Phonathon Handbook - National Service Resource Center

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Tally Keeper: Records progress of goals on a large visible board or other visual device, like a thermometer. Mailer/Processor: Separates pledge forms for mailing, runs credit card forms, and mails at the conclusion of the evening (or the following day). Overcoming volunteer apprehensions Not every volunteer you contact will jump at the chance to call people they don’t know. To help them along, focus on the reason you’re having the phonathon and mention any respected peers that are participating. Also make sure they know they’ll be given everything they need to be successful, including training.
SUCCESS STRATEgy: Calling Teams Consider creating calling “teams” to motivate your volunteer callers and build camaraderie. Get creative with the team names. Seat the team members next to each other. Keep track of team progress on your tally board. This strategy may also help with your volunteer recruiting efforts— volunteers can nominate their friends to join their team. Tools: Use the following Tools to help you achive your Successful Volunteer-led <strong>Phonathon</strong>: Team Building Worksheet
Page 2 and 3: © 2005 Campaign Consultation, Inc.
Page 4 and 5: Integrate with your current annual
Page 6 and 7: Need more good reasons to have a ph
Page 8: TOOlS SuCCESSFul VOluNTEER-lED PhON
Page 11 and 12: 1 STEP STEP oNE
Page 13 and 14: Who is most likely to give us gifts
Page 16 and 17: Review the Step Ready for the Next
Page 18 and 19: 3 SET GOALS STEP THREE How much do
Page 20 and 21: SuccESS STrATEGy: In-house testing
Page 22: TOOLS SuccESSfuL VOLunTEEr-LED PhOn
Page 25 and 26: 3 STEP STEP THREE
Page 27: Who will make the calls? Who will h
Page 32 and 33: Review the Step Ready for the Next
Page 34 and 35: STEP FIVE SECURE “HARDWARE” Who
Page 36 and 37: Motivate—and appreciate—your vo
Page 38 and 39: TOOLS SUCCESSfUL VOLUnTEER-LED PHOn
Page 40 and 41: Review the Step Ready for the next
Page 42 and 43: STEP SIX MakE Calling Cards and plE
Page 44 and 45: segmenting your calling cards You
Page 46 and 47: TOOls suCCEssful VOlunTEEr-lEd pHOn
Page 48 and 49: eview the step ready for the next s
Page 50 and 51: Write a “dialogue” rather than
Page 52 and 53: SUccESS STRATEGy: Revise the dialog
Page 54: TOOLS SUccESSFUL VOLUnTEER-LED PHOn
Page 57 and 58: 7 STEP STEP SEVEN
Page 59 and 60: Calling-Day Materials You only need
Page 61 and 62: SuCCeSS STrATegY: Let your prospect
Page 63 and 64: 8 Calling Tips(p.1) how to act (and
Page 66 and 67: eview the Step ready for the next S
Page 68 and 69: Hold your final phonathon committee
Page 70: Prepare “fun,” motivational pri
Page 73 and 74: 9 STEP STEP NINE
Page 75 and 76: How can we best train, inspire and
Page 77 and 78: 10 Thank you for participating! Ple
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eview the Step ready for the Next S
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STEP ELEVEN FOLLOW-UP and THANK We
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Evaluate what went right and what w
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TOOLS SUccESSFUL VOLUNTEEr-LEd PHON
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11 STEP ELEVEN
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Phonathon Handbook - National Service Resource Center

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