Standardize your framework for naming spaces on campus. Agenda Implementing Naming Policies Calculating space values Determining the baseline and final values of physical space Determining the value of programs, endowed chairs and professorships, and centers Procuring board approval Marketing available opportunities Additional Naming Considerations Duration De-Naming Demolishment/Renovation Getting Started in Developing a Naming Policy Working with academic and advancement leadership Action steps for the next month
Are you effectively prioritizing the donors in your portfolio? Agenda Portfolio Maintenance Establishing your routine Adding assessments and metric strategies to your routine Prioritizing prospects and donors Moving a donor up Pushing a prospect back Knowing when to drop someone from your portfolio
Learn how to more effectively move donors through your pipeline. Agenda Evaluating and Managing your Leadership Donor Portfolio Moving donors into, and upgrading within, your leadership giving levels Effectively assessing and managing your leadership donor portfolio Developing goals and strategies for leadership donors Continuous leadership giving Upgrading for higher level annual giving Upgrading from leadership annual gift to major gift Beyond qualification: Identifying who manages the relationship Managing Productive Donor Visits Determining visit expectations and goals Using probing questions to build to a successful solicitation Stewardship Techniques to Effectively Manage and Transition Leadership Donors Engaging donors in continuous conversation Developing a unique stewardship program for leadership donors Tools to gather vital information to strategically build your relationship
Learn how you can better align your student affairs department’s mission, vision, and priorities with your institution’s overall strategic plan. This webcast will show you how to update the way your department works to advance the goals of your institution as a whole. We will focus on analyzing your: Current operations Positions Organizational structure Budget Workflow and tools
Develop tailored student conduct sanctions on a case by case basis. Agenda What is Advocacy Sanctioning Utilization of faculty/staff for advocacy and advisory programs Methods to apply advocacy sanctioning Formalized tools Rubrics Low-cost alternatives to traditional sanctioning
Although the FERPA regulations have not changed significantly in the last several years, new violations and compliance challenges have arisen. In this webcast, you will hear how several institutions handled challenging FERPA cases and learn to successfully navigate FERPA challenges of your own. During this training, Dr. Helen Garrett, also known as the FERPA Princess, will walk through the facts of each case, what action was taken, and how you can avoid potential pitfalls of your own. After participating you will be better prepared to comply with FERPA cases, including nuanced and difficult scenarios.
Learn how to better engage, track, and motivate your young alumni volunteers. Agenda Improving 4 Key Aspects of Volunteer Management TRACKING: Measuring progress and behaviors MOTIVATION: Using data and engagement opportunities ALIGNMENT: Providing growth and other outreach opportunities RECOGNITION: Using events, impact reports, and awards
Be more strategic with evaluating each of your events. 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
Learn how you can improve your advising model to include coaching conversations that go beyond basic course selection. Highlighting Florida Atlantic University, we will show how they created another “level” of advisors who serve as academic success coaches for their at-risk students. We will discuss how to identify and prioritize specific student populations for coaching and how to maximize campus partnerships to increase the odds of success for at-risk students. You will leave this training better equipped to update your advising model to include elements of academic success coaching.
Improve your professional development strategy to better retain gift officers. Agenda Understanding Your Team and Varying Needs Auditing Existing Professional Development Understanding current issues Resource audit In-House Professional Development Models Solutions to enhance retention Tried and true methods Best new practices in retention efforts Sample progression plans Various institutional models Establishing Effective Coaching and Mentoring Programs
