2014 Spirit of North Carolina Campaigning for Excellence
Application Form (www.unitedwaync.org) Company/Organization Name PepsiCo
Address 1100 Reynolds Blvd. Winston-Salem 27102
Name of Person Completing Phone E-mail this Application Tony McLure 336-896-4216 tony.mclure@pepsico.com Name of Sponsoring UW of Forsyth County 3C United Way United Way Contact for 336-721-9370 [email protected] Questions Ryland Tisdale
Does the company know a Spirit Application has been submitted on their behalf? X Yes No
STANDARDS OF EXCELLENCE Below is a checklist of the components of the application. Please complete each standard, in addition to the Organizational Overview, with as much detail as possible. Each Standard is worth up to five (5) points unless designated with an asterisk (*). Designated Standards are worth up to ten (10) points.
ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED “AS IS”! Please do not add borders, headings, color, or make any changes to this form.
Application Standards Checklist
1. Volunteer Culture
2. Partnership with Community
3. CEO/Senior Leadership Involvement and Giving
4. Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts
5. Employee Campaign Coordination, Incentive and Recognition
6. Overall Per Capita Gift
7. Participation Level
Heads up: two new items! Please do not add pictures to the Standards Text Box. Instead, attach separate page with pictures labeling the corresponding Standard. (Attachment 1)
You may also submit a DVD or attach a Video for viewing by the Selection Committee. The video should not exceed 3 minutes. Please send any DVDs to Anita Barker, 875 Walnut Street, Suite 150B, Cary, NC 27511. DVD’s must arrive on or before January 20, 2015.
AWARD CATEGORIES
Organization Type of Organization Employee Size
Check the appropriate box for this Check the appropriate box for this application submission. application submission.
Up to 50 employees Financial/Banking Institutions 51 – 100 employees Manufacturing 101 - 200 employees Business Campaign 201 - 500 employees City/ County Municipality 501 - 1000 employees Higher Education 1001 - 1500 employees School Campaigns 1501 - 2500 employees Hospital/ Health System 2501 - 5000 employees Retail 5001 + employees Not-for-Profit Agency - 501(C)3 Professional Services (small business,partnerships,LLC, accounting, architect, engineering firm, attorneys, etc.)
To certify the contents of this application, the signature of the nominating United Way CEO or his/her direct designee must be obtained. An email from the United Way may accompany the application submission stating that it has been reviewed and approved if electronic signature is not available.
United Way CEO/Designee Name:
Ryland Tisdale ______
Email:
[email protected] ______
Organizational Overview This information will be used during the Awards Ceremony for winning companies.
Describe the mission, vision and philanthropic culture of your organization:
The PepsiCo Customer Service Center (CSC) Winston -Salem was established in 1993. PepsiCo as a company embraces the annual Employee Giving Campaign in all of its locations, so it was only natural that the United Way would be a part of the Customer Service Center culture. The campaign has grown each year and we are most proud of our 2014 campaign.
We currently have between 750 and 800 employees at our Winston Salem office, and our business requirements continue to transform. From a community relations perspective, each year we support the United Way, Angel Tree, Big Brother’s Big Sisters, Susan G. Komen and many other charitable organizations through our 10 Employee Resource groups and their community engagement. The PepsiCo Foundation supports and encourages employee charitable donations matching any donation over $25 and double match for Board memberships. In 2015 the PepsiCo Foundation will launch a program that provides donation matches for employee community volunteer hours.
Describe ONE unique and meaningful event, activity, or communication that ignited the success of your campaign: (This will be shared at the Awards Banquet if selected as a winner) Each year we hold several events leading up to the campaign to encourage employee participation but the one event that is always a key to our success and ignites the campaign is our kickoff rally. During the rally members of Sr. Leadership are awarded the opportunity act\sing\dance in skits that are arranged by employees of our Kickoff Committee. You can
always bet someone will be embarrassed but everyone will have fun!
List 3 bullet-points highlighting numeric campaign successes: (This will be shared at the Awards Banquet if selected as a winner) (i.e., dollars raised, % increase over previous year, # of leadership givers, etc.)
Leadership Givers – 160 New Leadership Givers, total of 245, more than double previous year From 2013 to 2014 campaign was an 8% increase in total donations Average employee donation in 2013 was $354.58 and was $442.16 in 2014
Standard 1 - Volunteer Culture Describe how volunteerism fits into the organization’s philanthropic mission. Include specific volunteer activities (listing recipient organizations) and, if possible, provide number of employees, volunteer hours and dollar value of volunteer participation. (Estimated value of volunteer time for 2013 is $22.55 per hour) Include organizational incentives for participating in community volunteer activities. Up to 5 points
This team is Pepsi proud. We are proud of our Company, proud of our products, and proud of our efforts to be a strong partner in our community.
