Measuring and Evaluating Your Corporate and Foundation Relations Staff

October 13, 2011

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Overview

Solely measuring dollars raised isn’t the best way to evaluate your CFR staff.

Determining if your corporate and foundation relations staff is meeting its dollar goal is relatively easy. However, with CFR responsibilities reaching into non-traditional projects and traditional funding sources in flux, it's more difficult than ever to design effective staff evaluation criteria.

Join us online to learn how to develop CFR staff metrics for your institutional setting. You will leave the webcast armed with the tools necessary to design an appropriate solution for both single- and multi-staffer shops.

FREE RESOURCE

Included with the presentation materials to this webcast will be a sample of instructor Rick Dupree's quantitative performance measurement model for CFR professionals. We encourage you to share it before the webcast with any colleagues attending the program with you.

WHO SHOULD ATTEND

Advancement managers will learn how to better choose appropriate metrics to measure the performance of their corporate and foundation relations professionals. Please note this event will not address metrics for staff charged with sponsored research duties and/or responsibilities.

CFRE CONTINUING EDUCATION CREDITS

Full participation in Measuring and Evaluating Your Corporate and Foundation Relations Staff is applicable for 1.75 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.

Agenda

Learning Outcome:

After participating in this webcast, you will be better able to choose appropriate metrics to measure the performance of your corporate and foundation relations professionals.

Thursday, October 13, 2011

1:00 - 2:45 p.m. EDT

Aligning your metrics to your institution's values
The CFR staff metrics backdrops
Performance measurement for single-staffer shops
- Dollars
- Touches
- Proposals
- New and dormant business acquisition
- Administration
Performance measurement for multi-staffer shops
- Dollars
- Relationship goals
- Output goals
- Communication and marketing
- Inter-divisional goals and process improvement
Effectively tracking your metrics system
Building buy-in for your metrics effort

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Richard K. Dupree

Assistant Dean, Development and Alumni Relations, Kelley School of Business

Indiana University

A fundraising executive and consultant, Rick comes to the topic of evaluating alumni relations professionals with a broad background in advancement. Serving as a senior development professional for over 20 years, his expertise in designing metrics to evaluate advancement staff has led him to advise on the subject both domestically and abroad. Prior to his current role, Rick served on the development staff at the University of Evansville and as director of major gifts as well as managing director of capital campaigns for Michigan’s Interlochen Center for the Arts.

Christopher S. Groff

Executive Director, Corporate and Foundation Relations

Fairleigh Dickinson University

Chris manages the CFR philanthropic planning, research, and stewardship process for all three of Farleigh Dickison’s campuses. His work and leadership has successfully led to an increase of corporate fundraising dollars at FDU since the 2008 financial collapse. Chris previously specialized in external relations in finance, economic development, and public policy as a director of corporate and foundation relations at Rutgers, The State University of New Jersey. A frequent regional and national speaker, Chris is also a lecturer in communications.

Registration

CD Recording of Live Webcast

$350.00

Measuring and Evaluating Your Corporate and Foundation Relations Staff recording

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