CASE All Districts Online 2023-Pipeline Health: Leading a Campus Wide Strategic Plan

Video Transcription

Video Summary

The video is a presentation titled "Pipeline Health Idiot Campus Wide Strategic Plan" by Alessandra Demmons at the Alt District 2023 Conference. The presentation begins with housekeeping notes and an introduction of the presenter. Alessandra discusses the strategic plan created for UC Berkeley's donor pipeline, highlighting the goals and strategies to measure and improve the health of the pipeline. The plan takes a methodical approach and focuses on data, programs, and people. Alessandra also introduces the Discovery Journey program, which is an innovative way to pre-qualify prospects through personalized communications. The program has had successful results, including warm handoffs to gift officers and the discovery of undocumented bequests. Alessandra emphasizes the importance of listening, sharing findings, and creating space for this work. She also mentions the need to expand resources, such as increasing the number of gift officers to fulfill the strategic plan's goals. The presentation ends with a Q&A session.

Asset Caption

CASE Career Level: 3
CASE Competencies: Strategic Thinking, Industry/Sector Expertise

Keywords

Pipeline Health Idiot Campus Wide Strategic Plan

Alessandra Demmons

Alt District 2023 Conference

UC Berkeley

donor pipeline

goals and strategies

Discovery Journey program

personalized communications