OATdb Archive

2012 - 2013

University Advancement

Goal
Reach Performance Goals
Foster professional and personal staff development

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 2013 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, activity, or on-line training specific to professional area of expertise.

Finding
Directors And Staff Participated In Professional Training
Eighty-three percent (83%) of the directors and staff attended or participated in professional training.

Action
Summarize Professional Development Training
Directors and staff will participate in professional development as resources are available.  Participants will attend conferences and participate in web-based training sessions available on-line and on-campus professional development sessions.

Objective
Performance Goals To Measure Effectiveness
Measurable annual goals set by department leaders to evaluate the activity of their department and staff. The goals reflect the FY13 goals projected in the President's Performance Indicator Report at the start of FY 2013. 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.

KPI
Progress Toward Achievement Of Annual Goals
Department leaders review actual performance versus the performance goals that are established 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.

Result
Progress Toward Achievement Of Annual Goals
As of August 31, 2013, the values achieved in FY 2013 indicate that 73% of the goals set for the division met or exceeded expectations.

Action
Set Goals For Fiscal Year 2014
Goals for FY 2014 have been adjusted to align with individual departments' outcomes of FY 2013.  The vice president discussed goals for FY 2014 with the department leaders, individually and collectively and the president to develop strategies to meet the mission of the university.

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.

KPI
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.

Result
Criterion Met
Ninety-one percent (91%) of the Unversity Advancement division's staff were retained in FY 2013.  The employees which left employment did so for various reasons. Two staff personnel met retirement criteria, one staff person resigned to further their education, one staff person resigned for a higher paying position outside the university.  

Action
Positive Work Environment
The division will renew and upgrade computer software and secure hardware as needed to improve efficiency and work flow.  Directors and staff will be actively encouraged to support the responsibilities and work of each other to achieve each individual department's objectives and goals.

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.   


KPI
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.



Result
Results Of Fulfillment For FY 2013
A total of 73% of the total commitments expected to be paid for the capital campaign were received for the fiscal year.

Action
Collections Of Commitments
The Vice President will facilitate the planning and implementation of strategies for development officers to cultivate and engage donors who have made pledge commitments.  The development officers will provide stewardship to donors by making contacts by phone or face to face visits to fulfill the final campaign pledge committments in FY 2014. 

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 2012-2013.

KPI
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)


Result
Met Performance
Three individual competitions entered:
1) CASE Awards – Gold for Life Member Dinner; Bronze for InstaGram; Merit Award for Fred Pirkle Memorial Book.
Other competition than CASE entries results as follows:
1) Higher Education Award – Gold for Social Media – “Rodeo Team Gangnam Style” video; Merit Award – Publications/External Heritage Magazine.
2) Telly Awards – “Gangnam Style Video” earned 3 Silver Awards for Low Budget Category, the  Internet On-line Promo, and the On-Line Video Education; also the video won 2 Bronze Awards for On-Line Promo Education, and On-Line Video -Viral.

Action
Broaden Participation For Award Recognition
The division will earn Industry and Academic recognition by participating in competition that include all areas - development, marketing, communications and alumni relations.The competition and recognition received is a benchmark used to improve the quality of publications and events produced by the division. 


Update to previous cycle's plan for continuous improvement The fiscal year began with the entire staff of the division participating in an intensive one-day meeting to discuss and review goals for FY 2014 for the division and develop a mission and vision statement for the division.  Each department reviewed and discussed their individual goals and presented them to the division staff.  Staff members participated in numerous professional training sessions which will improve productivity and skills needed in their respective areas.  The number of alumni activites increased, providing the development officers increased potential donor contacts.  Advancement Services updated alumni records and increased total number of phone and addresses to support potential donor contacts.  Marketing/Communications increased contacts with alumni through Social Media (Facebook, Twitter, Instagram) and increased contacts through cable and billboard advertising.

Plan for continuous improvement For FY 2014, the University Advancement Division will provide opportunities for professional staff training and development.  Communication efforts within the division is a priority.  Focus on the engagement of segmented publics and people through the refinement of activites and programs to strengthen the appeal and interest.  Emphasis is placed on expanding the donor base, cultivating and soliciting donor prospects and solicite foundation support.