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CANDIDATE INFORMATION PACK HEAD OF DATA & INSIGHT Candidate Information Pack | Head of Data & Insight, University of East Anglia
in partnership with
LETTER FROM DAVID ELLIS, DIRECTOR OF DEVELOPMENT Thank you for your interest in this new role of Head of Data & Insight at UEA. With a growing Development Office and additional investment from the University, this is a great time to join our growing team. You will lead a small team of dedicated staff and lead on research, prospecting, data management and financial management. You will join the departmental management team; recognising the importance of this role to the future success of the Development Office. We look forward to reviewing your application in due course. David Ellis Director of Development 
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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UNIVERSITY OF EAST ANGLIA Founded in 1963, the University of East Anglia is an internationally-renowned university providing highquality academic, social and cultural facilities for over 16,000 students. The institution is ranked amongst the top 200 universities in the world (Times Higher Education 2019) and has been placed among the ‘world's elite' for nine of the 22 subjects included in the QS World University Rankings by subject. The University holds the TEF Gold in the Teaching Excellence Framework. The University employs over 3,500 staff.
Campus
UEA 2030 Vision
The campus is located in 320 acres of rolling parkland just two miles from the centre of Norwich, a cathedral city, and England’s first UNESCO City of Literature. The University is also a leading member of Norwich Research Park, one of Europe’s biggest concentrations of researchers in the fields of environment, health and plant science. The University has invested in new learning, teaching and research spaces, including a celebrated new Enterprise Centre that underpins its commitment to promoting student enterprise and entrepreneurship. Amongst the striking buildings is the UEA’s Sainsbury Centre for Visual Arts, which contains the Robert and Lisa Sainsbury Collection – one of the greatest art collections formed in Europe during the 20th Century. Sport and Recreation plays a major part in the life of the University of East Anglia, centred around the £30 million Sportspark which is currently the biggest indoor sports centre in Britain, and regularly hosts international sporting events. The Sportspark incorporates a 50m Olympic size swimming pool, indoor climbing wall, gymnastics centre, state of the art fitness centre and a wide variety of indoor and outdoor sporting facilities.
UEA2030 recognises the challenges of a rapidly changing world, and sets out a bold vision for the University as it meets these in innovative and creative ways. With a passion for achieving student, research, staff, and global success, the University is investing in the future to build on its strong foundations. It plans to: •
Grow its campus, provide world-class research and teaching facilities and technologically advanced learning;
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Deliver unrivalled support and a high-quality learning experience to provide everyone with the skills they need for the future;
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Further develop the University’s partnerships and networks regionally and globally;
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Support enterprise and start-ups as well as tackle the world’s big challenges and pursue ground breaking research with global significance.
The University has set out a roadmap for success and produced the first of three sequential five-year plans that will guide it through the fifteen-year vision. The underlying vision is to think bold, do things differently and lead the way by building on the University’s greatest strength – its talented staff. For more information, please click HERE
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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NORWICH & THE NORFOLK REGION The City’s motto is “a fine city” and its strong cultural heritage has seen Norwich maintain the best of its historical character whilst developing to become one of the most vibrant, affordable and attractive cities in Europe. Norwich offers miles of riverside walks and cycle ways, and a unique collection of 1930’s parks. The city is surrounded by beautiful countryside and within easy reach of the stunning Norfolk coast. The coastline is renowned for its unspoilt natural beauty, miles of sandy beaches and all forms of water sports, from sea fishing to windsurfing.
Norfolk and Suffolk attract thousands of visitors each summer. The famous Norfolk Broads are among the most important wetlands in Europe and a haven for rare plants, wildlife and insects. The Broads attract holidaymakers who come to navigate the intricate natural network of waterways formed by the Rivers Bure, Yare and Waveney and their tributaries. To the south is the picturesque town of Southwold, with its Victorian seafront, and Aldeburgh, renowned for its annual summer music festival held at the Maltings of Snape.
Norwich is a UNESCO World City of Literature, the first in the UK, as well as being one of the newly named Tech Cities, recognising the growth of digital businesses in the region. The most prominent highrise building, apart from the castle, is the magnificent 11th century cathedral, which still dominates the skyline. The city’s medieval centre of cobbled streets remains largely intact, but there is still space for modern buildings such as the city’s newest centrepiece, the Forum, which is a striking piece of contemporary architecture. The glass front overlooks the colourful open-air market (one of the largest in the country) and reflects the city in all its diversity. The city is consistently rated as one of the top ten shopping venues in the UK.
