Encore and Live Q&A: Portfolio Prioritization: Maximizing Opportunities for Your Donor Pipeline

A portfolio is the engine that drives a gift officer’s work and sets them up for future success. However, for new or seasoned professionals alike, opportunities to look at your portfolio with a different viewpoint can be highly beneficial as you seek to understand your portfolio data and prioritize donor relationships. Additionally, in the wake of the COVID-19 pandemic, institutions are facing a reset moment with their portfolios as they are able to travel again to meet donors in person. Join us for a re-airing of the training that took place in April 2022. You will learn how to identify key data points in your portfolio which you can then use to cultivate relationships with your donors and chart a path for success in your own portfolio management.  

Integrating Social Media into Your Solicitation Communications Plan

Now more than ever, it’s imperative to incorporate social media into your annual giving solicitation communications plans to meet donors where they are every day – online. Join us for a webcast that will walk you through how to successfully integrate social media into annual giving and curate a seamless donor experience across solicitation channels. Our expert instructor, Karalee Harhaji, will come ready to share her experiences across two institutions, Georgetown University and Catholic University, each with varying budgets and knowledge in making the move to social media. Regardless of what your current practices are, you will have the chance to visualize how you can craft an improved plan moving forward.

Partnering with Faculty in Grateful Patient Fundraising: Elements of a Training Guide

Faculty and development professionals must share a commitment to philanthropy in order for a grateful patient fundraising (GPFR) program to be successful. Building trust, respect, and rapport is best accomplished through a strategic process that involves educating and training medical faculty partners. When your medical faculty understands the “why,” the “how,” and the “what” of your GPFR program, it is often much easier to engage grateful patients and successfully close gifts. This training will discuss the essential elements of a training guide that development professionals should consider in their initial meetings with faculty as they begin a partnership in GPFR. Join us in this useful online training to deepen your capability as a gift officer in academic medicine and learn ways to successfully achieve buy-in from your medical faculty partners.

Applying a Restorative Justice Approach to Student Conduct

A small but growing number of colleges and universities have been adopting restorative justice (RJ) processes as an alternative (in some cases) to traditional, sanctions-focused student conduct proceedings. Taking an RJ approach requires a philosophical shift for the student conduct office – it entails new sets of questions for student conduct hearings and an alert ear for cases in which there is the possibility to restore harm that’s been done, rather than simply (or only) penalize. If a hearing indicates that restorative justice may be possible and desirable, RJ processes usually proceed to individual pre-conference meetings held with the offender and those harmed in the incident. Ultimately, if all parties are willing, the issue is dealt with through a group conference with trained facilitators. The goal of the conference is to arrive at a mutual understanding of the harm caused and a mutual agreement for how the harm will be repaired. To learn more about how to make a restorative justice program most successful, we interviewed two officials from Colorado State University, which has frequently been recognized for its restorative justice and other student conduct programs. The two officials are Paul Osincup and Melissa Emerson, the associate and assistant directors […]

Keys to a Successful Relationship Between Deans and Development Officers

Philanthropy is critical to helping institutions meet their academic missions, and at its core, it is all about building and maintaining relationships. Although fundraising is just one of the myriad responsibilities overseen by an academic dean, the development officer is a key partner in assisting the dean in achieving those fundraising goals. To find success in academic fundraising, the relationship between an academic dean and a development officer must be one built on mutual respect, trust, and clear communication. Successful fundraising teams develop complementary skills that, when combined, are more effective than the skills of one individual. Through this three-hour virtual training, you will be able to better prioritize fundraising goals as a dean and development officer team. You will learn how to build trust and set expectations with mutual fundraising goals in mind, establish a process to effectively move donors through your pipeline, and practice essential skills such as making an ask.

Identifying and Communicating the ROI of External Partnerships

External partners like local businesses or corporate sponsors can make a significant impact on your college or department’s financial management strategy and long-term sustainability. Partnerships can help you to create new revenue streams, promote cost savings, and/or provide resources and unique experiences for your students and faculty that your department or college may be lacking. But how do you as an academic leader identify the right partnership that meets both institutions’ needs, and—more importantly—how do you communicate your vision for the partnership in a way that reflects mutual benefit? Join us for an online workshop that will help you to strategize ways to effectively cultivate and communicate the value of external partnerships for your college or department. You’ll be introduced to a variety of successful external partnerships as inspiration for what’s possible, and will practice strategizing, crafting and communicating a compelling value proposition for various types of partnerships.  

