Learn how you can successfully combine a major and planned gift into a single ask. Agenda The giving potential of blended gifts Identifying when a blended ask is the best ask Tactics for bringing up a planned gift and making a dual ask Case studies The loyal annual gift donor with potential The worried about retirement donor The reluctant philanthropist donor Goal setting for success Tools to help track and secure blended gifts Shared metrics for blended asks
Take your student affairs case manager position to the next level of care. Agenda Fostering the growth of your case manager program Redefining your focus Generalist vs. specialists Changing your services for students Marketing of services Timeliness of services Changing services to the rest of campus Building training for the rest of campus Furthering your connections
Learn how to improve your productivity using proven time management practices. Agenda Bigger practices that are harder to implement Managing email Evaluating meeting effectiveness 5 ways to deal with procrastination Developing discipline Creating “chewable chunks†Smaller tactics that are easier to implement Asking for help 5-minute rule Celebrate small victories Bunches and bundles The myth of multitasking Doing vs. achieving
Don’t let leadership derailment damage your organization. Agenda What is derailment? Tell-tale signs of derailment 6 things you can do today to prevent derailment 10 strategies to implement across your organization Included are two important resources that will be key to implementing the lessons in the webcast: A diagnostic tool to help leaders at risk of derailment A comprehensive paper detailing effective supervisory processes including sample questions to get the dialogue started
Despite department chairs being responsible for many aspects of budgeting, faculty should play a role in the process. Unfortunately, most faculty are doing little or nothing in this regard. With a clear understanding of the budget, faculty can provide input about savings and other unexpected funds. This understanding can help your institution become more efficient and make better financial decisions. Join our expert instructor online to learn how budgets are so much more than just a series of line items detailing income and expenses. You will gain a clear understanding of budgeting. Plus, you will leave knowing how you can contribute to your department’s budgeting processes and obtain resources for your department.
Admissions and financial aid staff are often siloed at institutions, creating inefficiencies for both offices and those they serve. Cross-training both admissions and financial aid staff can help your institution maximize resources and improve the quality of the service you provide to prospective and admitted students and their families. Effective cross-training, however, involves a lot of staff buy-in, development of a training curriculum, and retraining of staff on both sides of the house—all of which can be difficult to accomplish in their own right. Join us for a webcast that will illustrate how Ohio Northern University cross-trained its admissions and financial aid staff to perform similar functions. You will walk away with a holistic picture of how to cross-train your own staff. We will take a comprehensive look at the beginning stages of buy-in and support continuing through the latter phases of implementation and measuring outcomes.
Learn how you can get more direct and candid feedback from your direct reports. Honest concerns, suggestions, and ideas will all help you to affirm that you are on the right path, yet many leaders do not have access to this unfiltered information. Get an in-depth examination of why and how leaders are “seduced” into believing they are taking the right course of action. You will leave with nine powerful lessons that will help make you a more effective leader. In addition to the live webcast, all attendees will receive The Seduction of the Leader in Higher Education, a 40-page paper written by Patrick Sanaghan and Kimberly Eberbach.
Make better programming decisions based on student outcomes data. Agenda Getting your data Partnering effectively to obtain the programmatic data you need How do I know what questions to ask to get the data I need? How do I know which type of analysis to ask for? Understanding your data Interpreting the results of your statistical analysis Finding nuance in the data Working example: descriptive statistical results Working example: multivariate regression analysis results Making data-informed decisions Building a data-informed decision-making culture Translating results into programmatic decisions
Many stop-out programs settle for offering a limited number of degrees and little flexibility concerning the timelines for degree completion. The leadership at the University of Memphis reached higher, building a comprehensive, decentralized program that offers returning students more degree options that can be attained more quickly. Join us in an online training to learn more about the University of Memphis’ premier stop-out program, including the steps, challenges, and opportunities addressed throughout its development. You will leave with tips on: Building an entrepreneurial culture for degree completion Establishing defined roles and responsibilities Strengthening partnership to develop credit granting options Securing required resources
Learn practical strategies to help you successfully gain faculty buy-in for student success initiatives and programs. Collaborating across campus to achieve student success requires diligent work, planning, and intentional tactics on the part of student services staff. Not every outreach to faculty is successful, but this webcast will help you put your best foot forward. You will get distinct tactics and a comprehensive resource to help you gain buy in for various student success initiatives, including: Faculty Advising Early Alert Programming First Year/Second Year Experience Tutoring/Supplemental Instruction (SI) University Welcome Events Engaging Faculty in Professional Development Adopting Quality Standards for Online Courses See an example of Bernadette’s practical approach to faculty buy-in with early alert here!
Financial literacy programming is more crucial than ever as average student debt climbs to over $33,000 and as federal financial aid funding is increasingly tied to retention and graduation rates. Despite this fact, professionals charged with designing and facilitating their institution’s financial literacy programs struggle to engage students and encourage participation. As a result, many financial literacy programs lack student attendance and involvement in critical conversations. Join us for an online training that will help increase student participation in your financial literacy programs by showing you how to: Involve students in program design and delivery Market your programs to different segments of your student audience Assess the effectiveness of your programs
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
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 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
