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
Get specifics for how to plan a student-driven content program for your digital marketing channels that helps you improve enrollment and engage alumni. Tim Nekritz, director of web communication at SUNY Oswego, will delve into the specifics of how to recruit, train, and manage students as they create content that highlights your unique campus environment. “Most webinars on this topic just cover generic tips, but the Student Storytelling webinar really went in-depth with concrete examples and ideas of how to engage students in many different ways.” Lauren Hoover, Admissions & Recruitment Coordinator, University of Pennsylvania School of Design
Learn how you can ensure a smooth event experience for donors with thorough etiquette training. Lynne Wester will outline the foundation of event etiquette protocol to help you ensure that donors are properly treated and communicated with at all events. You will leave better equipped to manage tricky situations such as: Unexpected guests Managing guest behavior Security concerns Table etiquette Event follow-up
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.
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
Improve your online giving conversion rates with targeted changes to your website pages and forms. Agenda Making the Case for a Donor-Centered Giving Page Online giving activity statistics Online giving trends Case study example Elements of a Well-Designed Giving Website Assessing your site: basic metrics Donor-centric Security Pairing options with simplicity Dos and don’ts Stewardship: After the Give Mobile Giving Sites: How To Make it Work Responsive design Additional considerations for mobile Essential Resources for Understanding Donor Behavior
Gain strategies to engage and direct at-risk students on a path to success. Agenda Are students “at-risk” or waiting to be engaged? Defining proactive advising Skills for proactive advising Coaching strategies Engaging students in the process Best practices in proactive advising Content Delivery of information in student meetings Timing Critical outreach points Building a communications plan Assessing student needs Tips and resources
Ensure that adding programs is a sound decision both academically and financially. Agenda Best practice examples of how to “make the case†10 criteria for demonstrating program rationale Examining resource implications and institutional impact Building a pro forma budget Building a comprehensive review and approval process
