Get specifics for how to plan a student-driven content program for your digital marketing channels that helps you improve enrollment and engage alumni. Tim Nekritz, director of web communication at SUNY Oswego, will delve into the specifics of how to recruit, train, and manage students as they create content that highlights your unique campus environment. “Most webinars on this topic just cover generic tips, but the Student Storytelling webinar really went in-depth with concrete examples and ideas of how to engage students in many different ways.” Lauren Hoover, Admissions & Recruitment Coordinator, University of Pennsylvania School of Design
Learn how you can ensure a smooth event experience for donors with thorough etiquette training. Lynne Wester will outline the foundation of event etiquette protocol to help you ensure that donors are properly treated and communicated with at all events. You will leave better equipped to manage tricky situations such as: Unexpected guests Managing guest behavior Security concerns Table etiquette Event follow-up
Learn sound guidelines for managing assistance animals on campus. Agenda Why Are We Talking about Assistance Animals? Case law – Guinea pigs and miniature pinschers named Butch Assistance animals vs. service animals Fair Housing Act vs. Americans with Disabilities Act Assistance Animal Myths Debunked WHAT can you ask about the animal? WHO needs to be involved? WHERE are they permitted on campus? HOW should you communicate their presence to the campus community? Policy Checklist Begin with the target implementation date, and assemble the stakeholders Start the archaeological dig and construct the policy Consider assignment processes and construct your process flowchart Plan for likely issues, and gain approval for your policy Execute training and communications Final Q&A
Gain strategies to engage and direct at-risk students on a path to success. Agenda Are students “at-risk” or waiting to be engaged? Defining proactive advising Skills for proactive advising Coaching strategies Engaging students in the process Best practices in proactive advising Content Delivery of information in student meetings Timing Critical outreach points Building a communications plan Assessing student needs Tips and resources
Improve your online giving conversion rates with targeted changes to your website pages and forms. Agenda Making the Case for a Donor-Centered Giving Page Online giving activity statistics Online giving trends Case study example Elements of a Well-Designed Giving Website Assessing your site: basic metrics Donor-centric Security Pairing options with simplicity Dos and don’ts Stewardship: After the Give Mobile Giving Sites: How To Make it Work Responsive design Additional considerations for mobile Essential Resources for Understanding Donor Behavior
Ensure that adding programs is a sound decision both academically and financially. Agenda Best practice examples of how to “make the case†10 criteria for demonstrating program rationale Examining resource implications and institutional impact Building a pro forma budget Building a comprehensive review and approval process
Learn how to better measure and track the effectiveness of your marketing and branding efforts over time. During this program, expert instructors from SimpsonScarborough and the University of Virginia will teach you which metrics you should link to specific marketing tactics across digital advertising, web, and social media channels, as well as how to better assess your institution’s brand strength. Throughout the training we will review specific examples of how this has been done at other institutions so that you can apply what you learn to your daily work.
Improve your email communications to attract prospective international students. Agenda Email tools & technologies Information systems and CRM use Low-cost email tools Email communication at the inquiry stage Timing, frequency, and message Institutional examples Email communication at the yield stage Key yield messages Timing and frequency of communication Institutional examples
Make online copyright compliance a part of your institutional culture. Agenda Copyright: An Overview Intellectual property basics: Patents, trademarks, copyright Exclusive rights Protections Fair use University ownership policies Rights in the Context of Online Courses What the law says Campus policies Contracts Critical Updates for 2016 Final Q&A
Acknowledge and engage donors of all levels in meaningful ways. Agenda Assessing your current donor recognition levels Principal donors Major gift donors Planned gift donors Leadership annual fund donors Sustainer giving Understanding what donors are looking for from an organization What are donors looking for? What are donors not looking for? Reestablishing your recognition levels: Moving to a five-level model First steps Considering IRS regulations Transitions/Change management
Learn how to maintain campaign momentum and donor interest by narrowing the scope of your campaign to focused fundraising projects with defined goals. Our expert instructor will share specific fundraising examples that will give you what you need to begin your own project-based fundraising initiative.
Further engage your corporate partners with communications that go beyond required reporting. You will learn how to gather the appropriate data, develop succinct annual reports, and distribute this information to the right internal and external partners to support your corporate engagement efforts. Our expert instructors will begin this session by reviewing the pillars of a sound stewardship strategy and then share an in-depth case study and sample impact reports.
Learn about which digital platforms can help your work in advancement and alumni relations. Agenda Leveraging the Latest Digital Tools for: Event management Prospecting and qualifying donors Donor visits Travel management Optimizing Event and Visit Follow-Up Data Security Considerations
Learn 10 easy-to-implement tactics for making your website more international student friendly. Agenda Why the website? Importance of website in the international search process Review of data surrounding web content and prospective international student interest areas Improving Your Site Review of 10 tactics 5 “extra credit†tactics Institutional examples Activity: Scoring Your Website Attendees will evaluate their own sites based on these 10 tactics in real time Group discussion of results and Q&A
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
Does your team fully understand the procedural and legal considerations surrounding gift documentation? Agenda Understanding and capturing donative intent Legal considerations for drafting gift agreements Elements of a legally sound gift agreement What you can and cannot include Involving legal counsel in the gift documentation process Practical considerations for drafting gift agreements Meeting the donor’s intent both legally and logistically Aligning donor interests with organizational prioritizations Educating gift officers on gift documentation Case study review: Navigating complicated gift agreements Leveraging gift documentation as a donor relations tool
Ensure that everyone on your campus understands your social media and brand guidelines. Agenda Creating a Culture of Being On-Message Becoming a resource, building relationships Visibility for institution Listening to your channels Review of Essential Elements of Social Media and Branding Guidelines Training Facilitation options Resources Onboarding of new staff/faculty Deployment and Implementation Messaging Planning for ongoing changes
Gain deeper insight into Snapchat, Periscope, and the ROI of your social media efforts. Agenda “Off the beaten pathâ€: Snapchat & Periscope Promoting accounts Gaining followers/viewers Content selection Interacting with prospective & admitted students Metrics and Measurement Metrics & reporting across platforms Analytics/measurement tools to gauge success Quantifying ROI–institutional case study
Social media tactics for each stage of the enrollment funnel. Agenda Suspects Suspect vs. prospect: why is this stage important? Building brand awareness “Opening the windowâ€: Conveying a sense of culture & community Institutional examples Prospects Engagement with prospective students: How much is too much? Using student workers in social media outreach Institutional examples: Twitter, Instagram, and Snapchat Admitted Students Characteristics of interactions with admitted students Using social media as a yield strategy Institutional examples: Facebook, Twitter, and paid closed communities Key Takeaways
How one institution achieved an 81% participation rate. Agenda Institutional Context Enrollment and employment Program rationale and mission The Compressed Model Length of campaign Counting and designation principles Focus on participation vs. dollars Choosing chairs and representatives Program Messaging and Marketing Checklists Packet materials Solicitation calendars Thank-you suggestions Obtaining Buy-In Key relationships to develop How to effectively partner with HR Special considerations for unique populations Academic support Faculty senate and staff assembly Physical plant Translating the Model Scaling for a larger institution Dealing with competing external campaigns Addressing economic conditions Alumni employee club possibilities
