I THINK WE’VE GOT IT!
ENHANCING CROSS-CAMPUS COLLABORATION
Agenda I. About Us: GWU & UGA II. Defining Successful Collaboration III. Launching a Collaborative Group Gaining Leadership Buy-In Defining the Group Identifying Colleagues Determining Structure Projecting Outcomes
IV. Managing a Group in Practice How Often to Meet Hosting Productive Meetings Integrating Others into Meetings
V. Lessons Learned
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
About Us
CHARTERED BY AN ACT OF CONGRESS 4 10 2,428 26,000+ 275,000 475 27
BLOCKS FROM THE WHITE HOUSE SCHOOLS & COLLEGES
FACULTY STUDENTS ALUMNI STUDENT ORGANIZATIONS DIVISION I SPORTS
Alec Baldwin Ina Garten Tim Gunn Kerry Washington Colin Powell Harry Reid
Elizabeth Warren Tammy Duckworth Kellyanne Conway Diana Henriques John Edgar Hoover Jacqueline B. Onassis Jennifer Riordan Executive Director of Donor Relations Cassandra Zacharkiw Director of Donor Relations
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
About Us
Development & Alumni Relations DONOR RELATIONS Executive Director, Donor Relations
Director,
Project Coordinator
Donor Relations Assistant Director, Donor Relations Assistant Director, Donor Relations CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
About Us
STATE-CHARTERED INSTITUTION School of Ecology | Garden Club | Award for Electronic Media
17 39,743 ACRES 36,606 STUDENTS 3,060 FACULTY 310,000 ALUMNI NATIONAL 42 CHAMPIONSHIPS AVERAGE 4.0 FRESHMAN GPA SCHOOLS & COLLEGES
Home of the world’s cutest mascot!
Sally Yates Ryan Seacrest Kim Basinger Deborah Roberts Alton Brown Michael Stipe
Trisha Yearwood Herschel Walker Deborah Norville Matthew Stafford AJ Green Bubba Watson Tony Stringer Sr. Dir. Donor Relations & Stewardship
Teresa Kesler Asst. Dir. Donor Relations & Stewardship
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
About Us
Development & Alumni Relations DONOR RELATIONS & STEWARDSHIP Senior Director, Donor Relations & Stewardship
Administrative Assistance (Shared Support)
Assistant Director, Donor Relations & Stewardship
Donor Impact Coordinator
Assistant Director,
Assistant Director,
Presidential Stewardship
Scholarship Stewardship
Presidential Stewardship Coordinator
Scholarship Stewardship Coordinator
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Collaboration “If everyone is moving forward together, then success takes care of itself.�
-Henry Ford
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
What is effective collaboration ?
Shared Goal Receptiveness to Instant Feedback Humility to Change your Course Individual Specialty Skills Facilitation Skills
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Why is this important ? DONOR RELATIONS: THE FIELD Misunderstood as reports, thank you notes, and events Challenging to evaluate as essential Viewed as a task THE PROFESSIONALS Undervalued as a professional Isolated within decentralized organizations Blurred boundaries and job roles CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
How can collaboration help ?
Promote the Significance of the Profession Break Down Organization-wide Silos Strengthen Standards without Dictating Rules Create a Community of Colleagues and Mentors Encourage Creativity and Pride in the Role
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
1
GAINING LEADERSHIP BUY-IN
Training Opportunity
Create a strong comprehensive plan
Proposals & Statistics
Illustrate the need through a survey
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
2
DEFINING THE GROUP: SELF-EVALUATION Strengths and Weaknesses Energetic, creative staff Institutional knowledge
Opportunities and Challenges
Leadership changes New positions with stewardship roles Need for professional development
Wearing (too) many hats Competitiveness
Decentralized development teams Rapid growth Quantitatively goal-oriented administration CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
2
DEFINING THE GROUP: CREATE YOUR CHARTER
Write a Meaningful Mission Statement We seek to maximize the level of service we provide to both donors and stakeholders and increase overall philanthropic support for the University. We intend to leverage best practices to standardize processes and procedures, and facilitate donor‐centered fundraising and stewardship efforts.
State Your Scope SWAG will provide business decisions related to campus‐wide donor relations and stewardship policies and procedures. Our goal is to build greater efficiency and effectiveness in our efforts and to encourage, recognize and support GW’s relationships with its donors to maximize sustainable philanthropic support. The working group will engage stakeholders from across the campus with stewardship and donor relations responsibilities. We will focus on ways we can all work together to ensure high-quality, coordinated and consistent donor relations activities across the GW campus as we work to become a more donor-centric organization. CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
3
IDENTIFYING COLLEAGUES
Create Donor Relations Unit Liaisons
Survey Your Organization
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
4
DETERMINING STRUCTURE
Identify Accessible Meetings Change it up by meeting centrally and at units Aim for different times and days until you find your best fit
Act as Facilitator, Not Dictator Utilize varying speakers and contributors Highlight unit strengths
Prioritize stewardship needs over vague goals Make use of university assets/in faculty and staff experts
Develop a Brand & Visual Identity
&
SWAG
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
4
DETERMINING STRUCTURE
Build a Sense of Community Gain Member Buy-in & Administration Support Provide food Offer follow-up information (UGA’s The Stew) Include Administration in follow-up Create a shared drive and space on Intranet (GWU’s DARC)
Create Space for Friendship & Mentorship Allow critical discussion Open your doors outside of meetings Have fun!
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Launching Your Group
5
PROJECTING YOUR EXPECTED OUTCOMES
Define the Roles of Central and Unit Donor Relations Communicate new initiatives
Elevate the Stewardship Profession Implement best practices Identify and address duplicate efforts
Create a stewardship standard Provide helpful templates and tools
Create a Collaborative Environment Open lines of communication Sense of inclusion
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
The Group in Practice
1
MEETINGS: HOW OFTEN?
Quarterly
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
The Group in Practice
2
PRODUCTIVITY: GETTING THE MOST OUT OF YOUR MEETING
Facilitate Member-Driven Topics Let the group drive your topics
Address the Basics Best practices Organization-wide standards
Set the Tone Through Speaker Choice Junior-level staff Vice Presidents Newly-hired Directors
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
The Group in Practice
2
PRODUCTIVITY: GETTING THE MOST OUT OF YOUR MEETING
Incorporate Organization-wide Speakers Unit-based development Experts
Plan Intentionally Timely around events Leverage content for multiple efforts
Generate Discussion Pose questions Highlight successes Share the bad and the ugly, too
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
The Group in Practice
3
INTEGRATING OTHERS INTO YOUR MEETING
Organization-wide Speakers
Facilities External Relations Financial Aid Work Life Balance Coordinator
Treasury Management Student Affairs Faculty Affairs Athletics
Development-wide Speakers
Unit Stewardship Plans Communications Advancement Services Financial Services
Donor Panel Planned Giving Annual Giving
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Lessons Learned Successes
Developing Content with Your Internal Team is Crucial Begin with Best Practices – Grow Into Collaboration Engage with Participants vs. Present “at” Them Follow up is essential! Share Articles Webinars Intranet Resources
Challenges Continuing the Conversation Gauging if Content is Trickling Down CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Lessons Learned Successes Launching New Projects is Easier
Communication funnel Shared goals push our projects forward
We Created an “Army of Stewies”
Ability to ask the right people the right questions Built-in volunteer base
Unexpected Mentorships Developed
Opened doors to critical discussion
Challenges Underestimating Workload Sustaining Creativity
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia
Questions? CASE Conference for Donor Relations | Alexandria, VA | June 25-27, 2018 George Washington University | University of Georgia