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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STAFF DIAGRAM DEVELOPMENT OFFICE DIRECTOR OF DEVELOPMENT
PA & OFFICE ADMINISTRATOR
HEAD OF DATA & INSIGHT
FINANCE & DATA OFFICER
DATA MANAGEMENT ASSISTANT
SENIOR DEVELOPMENT MANAGER
DEVELOPMENT MANAGER
SENIOR DEVELOPMENT MANAGER
SENIOR DEVELOPMENT MANAGER
DEVELOPMENT MANAGER
DEVELOPMENT MANAGER
DEVELOPMENT OFFICER
DEVELOPMENT MANAGER, LEGACY
SCHOLARSHIPS ADMINISTRATOR
Candidate Information Pack | Head of Data & Insight, University of East Anglia
SENIOR DEVELOPMENT MANAGER, TRUSTS & FOUNDATIONS
DEVELOPMENT MANAGER, TRUSTS & FOUNDATIONS
CAMPAIGNS MANAGER
REGULAR GIVING OFFICER
EVENTS & ENGAGEMENT MANAGER
CAMPAIGN COMMUNICATIONS EXECUTIVE
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JOB DESCRIPTION JOB PURPOSE
PRINCIPAL ACTIVITIES
PRINCIPAL ACTIVITIES
The Head of Data & Insight is a key member of the
1. Lead the prospect research function: researching and writing development briefings on individuals, companies, foundations and trusts, on demand and to deadlines and quality requirements.
7. Advising and coaching development managers and other staff in the principles of best practice prospect research.
Management Team within the University’s Development and Campaigns Office (DAC), who will actively lead the delivery of DAC’s constituent information and data management strategy, providing key data insight to fundraising and working closely with colleagues on key institutional priorities such as the Difference Campaign. The post holder will lead and manage a small team, collectively enhancing and exploiting the management information system underpinning DAC and being integral to its future success. The post also is responsible for the financial management, recording and processing of all donations. Reporting to the Director of Development, and working closely with colleagues in the DAC and Alumni Relations, the Head of Data & Insight will proactively shape data management and research activity, ensuring sustainable philanthropic growth through provision of an efficient data, insight and metrics management service.
2. Develop and oversee a prioritised programme of database research focused on prospects, generating a pipeline of new donors from alumni, non-alumni, High Net Worth Individuals, friends and supporters, both UK and internationally. 3. Managing and developing DAC use of the Development and Alumni Relations CRM (Raiser’s Edge), providing insight and analysis for DAC and the VCO as required. 4. Manage the interrogation of the fundraising CRM database to understand segments, updating the prospect pool; developing and enhancing portfolios for development managers, capturing and using data both efficiently and compliantly. 5. Ensure that the overall donor pipeline meets the strategic needs for the current Campaign and all projects accepted on to DAC work plan, helping to build and populate gift-pyramids required to meet financial targets. 6. Be accountable for receipt, accounting for and tracking of gifts, pledges, donations, legacies, scholarship funds; monitoring flows, providing financial forecasts, updates and liaising with other departments as necessary to ensure the effective and efficient administration of all funds raised and an error free management information system.
Candidate Information Pack | Head of Data & Insight, University of East Anglia
8. Develop and analyse statistical models to identify new opportunities to improve fundraising and improve the overall effectiveness of Development activity. 9. To lead on developing a better understanding of the University’s supporters, alumni and other stakeholders by ensuring the Data and Research team is delivering actionable data analysis and insight to DAC. 10. Providing event guest long-lists from alumni, nonalumni, HNWI and others – from UK and international – as required and 4 months in advance of DAC events. 11. Monitoring the philanthropic and business environments on an international and national scope, providing regular and ad hoc news updates to the Director. 12. To develop leading insight into DAC’s key stakeholder groups, including key alumni, volunteers, existing and prospective donors. 13. Generate regular reports for the Director on the progress of Campaigns, including the Major Gifts, Midlevel, Regular Giving and Legacies programmes. 14. Maintain the team performance monitoring system for DAC; collecting, recording and presenting such activity analysis as required by the Director to monitor the outcomes of all staff as part of an effective performance management system.
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JOB DESCRIPTION PRINCIPAL ACTIVITIES
PRINCIPAL ACTIVITIES
PRINCIPAL ACTIVITIES
15. Oversight of all DAC generated data capture in Raiser’s Edge. Ensure that the fundraising information is developed, fully utilised and responsive to the evolving needs of UEA and encourage its proper use within the Development Office.
21. Manage the processing of all donations, oversee the transfer of all data to and from the fundraising database, regularly monitor, report and evaluate the data, delivering proactive, tactical and strategic information to fundraisers and senior management, ensuring HMRC and audit requirements are met.
27. Lead improvement in all areas and aspects of personal responsibility and contribute to policy and strategy development across DAC functions.
