Small Events for Donor Cultivation

Are you moving toward smaller donor events? Agenda The Changing Landscape of Donor Cultivation What is a small donor cultivation event? Utilization of cultivation events Different types of cultivation events (Jeffersonian, etc.) Developing a strategy for small donor cultivation events Themes Different models to fit your institution’s needs Identifying your donor segments Resourcing your events Roles of staff in cultivation events What this looks like in practice Event Metrics The use of event metrics in planning Event metrics for different teams in your shop Getting Started

Managing Difficult Faculty

Learn how to address behavior and performance problems of your faculty more effectively. Agenda Successful example of managing a difficult faculty and habitual bully Common “difficult faculty†types and their behavioral challenges Identifying problems early Working with your Human Resources department, dean, and provost Setting expectations and holding faculty accountable How to protect your department’s faculty, staff, and operations from the impact of the difficult faculty member

Auditing and Improving Customer Service on Your Campus

Learn how to assess your current level of customer service on campus. During the program, you will walk through both a physical environment, or “servicescape,” scan and a communications audit. The results of these audits will allow you to evaluate how your office or department’s physical environment and communications are affecting the service you provide. Throughout the webcast, you will also hear a detailed case study from Michigan Technological University. This case study will allow you to see how Michigan Tech successfully implemented a Service Innovation Committee and developed a Customer Service Manifesto to help operationalize a meaningful service culture shift on their campus. “This webcast provided information and tools that could be used easily to improve customer service.” – Pam Johnson, Associate Dean for Institutional Advancement and Community Services, Gadsden State Community College

Soliciting Endowment Support

Raising funds for your endowment can be one of the most confounding fundraising tasks, but doing so is also an important part of a long-term, sustainable fundraising strategy. Learn how to more effectively raise endowed gifts for your institution. Our expert instructor will share insights on: Developing language and gaining buy-in for endowment fundraising internally Understanding how to talk about and solicit endowed funds with donors Identifying endowment prospects Closing gifts for your endowment

Risk Management for Non-Student Minors on Campus

Are you prepared to protect your institution and non-student minors who come to your campus? Agenda Why Are We Talking about Minors on Campus? Current landscape and trends Increased awareness leads to increased scrutiny Inherent risks hosting non-student minors Taking inventory: Identifying programs that bring minors to your campus Finding Solutions to the Challenges of Hosting Minors Locations Public spaces Residence halls Operations and standards Hiring Training Safety Tracking youth programs and events Applying appropriate policies to gray areas Final Q&A

Strategic Stewardship for Major and Principal Donors

Understand how to better steward your biggest and most important gifts to encourage future giving. Agenda Strategic Stewardship in Practice The look and feel of customized donor relations Perfecting the “surprise and delight†factor Eight Areas of Engagement Understanding the different areas of focus for your plan Examples in each area Walkthrough: Sample Strategic Stewardship Plan Work it out: using a template to begin Considerations for each plan Things you should know about your donors

Telling Your First Destination Narrative

Learn how you can use career outcomes and first destination data more effectively both internally and externally at your institution. Using the NACE standards, this webinar will help you gather and present data beyond salary and placement information to paint a clearer picture of the work that your career services office is doing on campus. Specifically we will focus on: Using creative methods for collecting first destination data Moving from data to a compelling impact narrative Sharing your story with internal and external stakeholders During the training you will hear a case study from Colorado State University. CSU tells its first destination story in a clear and compelling way which has led to increased resources and visibility for its program.

Fundraising Essentials: Making the Ask

No matter where you are in your career, chances are you could stand to improve your solicitation skills. Watch this pre-webcast recording that covers the cultivation process of a major gift. Agenda Storytelling versus story listening Knowing your strategy Preparing for the meeting The ask itself Setting up the meeting Ensuring the right setting/environment Overcoming objections Conducting the proper follow-up Repositioning after feedback or rejection Keeping up with and closing outstanding asks Stewardship and gift agreement essentials Sample documents Role-Plays The picky entrepreneur The disliked dean The silent donor This program is a part of our Fundraising Essentials Series.

Campaign Communications: Clearly Communicating Objectives and Impact

Get communications ideas for revitalizing campaign momentum and getting your donors excited about the future of your institution. Agenda Campaigns: Enhanced Donor Communications Campaign ASU 2020 discussion points The importance of private support Why donors are important to the institutional future How all gifts make a difference Communicating the importance of an endowment Objectives-Based Communications The six objectives for Campaign ASU 2020 The three objectives for Wake Will: The Campaign for Wake Forest Demonstrating the Importance of Private Support Highlighting the most dynamic and urgent priorities Identifying focal points Leveraging social media Demonstrating Campaign Impact Creating a powerful narrative with pivotal moments Improving Cross Campus Alliances Working with Consultants

Making More Informed Space Decisions from Your Existing Reports and Data

Better utilize your space metrics to guide planning and decision making on campus. Agenda Optimizing and leveraging your current database Using specific data and reports to effect change on campus Classroom utilization-room type Classroom use and technology condition Scheduling practices Campus master planning Leveraging change using essential tools Making space decisions regardless of your software Defined business processes Use peer to peer accountability to leverage change Promote a culture of space stewardship vs. space ownership

