Foster professional and personal staff development
Objective
Performance Goals To Measure Effectiveness
Measurable annual goals set by department leaders to evaluate the activity of staffers. The goals reflect the FY11 goals projected in the President's Performance Indicator Report at the start of FY 2011. This objective focuses upon only the most prominent indicators reported by each department in the President's Performance Indicator Report. These are reviewed for progress at several points throughout the year, through reports and individual meetings. At the end of the year a final review is conducted and goals are set for the following year.
Indicator
Progress Toward Achievement Of Annual Goals
Department leaders review actual performance versus the performance goals that are declared for the current fiscal year in the President's Performance Indicator Report. This occurs several times during the year and at the end of the year a final review produces year-end findings. The final review also provides the basis for establishing the goals for the following year.
Criterion
Prominent FY11 Dept Indicators In PPI
The following are the Departmental Criteria which are the most prominent targeted indicators in the PPI Report: *Advancement Services - # of Records Updated -900,000 *Alumni Relations - Total Membership - 8500; and Gifts - $90,000 *Communications - Media Placements - 7000 *Development - Total amount contributed - $8.5 million;& number of Donors - 9,500 *Marketing - Projects completed - 750 *Museum - Number of onsite visitors - 35,000
Finding
FY 11 Final Indicator Values
As of August 31, 2011 the values achieved in FY 2011 indicate that 43% of the goals set for the division exceeded expectations. Problematic areas included Development, Marketing-jobs completed, and Museum. These ares did not quite meet their goals. From feedback we received, donor fatigue may be an issue for Development.
Action
Set Goals For Fiscal Year 2012
Goals for FY 2012 have been adjusted to align with individual departments' outcomes of FY 2011. To align with the university's mission, these goals will include the involvement and discussion of strategies with the vice president and president.
Objective
Retain A Quality Staff Through Positive Work Environment
Retain a quality staff supported by the efforts of the Vice President to create a positive work environment. These efforts will include encouragement of all staff with on-going communication, periodic walk-thrus of departments and interaction with all staff; provision of appropriate work tools; merit compensation based upon performance excellence; delegation of additional authority to deserving employees.
Indicator
Count Members Of Staff Retained
At the end of the year the total number of University Advancement personnel retained is counted. Reasons for staff departures are reviewed by the Vice President and/or the appropriate Department heads.
Criterion
Retain 90% Of Division Personnel
The division seeks to retain 90% of its directors and staff who have the choice to remain employed. Losses due to illness or retirement are excluded.
Finding
Criterion Met
Ninety seven percent (97%) of the University Advancement Division's staff have been retained in FY 2011. Only one, out of 39 employees has left the division to accept a higher paying position. In interviewing the exiting employee the department head learned that the employee was generally satisfied with the work environment in University Advancement, and the new position will be more in line with the employee's area of interest.
Action
Maintain Positive Work Environment
Review technology annually to meet requirements set forth by computer services. Maintain license and maintenance agreements as needed for continuity of record-keeping and work flow for staff. Actively encourage and support the development and responsibilities of the directors and staff for them to achieve objectives and goals and to be deserving of consideration for increased compensation (if funds are available.)
Objective
Provide Ongoing Training And Support For Staff
Provide staff opportunities for professional development, training for continuing education, professional and personal growth
Indicator
Annual Participation In Professional Development
FY 2011 Participation by staff and directors in professional conferences, seminars, or other related training will be monitored. Counts and the percentage of staff involved in professional development will be calculated.
Criterion
Half Of The Directors And Staff Will Attend At Least One Development Program
Half of the Directors and Staff will Attend at least one development program or activity specific to professional area of expertise
Finding
Exceeded Criterion
Over two-thirds of the staff attended or participated in professional training. Vendors are now offering on-line training or web based simulcast broadcast allowing staff to participate at an affordable cost for the division.
Action
Summarize Profession Development Training
Directors and staff will participate in professional development activities. As resources are available, directors and staff will attend the training or seek training through web based offerings related to their area.
Goal
Provide Leadership For Securing Private Support For University
Vice President for University Advancement will encourage, provide advice, and meet with executive director of Development
Objective
Meet Capital Campaign Commitments
The primary objective this year is to follow-up with major donor commitments ($25,000 and more) that were made during the capital campaign. In order to lead the division in achieving this objective, the Vice President will facilitate the development of strategies for the development officers to target specific donors that made pledge, and to cultivate the continuing interest of individuals who have made planned gifts.
Indicator
Assess The Ongoing Efforts Of Pledges And Commitments
Pledges will be monitored and reviewed regularly until the pledge is fulfilled. The fulfillment of pledges will be reflected in the donor record and reported quarterly to the vice president.
Criterion
Pledge Fulfillments
The majority of pledges will be paid on time during the fiscal year
Finding
Results Of Fulfillment For FY 2011
A total of 8.41% of the total commitments expected to be paid for the capital campaign were received. This amount is reasonably on track for fulfillment of pledges received for the fiscal year.
Action
Collection Of Commitments
The vice president will facilitate the development of strategies for development officers to cultivate programs that will engage individuals who have made pledges and planned giving commitments and to provide stewardship to prospective donors.
Goal
Work With Directors To Enhance Image Of University
Vice President for University Advancement and directors plan and execute collaborative image for the University
Objective
Continue To Improve The Standards For Publications And Events
The Division has been engaged in a concerted effort to improve the quality of its publications and events and this effort continues in 2010-2011.
Indicator
Annual Awards Competition Of The Council For The Advancement & Support Of Education
The Advancement Division may submit publication materials (articles, photographs, brochures) and documented evidence of the quality of its events ( event invitations, printed program, menu, photos of venue and table decorations, attendance numbers, etc.) in competition with those of other universities within District 4 (Southwestern US)
Criterion
Recognition From Council For The Advancement And Support Of Education
The Division will earn recognition from the Council for the Advancement and Support of Education in the form of an award.
Finding
Criterion Not Met
The competition held by District 4 (Southwest region) of The Council for the Advancement and Support of Education for the annual conference announced entry deadlines that could not be reasonably met for staff to compile the entries and submit for competition. This organization has the most complete source for recognition in the fields of development, marketing, communications and alumni relations.
Action
Recognition From Council For The Advancement And Support Of Education
The division will earn recognition from the Council for the Advancement and Support of Education in the form of an award. The person responsible for overseeing the project will actively seek information from the CASE District IV representative well in advance of the deadline and then communicate the information to the various department leaders so deadlines are met for competition in FY 2012.