greatest opportunities for maximizing giving next year in your unit/division or overall?

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* 31. Would you be willing to volunteer for campaign again in the future?

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* 32. Your Name (Optional)

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* 33. Please provide names of other campaign volunteer prospects.