United Way Board of Directors – Fran O’Rourke, VP US & Canada Food Service sits
on the Board of Directors Big Brothers Big Sisters – Tony McLure, I/T Site Lead, Director Global R&D, sits on the Board of Directors PepsiCo Feeds America Day participates at the Second Harvest Food Bank – both staffing and providing food donations – supported by the Mosaic ERG Support of the Hispanic League of the Piedmont Triad through contributions and participation in Spanish Night and Fiesta! – supported by the Adelante ERG Our Valor ERG supported Big for a Day for Big Brothers Big Sisters, the Marine Mud
Run and had a fund raiser for the National VFW Foundation and to the Local VFW organization Big Brothers Big Sisters Bowlathon, supported by our CONNECT ERG Women @ PBC supports the Susan G Komen run each year Our Fitness committee drives participation in The Heart walk for the American Heart Association, the United Way Halloween run, Color Run and several others. Support of the Local and National Urban League, including the WSUL Golf Tournament
Boy Scouts of America Troop Leaders; Girl Scouts of America Troop Leaders Through a Partnership formed with Goodwill Industries of NWNC, we hosted a Job Fair event for 21 Veterans American Red Cross Blood Drive Local college recruiting program We have an annual pizza United Way volunteer lunch – and this year we had approximately 50 people showed up to assist us along with Ryland Tisdale from United Way.
On-going involvement in Leadership Winston-Salem Participate in the Winston-Lake YMCA Black Achievers Program Allow our exempt employees to do charity work on company time
Standard 2 – Partnership with community to raise awareness of needs and foster a spirit of giving Describe the organization’s philanthropic relationship with the community. Document specific rallies, events, or programs which generate enthusiasm for community involvement and support. Unique partnership and awareness activities should be highlighted such as specialized meetings, tours, speakers and fairs. Activities which have positive results for year-round engagement should be cited as well. Up to 5 points
UNIQUE Campaign Rallies – our volunteer committee that oversees the rallies, comes up with a theme, different each year. The Senior Leadership team then participates in whatever skit/performance that the committee comes up with. These are usually hilarious, involving Sr. Leadership in all kinds of dress and in all kinds of activities. This draws the crowds to the rally to hear the message. In addition, this drives the “fun” factor of the campaign. A United Way speaker and the annual video are included in all kickoff rallies; along with PepsiCo specific incentives being offered this year. Posters are put up weeks before the campaign to raise awareness that the campaign is coming A package of the United Way form, brochure including what your dollars will provide and any other United Way pamphlets are distributed to all employees during our lead up meetings and rallies for the campaign Incentives are given for early submission of donations during our campaign as well as leadership givers levels and stepping up a level. Hosted our annual Big For A Day with Big Brothers Big Sisters Dusty Lanier came to speak at a rally about Young Leaders United and Women’s Leadership Council this year
Pepsi’s community involvement culture is included in new employee orientation.
Expectation that teams will do a “team event” and encouraging competition (like in the
Golf tournament, the dunking booth, etc.)
Standard 3 - CEO/Senior Leadership Involvement and Giving Given that Leadership participation is a Best Practice item: Describe how senior leadership (CEO/Direct reports) hosts, manages, organizes, participates in, and “influences” philanthropy, community support, and campaign activities. Describe how company leadership in general promotes a culture of giving. Specific events that are sponsored (and led) by the leadership team should be noted. Complete the leadership giving table below. Up to 10 points*
Human Sustainability and Talent Sustainability are part of PepsiCo’s overall “Performance with Purpose” platform – we all are encouraged to do our part – and our organization leads the way
Fran O’Rourke, VP US and Canada Food Service, is on the United Way Board. He helps formulate our focus for the United Way campaign through his knowledge of the needs of the community and the growth plan of the United Way Being a PACESETTER at the leadership level this year, including a separate Leadership drive that was effective, as shown in our leadership level giving and our WLC and YLU numbers.
The Campaign Steering Committee all gave at the Leadership Level – setting the example. Pepsi supports our employees and their volunteer work in the community and, in some cases will give them additional matched dollars if their hours devoted to the job attain a certain level. Our volunteer pizza lunch this year had over 50 people turn out – as the campaign is
seen as a fun one – wherein an employee can work with others in different parts of the business and get visibility with the senior leadership team. These volunteers then sign up for a committee and become the leaders and drivers of their particular activities. We have a retiree that supports our Big Brothers Big Sisters Bowl-a-thon on an annual basis.
** See explanation for 2013 decline on page 9
Year Total Number of Number of Leadership % of Leadership Percent Change Givers Givers Givers
2014 433 245 56% 118%
2013 491 112 22% -13%
2012 647 129 19% 0
UW % of Leadership Givers - 2014 number of leadership givers divided by the 2014 total number of givers UW Leadership Givers % Change - 2014 number of leadership givers minus the 2013 number of leadership givers divided by 2013 number Use a plus or minus sign to show a positive or negative % change.
Standard 4 - Corporate or Foundation Contributions and Other Non-traditional and In-kind Gifts/Support State where management places the United Way Campaign within its prioritization of activities. List specific sponsorships, resources, materials, loaned executives, advertisements, videos (YouTube as an example). List specific “social media” activities/events/activities. Please complete the Corporate Gift table below. Up to 5 points. Our Senior Leadership is very involved with our United Way Campaign, championing it from start to finish and throughout the year.
