Improving Volunteer Management Across Your Advancement Effort

February 23, 2011 & March 2, 2011 - 1:00 to 2:30 pm EST & March 9, 2011 - 1:00 to 2:30 pm EST & March 16, 2011 - 1:00 to 2:30 pm EDT

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Overview

Learn techniques and strategies for improving the way you utilize and manage volunteers.

Volunteers help institutions boost their resources, engage a greater number of stakeholders, and manage essential events. However, correctly selecting, training, engaging, and evaluating volunteers remains a constant challenge in advancement shops across the institutional spectrum.

Join Academic Impressions in this archived four-part webcast series designed to improve your shop's volunteer management. With each session covering a key piece of the volunteer puzzle, you will learn how to:

Analyze your current effort
Move to an institution-wide management program
Effectively involve volunteers in alumni relations and annual giving
Manage high-level volunteers throughout long campaign timelines
Measure and evaluate board-level volunteers

WHO SHOULD ATTEND

Session 1: Developing an Institution-Wide Volunteer Management Approach
Division and department managers that use volunteers to support their work will leave with:

Know-how to analyze their current volunteer programming across campus
A better understanding of the benefits of increasing their volunteer base
A strategy for preparing their institutions to better manage all volunteers
Future planning guidelines to follow in revamping volunteer structure across an institution

Session 2: Volunteers in Alumni Relations and Annual Giving: Challenges and Solutions
Alumni relations and annual giving managers will leave with:

Tools for recruiting the best volunteers
Successful strategies for keeping volunteers focused, motivated, and dedicated
Proven solutions to common volunteer challenges
Suggestions for virtually managing volunteers

Session 3: Managing Volunteers on Boards and in Campaigns
Advancement and campaign managers charged with staffing boards and involving board-level volunteers in a campaign setting will leave with:

Tools for recruiting the best volunteers
Best practices for managing high-level volunteers throughout a long campaign
Ideas for approaching volunteer organization by region
Strategy for stewarding campaign volunteers throughout a campaign cycle

Session 4: Metrics and Assessment for Board-Level Volunteers
Advancement professionals charged with staffing board-level volunteers will leave with:

Measurement criteria options
Arguments for implementing assessment measures
Strategy for introducing performance management to current volunteers
Suggestions for transitioning out volunteers
Best practices for communicating your ROI

Agenda

Session 1: Recorded on Wednesday, February 23, 2011 :: 90 minutes

Developing an Institution-Wide Volunteer Management Approach

How do you assess your current volunteer programming?
- Event-specific volunteers
- Chapter volunteers
- Board-level volunteers
The strategic benefits of a larger, more satisfied volunteer base
The inter-university stakeholders to engage and how to involve them
The future planning guidelines you should follow in revamping an institution-wide volunteer structure
Implementing new methods across your volunteer framework
- Recruiting and accepting volunteers
- Orienting volunteers
- Creating formal job descriptions and term limits
- Training and education
- Annual evaluation processes

Learning Outcome:
Assess your current volunteer efforts in a way that promotes the development of an institution-wide volunteer management program.

Session 2: Recorded on Wednesday, March 2, 2011 :: 90 minutes

Volunteers in Alumni Relations and Annual Giving: Challenges and Solutions

Recruiting the best volunteers
Training your volunteers in person and remotely
Managing your volunteers in person and remotely
Keeping your volunteers motivated and on task
Common volunteer challenges and solutions
- How not to accept a volunteer for a certain committee or position
- How to remove a volunteer from a particular assignment
- How to use moves management to keep your volunteers involved in different roles
- How to ensure your volunteers are doing what they've agreed to do
- How to identify what primary responsibility your volunteers can handle
Forum on your challenges

Learning Outcome:
Improve your alumni relations and annual giving volunteer management with recruiting, support, and engagement practices.

Session 3: Recorded on Wednesday, March 9, 2011 :: 90 minutes

Managing Volunteers on Boards and in Campaigns

Recruiting prime volunteers for your most important work
Managing expectations: yours and theirs
- On-boarding board members
- Keeping your board focused and aligned with strategic goals
Managing high-level volunteers in a campaign
- During the silent phase
- During launch
- During the initial phase
- During the closing phase
Thinking globally, acting locally: organizing by regions
Stewardship
- One-on-one efforts
- Event tactics

Learning Outcome:
Improve the impact of your highest-level volunteers with recruiting, engagement, and stewardship practices.

Session 4: Recorded on Wednesday, March 16, 2011 :: 90 minutes

Metrics and Assessment for Board-Level Volunteers

Why implement performance management metrics?
Measurement criteria options
Strategies for introducing metrics to your current board
- How to get your institutional leadership to buy in
- How to get the board to buy in
- Defining and implementing the metrics
Transitioning board members
- Approaching the conversation with the board member
- Approaching the conversation with the remaining board
Reporting out return on investment (ROI)
- To your institutional leadership
- To your board
- To your alumni and friend stakeholders
A brief look at MIT's metrics and recent changes

Learning Outcome:
Design and implement board-level volunteer metrics appropriate for your institution.

Want more information about this event?

Contact Courtney Gulden, Conference Director if you'd like additional information about the program agenda.

