Archives: Courses

Rethinking Donor Recognition Programs

Donor recognition programs are a useful way to steward donors and can help segment your donor relations efforts. Leveraged properly, they can also be a useful way to understand motivations, include more donors, retain those donors, and inspire future giving. Although many institutions’ societies are aware of the impact they could be leveraging, many remain stagnant, are too focused around benefits, and do not serve donors or the school. Join us online to learn how to revive these programs to ensure you are maximizing the return on your efforts.

Building a University Service Culture: Case Study from Laurentian University

Creating a culture of service excellence is critical to enhance enrollment, improve student retention, and better engage alumni. Is your institution responding to the connection between the quality of customer service and the success of the larger institutional mission? This webcast features a case study of how Laurentian University successfully shifted the culture surrounding customer service at their institution. Since 2015, the school has better served current students through the creation of a one-stop center, empowered staff through the development of a module-based service excellence certification program, and streamlined processes to elevate service across the university. Our expert instructor will share how a culture of service excellence was fostered at Laurentian through the lens of three service delivery pillars: People, Environment, and Process. You will leave this training with ideas and tips to lead the change on your campus, even if you do not have a large budget to do so.

Partner with Faculty to Maximize Private Funding Opportunities

Learn how to better partner with faculty to maximize your CFR efforts. With the increasing competition in public research funding, CFR professionals must partner with faculty to maximize private funding. Discover how one CFR team increased dollars raised for faculty by tenfold by pulling the following success levers: Creating awareness of available funding opportunities and educating faculty on what it takes to acquire those funds. Gaining a deeper understanding of faculty financial needs and putting a plan in place to achieve their goals. Positioning your team as a resource for private funding knowledge and best practices. Using a project management approach that fosters mutual accountability between faculty and CFR staff to ensure everyone is on target to achieve their goals.   Join us for this webcast where our speaker will explain how to partner with, engage, and train your faculty in order to maximize private funding.

Stewarding Your Scholarship Donors: A Practical Approach

Agenda Our faculty will teach you how to: Establish effective policies Implement procedures and timelines Train your partners on campus Together, these tactics will help you orchestrate a more cohesive and meaningful donor experience.

Case Management 1.0: Considerations for Establishing a New Mental Health Case Manager

Many institutions recognize the need for formalized case management positions to better actively support students with mental health concerns. Some institutions support this need by having the Dean of Students or members of Behavioral Intervention Teams wear multiple hats. However, full-time case managers are able to provide focused and consistent support by following up with students, frequently communicating with them, and advocating for their needs. This webcast will help you answer the following questions: How is a formalized Case Manager position structured and defined? What are the responsibilities of this position, and who will this person report to? How can you take your current model and successfully integrate a formalized Case Manager position?

Case Management 2.0: Considerations for Enhancing the Impact of Your Mental Health Case Manager

Designed for institutions who already have an established, full-time Case Manager, this webcast will present the considerations you need in order to refine and improve the focus and services of your current case management model. Our facilitator will help you answer the following questions: What’s the scope of our current case manager’s role, and how do we assess whether we need to refine or expand the scope or size of our current model? What are best practices and strategies for enhancing the role’s reach and impact? How can we increase the visibility of these resources for both students and faculty/staff on campus? Join us for this online training and learn how to apply new strategic direction to the role of Case Manager to better meet the needs of your students.

Two Webcasts to Help Introduce or Improve Your Case Management Model

This unique two-part webcast focuses on how to create a position, or enhance the program you have in place, to provide better guidance and support for students on your campus who are have mental health concerns. Whether you are hiring a case manager, new to hiring one, or have found that your current strategy needs to be redeveloped, these webcasts will provide the tools and strategies to improve or refine your efforts. The speaker for both of these trainings is Ben Falter, Senior Student Affairs Case Manager at San Jose State University. He has longstanding and grounded experience with Higher Education Case Management Association (HECMA) and has professional expertise in strategically defining and marketing the role of a case manager, as well as serving as a catalyst for change as the case manager role evolves. Depending on where you are in the case manager role development, you may choose to register to both webcasts or just one.

New Federal Title IX Regulations: Changes to the Investigative Process

New Title IX regulations are being proposed by the U.S. Secretary of Education. Under these sweeping new regulations, students accused of sexual misconduct may obtain greater protections and colleges investigating such complaints may face reduced liability. Institutions conducting their own gender-based and/or sexual misconduct investigations may be required to implement several changes. Expected changes coming to Title IX will likely affect: Join us for this webcast to carefully examine the new regulations and gain clarity on how your current practices and policies may be required to change to accommodate the new federal Title IX regulations.

Develop a Plan to Address Sexual Harassment from Alumni, Donors, and Prospects

Agenda After briefly defining sexual harassment and outlining common examples of harassment in fundraising, Audra Brickner will outline the key pieces your team needs to discuss around sexual harassment prevention and response, including: How managers can use a standard process for handling harassment after it occurs How teams can create a culture in which harassment from donors is discussed / reported We’ll respond to scenarios throughout and close with some tips on how fundraisers can respond to harassment in the moment. Trigger warning: In this webcast, we will discuss examples of sexual harassment.

