Are you objectively evaluating the success of each event you execute? Agenda Understanding Successful Events Unique identifiers of advancement event success Attendee mix Location Follow-up Concrete ROI evaluation for events Surveying and Data Collection Collecting data before, during, and after the event Leveraging event evaluations to develop unique, meaningful events How to Evaluate and Eliminate a Failing Event Focusing on mission-centric events Engaging event volunteers in other opportunities
Develop and implement your customer service vision at your institution. You will learn about service philosophies that have been used successfully in higher education as well as seven important tactics for turning your customer service vision into a reality. Outline Your Vision in Real Time Throughout this interactive training, you will participate in a series of activities designed to help you apply the concepts you are learning. You will come away with an outline of your own customer service vision and philosophy that you can build upon to enhance customer service within your unit.
Ensure a steady revenue stream for your corporate engagement program and your institution by charging corporate partners for their involvement with faculty, students, and research across campus in a more consistent manner. Throughout the training, you will learn how to: Assess the value of your campus resources Develop a model for charging corporations Transition existing partnerships to a paid model
Do you need solutions for supporting students with high-quality mental health counseling? Agenda Key factors that increase the effectiveness of psychological interventions Effective mental health practices Increasing engagement and improving therapeutic outcomes Establish, share, and measure therapeutic outcomes on an ongoing basis Technological tools that can be used in a campus counseling context Match level of intervention to need Levels of digital services and tools for intervention Apps Online self-help resources Use of tools in confidential and therapeutic way Recommended tools to use to increase client compliance with treatment Low-intensity online therapy TAO Case Study University of Florida integration of online therapeutic tools in TAO Therapist assisted online vs. treatment as usual Next Steps/Final Q&A
Are your financial aid and enrollment offices sufficiently prepared for Prior-Prior Year? Agenda Shifting deadlines and dates How are other institutions adjusting their dates and deadlines for: Tuition setting? FAFSA deadlines? Financial aid awarding? Admissions applications? Admissions decisions? Communication plan How are other institutions planning to communicate with the following entities about these changes: Prospective parents and families? Prospective students? Cross-campus partners who will also be impacted by PPY? High school guidance counselors? Financial aid staffing and workflows In response to the changes that PPY will bring, are other institutions planning to: Change their award notification letters? If so, how? Ramp up communications/awareness campaigns about the IRS data retrieval tool? The net price calculator? If so, how? Increase or change communications regarding the financial aid appeals process? Hire additional financial aid staff for increased capacity? Recruitment and Yield What tactics are other institutions considering to: Strengthen yield communication during the extended yield time frame that PPY will bring? Adjust the timing/nature of campus visit events to maximize impact? Extend the recruitment pipeline even further to high school juniors?
Learn how you can customize, make key decisions, and cultivate ownership of a responsibility center management (RCM) budgeting model on your campus. Larry Goldstein will walk you through critical aspects of RCM so you can better: “This explanation and presentation of the RCM budget model was enlightening and very reassuring that our Task Force is on the right track with modifying our current budget program. We also realized throughout the presentation that CSULA has utilized several RCM principles over the past few years.”– Troy Allen, Director of Strategic Planning & Quality Improvement, CSULA
Are you putting data to work within your career services program? Agenda Defining analytics in higher education Background and examples of institutional uses Establishing a program for data collection Assessing existing sources of data Evaluating data reliability Establishing buy-in and a program for data collection Moving from assumptions to data-driven decision making Learning to answer and automate questions Strategies for telling your story with data Examples from two large-centralized career centers
Engage parents in a way that encourages leadership giving. Agenda Parent Program Structure Funding structure Differences in working with parents vs. other donors Parent programs and relationships across campus Communications Parent Board and Committees Giving expectations for members Unique opportunities for involvement Results Leadership Giving Setting recognition levels Moves management Parents of Alumni Development Lasting cultivation Results
Get feedback on your reporting challenges from our advancement services expert, Alan Hejnal. Agenda Overview of webcast recording The Voluntary Support of Education Survey (VSE) The Basics More Detail: What’s Included More Detail: What’s Required Line By Line Reporting Challenges VSE Publication and Data Miner
