On Demand Webinar Series
Successful Advancement programs start with an Advancement Plan which ensures that all staff are working in the same direction and that institutional leadership understands what the advancement program will accomplish during the fiscal year. It’s an important task, and we find that many institutions struggle with pulling it together.
Your plan should be created with participation from staff executing the plan and be coordinated by the advancement leader in conjunction with institutional goals. It should take into account the strategic plan of the institution, challenges or opportunities presented by the external environment, and the budget allocated for advancement operations.
But finding the time to create a well thought out plan that provides measurable goals and focuses effort on activities that meet these goals for all members of your team can be daunting and difficult.
Join us for this 3-part webinar series focused on getting you started on your annual advancement plan. Participate in one, two or all three sessions to work on your draft plan that sets your direction for the new fiscal year.
Session 1: Starting on the Right Path – Casting the Vision and Setting the Course
On Demand Recording
This session will focus on defining mission, vision, and strategic priorities. Participants will explore ways to align departmental goals and advancement strategies with the broader mission and vision of their institution. The session will also include an interactive exercise to establish key objectives for the upcoming year, ensuring a focused and cohesive approach moving forward.
Session 2: Determining the Right Pieces – The Programs, Processes, Systems and People You Need to Succeed
On Demand Recording
Whether your planning document is simple or complex, its structure needs to work for the leadership and direction of your team. This session will guide you through setting program goals for advancement teams, categorizing your advancement work, and creating tailored programs, processes, and systems to support and direct your efforts. Key areas of focus will include: advancement services, alumni and constituent relations, annual giving, marketing and communications, stewardship, major and planned giving, as well as prospect research.
Session 3: Clarifying Metrics that Matter – Evaluating and Assessing Your Results
On Demand Recording
Learn how to design and implement a performance metrics system to evaluate past efforts and strategically plan for future success. This session will cover setting overarching advancement team goals, developing gift officer scorecards, and effectively measuring ROI to ensure your strategies deliver meaningful results.
About Our Program
The fee is $295 per institution for one session, $495 for two sessions, and $595 for all three sessions. That fee is reduced for current Gonser Gerber clients to $145 for one session, $245 for two sessions, and $395 for all three sessions.
You will also receive a copy of the presentation and a recording of the webinar with your registration.
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
About Your Faculty
Dr. James Smith, Senior Consultant with Gonser Gerber, has more than 20 years of advancement and nonprofit leadership experience in a variety of senior leadership roles. Most recently, James served as Vice President of University Advancement for Mount Vernon Nazarene University, helping the university successfully complete several meaningful campaigns and capital projects. During his time, James built a dynamic team that established institutional records for unrestricted annual giving, dramatically improved donor retention, and increased President’s Circle membership ($1,000+ annually) by 65%. He earned his Ph.D. in Higher Education Administration at Azusa Pacific University.
