from floundering to flourishing in 5 steps: tales of a ......– benchmarking – alumni survey data...

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From Floundering to Flourishing in 5 Steps: Tales of a Reimagined and Revitalized Alumni Association

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Page 1: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

From Floundering to Flourishing in 5 Steps:

Tales of a Reimagined and Revitalized Alumni Association

Page 2: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Five Steps

VISION

STRATEGIC PLAN

INTERNAL GROWTH

IMPLEMENTATION IN KEY AREAS

EVALUATION OF OUTCOMES

1

2

3

4

5

Page 3: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Developing a vision

• Research – Internal environmental scan

– Benchmarking

– Alumni survey data

• Unpack the findings

• Create a vision statement

Page 4: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Vision Statement

2012: Be a world class alumni association office and presence.

2016: Be a world class alumni association that is a vital partner in the success of Seattle University

through the significant engagement of its 77,000+ alumni.

Page 5: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Developing the strategic plan

Page 6: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

FY13 GOALS

1. Develop resource and operations plan to strengthen operational foundation

2. Improve and increase marketing and outreach to alumni

3. Establish great programming, benefits and services for alumni

4. Improve effectiveness and engagement of Alumni Association

FY16 GOALS

1. Develop a lifetime relationship

2. Strengthen operations plan

3. Improve effectiveness of marketing strategy and increase outreach

4. Build vibrant, sustainable, volunteer-driven chapter strategy

5. Improve impact of core Alumni Association programs

Page 7: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Internal Development

• Right people, right job, right time

• Partnerships

• Processes

• Systems

Page 8: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Original Org Chart

Assistant Vice President

Associate Director, Marketing &

Communications Assistant Director Administrative Assistant Events Assistant Alumni Chaplain

Page 9: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Assistant Vice President

Associate Director, Marketing &

Communications

Marketing Coordinator

Marketing Assistant

Marketing Assistant

Event Support & Data Specialist

Events Assistant Events Assistant

Data Assistant

Assistant Director, Regional & Chapter

Development

Assistant Director, Alumni Engagement

Assistant Director, Lifecycle Relationships

Alumni Chaplain

Operations Coordinator

Operations Assistant

Operations Assistant

LEGEND

Full-time staff

Student employee

Current Org Chart FY17 Staff Additions

• Reunions Manager • Mission and Spirituality

team (Director, Asst. Director, Program Manager, Graduate Assistant and Chaplain)

Page 10: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Partnerships, Processes, Systems

Partnerships

• University Advancement

• Development officers

• Planned Giving

• Annual Giving

• Colleges and schools

• Athletics

• Mission and Ministry

• Career Services

• Student Development

Processes

• Hiring and onboarding

• Budget

• Internal communications

• Marketing

• Strategic planning

Systems

• Project management: Basecamp

• Event management: EventBrite

• Surveys: Survey Monkey/Qualtrics

• Email: Mailchimp

• Online directory: SilkStart

Page 11: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Goals

• Lifecycle relationships

• Signature programs

• Chapters

• SUAA marketing and communications

Page 12: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be
Page 13: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Lifecycle Relationships

Page 14: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Reunions

Page 15: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Legacy Family Pinning Ceremony

Page 16: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Alumni Awards

Page 17: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Homecoming

Page 18: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Commencement Brunch

Page 19: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Chapters

• Three types of chapters

– Regional

– Affinity

– Industry

Page 20: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Marketing and Communications

• Assessment of materials, processes and tools

• Rebranding and Renaming

• Alumni Attitude Survey

• Annual Impact Report

Page 21: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Rebranding and Renaming

Alumni

Relations EXTERNAL:

Seattle University

Alumni

Association

INTERNAL:

Office of Alumni

Engagement

Page 22: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Rebranding

Page 23: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Pocket Guide

Page 24: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Alumni eNewsletter

Page 25: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Alumni Attitude Survey

• Every two years

• Shared university wide

• Partnering to reduce number of surveys being sent

• Clear recommendations for our strategic planning

• Launched our 2016 survey

Page 26: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Annual Impact Report

Page 27: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Results

• Attendance up 46% in FY15 • 733 newly engaged alumni (43% of

constituents) • FY15 NPS = 47% • Giving

– 23% of newly engaged alumni donated in next 12 months

– $275,000 raised from newly engaged alumni in last 3 years

– 21% of constituents at signature events donated in next 12 months

• Volunteerism up

Page 28: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

What’s Next

Work smarter, not harder

• Constantly improving and increasing effectiveness

– Business planning process

– Defined measures

– Staffing plan

• Seattle University’s 125th anniversary

Page 29: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Let’s talk! Questions? Comments?

Page 30: From Floundering to Flourishing in 5 Steps: Tales of a ......– Benchmarking – Alumni survey data • Unpack the findings • Create a vision statement Vision Statement 2012: Be

Susan Vosper Assistant Vice President [email protected]

Corinne Pann Associate Director, Alumni Marketing and Communications [email protected]

www.seattleu.edu/alumni