Retaining Your Major Gift Officers—From Day One

Retaining major gift officers begins on day one—with how you onboard them and connect them with key networks across the institution. A formal process for major gift officer training is one of the key factors in their success that is also within your control. In my article “Recruiting the Right Major Gift Officers,” I encouraged managers to define the specific skills they are hiring for—and seek non-traditional candidates for major gift officers. Now I would like to encourage you to rethink how you onboard and support your major gift officers in ways that encourage their success and retention from day one. Major gift officers, due to their sporadic attendance in the office, need as much clarity as possible, and this is especially true if you are hiring non-traditional candidates who are new to both the work and the institution. This means more than just ensuring that you have a formalized onboarding and training process (one that communicates the unit philosophy, establishes a common foundation of expectations, and outlines options for potential professional development) and clear performance expectations for both input metrics (e.g., contacts, substantive visits, number and value of asks made, and office attitude/collegiality) and output metrics (e.g., dollars raised, […]

Advancement/Academic Partnerships: Using a Team Science Model to Fund Research

A SERIES ON INNOVATIONS IN FUNDING ACADEMIC RESEARCH Ed Mason, president of EMNR & Associates, is writing this series to assist academic leaders in finding creative strategies to merge public/private funding for existing and new research initiatives. Mason has studied an array of collaborative partnerships between the two offices most focused on external funding (the development office and research & grants), and he will be sharing some of the models he has observed, as well as directions for the future. We hope you will join us for this innovative series: In the traditional model for funding academic research at universities, multiple offices and departments interact with faculty in the administration of grants and gifts from external donors. Commonly, these offices do not interact frequently or communicate effectively with each other, which tends to create a “silo” effect. By moving instead to a team science model for defining and funding research initiatives, you will: What is Team Science, and What Does it Mean to Researchers and Development Officers? Team science is a proven model that creates partnerships between researchers, advancement professionals, and other key stakeholders at your institution. It involves developing strong collaborative teams who will be able to compete and successfully procure funding for high-priority research […]

A Competency-Based Approach to Career Services in Higher Ed

We had the opportunity recently to connect with several innovators in career services whom we met through a recent CAPA conference; one of these was Dr. Audrey Murrell, the associate dean of the College of Business Administration and director of the David Berg Center for Ethics and Leadership at the University of Pittsburgh, School of Business. Audrey Murrell has developed a unique, competency-based career development curriculum at Pitt Business. We asked her about that program — its key components, what other institutions can learn from it, and how it is responding to critical trends in career services. Here is what she shared with us. How Career Development is Changing Academic Impressions. Audrey, thank you for this conversation. First, can you tell us a little about how you see career services changing today? What are the trends that career services professionals need to be paying the most attention to? Audrey Murrell. Previously, universities have tended to take a very centralized approach to career development, where career services functions as a one-stop shop to meet the broad needs of students on campus. What I’ve seen is the need for more specialization. Some schools of business have a separate but complimentary career services office or […]

Anticipating the Future: Following the Lead of Community Colleges

The world of work is changing rapidly, creating new pressures and new opportunities for higher education. It’s critical that university leaders act as conveners, assembling representatives of local industry, nonprofits, and community to do the tough work of anticipating the future for their region—both the threats and the opportunities. Some community colleges have been doing this extremely well, and other institutions can learn from their example. The Challenge Before Us The world now sits on the precipice of a fourth industrial revolution, defined by a range of new technologies that are fusing the physical, digital, and biological worlds. Technological breakthroughs in processing power, artificial intelligence, robotics, the Internet of Things, autonomous vehicles, 3D printing, nanotechnology, biotechnology, and more will fundamentally change the way in which we live, work, and interact. Such technologies are poised to destroy millions of current jobs while creating entirely new ones. The stakes are high: researchers at the University of Oxford’s Future of Humanity Institute have predicted a 50% chance that machines will be capable of taking over all human jobs in 120 years. The implications for higher education are staggering. Beyond the job losses, millions of new jobs will simultaneously be created. In fact, it’s […]

Forging the Future: Five Considerations for Developing Leaders at Your Institution 

Many have written, studied, and offered advice on the skills higher education leaders need to be successful, and in the wake of COVID-19, some of the needs have shifted and some have reached a fever pitch. Burnout, enrollment declines, artificial intelligence, and political and cultural polarization are just some of the external factors a leader needs to navigate. Internally, there are staffing and salary freezes, politics, racialized hierarchies, and tenure battles – it’s no wonder many institutions are struggling with recruiting and retaining key faculty and staff1.  Although employees have many reasons for leaving their jobs, one stands out. From April 2021 – April 2022, a McKinsey survey2 showed that the top reason for quitting a previous job is a lack of career development opportunities and advancement, outranking inadequate compensation. These results closely mirror those from a Pew Research Center survey3, which found lack of opportunities for advancement tied with inadequate pay as the reasons people quit. So, while there are multiple factors associated with driving employees away, it is telling that lack of growth within the organization ranks so highly.  It’s a message that’s beginning to resonate in higher education. Institutions and departments are beginning to recognize the need […]

Can Confusion Be an Asset and a Resource for a Leader?

