UNITED WAY EMPLOYEE ENGAGEMENT FORUM Tricks of the … · 2014-06-05 · New Employees •Eligible day 1 for matching gift program •New Employee Resource Group •Focused on volunteering

UNITED WAY EMPLOYEE ENGAGEMENT FORUM

Tricks of the Trade: Making Your Giving Campaign Meaningful to Employees

Andrew Allen – Director, Community Relations


Tricks of the Trade: Making United Way Meaningful to Employees



Tricks of the Trade: Making Improving Lives Meaningful to Employees


Founded in 1897 and a member of the FORTUNE 500®.

Global investment management leader offering retirement services, insurance solutions & asset management.

Serves 19.4 million customers worldwide from offices in Asia, Australia, Europe, Latin America & the US.


Background on the Principal Financial Group®

• The Principal has supported United Way since the 1920s• Spirit of America Award in 2007• 80% employee participation from more than 6,100 home

office employees––––––––––––––––––––––––––––––––––––––––––––––––2013 Milestones

• $3.38 million pledged by employees/agents/retirees –largest campaign in the history of The Principal

• $6.76 million total with the Principal Financial Group Foundation’s dollar-for-dollar match

• Last week named the Spirit of Central Iowa Award Winner


The Principal® + United Way

2012 & Earlier

2013-2014

• Large, companywide kick-off• Broad corporate wide communications• Focus on empowering senior

leadership and executives


Campaign Approach

• More targeted campaign -segmented by business units

• More freedom to tailor campaign to specific needs

• Deepened focus on affinity groups• Launched Ambassador program

Retirement & Investor Services: Vine video competition

Principal Global Investors: Race to the agencies

Corporate: Win one, give one


Empowering Business Units

Interns• Code Jam

New Employees

• Eligible day 1 for matching gift program

• New Employee Resource Group

• Focused on volunteering & engagement

• Voice of the young consumer


Employee Segments

Retirees• Retiree United Way

chair• Letters (from CEO and

retiree chair) and paper pledge forms

• Retiree picnic• Dollar for dollar match• Pension deduct

Remote Employees

• Local coordinators• Campaign in a box• Cabinet positions

dedicated to office locations

• Connections to local united way


Employee Segments



Affinity Groups

Tocqueville––––––––––––––––––––––––––––––––––––––Education Leadership Initiative- middle school focus––––––––––––––––––––––––––––––––––––––Women’s Leadership Connection- early childhood education focus––––––––––––––––––––––––––––––––––––––Leadership Givers––––––––––––––––––––––––––––––––––––––Ambassadors


Who Are We? Who Are They?– The Silent Generation

• Also called Traditionalists, Seniors, The Greatest Generation

• Lived through the Great Depression and World War II• Born between 1922 and 1943

– Baby Boomers• Also called the Me Generation, the Sandwich Generation• Born between 1943 and 1960

– Generation X• Sometimes called the Baby Bust Generation• Born between 1960 and 1980

– Millennials• Also called the Echos, the Nexters, and Generation Y• Born between 1980 and 2000


General Characteristics of the Silent Generation

– Grew up during the Depression and served in World War II

– Believe in sacrifice for the Greater Good– Often have one immigrant parent or multiple

immigrant grandparents– Maintain traditional values– Have respect for the wisdom of elders– Prefer a “hands-on” approach or “real”

reality


General Characteristics of Baby Boomers

– Born between 1943 and 1960– TV Generation– Materialistic– “Me” focus– Responsible for social changes– Two household workers– Women in the work force: Superwoman– “Live to Work” - YUPPIES


General Characteristics of Gen-Xers

– Born between 1960 and 1980– Often children of divorce and non-traditional

family units– Latchkey kids– Raised on electronic media– Use of newest technology is a given– Function well alone– Tend to be pessimistic and skeptical of authority

and institutions– Have short attention spans– “Work to Live” - GUPPIES


General Characteristics of Millenials

– Sometimes younger siblings of Gen-Xers– Benefitted from parents’ later life success– Often have at least one immigrant parent– Are racially and ethnically diverse– Identify with parents’ values– Gravitate toward group activities– Believe it’s cool to be smart– New technology is a given– Short attention spans


General Employment Characteristics

Workers from the Silent Generation are characterized by– Loyalty to the employer– Hard work– Dependability– Personal touch approach– Obedience over individualism – No hurry/ long patience

Boomer workers are characterized by– Belief in paying dues to get ahead– Sense of duty– Belief in sacrifice for success– Loyalty to employer– Salary contributes to satisfaction– Self satisfaction in job is paramount, but measured in different

ways


Who Are We? Who are They?Generation X workers are characterized by– Technology skills– Entrepreneurial spirit– Mobility and flexibility at work– Focus on personal professional growth over employer interests– Perceived lack of loyalty– Want balance of work and home life– Need immediate feedback– Will balance end result with desire for quick resolution

Millennial workers are characterized by– Technology skills– Expectation of diversity– Expectation of rapid results– Want flexible schedules– Want balance of work and home life– Need for independence in decision making– Desire for challenge and growth– Expect immediate feedback

Senior leadership involvement––––––––––––––––––––––––––––––––––––––Day of Action ––––––––––––––––––––––––––––––––––––––VTO plus Day of Action VTO––––––––––––––––––––––––––––––––––––––Ambassador program ––––––––––––––––––––––––––––––––––––––Employee Resource Groups• AAB-ERG• HL-ERG• A-ERG• GLBTA-ERG• N-ERG• V-ERG


Year Round Engagement

Implemented in the 2013-2014 campaign––––––––––––––––––––––––––––––––––Employees are empowered to build a greater passion for volunteerism and charitable giving––––––––––––––––––––––––––––––––––Designed as an incentive to increase support- employees that have joined benefit from special access to events and to senior management


Ambassador Program

EMPLOYEE ENGAGEMENT FORUM

Thank you!!!

Documents

UNITED WAY EMPLOYEE ENGAGEMENT FORUM Tricks of the … · 2014-06-05 · New Employees •Eligible day 1 for matching gift program •New Employee Resource Group •Focused on volunteering