Positives, Pitfalls & Possibilities: Charting a New Course for Alumni Engagement-Presentation

Presentation

Pdf Summary

This document outlines an analysis of alumni engagement, highlighting its strengths, challenges, and future opportunities. 

<strong>Positives:</strong>

The report emphasizes the comprehensive data management and reporting capabilities supporting alumni relations. A Power BI dashboard named "Alumni Prospects" aggregates key prospect information, enabling targeted engagement. Alumni bios are carefully compiled for individuals meeting specific criteria such as an Engagement Score of 12, Alumni Council membership, high overall ratings, and lifetime giving of $100K or more. Faculty members meeting these criteria are also included.

Detailed alumni lists contain rich data points including contact details, spouse information, age, alumni or faculty status, employment title and employer, primary school and degree, graduation year, area of study, and prospect management data. Additional information tracks wealth screening, giving capacity, pledge history, event participation, volunteer roles, and fundraising opportunities.

Post-event summaries and event data are also captured through Power BI dashboards, facilitating performance tracking and strategic planning.

<strong>Software Platform:</strong>

A robust technology stack supports these efforts, including constituent databases, Salesforce and Affinaquest for CRM and prospect management, Salesforce Marketing Cloud for email marketing, Sprout Social for social media management, GiveCampus for event management, and WordPress for website management.

<strong>Summary:</strong>

Overall, the document details a sophisticated and multifaceted approach to alumni engagement, leveraging data analytics, comprehensive profiling, and integrated software systems. This structured framework fosters targeted outreach, volunteer coordination, and fundraising effectiveness, laying a strong foundation for enhanced alumni relations. Questions or follow-ups are welcomed to explore these insights further.

Keywords

alumni engagement

data management

Power BI dashboard

Alumni Prospects

Engagement Score

Alumni Council

wealth screening

fundraising opportunities

CRM systems

volunteer coordination