Learn how to objectively measure the success of your donor relations program and communicate the ROI with leadership and across your shop. Donor Relations Guru®, Lynne Wester, will show you how to: Create clear benchmarks for donor relations success Track unique opportunities—including donor retention rate Determine the right metrics for your shop “The information provided is helping to build the case for a strong donor relations strategy” – Dory Straight, Scholarship Officer, University of Alaska Foundation “Lynne’s webcasts are always beneficial, but I think this one even exceeded expectations! Great, concrete examples of how we can capture the ROI of our efforts. She inspires me every time!” – Kristi Jongeling, College of the Holy Cross
Gain insight into how you can create smaller and more targeted career fairs that foster more meaningful connections between students and employers. Our expert presenters will walk you through the process of creating tailored career fairs that improve outcomes for both students and employers. You will leave this webcast with: Key insights on how to design a tailored career fair structure Tips on executing small career fairs Strategies to engage employers in more student touch points
Learn how you can develop a program that better engages parents by addressing their specific needs. If executed correctly, an effective program can lead to improved student success, enhance your institution’s reputation, and connect your institutional goals with a highly engaged population. In this webcast, you will learn how to: Expand upon or create a parent relations program Survey and understand your institution’s parents’ needs and interests Use the information you learn to create a self-sustaining program
Ensure ADA and Section 504 compliance by incorporating universal design. Agenda Wednesday, June 22, 2016 1:00 – 2:30 p.m. EDT Legal Requirements under the ADA and 504 Cultural impacts and implications of universal design Proactively implementing universal design concepts Promoting inclusivity Remove the burden on students to disclose disabilities Supporting regular and adjunct faculty Quick, effective steps on the path to universal design
Learn how to leverage social media as a strategic asset in advancement. Agenda Key Findings From 2016 Survey Importance of coordinated effort, investing Staffing Paid options Frequency of posting Leadership on social platforms Understanding Posts by Tone & Topic Lessons learned and best practices on tone of posts Examples of success in different tones Celebratory, fun, informative, inspirational, nostalgic, persuasive, reminder, somber, and descriptive Differentiating content by topic Events, campus, athletics, alumni, and rankings Examples of success utilizing discussing different topics Metrics and Takeaways
Does your team fully understand the procedural and legal considerations surrounding gift documentation? Agenda Understanding and capturing donative intent Legal considerations for drafting gift agreements Elements of a legally sound gift agreement What you can and cannot include Involving legal counsel in the gift documentation process Practical considerations for drafting gift agreements Meeting the donor’s intent both legally and logistically Aligning donor interests with organizational prioritizations Educating gift officers on gift documentation Case study review: Navigating complicated gift agreements Leveraging gift documentation as a donor relations tool
Learn 10 easy-to-implement tactics for making your website more international student friendly. Agenda Why the website? Importance of website in the international search process Review of data surrounding web content and prospective international student interest areas Improving Your Site Review of 10 tactics 5 “extra credit†tactics Institutional examples Activity: Scoring Your Website Attendees will evaluate their own sites based on these 10 tactics in real time Group discussion of results and Q&A
Learn about which digital platforms can help your work in advancement and alumni relations. Agenda Leveraging the Latest Digital Tools for: Event management Prospecting and qualifying donors Donor visits Travel management Optimizing Event and Visit Follow-Up Data Security Considerations
Understand how social can uncover new information to engage high-level donors. Agenda Leveraging social platforms for prospect research Pros and cons of various platforms Identifying what to look for Developing a process for screening prospects uncovered on LinkedIn Incorporating information in donor strategy Building a better partnership with frontline fundraisers Using social media to foster an introduction Developing custom content for prospects Case study examples Overcoming privacy concerns Considerations for prospect researchers Considerations for major gift officers
Strategically and systematically grow your online program offerings and increase enrollment. Agenda This webcast will walk you through the eight distinct approaches needed to successfully grow your online programs, including: Strategic Plan and Operations Resource Acquisition and Sharing Faculty Professional Development Program Selection and Blend Formative and Longitudinal Assessment Accreditation and State Authorization Scalable and Reliable Technology Marketing the Programs You will leave with a workbook to use with your own programs.
How one institution achieved an 81% participation rate. Agenda Institutional Context Enrollment and employment Program rationale and mission The Compressed Model Length of campaign Counting and designation principles Focus on participation vs. dollars Choosing chairs and representatives Program Messaging and Marketing Checklists Packet materials Solicitation calendars Thank-you suggestions Obtaining Buy-In Key relationships to develop How to effectively partner with HR Special considerations for unique populations Academic support Faculty senate and staff assembly Physical plant Translating the Model Scaling for a larger institution Dealing with competing external campaigns Addressing economic conditions Alumni employee club possibilities
