Charities@Work Conference MAKE IT MATTER TOMORROW! HOW TO INCREASE EMPLOYEE ENGAGEMENT IN YOUR WORKPLACE GIVING CAMPAIGN Gretchen Korf Director of Finance.

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<ul><li><p>Charities@Work ConferenceMAKE IT MATTER TOMORROW!HOW TO INCREASE EMPLOYEE ENGAGEMENT IN YOUR WORKPLACE GIVING CAMPAIGN</p><p>Gretchen KorfDirector of Finance &amp; Social Responsibility 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.April 4, 2013</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>AgendaMAKE IT MATTER TOMORROW!How to Increase Employee Engagement in Your Workplace Giving CampaignHistory and Elements of Success of UnitedHealth Groups Giving CampaignUnderstanding Employees Attitudes and BehaviorsUsing Effective Technology</p><p>*</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>History and Elements of Success of UnitedHealth Groups Giving CampaignOffer a Match2005 company offered a 50% match2006 match increased to 100% Dollar for dollar match continues for our 9 Giving Partners and their member agencies (approximately 12,000 organizations)Use of Technology2007 enhanced giving capabilities by using a new vendor2009 enhanced Virtual Auction by using technology that supports on-line auctionsBranded Campaign2010 we began branding our annual Giving CampaignBranding was personal and encouraged participationNew brands used for the 2011 and 2012 Campaigns2013 Campaign will be branded the same as the 2012 Campaign*</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>History and Elements of Success of UnitedHealth Groups Giving Campaign (continued)Enhanced Employee EngagementTargeted communications to specific employees:Volunteers, New Hires, International, Telecommuters and ExecutivesHeld a video contest in 2010 and 2011Employees submitted 30 second videos; posted on our intranet site and employees were able to vote for their favorite Winners received a donation to organization of choiceProvided a Photo Wall in 2011 Hundreds of employees submitted photos online and completed the statement I Make THE Difference by These photos were added to an online mosaic hosted on our intranet We also displayed a hard copy Photo Wall in our corporate officeSocial media elements added in 2011 Using our internal social media site, executives and employees posted blogs; other employees engaged by liking and posting commentsExecutive Engagement enhanced in 2012*</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>History and Elements of Success of UnitedHealth Groups Giving Campaign (continued)2012 Final ResultsIn 2012, more than 45% of our employees (more than 42,000 individuals) participated in the Giving Campaign. (2011 achieved 50% participation or 41,000 individuals).Employees pledged nearly $9.7 million, an increase of more than 12% from the 2011 campaign.Total dollars raised including company match $17.6 million, an increase of nearly 14% from the 2011 campaign.International campaign growth dollars pledged increased 20% and raised more than $52,000.Since 2004, over $92 million has been pledged as part of our campaign, 9 years of sustained growth due to the generosity of our employees.</p><p>*Question: How can we continue to increase participation?</p><p>Survey our EmployeesEvaluate our Technology</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Understanding Employees Attitudes and Behaviors Why is this important:The annual Giving Campaign is the most visible, annual company-wide initiative for employee engagement in Social ResponsibilitySenior leadership would like to increase the percentage of employees that participate and demonstrate one of our key pillars of Social ResponsibilityObjectives:Understand reasons for participating/not participating in the annual Giving CampaignWhat elements do employee like and dislike about the current programWhat ideas are there for improving the programAnticipated Outcomes:How to increase excitement and awareness of the Giving Campaign, which in turn leads to increased participationKey messages and motivators to get employees to participateEffective methods and frequencies for communications and reminders*Question: How can we engage the other 55% of our employees and increase participation in the annual Giving Campaign?</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Understanding Employees Attitudes and Behaviors (continued)We understand that some of our employees will always give, others will give some of the time and some employees will never give.We want to understand how we can move more of our employees into the Always Give or at a minimum Sometimes Give categories.We also recognize there will be some employees that will Never Give, but how can we understand the size of this group and minimize it.What barriers do we need to remove in order to move employees from one category to the next?How do we modify our approach to engage employees based on giving attitude and/or traditional demographic information which we have historically used (i.e. age, level, and tenure)?</p><p>*Question: How can we engage the other 55% of our employees and increase participation in the annual Giving Campaign?Employees who ALWAYS giveEmployees who SOMETIMES giveEmployees who NEVER give</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Understanding Employees Attitudes and Behaviors (continued)Giving Campaign Research Plan:Obtain executive Co-Chair supportEngage our Market Research Teams to assist with the research projectDevelop the implementation planStep 1: Qualitative SessionHold small group discussions with employees to learn reasons for participating/not participating and to gather ideas for program improvementsGroups to be divided into three categories: Always Give, Sometimes Give and Never GiveBalance demographics of groups by grade level, tenure, age and locationStep 2: Quantitative SessionConduct an online survey that tests the new ideas generate by the focus group discussionsBalance demographics of groups by grade level, tenure, age and location</p><p>*Question: How can we engage the other 55% of our employees and increase participation in the annual Giving Campaign?</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Using Effective TechnologyThe time is right for UnitedHealth Group to evaluate our technology solution; used the same vendor for the last 6 yearsThe industry has expanded, several new players have emerged over last 5 yearsWeve run very successful campaigns, technology has been a key part of this successWe are always seeking news ways to increase employee engagement and participation Challenge is finding the time and resources to evaluate a new vendorStarted initial work after the 2011 campaignMade a commitment after the 2012 campaign to evaluate options; process began within one month after the 2012 campaign concluded</p><p>*</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Using Effective Technology (continued)Process for Evaluating Different Vendors:Research completed by the Office of Social ResponsibilityReviewed Boston College Survey (Community Involvement Technology Vendor Survey)Conducted initial researchListened to various webinars; internet searchesSought guidance from our peer networkConsulted with our internal IT team Identified the evaluation team for the RFP processProgram team, IT support, Payroll, Nonprofit partnerEngaged our Enterprise Sourcing and Procurement TeamManaged the RFI, RFP and Presentation processStarted with an Request For Information we sought information from 10 vendors; team evaluated responses to narrow the list down to 5 vendorsRequest For Proposal was more detailed and focused on the specifics of our campaign; team evaluated responses to narrow down to our top 3 vendorsTop 3 vendors made in-person presentations on their solutions</p><p>*</p><p> 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>Using Effective Technology (continued)Lessons Learned:Be open to changeConsult with your peersObtain leadership supportLearn your internal process, determine the best approach for you/your programCommit and move forward, take baby steps if needed</p><p>*</p></li><li><p>THANK YOUContact information:Gretchen Korf, Director of Finance &amp; Social Responsibility 952-936-1754gretchen_korf@uhg.comwww.unitedhealthgroup.com 2012 UnitedHealth Group. Any use, copying or distribution without written permission from UnitedHealth Group is prohibited.</p><p>************</p></li></ul>

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