The PepsiCo Foundation matches all employee donations over $25.00, 100%. Prior to our campaign kickoffs, the Senior Leadership Team films video “teasers” showing them in character for the campaign kickoff – these are usually very funny and serves the purpose of generating excitement around the campaign kickoffs. Our Management team sends out broadcast voicemail and emails informing employees of upcoming events and encourages participation. Our management team participates in all activities from initial planning to selling raffle tickets to being in the dunking booth.
The Sr. Leadership team provides the showmanship for the kickoff campaigns! th We only hold one Fund raising event per quarter and designate the 4 quarter to the United Way Campaign. Preparations start in early September to ensure we have a fun and successful campaign. The PepsiCo Foundation is currently working with United Way of Forsyth on details for a special grant of $50,000 over 2 years.
** See explanation for 2013 decline on page 9
Year Corporate Gift Percent Change
2014 $194,119 +10% Percentage change example: 2014 minus 2013 divided by 2013.
2013 $176,032 -17% Use a plus or minus sign to show a positive or 2012 $213,032 negative % change.
Standard 5 – Employee campaign coordination, incentive and recognition Describe the work of the campaign coordinator and/or committee and list specific activities, decisions and events. Share specific incentives used in the campaign and how employees were recognized within the workforce for their contributions. Up to 5 points Pepsi defined their “care share”, playing off of United Way’s “fair share” given the nature of our employee base. If you give the equivalent of $14 per pay period, you get 1 United Way Day off. If you donate the equivalent of $20 per pay period, you get 2 United Way Days off. Prize raffles – we have prize raffles for those that donate to the United Way. The earlier
you turn in your form, the earlier your name gets put in the prize raffle hat. This year we had some changes in how our daily reporting was working so we changed and did the daily prizes all at once. We pull the teams together, got some people back in costume from the Rally and had a big celebration drawing names and handing out prizes. If your entire team turns in their forms by a pre-set date, the end of the first week of the
campaign, they will get an extra day of “Jeans Day.” This incents the managers of the individual teams to participate in the campaign. A raffle is held for fund-raising which is for a week of PTO (paid time off) or a day of PTO for each department – one of our largest fundraisers. A special prize drawing for 2 - $250 Visa gift cards was held for those that a) joined WLC or YLU for the first time; or b) those that stepped up their leadership giving to a
new level. Raised our minimum donation for the purpose of inclusion in prize drawings from $2/week to $5/week At the end of the campaign we displayed our final numbers for total donations, Leadership Giving Level participation, WLC and YUL participation and team event fund raising totals. We do this on monitors throughout the building celebrating our
contributions and thanking our employees for all of their efforts.
Standard 6 - Overall Per Capita Gift Describe what employee, leadership, workplace, or community issues made a difference this year in per capita giving by employees. (Note: If campaign results increased (or decreased) by a measurable amount, it is expected that those changes were driven by some recognizable improvement or change. Example: Instituted specific goals by department for the first time equal to the corporate campaign objective which generated enthusiastic and competitive environment. Complete the employee giving and per capita giving table below. Up to 10 points*
Just weeks before the start of our 2013 campaign we had a large restructuring of our business that reduced our employee level. It was very stressful times for our remaining employees and as such caused our 2013 campaign total to be less and the employee per capita to remain flat. In 2014 our Sr, Leadership team really stepped it up a notch and got us back to our exceptional growth rate!! The real difference was our increase of Leadership Level givers in 2014 and the Sr. Leaderships changes in our incentives programs that got us there.
Total Employee Total No. of Employee Per Percent Year Giving Amount Percent Change Full-time Capita Change Employees +10% 793 240.52 +9% $191,454 2014 -17% 792 219.82 0% $174,100 2013 968 218.19 2012 $211,212
Percentage change example: 2014 minus 2013 divided by 2013. Per Capita Gift: Total Employee giving Amount divided by the Total Number of Employees Use a plus or minus sign to show a positive or negative % change.
Standard 7 – Participation Level It is important that each employee have an opportunity to support their community through participation in the United Way campaign. How does the company make an effort to ensure all employees have an opportunity to participate? (List specific items) Does the company provide a new hires program to provide employees an immediate opportunity to give? (List specific initiatives) Describe any outreach efforts for retirees to give back to the community through United Way participation. Complete the employee giving and participation table below. Up to 10 points*
The PepsiCo Foundation has put an automated system in place that makes it very easy for the employees to give and automatically receive the match to their donations. We have a United Way Administrative Committee that is available for any questions from employees about how they can give and we walk them through
the process if necessary. In order to get the dress down incentive, the managers encourage their teams to complete their submission by the end of the first week in the campaign. We highly encourage all employees to participate whether they will be giving through our Foundation or participation in the many team fund raising events held throughout the 4th Quarter. This allows us to know that those employees have been given an opportunity to give. We send out email reminders during the campaign of upcoming events.
** See explanation for 2013 decline on page 9
Total Number of Percent Total Number Percent Percent Year Employees Change of Givers Change Participation
793 0 433 -11% 55% 2014 792 -18% 491 -24% 62% 2013 647 66% 2012 968 Employee % change - 2014 number of employees minus 2013 number of employees divided by 2013 number Givers % Change – 2014 number of givers minus 2013 number of givers divided by the 2013 number