Candidate Information Pack
Director of Development & Alumni Relations Sa誰d Business School, Oxford University
Letter from Professor Peter Tufano, Dean, Saïd Business School, Oxford University Dear Candidate, Thank you for your interest in the role of Director of Development and Alumni Relations at Saïd Business School, Oxford University. This is a critical role for us, and I am personally committed to this search and to working closely with the selected candidate who will play a key role in developing the future of our School. This search comes at an inflection point for Oxford Saïd. We have a very clearly defined approach, and are proud to be a world-class business school community, embedded in a world-class University, tackling world-scale problems. Others might claim something of the same, but what really sets us apart from other business schools is the degree to which we are fully engaged with – and within - the collegiate University at Oxford, leveraging its amazing array of resources, academic talent, facilities and capabilities. We also differ from other schools on account of our joint commitments to providing a first-class business education and driving large-scale societal change through business, with our priority being to prepare our students for successful leadership roles in their chosen fields. We have made great progress against our ambitions, and many of our programmes are already highly ranked in the global business school league tables. To take Oxford Saïd to the next level, we need to raise additional funding, which is one of my top priorities as Dean. First, a world-class business school needs to support students from around the world, so scholarship funding is essential. Second, a world-class faculty needs the support of funded posts. Beyond traditional funding needs, however, are other important requirements that relate directly to our positioning. To be truly “embedded” in Oxford, we must support the University as well as benefit from it, and a significant funding priority for us is to establish an entrepreneurship centre serving the 22,000 students of the entire University. Furthermore, if we care about “world-scale problems” we need to support our unique educational programmes where we expose students to the global issues of the coming decades. Finally, we have a unique opportunity to create a new leadership facility situated in a historic Thames-side location, to bring about the transformation of organisations through Executive Education. These are big, bold projects, and we must engage with friends of the School, Oxonians and others around the globe to find supporters who will share this vision. Our forward-looking fundraising goals are substantial. Our growing alumni network comprises 14,500 School degree and Executive Education programme participants as well as other Oxonians interested in business. We owe our alumni a great deal, and the development of the School’s alumni relations is a key part of the Director’s role. Our previous Director built the department of 12 people from scratch in the last four years before returning to the US to join her family. At this point, we hope to find the right candidate who will not only provide superb leadership to our Development and Alumni Relations teams, but who will also join me in telling our story around the globe, finding people who share our vision, and contributing substantially to raise the funding required to meet our strategic aims. A modern business executive needs to be able to engage in the big global questions, and our model of an embedded school within Oxford University can help transform individuals, organisations and society. I am looking forward to working with the individual who can lead our Development and Alumni Relations activities and help us fulfil this vision. Yours, Professor Peter Tufano Peter Moores Dean
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Introduction
Saïd Business School has established itself as a leading centre for business education and research. It offers undergraduate and postgraduate courses, including its flagship one-year Masters in Business Administration (MBA), a global top-ten Executive Masters in Business Administration (EMBA) programme, and other Masters programmes (including a Masters in Financial Economics (MFE) and Masters in Law and Finance (MLF), each of which is taught jointly with other Oxford departments). Its Executive Education programmes are ranked in the Top 10 across the world. Its undergraduate programme is the most selective across all of Oxbridge. It has recently embarked on a new stage of an ambitious strategy, and provides a supportive, collegiate and entrepreneurial environment to staff, faculty and students.
In addition to a sharp focus on teaching finance, strategy and the other essential elements of a firstclass business education, the School has a track record of training entrepreneurs. It houses two entrepreneurship centres (one of which, the Skoll Centre, focuses on social impact) which are at the forefront of a vibrant interest in entrepreneurship throughout the University of Oxford. Over the next five years, the School aims to establish a nexus of support to help it fulfil its ambitious strategy. In order to accomplish this, the School is seeking an outstanding individual to shape and lead the School’s Development and Alumni Relations functions, and who has the ability to engage philanthropists, trusts and foundations, and global companies at the most senior level.
The School delivers business education and groundbreaking research that transforms individuals, organisations, business practice, and society. Its mission is to be a world-class business school community, embedded in a world-class university, tackling world-scale problems. Developing and maintaining relationships with alumni, friends, potential funders and corporate contacts is a central aspect of the School’s planning.
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Role Description
Job Title Director of Development and Alumni Relations
Key relationships • The Peter Moores Dean, Professor Peter Tufano
Location Saïd Business School, Oxford
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The COO and Associate Dean of Administration, Catherine Quinn
Reports to A member of the School’s professional Senior Management Group, the role reports to the COO and Associate Dean of Administration, Catherine Quinn, with a ’dotted line’ to the Dean, Peter Tufano, with whom the postholder will work closely.
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Senior Professional Management Group colleagues
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Faculty members, including priority project sponsors
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The Associate Dean for Executive Education and colleagues
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Programme Directors
Direct reports 3 direct reports (2 senior Development professionals and a Head of Alumni Relations), within a team of 11.
