Successfully Onboarding Your Staff So They Stay

Successfully Onboarding Your Staff So They Stay—and Thrive!

About

Join Lana M. Fontenot of South Louisiana Community College as she shares insights on successfully onboarding and engaging employees within an advancement team. Lana has developed a structured and intentional approach to employee retention and growth, focusing on a seamless transition into the workplace and long-term professional development.

Key topics include:

First-Week Success: Structuring schedules to provide clarity and purpose.
30/60/90-Day Plans: Setting clear expectations and benchmarks for new employees.
Defining Roles & Responsibilities: The power of clear job descriptions.
One-on-One Meetings: Creating impactful agendas to foster engagement.
Professional Development: Customizing growth plans to retain and nurture talent.

CASE Career Levels

	Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)
	Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)
✓	Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)
✓	Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)
✓	Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)
✓	Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies

	Industry/Sector Expertise Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)
	Relationship Building Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)
✓	Emotional Intelligence Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)
	Strategic Thinking Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)
✓	Leadership Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact. The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)

Summary


Availability:	Registration Required


Location:	Online Meeting
Date / Time:	May 30, 2025 1:00 PM - 2:00 PM ET


Credit Offered:	No Credit Offered

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