How Do Successful Higher-Ed Leaders Deal with Adaptive Change? We’re well-equipped, in higher education, to meet technical change head-on. We’re often less well-equipped for adaptive change. This is a distinction Ron Heifetz drew, first in his thought-provoking book Leadership without Easy Answers (1998) and later with Martin Linsky in Leadership on the Line (2002). With technical challenges, situations arise where current knowledge, expertise and resources are enough to deal effectively. A technical problem is not necessarily trivial or simple but its solution lies within the organization’s current repertoire of resources (such as updated technology, takeaways from past experience, or decisions to invest more money or people). With adaptive challenges, there are fewer clear answers. Adaptive challenges demand that we lead differently, because these challenges cannot be solved with current knowledge and expertise, but require experimentation, risk taking, creativity and the ability to use “failures” as learning opportunities. Adaptive leaders – the leaders I would follow – are those who know how to embrace confusion and ambiguity. Those are the leaders I would trust; those are the leaders who are visibly comfortable with ambiguity and who are always learning and moving forward. (I unpack this idea further in my article “Higher Ed is Facing Adaptive Changes.”) This […]

Tips for Engaging Campus Partners in Recruitment Activities

Engaging Campus Partners in Recruitment Activities You can’t expect people to participate in something they don’t understand. Be strategic in how you communicate with stakeholders so they have a clear image of what you’re trying to achieve and how they can help.   As an admissions professional, it can be tough to get academic leaders, faculty, and other campus partners to readily participate in key recruitment touch points with prospective students and families. They might not think it’s their job, they might perceive recruitment activities like sales, or they may simply feel too busy. In this lesson, we’ll spotlight how 3 large public institutions have found creative solutions for bringing campus partners into the fold while generating meaningful participation for their recruitment events. Kennesaw State University [h5p id=”52″] University of North Georgia [h5p id=”55″] University of Texas at Arlington [h5p id=”58″] 5 Tips for Engaging Campus Partners in Recruitment Activities 1. Make Participation Easy Expand   Make participation easy to get more involvement from your campus partners. Examples for making participation easy include: Providing campus partners with simple strategies for participating like waving and saying hi to visiting students. Sending departments the contact information of perspective students so they can […]

You May Be Excluding Some of Your Most Loyal Donors From Recognition

Over the last decade, many colleges and universities have launched programs intended to encourage annual giving through the recognition of donor loyalty. In every case that I can think of, these societies are recognizing consecutive giving, which makes sense—we want people to give every year. I am a long-time fan of the loyalty society and the value it can add to a program as part of a comprehensive donor retention strategy but that’s not what this article is about. This article is about what might be missing from the equation. By defining loyalty as consecutive giving, we are in fact, excluding some of our most loyal donors from recognition. Most likely, many of your major donors have not made gifts each year, and while philosophically, we strive to create a culture that promotes annual giving among our top donors, the reality is that there will always be some who don’t give every year. I am not talking about the once-a-decade donor but about the donors that give almost every year. If someone is a seven-figure donor who occasionally misses a year between major contributions, are we serving the best interests of our institutions by not recognizing them as loyal? 3 Ways to […]

Why Honor Rolls of Donors are a Waste of Time

In her new book The 4 Pillars of Donor Relations, Lynne Wester of Donor Relations Guru® helps you rethink donor relations practices and offers specific tips for more powerful acknowledgements, stewardship and impact reporting, recognition, and donor engagement. Get this comprehensive guide to donor relations for your shop today, and transform the way you steward, recognize, and engage your donors. The article that follows is an excerpt from Lynne’s book. In all my time in donor relations, I have never heard of a donor who gave an organization a million dollar gift because their name was in a textual list of donors. Yet I must get asked at least once a week what I think of honor rolls and their place in donor recognition and stewardship. I think they have no useful purpose, they provide opportunities to make costly mistakes, they are a huge waste of human resources, time, money, and they are otherwise foolish. Why Honor Rolls Don’t Provide Any Benefit Time and time again, we have asked donors what they want and how they want to be recognized, and the three things that appear most often in their answers are: Donors want handwritten notes from students. They want to meet those that […]

Checklist: Preparing Adjunct Faculty to Teach Online

Department chairs and program directors are busy people, and orienting adjunct faculty may not be top of mind. But adjuncts who are teaching online for the first time need support and information to hit the ground running. Here is a quick checklist of items to cover with first-time online instructors. by Teresa Focarile, Boise State University(who also wrote: “Adjunct Faculty: A Department Chair’s Guide to Orienting New Instructors“) Many institutions are expanding their online course offerings, and using adjunct faculty to do so. While these faculty members are often teaching from a master course and therefore are not responsible for developing the class, there is still important information about teaching online that needs to be shared with these new instructors in order for them to be effective online teachers, and to ensure they understand the expectations for teaching in your program (Larcara, 2011). Checklist Some items on this checklist might already be in place. For example, most institutions have a team that can get adjunct faculty up to speed on the functionality of the Learning Management System (LMS). In addition, many institutions have developed trainings (sometimes mandatory) for faculty who teach online. But if your institution does not have those kinds […]