A Model for Operational Excellence in Times of Growth and Change-UTEP FundMiner CASE Togather Oct 2024 Presentation

UTEP FundMiner CASE Togather Oct 2024 Presentation

Pdf Summary

The presentation titled "A Model for Operational Excellence in Times of Growth and Change," delivered by Chelsea Lamego of FundMiner and Jake Logan of The University of Texas at El Paso, outlines a comprehensive strategy for maintaining operational efficiency during organizational growth and evolution. It emphasizes the need for proactive planning, a strong case for support, and strategic reputation transformation.<br /><br />Key elements include understanding the organizational baseline across various metrics such as fundraising capacity, alumni participation, and peer benchmarking. The presentation highlights the significance of a multi-year hiring plan that adapts to changing conditions, ensuring that talent acquisition aligns with strategic goals. The model underscores the importance of aligning goals across all organizational levels—from the division to individual contributors—to foster a culture of philanthropy and position the organization as a leading workplace in its sector.<br /><br />The approach to operational excellence also involves leveraging data and benchmarking insights, such as those from the Educational Advisory Board (EAB), to optimize the return on investment (ROI) from advancement activities. The presentation highlights how strategic management of Full-Time Equivalent (FTE) resources can result in significant additional fundraising revenue, as demonstrated by UTEP's performance over several fiscal years.<br /><br />Furthermore, the strategy advocates for breaking down silos within the organization, utilizing technology to streamline processes, and ensuring data hygiene for effective advancement operations. It also stresses the importance of maintaining strong relationships with donors, showcasing the impact of their contributions through comprehensive reporting. By focusing on human-centered approaches, investing in talent development, and adhering to core values, the implementation of this model aims to achieve continuous donor support, foster organizational alignment, and enhance fundraising success.

Keywords

Operational Excellence

Organizational Growth

Fundraising Strategy

Proactive Planning

Talent Acquisition

Data Benchmarking

Philanthropy Culture

Donor Relationships

Technology Utilization

Talent Development