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At the University of Oxford: Director of Development, colleagues in the central Development Office, central Alumni Relations office, Division of Social Sciences,
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Development Directors of Oxford Colleges
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Role Description The role in context Over the last two years, the School has strengthened its professional teams and core support services (including outward-facing teams such as Marketing and Communications and programme recruitment); and has taken steps to integrate a very sizeable executive education business into the core of the School. It has been engaging distinguished visitors and speakers with influential international networks; welcoming new international members to its Board; reshaping its Business Advisory Council; and increasing its visibility in the global media. In order to achieve its fundraising goals, the School must continue to strengthen its Development and Alumni Relations team, expand its network of high net worth (HNW) individuals and organisations, and at the same time deepen the most promising relationships. This will require strategic investment of time and resources into strategic cultivation tactics: private and public events; professionalised communications on funding needs; innovative business plans and funding models; establishing HNW communities per funding need; and – potentially – develop a highly influential volunteer “development board” that can articulate the School’s vision and champion its fundraising goals.
“A world-class business school community, embedded in a world-class university, tackling world scale problems”, Saïd Business School is in a stage of dramatic transformation and seeks continuing and new support for, amongst other things, the following which have been identified as key priorities : •
Faculty posts and associated research funding
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Scholarships
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Establishing a new University Wide Entrepreneurship Centre.
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Converting a heritage Oxford site (the Osney Power Station, built in the Victorian era) into a state-of-the-art educational and residential centre for leadership development for executives from around the world.
The School will fund these projects by: •
Achieving a consistent, annual number of gifts to the School in unrestricted funds and restricted funds in support of the School’s strategic objectives.
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Increasing the number and type of new donors giving at all levels; to increase the number of influential individuals and the number of alumni donors within the School’s community.
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Establishing the transparency and efficiency of funding agreements to identify unrestricted funds which reflect the value of the Oxford Saïd brand.
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Creating a stronger culture of giving within the School’s community.
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Increasing understanding of the School’s funding needs and the role of philanthropy among internal stakeholders, and growing support from the faculty in fundraising.
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Developing close, positive working relationships to enhance co-working with and support from the development resources of the University and its Social Sciences Division (of which the School is a part).
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Creating joint development opportunities with other University partners.
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Developing a strategy to broaden the international fundraising footprint of the School, with domestic and international flagship events, meetings with ultra high net worth individuals (UHNW), and participation by senior colleagues in distinguished panels and influential advisory boards.
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Role Description Main Purposes of the job •
The DDAR has overall responsibility for setting and delivering the School’s strategy for its development and alumni relations activities. Their purpose is to build, maintain and enhance the relations between the School and its alumni, and its prospects and donors, in support of the School’s long-term goals.
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To work collaboratively and confidently with the Dean, COO, faculty and other colleagues to ensure that development objectives are an integral part of the School’s overall strategy and are well embedded in the School. The DDAR will bring a forward-thinking and innovative approach to developing new (as well as building on existing) high-value relationships to deliver philanthropic income.
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To provide motivational management and leadership for the Development and Alumni Relations team.
Key responsibilities Strategy and Leadership •
To lead and manage the School’s development and alumni relations functions. To set the strategy, with the Dean and COO, for the School’s development and alumni activities.
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To ensure co-ordination with the University Development Office, its support teams, the Alumni Relations Office, and liaison and co-operation with colleagues in the Division of Social Sciences, the University’s international offices, and Oxford’s many colleges.
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To provide first-class leadership and management to all direct line reports, and to act as a role model for other staff of the School.
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To set service standards for the School’s development and alumni relations activities.
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To prepare annual and longer-term operational plans against metrics of success for the Development and Alumni Team, and against these measures to monitor and analyse staff performance.
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To report as needed to the School Board and other relevant governance committees.
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To manage the Development and Alumni Relations team budget. This includes preparing forecasts, monitoring resources and expenditure, and reporting as required, all in close liaison with the School’s Finance professionals.
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To be a member of the COO’s senior professional management team and to participate in collective decision-making about policies and strategies affecting the School’s operations.
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Role Description Key responsibilities Alumni Relations
Policy and systems
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To be an active member of the University’s body of Development professionals in relation to crossinstitutional policies, protocols and systems in use across the Collegiate University.
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Develop close working relationship with the University’s Development Director and Directors of Development at the colleges of the University, in particular to ensure that any agreed protocols about fundraising are adhered to, and with a view to developing common and shared areas of working.
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To be accountable for his/her team’s accurate and timely system data entry on the University’s donor databases as well as all relevant data management, monitoring and audit requirements to the standards required.
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To oversee and work closely with the School’s Head of Alumni Relations, in order to develop, implement and lead plans for the alumni relations strategy for the School, which will contribute to and form a critical part of the School’s overall academic and business strategy. To ensure internal coordination and support processes for Alumni Relations in order to identify, evaluate, promote and lead opportunities to the benefit of all aspects of the School’s activities, including programmes, career development, research, executive education and fundraising.
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To maintain close connections with the School’s Alumni Advisory Council, members of which are elected from amongst its alumni.
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To build and strengthen relationships with and amongst alumni and friends of the School, creating affinity through provision and encouragement of meaningful, professional, social and intellectual engagement.
