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 key considerations for leasing space rather than building to increase the size of your campus. Agenda Throughout this training we will focus on answering questions, including: Why would an institution decide to lease space vs. build? What components do institutions need to have in place before they engage a design firm? What does the process look like if you are working with a design firm? How do you find viable properties to lease? Who are the appropriate internal and external stakeholders to have involved in this process? What is the timeline for a leasing project?
Who on campus can provide authentic and colorful insight into campus life better than your current students? Login Instructions Live Webcast: Look for the login link under Registrations in My Account. Login on September 29, 2017 at 1:00 p.m. ET. Agenda Planning and Recruiting Assessing internal capacity Technology considerations Outreach to students Application process and requirements Incentivization Training and Management Training processes, materials, and timeline Effective supervision Issue management Results Institutional Examples: Effective Student Storytelling Video Photo Blogs Social media campaigns Resources You will be able to download webcast materials here no later than 10 business days after the live session.
Learn to use an intentional branding effort to effectively communicate the creative and effective work of your career services office. During this training you will hear how the University of Miami’s Toppel Career Center successfully branded themselves and will take away five strategies for developing and articulating your own brand. Through effective branding, you can increase your office’s visibility, relevance, and even resources.
While many advisors are working to implement the Appreciative Advising® model on campus, the Dream and Design phases often fall short. Though it may be difficult to easily measure outcomes within the Dream phase, it directly informs the Design phase of the model. Learn how to facilitate the Dream phase of Appreciative Advising to better solidify your students’ aspirations and use the Design phase to outline a plan that will help achieve them.
Learn how you can update your career services reporting strategy with existing resources. You will be provided ideas and resources to help ensure that you are collecting the right data to better analyze your office’s performance. Obtain tips for how to better identify, track, and analyze metrics in order to: Harness the power of analytics in the career center Increase student engagement Develop tailored programming Advocate for resources tied to outcomes Make data-informed decisions
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
Learn to coordinate existing student services to accommodate graduate students. Agenda Staffing and budgeting models to consider for coordinating services Onboarding grad students Managing expectations Creating impactful orientation experiences Supporting the social and emotional needs of grad students Isolation and mental health Understanding prior commitments Serving as champions and advocates for students Engaging graduate students
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
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
Learn about a model in which you can merge master planning processes with comprehensive condition audits in order to reduce deferred maintenance backlogs. Tim Carey, Associate Vice President for Facilities at Ithaca College, will highlight: The power of linking deferred maintenance to campus planning processes The specific tactics Ithaca College used to reduce their backlog How you can begin to experience similar success no matter what your campus context Even if your institution is not getting ready for a planning process, you will leave with tips on how to reduce your deferred maintenance backlog more thoughtfully / systematically. A Short Broadcast This is a short broadcast designed to showcase thoughtful practices in higher education. You will hear a colleague’s success story, learn main successes and challenges of a model, and have the opportunity to ask questions and receive a few pieces of advice about how to proceed on your campus.
Learn practical ways to prepare your institution for an activity-based costing (ABC) model. During this training, we will walk you through how this model works, ways to assess your readiness to make this shift, and key considerations for the implementation process. You will leave better prepared to answer questions such as: How is ABC being deployed for financial and academic decisions? What’s the best way to determine cost/revenue drivers? How can I prepare for the full ABC implementation cycle? What are the system requirements for a successful ABC implementation?
Implement an impact reporting process that targets a wide range of donors. Agenda Improving Your Impact Reports What to include Targeting segments of the donor pyramid Tiering dissemination Strategizing for Your Impact Reporting Process Creating a plan Timelines Scaling based on resources Tracking/ROI metrics What to track after impact report dissemination
Learn how to write more effective and consistent communications to your donors. Agenda Dos and Don’ts of Advancement Communications Common pitfalls Understanding your voice and communication style The Four Pillars of Donor Communications Information Persuasion Gratitude Impact Ensuring Consistency across Your Shop Cross-team collaboration to maintain more uniform donor communications Best practices for ongoing implementation Workshopping Examples
