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
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.
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
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 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
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
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
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 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
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
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
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.
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.
Strategically grow faculty participation in the student recruitment process. Agenda Establishing a Framework for Faculty Participation Setting the stage Assessing your current recruitment strategy Establishing expectations Getting Faculty Involved Playing to faculty strengths Incentivizing faculty participation Ideas & examples for involving faculty in recruitment Growing & Expanding the Collaboration: What do the Faculty Need from Admissions? Education about the recruitment process Coaching & resources Meaningful follow-up Recognition & appreciation Checklist for Next Steps
Are luncheons and direct mail pieces enough to steward planned giving donors? Agenda Strategic stewardship events and communication Traditional donors Non-retiree donors Revocable bequests donors 50th reunion alumni On- and off-campus engagement Impact reporting/communications Current donors Donors’ families Prospects
Learn how to best engage alumni and students with short-term career development experiences. Agenda Basic Structure for a Successful Program Objectives for alumni engagement Objectives for student career development Partnerships The role of alumni relations The role of career services Other key stakeholders Recruiting Your Alumni Volunteers Building interest Setting expectations Developing a diverse alumni mentor pool Sparking and Keeping Student Interest Identifying need and defining value Setting expectations Ongoing Management of Your Program Platform selection and maintenance Measuring return on investment Maintaining student and alumni pipelines Scaling a program for different institutional settings Lessons Learned and Looking Ahead
Traditional fundraising tactics often underperform when approaching law school alumni. Gain tailored tools and techniques for engaging this unique alumni group and compelling them to give. Throughout this training you will learn how to: Meaningfully engage law school alumni Respond to challenges of debt and time constraints Adapt your infrastructure for fundraising success Create law school-specific alumni events
Learn how to develop a comprehensive direct mail strategy for your athletic program. If your institution is looking to grow its athletic fundraising efforts, a coordinated direct mail strategy is a cost-effective first step toward building a donor pipeline and growing fundraising capacity. You will gain insights on scheduling sends, creating compelling messaging, and coordinating your efforts across coaches, student athletes, and centralized advancement staff. Examples of Direct Mail Pieces Included in your registration is a comprehensive resource packet with sample mailing schedules and successful direct mail and email campaigns.
