OATdb Archive

2013 - 2014

University Advancement

Goal
Reach Performance Goals
Foster professional and personal staff development

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 FY14 goals projected in the President's Performance Indicator Report at the start of FY 2014. 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, 2014, the values achieved in FY 2014 indicate that 63% of the goals set for the division met or exceeded expectations.


Action
Set Goals For Fiscal Year 2015
Goals for FY 2015 have been adjusted to align with individual departments' outcomes of FY 2014.  The vice president discussed goals for FY 2015 with the department leaders, individually and collectively and the president to develop strategies to meet the mission of the university.

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 2014 participation by staff and directors in professional conferences, seminars, or other related training will be monitored through the use of Human Resources, Talent Management software.  Beginning January 2014 a new policy was enforced that would require all staff employees to complete required hours of professional development job-related training annually.  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
Ninety-five percent (95%) 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 availabe on-line and on-campus professional development sessions.

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
Eighty-eight percent (88%) of the University Advancement division's staff were retained in FY 2014.  The employees which left employment did so for various reasons.  One staff personnel met retirement criteria, one staff personnel resigned to further their education, two staff personnel resigned for a higher paying positions outside the university, and two staff persons resigned for personal reasons.

Action
Positive Work Environment
The division will renew and upgrade computer software and secure hadware as needed to improve efficiency and workflow.  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 Fund-raising Commitments
The primary objective this year is to follow-up with major donor commitments those of especially ($10,000 and more) that have been made during the the past two fiscal years.  In order to lead the division in achieving this objective, the Vice President will facilitate the development of strategies with 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 2014
A total of 57% of the total commitments expected to be paid for the capital campaign were received for the fiscal year.

Action
Collection Of Commitments
The efforts of the objective to Meet Capital Campaign Commitments, has been successful and will be fulfilled in  FY 2015.  It is anticipated that the remaining $ 183,675 outstanding pledge balances will be fulfilled in 2015.  The Vice President will facilitate and monitor strategies for the development offices to cultivate and enage donors.  The development officers will provide stewardship to donors by phone calls or face to face visits.


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 an ongoing concerted effort to improve the quality of its publications and events and this effort continues in 2013-2014.

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
Two individual competitions entered:
1) CASE Awards - Silver for Video - Public Relations - Distinguished Alumni Video - Damian Mandola; Bronze for Web-Online Magazine - Heritage Magazine Online; Bronze for Brochures/Flyers/Bookliets - SHSU President's Storybooks; Silver for Color Phtography - Athletics - Motionless-Sam Houston State University vs Northwestern State
2) Telly Awards - Earned five (5) Gold Awards for - "MySHSU:30" Internet/Online - Videography/Cinematography and Use of Music;  Internet/Online Video - Use of Music; Local TV & Cable - Use of Music; Internet/Online Commercial - Videography/Cinematography.  Earned one (1) Silver Award for "MYSHSU:30"  Locatl TV & Cable - Videography/Cinematography. 

Action
Broaden Participation For Award Recognition
For fiscal year 2015, the division will again participate and compete for industry and academic recognition in all areas - alumni relations, communication, development and marketing.  Results of the competition will provide a benchmark to improve the quality of publications, videos, photograhy and events produced by the division.


Update to previous cycle's plan for continuous improvement The staff members participated in numerous training sessions on-campus, off-campus and on-line webinars which improved skills in their respective areas.  All areas of the division worked cohesively to improve communication outreach through various sources, such as - publications, Facebook, Twitter, e-mails, and the Sam Houston State University website.  Advancement Services increased the number of valid addresses, phone numbers and email addresses which will support the efforts of alumni relations programs and events and development providing stewardship and cultivation of donors and prospective donors. 

Plan for continuous improvement The division staff will be provided the opportunity and resources to continue professional development to improve skills in their profession.  Communication will remain a key component to engage community, donor, corporation and alumni support through activities and programs. Dini Spheris, a fund raising consulting firm for non-profit organizations, has been retained to begin preparation for a capital campaign.  A staff person was hired in late August to fill a vacancy for the position of Director of Corporate and Foundations Relations which was vacant for most of fiscal year 2014.