Evaluating Part-Time Faculty

Traditionally, most institutions have not made significant investments in either training or rigorous evaluation for contingent faculty. However, given the rising percentages of part-time instructors, it is increasingly crucial that deans and department chairs give thought to implementing evaluation methods that will encourage continued improvement of the quality of instruction in their adjunct-taught courses. For this article, we asked Richard Lyons, senior consultant with Faculty Development Associates and editor of the book Best Practices for Supporting Adjunct Faculty (2007), for advice on how to provide effective evaluation for part-time instructors. Find Effective Ways to Share Student Evaluation Feedback “First, get usable feedback in as many adjuncts’ hands as possible and as quickly as possible, preferably before the next term begins.” Richard Lyons, Faculty Development Associates Lyons stresses the importance of feedback from student evaluations speedily at the close of the term, as well as the importance of sharing them with all instructors, not just in cases in which a red flag was raised. Whether you are sharing these through a spreadsheet, through your course management system, or through some other tool, make sure that the sharing of evaluation data is systematic and that you offer guidance on how to interpret the […]

Leadership Training for Department Chairs

Department chairs are the “front line” of academic management (whether or not, in fact, their positions are classified as management or as faculty) — yet most department chairs receive little or no training for their positions. There are reasons for this: Yet many problems that rise to higher levels of administration could be avoided or mitigated if they are handled by well-trained chairs in the first place. And institutions that neglect chairs do so at their own peril. Leadership training is especially critical now, given the pressures that tightened budgets, changing modes of delivery for instruction, increased demands for accountability, the growing diversity of the academy, and increased attention to employment law within academic institutions, all place on the expectations for department chairs. Why “Leadership” Training? Leadership training goes beyond other kinds of training. Indeed, the term “leadership training” might well be parsed out as a combination of training and leadership development: Developing a leadership training curriculum must take these features into account. The best training programs will both produce immediate outcomes and develop leadership skills over a sustained period of time. First, Identify Learning Outcomes What do your department chairs need to know, and when do they need to know it?Answering […]

Community College Finance: Maintaining Liquidity

2010. A report from Moody’s Investors Service stresses that as community colleges experience enrollment surges during this down economy, many will issue bonds as a means of raising the capital needed to provide the new construction, renovation, and technological infrastructure projects needed to meet the growing demand. As community colleges take on more debt to fund capital projects, it is going to be critical for business officers to ensure that they can maintain liquidity. We asked Cynthia Gilliam, the vice chancellor of administration and finance for the Lone Star College System and a past president of the Texas Association of Community College Business Officers, for advice on financial planning. Long-Range Financial Planning Gilliam notes that the Lone Star College System is unique in that the system is in a very strong financial position (and has just received an AAA rating from S&P), but also remarks that this didn’t happen by accident or by luck. It is the outcome of a long history of solid debt planning. “The key for us has been to have our financial advisers extremely involved in our debt planning from the get-go,” Gilliam comments. “We use them to assist us in strategy. How are we going […]

The Consultative Approach to Mentoring: Building a Network of Support

With the apprentice model of mentoring, a mentee is assigned one mentor, usually someone senior in the organization, to provide guidance in all aspects of their career. Although this is a powerful model that typically serves mentees well, this approach to mentoring does require intensive commitments of time and energy from both individuals. And mentors may not always have all of the expertise a mentee needs. As an alternative, however, the consultative approach to mentoring can be used to replace or supplement the more traditional apprentice model of mentoring. The consultative approach encourages mentees to identify those discrete skills and focused areas of support in which they need mentorship, and to then identify multiple mentors to specifically meet those needs. In addition to being flexible enough to support individuals throughout their careers, the consultative approach can help departments promote greater equity and inclusion by empowering everyone to share their expertise with one another. In this course, you’ll be introduced to the consultative approach to mentoring, you’ll be able to build your network of potential mentors, and you’ll gain valuable tools to help manage sticking points in mentorship relationships. This course is appropriate for all higher ed professionals, both at the […]