Author: Kenneth Soldink

Checklist: Regulatory Compliance for Your Advancement Shop

RECORDED TRAININGS ON REGULATORY COMPLIANCE FOR ADVANCEMENT PROFESSIONALS Academic Impressions and Alan Hejnal are offering these online trainings on for advancement officers: U.S. News: Accurately Calculating and Reporting Your Alumni Participation Numbers FERPA for Advancement: Train Your Whole Shop   Today’s challenging fundraising climate is requiring development officers to interact with more professionals across the institution — often with departments and staff members who have not worked with development before. As the number of individuals involved in fundraising activities increases, it is critical to ensure that your shop has clear policies and practices in place for ensuring regulatory compliance in a variety of areas. Advancement services consultant Alan Hejnal offers as an example: “If an academic unit that has never worked with development before now decided to put on a charity golf tournament, it’s important to ensure they understand the policies for providing goods and benefits, and how these are valued.” As you plan and review for the next year, this is a good time for your shop to update policies and practices that can help ensure tax code and FERPA compliance. We asked Alan Hejnal, who has more than 20 years of experience in advancement, to offer his updated checklist for […]

5 Strengths Military-Connected Students Bring to Your Campus

by Tanya Ang, Bruce Kelley, Ph.D.

Presenters: Recorded Webcast, Supporting Military-Connected Students for Success and Completion Each fall, as faculty, academic advisors, and others return to campus, there are fresh articles and blog posts about how to help military and veteran students. Often, these articles focus unfortunately on the “issues” that military students might bring to a campus, or the unique challenges they face. But we would like to suggest a shift in perspective: Military and veteran students are powerful assets to campus learning, campus life, and campus community. Institutions need to be thinking not only about how to provide targeted support for military students, but also about how to leverage their unique strengths. A quick note: Before we share five specific ways in which this is the case, we’d like to define what we mean by “military-connected students.” While this term is often used to include students with a current or prior connection to the military (including dependents and spouses) for the purpose of this article, “military-connected” refers to members of the National Guard, reservists, active duty personnel, and veterans. Here are five strengths of military-connected students that we want to discuss in this article: It’s true that each of these strengths can also provide challenges […]

Preparing for Public/Private Partnership Negotiations: What to Expect from the Developer

by Jared Everett, MBA

When going into the negotiation phase for a public-private partnership, it is important to remember that a viable project is in everyone’s best interest. Of course there will be discussions about rents, parking, design elements, construction materials, and operations, but there are also some other common negotiating points that are often misunderstood or not expected. Surprises may be fun when it is your birthday, not so much with a highly complex and strategic project. Addressing issues early can help to avoid complications later. 4 Common Issues to Address Here are some issues to consider early on: 1. Applicability of Existing University Contracts Unless communicated early to the developer, it is likely the developer may assume they are at liberty to use their own contracts for vending, laundry and other project services and amenities. With these contracts comes some understanding or assumption of cost (or cost avoidance) and project revenues. If the university has entered into master agreements which are, or will be, applicable to the project, this should be communicated early. 2. Limitations on Eminent Domain and/or Buyout Clause Due to varying appraisal methodologies and the fact that some developers may create a financial structure that does not properly compensate […]

The Biggest Opportunities in Digital Marketing for Colleges and Universities

by Kristen Ingels, Jason Simon, Sarah Seigle Peatman

As more marketing/communications offices at colleges and universities supplement traditional market research/brand benchmarking data with new digital marketing analytics, they are seeing opportunities to gather more powerful and actionable insights. It is a lot of data and can be overwhelming, but when overlayed and considered holistically, this data provides more insight for both long-term and short-term strategy. To learn more about some of the best tools and most significant opportunities ahead, we reached out to Kristen Ingels (senior brand strategist) and Jason Simon (vice president and partner) at SimpsonScarborough, who have also presented our two-part, recorded webcast Connecting Market Research to Strategy in Higher Ed. They also shared some practical tips with us in the following interview: Significant Opportunities: An Interview with 2 Digital Marketing Experts Sarah Seigle. In your experience, what is the primary barrier or challenge that institutions face when trying to turn the insights they gain from their market research into meaningful marketing strategy or tactics? Kristen Ingels and Jason Simon. There’s a natural tendency for people to rely on anecdote or gut instinct when forming opinions; schools are no different. According to a 2016 SimpsonScarborough study with higher ed marketing leaders (the full report will be released in January), anecdotal […]

What is Space Flexibility? How Do You Balance It with Efficiency?