Corporate Relations •
To work collaboratively with colleagues within the School and beyond in order to develop existing and new corporate contacts and relationships in support of the School’s fundraising strategy.
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Along with the Dean and senior colleagues, close involvement and active participation in the School’s Business Advisory Council.
Communications •
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To embrace and adopt a collaborative and internally transparent approach to fundraising within the Collegiate University structure, keeping relevant colleagues up to date and communicating relevant developments. To work closely and positively with colleagues in the University’s Development Office, Oxford Colleges, Central Administration and Divisions to maximise gift potential from prospects who may have multiple connections and enthusiasms across the Collegiate University.
Other •
To be an effective ambassador for the School, promoting its broad interests within the UK and internationally. To serve the University as a professional representative in the external community, both in the UK and overseas.
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To carry out such other functions as from time to time the Dean and COO might require, commensurate with the level of this position.
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Person Specification Experience, skills and knowledge Key requirements for this post include an ability to plan strategically, to develop and maintain positive relationships with alumni, donors and volunteers; to collaborate well and work supportively with professional and academic colleagues in the cultivation of prospects and in the solicitation of major gifts; and to maintain donor and alumni interests in the School, post-giving. Essential •
Educated to degree level or equivalent
General attributes
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Significant experience in a fundraising environment, ideally in a business school or higher education environment
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An ability to think strategically
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Excellent communication skills, both verbally and in writing
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Experience of managing a mixed function team, ideally of at least 7 - 10 people
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Ability and credibility to operate at boardroom level and represent the School at the highest levels
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Proven experience in the following fundraising disciplines:
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Ability to work under pressure in a highly complex environment
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Major giving (7-figure gifts)
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Excellent negotiation skills
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Leading on a successful Capital campaign
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Development of corporate partnerships and industry collaborations
Excellent interpersonal skills, with a natural collaborative and relationship-building style
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Ability to lead and motivate others
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Legacies, annual fund and other planned giving
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Experience of working in a complex institution
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Prospect and Donor management
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Financial management procedures and practices, including budgeting
Experience of working in an international institution, or within an international community
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An ability to “think on his/her feet”
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Alumni relations and its relationship to fundraising
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Ability to work as part of and to contribute positively to a professional management team
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Operation of fundraising databases and CRM tools
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An opportunistic, entrepreneurial and initiative-led approach
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Extremely strong organisationally, with proven ability to manage team operations to high performance standards
Attributes specific to the role •
An ability to solicit significant gifts in support of the institution’s mission and priorities
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An ability to identify and work with professional and academic colleagues in the cultivation of prospects and the solicitation of major gifts
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A combination of the personal sensitivity, creativity and tact that is needed when working with senior academics, development colleagues and prospective major donors to the Collegiate University
Preferable •
An interest in business education and its impact upon society and the external environment
Desirable •
An MBA or other business or management postgraduate qualification
Willingness to work out of regular hours and to travel globally
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Terms & Conditions Location Saïd Business School Oxford Park End Street Oxford Oxon OX1 1HP
Health Care BUPA membership is available to University employees at a substantial discount. Eye Tests are available for VDU users, & where prescription for spectacles is required specifically for VDU use, the department will contribute towards the cost.
Salary £ competitive Annual leave The leave entitlement is 30 days annual leave per year, and 8 bank holidays. Annual Leave entitlement is increased with long service. 30 consulting days per year (subject to approval to avoid conflict of interest) Relocation Assistance A relocation fee may be offered, depending on circumstances. Pension eligibility You will be eligible to join the Universities Superannuation Scheme (USS). This is a career revalued benefits scheme, with a defined contribution section for salary above £55k pa (effective 1 April 2016). The University operates an employer justified retirement age for this post, for which the retirement date is the 30 September immediately preceding the 68th birthday. Learning & Development The School is committed to the development of all staff and, to this end, has recently appointed a Head of Learning & Development.
Bodleian Library Access to the Bodleian Library and the other Oxford University Library Services, with University Card. University Sports Facilities Discounted membership at Oxford University Sport based on Iffley Road. Tennis Court and gym & equipment available to staff at Egrove Park. Employee Assistant Programme (EAP) EAP is a welfare initiative available by telephone providing counselling, information and support, for legal, financial, debt counselling, health & Wellbeing, Younger & Elder Care advice. University Childcare The University has a number of subsidised nursery places, a subsidised play scheme, and a limited amount of funding available. University Club The University Club provides social, sporting and hospitality activities for all staff, postgraduate alumni and retired staff and associated institutions of the University. It is free for University Staff to become a member of the club.
How to Apply Please apply by submitting a copy of your Curriculum Vitae (CV) and a covering letter highlighting your suitability for the position by email to: jack.quarrie@execucare.com For an informal conversation prior to applying to this role, please call Mairi Shirley on +44 (0)20-3589 0468
Candidate Information Pack Director of Development & Alumni Relations, Saïd Business School, Oxford University
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Candidate Information Pack Director of Development & Alumni Relations, Sa誰d Business School, Oxford University
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