Strategies for Effective and Actionable Academic Program Reviews – University of Denver

With ever increasing pressure to stay relevant, institutions need to be more intentional in how they approach academic program review. It’s essential to integrate the right data for the right reasons in order to close the gap between process and actionable results. A lack of consistent data, metrics, and staff engagement can often cloud results and render the process ineffectual. Join us for this live webcast to learn: Why and how institutions are changing their academic program review processes How you can start collecting and sharing trustworthy data to support the process How you can approach transforming your academic program review process to support your resource planning decisions In this session, our expert faculty from University of Denver will explain how they aligned their data, gained the trust of their peers and board members, and transformed the academic program review process into a substantive, strategic conversation.

Attracting Mentors for Minority Students: Strategies and Best Practices

Agenda In this comprehensive webcast, our expert instructor, Paige Gardner from Loyola University Chicago will walk through the following themes: Defining a framework for pairing faculty / staff with students Designing meaningful interactions for mentees Peer mentors Faculty and staff mentor Foundational 101 course taught by faculty and staff Monthly educational workshops Strategies and challenges of attracting and retaining faculty and staff as mentors Tips for assessing your mentoring program

Connecting Central Marketing and Advancement Teams: An Innovative Approach

Bridging the communications gap between advancement and central marketing teams is a familiar challenge to most institutions. Not having a dedicated communications channel in place often can result in disjointed and incoherent messaging in both the institutional and donor-facing marketing channels. A strong partnership between stakeholders and teams can lead to more streamlined, effective, and on-brand donor and alumni interactions. It can also positively impact the institution’s brand perception and prospect engagement. Join us for this live webcast to discover how Providence College restructured their advancement and central marketing teams to create a direct link between otherwise siloed functions. Our expert instructor, Stasia Walmsley, will also share some tactical tools for those who are not yet ready to restructure or create new positions.

Developing a Collaborative Metrics Structure for Stronger Corporate Engagement

Agenda Step 1: Your Guiding Strategy What are you trying to accomplish and what are some ways you can define your strategy to inform your success metrics? Step 2: Cultivating Ownership for Success Who is responsible for meeting the objectives of your strategic plan? How does accountability drive performance? How do you consistently monitor progress? Step 3: Your Data Landscape What qualitative and quantitative data is worth tracking and reporting, and what are the best practices to do this? Step 4: Monitoring Progress What kind of support do you and your staff need to ensure you’re doing what you need to do to reach your goals?

Key Metrics for Dollar-Focused Annual Giving

Agenda Learn how to: Understand the key performance indicators that will drive your dollar growth Apply these metrics to pipeline development, direct marketing, and personal solicitation strategy Effectively report your dollar results to leadership

Key Metrics for Donor-Focused Annual Giving

Agenda Learn how to: Understand the key performance indicators that will drive your donor numbers or alumni participation numbers forward. Apply these metrics to direct marketing and micro campaign strategy Effectively report your donor results to leadership

Identifying and Applying Metrics that Matter in Annual Giving

Overview The metrics you gather, track, and report to leadership can differ based on the focus of your annual giving program. We’ve created a two-part metrics series that will give your shop the tactics it needs, whether your focus us on increasing alumni participation/donors or dollars. We welcome you to tune in to both parts for the most comprehensive approach to metrics or choose the webcast that best aligns with your program’s most pressing goals. In both webcasts, our faculty will cover the essential metrics that you need for your shop’s goal setting and performance measurement. Learn how to apply these metrics to strategic planning processes and more effectively report results to leadership.

Strategies for Effective and Actionable Academic Program Reviews – Hamline

Agenda Forming and Communicating Their Vision and Purpose In this section, we will discuss the impetus and timeline for how HU re-imagined the academic program review process and metrics. Establishing Key Metrics and Building Consensus Next, you will learn how they reached consensus to establish the eight key metrics to evaluate academic programs. This section will include information on the metrics and the process and approach to get there within one year’s time. Compiling the data and Reporting on the information With minimal investment, Hamline managed to provide clean and useable data for their faculty and deans. You will learn their strategies to get the job done no matter what.

The 4 Stages of Change

As a leader it can be challenging to help your people manage change. This easily printable guide will help you identify what stage of the change curve your direct reports are in and steps you can take to better support them.

Leading with Social First: A Innovative Approach to Content Creation

Agenda The presentation will consist of three main sections: The Impact of WVU’s Social-First Approach to Content Planning and Creation Anatomy of a Social-First Approach: Three Essential Steps Taking stock of who and where your audiences are “Flipping the script†from repurposing for social, to repurposing from social Making social media a focal point for content planning conversations across marketing and communications Practical Advice for Getting Started on Your Campus