CASE Insights on Generative AI in Advancement-Recording

Video Transcription

Video Summary

The webinar presented by CASE explores the adoption of generative AI within educational advancement sectors, focusing on where institutions currently stand and how to effectively integrate AI into advancement workflows. The session begins with introductions from key presenters at CASE and partner institutions, highlighting their roles in the research and development of AI adoption strategies.<br /><br />Through extensive research involving over 400 participants, multiple focus groups, and leadership input, the team identified that most advancement teams are in early stages of AI use—primarily exploring and experimenting with generative AI tools for efficiency gains rather than efficacy. Marketing and communication roles are adopting these technologies more rapidly and deeply than others. Several challenges emerged, including the need for clear policies, ethical considerations, and leadership direction.<br /><br />CASE has developed an interactive report outlining a four-level AI adoption pathway—Exploring, Experimenting, Operationalizing, and Scaling—across six key focus areas: ethics/responsibility, infrastructure/technology, strategy/vision, policy/governance, skills/training, and culture/mindsets. The report offers practical tools such as custom instructions for AI tools, policy templates, and job aids to help teams tailor AI use to their specific advancement contexts. Emphasis is placed on the importance of fostering a culture of curiosity, experimentation, and continuous learning to achieve strategic, mission-aligned AI integration.<br /><br />Leadership plays a critical role in enabling this transformation by modeling curiosity tied to purpose and embedding ethical AI use into practices. The session closes with a call to action encouraging participants to assess their institution’s AI maturity level, create interdisciplinary teams for adoption planning, and consider joining CASE’s benchmarking cohorts to support peer learning and sustained advancement in AI utilization.

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Keywords

generative AI

educational advancement

AI adoption

advancement workflows

CASE webinar

AI integration

ethical AI

AI adoption pathway

AI policy templates

leadership in AI adoption