by Bruce Denis

Funding for higher education ebbs and flows based on government support and tuition revenue. When the dollars flow, we have the tendency to spread our wings. New capital infrastructure adds valuable square feet that are filled quickly, whether they are needed or not. These periods of space affluence are generally short but they favor a high degree of space and timetabling flexibility for faculty. In some cases, this flexibility lends value to teaching and learning but in many others, it is simply a case of hoarding, serving wants more than needs. So, what is space flexibility? Space flexibility is more than just adding square feet to a school’s footprint.  Flexibility can include scheduling two spaces at once to be able to move fluidly between two types of lessons (such as lab and lecture). It can include a space that is designed for both classroom lecture and student project work. It can also involve flexibility in faculty schedules, such as not teaching before 10:30 am or not teaching on Friday afternoons. Any behavior that contributes to lower room or seat utilization rate can be attributed to space flexibility. Space flexibility can provide value but it comes at a cost that few […]

Building Leadership Resilience in Higher Ed

This paper by Patrick Sanaghan of The Sanaghan Group will: Share the most recent research on resilience Identify critical characteristics of resilient leaders Suggest practical strategies for developing your own leadership resilience Share resources that will be helpful guides as you continue to learn about and practice resilience Download Your Free Paper See Upcoming Leadership Workshops

The Naming Opportunities Plan and Donor Stewardship

Even as more institutions look to launch new campaigns — often increasingly ambitious ones in terms of their dollar goals — donors are increasingly interested in attaching their names to philanthropic projects representative of their values. In fact, Vincent Duckworth, Partner at ViTrēo, advises that recognizing major gifts with naming opportunities has become so prevalent not only in higher education but across other nonprofit sectors, that it has become an expectation for many donors. To capitalize on this trend, institutions must develop proactive procedures and policies for establishing, managing, and marketing naming opportunities. We asked Vincent Duckworth, who will also be exploring the topic further in a webcast on “Developing Institutional Naming Plans and Policies,” to offer his suggestions for approaching a naming opportunities plan responsibly and effectively. Here’s what he shared with us. Watch a Recorded Webcast from Vincent

Looking at 2017: How is Annual Giving Changing?

by Gwen Doyle Herbert

As we contend with “dollars up, donors down,” it is time to go beyond the basics of annual giving to comprehensively assess your annual giving program and develop actionable strategies that will help you grow your program for long-term success. To help get a fresh look at how annual giving is changing and how those charged with growing the annual fund need to respond, we reached out to a panel of three development veterans: We have also invited these three to serve as the faculty for our Integrated Strategy for Annual Giving conference, where they will lead participants through an intense three-day curriculum. The capstone sessions will help participants incorporate their learning from the event to develop preliminary strategies to take back to your shop for immediate implementation. Interview: What’s Changing, and How Do Annual Giving Operations Need to Change with It? Gwen Doyle. How is the landscape of annual giving changing? Molly Robbins. Annual giving programs are among the first to feel the effects of challenges to the higher education business model. Many schools and programs have already experienced staff reductions and operating budget reductions – both in development and across the campus. Where there may once have been budget “fluff,” now schools are […]

What’s Next for Data-Informed SEM?

by Sarah Seigle Peatman

More institutions are using small and big data sources across the prospective and current student lifecycle to inform key decisions related to enrollment and retention. To take a look at how Strategic Enrollment Management (SEM) is changing and to get ideas for how institutions can better leverage their data, we reached out to a panel of three prominent experts: These three, joined by Laura Jensen (associate provost for planning and effectiveness at Colorado State University), will also be discussing this topic in more depth at our upcoming conference Effectively Leveraging Data in Enrollment Management. Here is what they shared with us today. What Advances are We Making? What are the Opportunities? Sarah Seigle. Real-time data and analytics have become more important across all stages of the student lifecycle. Looking at three of the biggest functions of a strategic enrollment management plan—student recruitment, financial aid, and retention—where have you seen many institutions make recent advances in incorporating data into their decision-making? John Dysart. I have seen more colleges bring analytics into financial aid. In recent years, financial aid leveraging has become nearly commonplace. It seems that the majority of colleges and universities are now using some type of leveraging formula, awarding grid or preferential […]

SEM for Community Colleges: Practical Steps

by Sarah Seigle Peatman

Recently, I had the chance to speak with Dr. Monique Perry, dean of enrollment services at York Technical College, who will also be facilitating our two-part, recorded webcast series Strategic Enrollment Management for Community Colleges, where she will help participants learn how to make the case for, plan, and implement a strategic enrollment management model at their community colleges. We wanted to ask Perry, an expert on the topic, how shifting enrollment trends are changing recruitment practices for two-year institutions, and how their enrollment managers can be more strategic and data-informed as they move forward. Here is a transcript of our interview. Shifting Trends, Shifts in Focus Sarah Seigle.  How have community college enrollment trends affected recruitment practices at the community college level? Monique Perry. Shifting funding sources for public institutions, demographic changes, and more entities competing in the 2-year space all influence enrollment management. Of these, the decrease in funding for community and technical colleges has been the most impactful trend, as that sets the context for much of our work. And while funding can be out of the average enrollment officer’s circle of control, a college’s ability to transform and adopt EM principles in theory and execution is within our control, and is an […]