Instructors

Chris Harmon

Director, Annual Giving

Gettysburg College

Chris has over 21 years of experience in the field of development and fundraising, with more than 15 years working directly with annual giving. He currently manages the Gettysburg Fund, where he is responsible for the administration and management of his institution's $3.5 million unrestricted annual campaign. Before joining Gettysburg, he served Frostburg State University as the director of development for annual giving. Chris has also worked as director of development for the Benedictine School for Developmentally Disabled Children, area director for the National Capital Area March of Dimes and Corporate TeamWalk, and special events coordinator for the Baltimore Area March of Dimes. He frequently presents for CASE and the Association of Fundraising Professionals (AFP).

Jeff Schanz

Assistant Vice President, Alumni Relations

Rensselaer Polytechnic Institute

Under Jeff's direction,RPI alumni programs have received national recognition from CASE, including a number of Circle of Excellence awards for student programs, reunion and homecoming programs, special-interest groups, career assistance programs, and volunteer relations programs. Jeff has worked in higher education for more than 15 years, previously serving as director of alumni relations at Marist College, president of the Marist Alumni Association, and alumni representative to the Marist College Board of Trustees. He is a member of the board of directors of the Association of Private College and University Alumni Directors (PCUAD).

Ashlyn Sowell

Associate Vice President, Advancement

Gettysburg College

With more than 15 years of development experience, Ashlyn is currently involved in the planning stages and hiring preparation for an institutional campaign at Gettysburg. She previously served her alma mater, Duke University, as the annual fund director at the Fuqua School of Business and a major gift officer at the university medical center. Before her time at Duke, Ashlyn represented The Children's House at Johns Hopkins and The Grant-A-Wish Foundation (now known as "Believe in Tomorrow") in Baltimore as a director of development.

Jeffrey A. Hilperts

Senior Director of Campaign Operations and Volunteer Programs

The Ohio State University

In his role at Ohio State, Jeff oversees all aspects of campaign planning, which is steadily ramping up as the university prepares for a $2.5 billion comprehensive campaign, the largest in its history. In addition to his campaign duties, Jeff is responsible for managing the university's executive volunteers. Those groups include the University Foundation Board of Directors, the Campaign Steering Committee, and the President's Club Advisory Board, as well as college- and unit-based campaign committees. Working with university and volunteer leadership, Jeff and his team seek to provide meaningful and substantive opportunities for engagement and involvement. They are tasked with the recruitment, training, and retention of all volunteers, as well as with providing logistical support and direction to more than 3,000 volunteers across the university.

Prior to his role as the senior director, Jeff was the director of development and alumni affairs at the Michael E. Moritz College of Law at The Ohio State University, where he managed a team of advancement professionals engaged in alumni affairs, major and annual giving, and stewardship and donor relations. During Jeff's tenure at Moritz College, the law school successfully completed a comprehensive campaign by exceeding the goal by 20 percent. Jeff also has fundraising experience as a regional fundraiser for ALSAC/St. Jude Children's Research Hospital.

Jeremy R. Wells

Vice President, Institutional Advancement

Augsburg College

Jeremy has spent his entire career serving the nonprofit sector. Prior to arriving at Augsburg, he served as the vice president for development and alumni relations at Saint Mary's University and held various positions during his tenure at Jamestown College, his alma mater. He holds his Certified Fund Raising Executive (CFRE) certification and an M.A. in philanthropy and development from Saint Mary's University of Minnesota. Jeremy's master's thesis explored the topic of utilizing fund development volunteers in higher education institutions. His long-held belief in the importance of volunteers has led him down a path that has made him one of the foremost proponents of and experts on this topic. He has spoken for many notable organizations, including the Association for Fundraising Professionals (AFP), the Council for Aid and Support of Education (CASE), the Association of Lutheran Development Executives (ALDE), and many others. Jeremy's primary topics of focus include development planning, alumni engagement, major and principle giving, and volunteerism.

Christine Tempesta

Director, Strategic Initiatives

MIT

Christine leads staff in serving MIT's national boards and committees, volunteer leadership development, and the MIT Enterprise Forum. She also implements other initiatives that mirror institutional goals, including engaging alumni in K-12 STEM education, MIT's 150th Anniversary, and MIT's Energy Initiative. Christine previously served the institution as its director of alumni relations. Before arriving at MIT, she held multiple positions at the American Heart Association, culminating in her position as the organization's executive director for the greater Boston area. Christine has served on the CASE District 1 Board of Directors since 2006 and currently chairs the CASE Achievement and Recognition Awards program.

Registration

CD Recording of Live Webcast

$350.00

Session 1: Developing an Institution-Wide Volunteer Management Approach CD Recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
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$350.00

Session 2: Volunteers in Alumni Relations and Annual Giving: Challenges and Solutions CD Recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
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	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$350.00

Session 3: Managing Volunteers on Boards and in Campaigns CD Recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
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	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

$350.00

Session 4: Metrics and Assessment for Board-Level Volunteers CD Recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
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	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

Improving Volunteer Management Across Your Advancement Effort

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WHO SHOULD ATTEND

Session 1: Recorded on Wednesday, February 23, 2011 :: 90 minutes

Developing an Institution-Wide Volunteer Management Approach

Session 2: Recorded on Wednesday, March 2, 2011 :: 90 minutes

Volunteers in Alumni Relations and Annual Giving: Challenges and Solutions

Session 3: Recorded on Wednesday, March 9, 2011 :: 90 minutes

Managing Volunteers on Boards and in Campaigns

Session 4: Recorded on Wednesday, March 16, 2011 :: 90 minutes

Metrics and Assessment for Board-Level Volunteers