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 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
Ensure a steady revenue stream for your corporate engagement program and your institution by charging corporate partners for their involvement with faculty, students, and research across campus in a more consistent manner. Throughout the training, you will learn how to: Assess the value of your campus resources Develop a model for charging corporations Transition existing partnerships to a paid model
Do you need solutions for supporting students with high-quality mental health counseling? Agenda Key factors that increase the effectiveness of psychological interventions Effective mental health practices Increasing engagement and improving therapeutic outcomes Establish, share, and measure therapeutic outcomes on an ongoing basis Technological tools that can be used in a campus counseling context Match level of intervention to need Levels of digital services and tools for intervention Apps Online self-help resources Use of tools in confidential and therapeutic way Recommended tools to use to increase client compliance with treatment Low-intensity online therapy TAO Case Study University of Florida integration of online therapeutic tools in TAO Therapist assisted online vs. treatment as usual Next Steps/Final Q&A
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 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
