Measuring and Evaluating Corporate and Foundation Relations Staff Webcast Recording

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Determining if your corporate and foundation relations staff is meeting its dollar goal is relatively easy. However, with CFR responsibilities reaching into non-traditional projects and traditional funding sources in flux, it’s more difficult than ever to design effective staff evaluation criteria.

Join us online to learn how to develop CFR staff metrics for your institutional setting. You will leave the webcast armed with the tools necessary to design an appropriate solution for both single- and multi-staffer shops.

Free Resource

Included with the presentation materials to this webcast is be a sample of instructor Rick Dupree’s quantitative performance measurement model for CFR professionals.

Who Should Attend

Advancement managers will learn how to better choose appropriate metrics to measure the performance of their corporate and foundation relations professionals. Please note this event does not address metrics for staff charged with sponsored research duties or responsibilities.

Learning Outcome

After participating in this webcast, you will be better able to choose appropriate metrics to measure the performance of your corporate and foundation relations professionals.

Agenda

  • Aligning your metrics to your institution’s values
  • The CFR staff metrics backdrops
  • Performance measurement for single-staffer shops
    • Dollars
    • Touches
    • Proposals
    • New and dormant business acquisition
  • Administration
  • Performance measurement for multi-staffer shops
    • Dollars
    • Relationship goals
    • Output goals
    • Communication and marketing
    • Inter-divisional goals and process improvement
  • Effectively tracking your metrics system
  • Building buy-in for your metrics effort

Instructors

Richard K. Dupree, Assistant Dean, Development and Alumni Relations, Kelley School of Business, Indiana University
A fundraising executive and consultant, Rick comes to the topic of evaluating alumni relations professionals with a broad background in advancement. Serving as a senior development professional for over 20 years, his expertise in designing metrics to evaluate advancement staff has led him to advise on the subject both domestically and abroad. Prior to his current role, Rick served on the development staff at the University of Evansville and as director of major gifts as well as managing director of capital campaigns for Michigan’s Interlochen Center for the Arts.

Christopher S. Groff, Executive Director, Corporate and Foundation Relations, Fairleigh Dickinson University
Chris manages the CFR philanthropic planning, research, and stewardship process for all three of Farleigh Dickison’s campuses. His work and leadership has successfully led to an increase of corporate fundraising dollars at FDU since the 2008 financial collapse. Chris previously specialized in external relations in finance, economic development, and public policy as a director of corporate and foundation relations at Rutgers, The State University of New Jersey. A frequent regional and national speaker, Chris is also a lecturer in communications.

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