Scope of Work
Transcript: Data Measured -What questions do we ask? Dangers of the Ending Phase We recommend establishing a transition monitoring team. Alumni Association: Background -54% of donors to Seattle University are Alumni. -In 2014/15 there were 64 programs offered to alumni and 3,827 engaged alumni (up 46% from 2013/14.) -92% of Alumni polled said that they would say their decision to attend SU was good/great. Alumni Association Project-Scope One: The Seattle University Alumni Association would like to have a better understanding of how to apply metrics to quantify and improve the Alumni Association’s growth, development, and effectiveness moving forward. Alumni Association Project-Scope Two: The Seattle University Alumni Association would like strategy input to help seamlessly integrate Magis Alumni group into the existing Alumni Association in a short period of time and justify the change management, show how successful it is. Current Situation Establish that this is a time to step back and take stock, a time to question the “usual." Provide opportunities for others to step back and take stock. Provide training in the techniques of discovery and innovation. Embrace losses, setbacks, or disadvantages as entry points into new solutions. Step 1: A clear and realistic shared vision. Step 2: Understand the differences. Step 3: Know the people. Step 4: Define and implement the processes and tools. Step 5: Engage, Engage and Engage. 3. Be sensitive to how data-gathering questions will change over time. -Over the next decade or two, the largest transfer of wealth in history will take place. -This should be watched closely by any organization that is affected by philanthropy. The same data could yield drastically different results. - Gathering and analyzing essential data. - Creating a histogram to further understand the scoring model. - Deploying alumni attitude and event surveys. - Using data to inform future planning. - Use regression and cluster analysis. - Determine NPS changes and trends - comparison to different times, events, and institutions. - Compare correlations between different engagement variables to create predictive models. Additional Findings Background Continued - Apathy is the real rival. Agenda The Seattle University Alumni Group would like to have a better understanding of how to apply metrics to quantify and improve the Alumni Association’s growth, development, and effectiveness moving forward. Event-Centered Data Measured Findings -Engagement variables: - Social media posts and comments. -Alumni Attitude Surveys -Up to date info including: -Employment, contact, address or at least zip code. Scope of Work Seattle University Alumni Association We recommend undergoing activities that strengthen the intra-group bond. -Research: -Utilization of Managing Transitions text - specifically how to guide through the "ending phase." - Expert opinions from online sources. - Case studies. Using Data to Inform Strategy High Failure Rates -Social Media "likes" and "follows" -R.S.V.P.'s -Who is invited? How? When? -Who attended? -Income earned -Email opened Alumni Association: Scope Two -Now that you have models, we can use these to assist in resource allocation. -Example: Marquette University's 16-point engagement model Recommendations How to Guide Group Through Endings Move individuals around in the offices, make sure that people are getting to know each other and that there is no isolation of groups. 1. Build a consistent core of techniques and stick to it. -Figure out what is minimally necessary. -Make changes slowly 2. Adopt a visualization technique for Seattle -Pair it with an engagement model like Marquette's 16 point model. -Find the "bright spots" and the areas that need improvement. Recommendations Manipulate the Data -How do we obtain the right answers? Recommendations Protect your people from further changes. Review current policies and procedures. Set short-range goals for people to aim toward. Find out what supervisors and managers need to learn to function in transition period. People-Centered Data Measured Approach -Create a "Plan of Attack." -For the next 3 months, create weekly meetings to "check in" with the group as a whole. -Schedule out meetings with the transition monitoring team. -Continue meeting with the individuals of the team in a one-on-one setting to promote sense of security and trust. Long Term Recommendations -Dan Spencer -Kevin McBride -Katherine Van Allen -Jilly Si -Ivan Young -Accept and understand people's emotions. -Allow for time to accept change and let go. -Communicate openly and listen with empathy. -Emphasize how people will apply skills once change is implemented. -Educate on the new system. Problems and Things to Avoid - Some alumni associations believe that “friend-raising” has connection with “fund-raising.” - SUAA should not focus only on holding events, reunions, parties, etc. The focus should be more on how to attract and engage alumni. - Alumni Associations opening up.
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