Partnering Giving and Alumni Relations to Better Align Efforts

Learn proven strategies for building effective partnerships and aligning the work done between alumni relations and fundraising teams. When these two teams work in concert with each other, it can dramatically increase both engagement and giving. Lynne Wester and Jenny Jones will give you practical advice for: Beginning the conversation about partnership Developing shared goals between your two teams Integrating and improving communications from both offices Deciding which initiatives benefit the most from partnership

Strengthening Admissions and Financial Aid Partnerships (Webcast Recording)

The rising costs of higher education and questions about institutional value have changed the expectations of what admissions and financial aid counseling prospective students and families should receive. This often leaves leaders in admissions asking questions such as: What financial aid information should admissions officers be responsible for? Where and when should the “handoff” between admissions and financial aid occur? How can I better collaborate with my financial aid office to create a more cohesive partnership? To what extent should admissions officers be involved in aid counseling, scholarship awarding, and verification? Join us to learn about two practical and proven partnership models between admissions and financial aid. We will take an in-depth look at each model and discuss next steps for implementation on your campus.

Integrated Planning Process and Tools for a Flexible Learning Space Initiative Webcast Recording

Learn how to overcome flexible learning space challenges of cost, space limitations, and project sustainability with an integrated planning process. During this training, you will hear the latest research and see how integrating freely available tools can support your flexible space design decisions by examining: Key components of an active learning space initiative Data collection, tools, and resources to support your process Ways to address funding, capacity, and cost barriers for sustainable projects

Four Essential Counseling Skills for Entry-Level Student Affairs Professionals

Recognizing students who are in crisis or who are exhibiting mental health concerns is one thing; being comfortable assisting these students with the skills you possess in this area is another. We will explore these skills as well as those needed to properly work with current social justice issues presented in higher ed today. Join Dr. Ann Marie Klotz, Dean of Campus Life at New York Institute of Technology, to learn and practice counseling skills that will help you address a broad spectrum of mental health concerns. Case study scenarios and resources for practice will be shared!

Improving Data Governance in Higher Education

Take steps toward sustainable data governance. Agenda Establishing a Data Governance Foothold at Your Institution Identifying and preparing departmental “data stewards†for an institution-wide data conversation Moving from data stewardship to data governance Strategic direction vs. tactical needs Taking the first steps Sustaining Data Governance Efforts Establishing data definitions Addressing and changing the data culture Managing multiple ERP and auxiliary systems Demonstrated successes and “quick wins†– institutional examples

Private Universities: Building Pathways with Community Colleges Webcast Recording

For many private institutions, community college transfer students represent a viable and untapped opportunity for increased enrollment and tuition revenue. This webcast has been designed to help private, four-year institutions capitalize on this growing student population. Our expert instructor will help you understand how to make a compelling case for building community college transfer pathways at your institution, as well as outline how you can create pathways that are both intentional and sustainable. You will leave this online training prepared to answer questions such as: How can I make the case for investing in transfer student recruitment and pathways? What are best practices for establishing partnerships with community colleges? What adjustments need to be made on campus to accommodate more transfer students? What institutions have done this successfully, and what do their pathway models look like?

Using Academic Program Cost Analysis to Improve the Efficiency of Your Department Webcast Recording

Academic leaders are being called upon to improve the productivity of their operations, but many lack appropriate data and strategic analysis to increase output and reduce costs. Join us to learn how one institution used data-driven evidence to: Determine differential cost per credit hour across a range of departments Examine average revenue, costs, and contribution margin per program Identify specific courses that present opportunities to improve net tuition revenue Workbooks Included with Registration During the webinar, you will see examples of spreadsheets to perform breakeven, contribution margin, and trend analysis to better understand the cost structure of your programs and departments. This analysis will help you calculate costs within your department to identify where inefficiencies exist and understand where to start remedying the situation. You will also receive spreadsheet examples of how to perform financial analysis of faculty retirement programs, and how to create a business model for new programs.

Communicating with Young Alumni about Giving

Communicate with recent graduates in ways that inspire engagement and giving. Agenda Communicating with Millennials Effective language Giving preferences Communication methods Creative and Successful Communications and Programs Targeted solicitations Challenges and crowdfunding Stewarding Young Alumni Donors Demonstrating impact Eliciting future giving

Title IX for Executive Leadership:What You Need to Know

Prevent your institution from being added to the 275+ Title IX cases that remain open due to mismanagement. Agenda What is Title IX? History Definitions Common and Uncommon Understanding Compliance 101 Non-discrimination policies Title IX coordinators Grievance Process Lessons learned from other institutions Steps college executives need to take Understanding violations Regularly reviewing dear colleague letters Know your internal committees Conducting regular trainings with faculty and staff

Increasing the Odds for Non-Traditional Student Persistence and Completion Webcast Recording

Learn how two institutions improved their non-traditional student retention and completion rates using data. You will gain new insights for how you can: Create a program for students earning below a 2.0 their first semester Improve your use of analytics and outreach to boost completion rates Draft a unique intervention plan for non-traditional students This webinar features case studies from Middle Tennessee State University as well as Bay Path University’s American Women’s College.