Get practical ideas and advice on the “art” associated with the science of moves management. Gain the knowledge you need to smoothly move prospects through the donor cycle and upgrade them to the next giving level. Throughout this training, you will learn: The right questions to ask and when to ask them Identifying prospects who need to be upgraded or downgraded How to effectively manage donor meetings to ensure outcomes are met Tactics for moving donors through each stage of the solicitation cycle Considerations for using data to guide strategy
Learn how to strategically approach prospect and donor visits. Agenda Preparing for a productive meeting Getting the right Information needed Choosing the best location/setting Successful meeting strategies Setting meeting agenda and outcomes Reading the donor Conversation timing Managing transitions Overcoming roadblocks Cues if working with another fundraiser, dean, etc. Tactfully ending a meeting early Post-meeting Writing effective contact reports Following through on next steps This program is a part of our Fundraising Essentials Series.
Reimagine and restructure your student affairs operations in light of the new FLSA regulations. Agenda Quick overview of 12/1/16 regulatory changes Two methods (and current examples) for moving positively into the future Restructuring the work Good work rewarded with more work When do we work? Rethinking the work Necessary work Connecting the dots Types of classifications Culture change Application and Review Where do we go from here?
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.
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
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
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
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.
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
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!
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
Analyze your Composite Financial Index (CFI) more meaningfully and use it to engage key stakeholders in a conversation about your institution’s financial health. During this webcast, you will have the opportunity to use sample institutional profiles to apply what you learn and better answer strategic questions, including: How long could you operate with no influx of revenues? Are your reserves strong enough to pay your total debt in case of an emergency? Is the return on your net assets sufficient to ensure your financial sustainability? Are you able to cover operating expenses with recurring revenues?
As online student enrollment grows, it is critical to ensure that you are creating an engaging support environment. Current models in student affairs are primarily oriented around face-to-face, brick and mortar institutions and interactions. This webinar will give you the information you need to help you create a pathway to transition your most important student services to meet the unconventional needs of online students. Toolkit for Translating Your Services In addition to your webcast registration, you will receive a resource packet to help you as you transition student development services online, including: Articles Institutional examples Case studies
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
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
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
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.
One of the largest growing populations on college campuses today are international students. Student affairs practitioners, not just the mental health providers, need to acquire and practice cultural competency in their interactions and services with international students. This webcast will give you five practical skills to enhance your cultural competency, as well as your department’s, as you work with the mental health needs of international students on your campus.
Learn fresh ideas for how you can communicate with deposited students to prevent summer melt and increase yield at your institution. During the webcast, you will learn how to: Make your yield communications more successful Use print, digital, and social media channels as tools to prevent summer melt Educate and mobilize cross-campus partners to create a more seamless strategy Throughout this training, you will see numerous examples of effective yield communications. These examples, combined with a practically-focused presentation, will help you apply what you learn to your own institutional context.
Gain the skills you need to address and mitigate common challenges that deans face. Agenda The Academic Leader’s Role Four leadership best practices Common Challenges for Academic Leaders: Scenarios Understanding the issue What would you do as a dean? Speaker’s experience and result Assessing the leadership practices Resources