16. With the support of the database administrator, to lead on the development of the DAC data management strategy and support the development of the CRM (Raisers Edge) policies and procedures which enable and support effective fundraising. 17. To maintain a thorough understanding of, and ensure compliance with, all legal and contractual requirements associated with due diligence and data protection. 18. Be responsible for undertaking or commissioning Due Diligence searches and the development and application of the approved DAC Gift Acceptance policy. 19. Ensure application of adopted gift acceptance procedures to all gifts requiring Director, Registrar, V-C, ET and Council sign-off at appropriate levels, triggering reporting arrangements for the Director. 20. Ensuring that Gift Aid for all qualifying donations across the University is claimed on a regular basis (quarterly) and to its maximum potential. Overseeing effective administrative procedures to ensure this is possible and that monies are attributed to the correct funds
22. Overseeing effective procedures and actions to enable correct stewardship activity including donations, donor communications, Giving Circle Memberships, and events are recorded accurately on the Raiser’s Edge database.
28. Actively contribute as a member of the DAC Management Team. 29. The post holder may be required to work occasional out of hours and weekends in support of DAC events. 30. Any other activities as required by the Director of Development commensurate with the grade of the post.
23. Producing accurate datasets and information for external benchmarking exercises including the annual Ross-Case survey and other returns as necessary. 24. To lead for DAC on compliance - investigating, advising and implementing changes necessary in fundraising and data protection regulation, and all other compliance issues, and on analysing their impact in reference to data management, prospect research, and alumni and supporter engagement, incl ICO, GDPR, PECR, FOI. 25. Create and conduct necessary framework assessments of Development Office activity and products, such as Equality Impact Assessment. (e.g. on scholarships). 26. Collate information required to respond accurately to Freedom of Information requests as necessary, liaising with all colleagues as required to ensure deadlines are met.
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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PERSON SPECIFICATION EDUCATION, EXPERIENCE & ACHIEVEMENTS
SKILLS & KNOWLEDGE
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Qualified to degree level (or equivalent qualification or experience in a similar role).
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Demonstrable communication skills in English language.
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Experience of managing, leading and motivating a team.
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Experience of prospect research and writing development briefings.
Strong numerical and analytical skills including knowledge of appropriate usage of different data types.
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Excellent data analysis and visualisation skills.
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Experience of managing income from fundraising.
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Proven influencing and negotiation skills.
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Experience of using Raisers Edge CRM. [Desirable]
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Excellent organisational, project management and administrative skills.
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Intellectual curiosity and the ability to keep abreast of current and developing trends and policy.
Knowledge of developing accurate data sets and information for external benchmarking exercises.
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Ability to quickly engender trust and credibility among stakeholders of different types and levels.
Knowledge of undertaking or commissioning Due Diligence searches.
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Self-motivated, organised and methodical with the ability to adhere to strict deadlines and to organise own work and that of others to meet required targets.
Highly computer literate, with skilled knowledge of Excel, Word, PowerPoint, email and the internet.
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Knowledge of General Data Protection Regulations and Freedom of Information compliance.
Attention to detail and accuracy.
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Presentation and report writing skills. [Desirable]
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Excellent interpersonal skills, with the ability to work collaboratively across the institution. [Desirable]
PERSONAL ATTRIBUTES • • •
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SPECIAL CIRCUMSTANCE •
A flexible approach to work, with a willingness to work additional hours to support Development Office events.
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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TERMS & CONDITIONS LOCATION
PROOF OF QUALIFICATIONS
Norwich, Norfolk.
The person specification for this post lists qualifications that are essential and/or desirable and you may hold some or all of these qualifications. Please note that if you are offered the appointment you will be asked to provide original certificates of these educational and professional qualifications. Please DO NOT provide these with your application.
RELOCATION EXPENSES Relocation expenses are reimbursable under certain conditions. SALARY
FOR F URT HER I N FORM AT I ON AN D TO AP P LY FOR T HI S ROL E, P L EAS E CLICK HERE
Competitive. SUPERANNUATION The post is superannuable under the Universities Superannuation Scheme. WORKING HOURS The normal working pattern for this post will be Monday to Friday. A reduced working week, flexible hours and a portion of home working are all possibilities for an outstanding candidate.
ENTITLEMENT TO WORK IN THE UNITED KINGDOM If you are shortlisted for interview you will be asked to bring to interview original documentary evidence of permission to work in the UK in line with a list of acceptable documents which we will provide to shortlisted candidates when invited for interview. Please DO NOT provide this with your application. This vacancy is not eligible for sponsorship under Tier 2 and non-EEA workers must hold, or obtain, permission to work in the UK which would allow them to take up this post without requiring a Certificate of Sponsorship.
ANNUAL LEAVE There is an annual holiday entitlement of six weeks plus statutory (8 days) and customary (6 days) holidays. ADDITIONAL BENEFITS Staff discounts are available for UEA Sportspark and at the Sainsbury Centre for Visual Arts.
OCCUPATIONAL HEALTH ASSESSMENT Appointment will be subject to a satisfactory Occupational Health Assessment to be carried out by the University’s Occupational Health Service.
Full details of terms and conditions of employment for Administrative Staff will be made available to the candidate to whom the appointment is offered.
Candidate Information Pack | Head of Data & Insight, University of East Anglia
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