Continuum Model Oregon State University Honors College HERU 2019 - PowerPoint PPT Presentation

Managing Donor Relations Using a Continuum Model Oregon State University Honors College HERU 2019

Why Create a Donor Continuum?* • Mechanism to plan and prioritize a comprehensive portfolio of development activities • Framework to facilitate and individualize stakeholder engagement at multiple levels • Structure to guide investment in development efforts • Enabler for increasing scale of engagement activities

Donor Continuum Process Map

Donor Continuum Structure • Five stages • Discovery – Little knowledge and/or previous engagement • Interest – Indicates desire to learn more about program and/or opportunities • Engagement – Takes part in event or activity • Participation – Donor and/or active participant in program development • Ownership – College board membership and/or program host or designer • Engagement activities and outreach are designed to transition donors along the continuum

OSU Honors Coll llege Context xt • OSU Honors College is 24 years old • About 1,800 total HC graduates since first class (of one) in 1996 • Diverse set of initiatives needed to grow base of stakeholders beyond Honors College alumni • Family members • Other OSU alumni • Faculty and staff • Corporate and community leaders

Discovery Receiv ive HC email ils Receiv ive HC pri rint materia ials Rece eceive HC HC even ent t and mee eeting in invit vitation(s) Receiv ive HC soc socia ial l media request

Discovery scovery  Interest Disc Receive HC HC emails ils Interest Receive HC HC pr prin int ma materials ls Re Rece ceive HC HC event and nd me meeting inv nvitation(s) Receive HC HC soc ocial l media me ia requ quest Attend Even ent( t(s) • Networking event • Portal event • Industry event • Parent & family event Mee eet with ith HC HC staff or or volu olunteer Res espond to o survey Fol ollow HC HC soc ocia ial med edia

Interest  Eng Engagement Interest Engagement Attend Event( t(s) • Networking event • Portal event • Industry event • Parent & family event Con Connect wit ith stu tudents an and fac acult lty Meet wi with th HC HC staff or volu volunteer • Honors course guest Respond to to su survey ey • Book club • Dean and Friends Foll ollow HC HC soc socia ial media ia • Alumni coffee • Service opportunity Volunteer at t HC ac activ ivit itie ies • Recruitment event • Portal event • Parent & family event

agement  Engag Eng Engagement Par articipation Con onnect wi with th stu tudents ts Participation and nd fac acult lty • Honors course guest • Book club • Dean and Friends • Alumni coffee • Service opportunity Host HC event Volu olunteer at at HC HC activ tivitie ties • Recruitment event • Portal event Hos ost stu tudent in intern rn • Parent & family event Hos ost pr prof ofessio ional de develo lopment ac activ ivit ity Men entor stu tudent(s) Lead HC cou Le ourse Con ontrib ibute to o phi phila lanthropic efforts

ipation  Part rticip Participation Ownership ip Host HC Hos HC event Hos Host stud tudent intern Ownership Host pr Hos prof ofessional l de develo lopment t activ tivit ity Mentor student(s) Le Lead ad HC HC cou ourse Con ontrib ibute to to Ad Advis isory boa oard member phila phi lanthropic ic efforts (B (BOR, PLC, AL ALC) Le Lead phila ilanthropic efforts Organize, desi sign, develop events

very  Discove Discovery Int nter erest erest  Int nter Interest Eng ngagem ement nt Receive HC HC emails ils nt  Eng ngagem ement Engagement Receive HC HC pr prin int Part rtici cipation on ma materials ls Attend event( t(s) • Networking Rece Re ceive HC HC event event on  and nd me meeting Participa pation • Portal event inv nvitation(s) Participation Owner wnershi hip • Industry event Con onnect wi with th stu tudents ts • Parent & family and nd fac acult lty Receive HC HC soc ocial l event • Honors course guest me media ia requ quest • Book club Ownership • Meet wi with th HC HC staff Dean and Friends Hos Host HC HC event • Alumni coffee or volu volunteer • Service opportunity Ho Host stu tuden ent inter ern Respond to to su survey Volu olunteer at at HC HC activ tivitie ties Advisor ory boar ard d mem ember ber Hos Host pr prof ofes essional l Foll ollow HC HC soc socia ial • Recruitment event (BOR, R, PLC LC, ALC) LC) develo de lopment t activ tivit ity media ia • Portal event Lead Le ad phi phila lanthropic ic • Parent & family Mentor student(s) efforts event Organiz ize, e, de desig ign, Lead Le ad HC HC cou ourse dev develo elop even ents ts Con ontrib ibute to to phi phila lanthropic ic efforts

Donor Continuum Action Matrix

Stakeholders • Alumni of college/program • Local business/industry stakeholders • Parents/families/guardians • Alumni of OSU • Other stakeholders with aligned vision

Translating Donor Continuum into Action Stage Owners and Status Discovery Owners and Status Engagement Target Discovery Activities Engagement Activities Activities Activities Audience HC hosts a State of the College Toni and Kevin HC invites alumni as speakers to Tara and Ben Mason webinar for honors alumni Scheduled for 2/22/19 key HC events Kick off alumni lunches at the HC.   Record the event and post Offer a variety of events We have invited a handful of College and online for others to view for a variety of interests alumni to talk with students over Program Alumni   Post agenda before Survey alumni to see what lunch to supplement Dean and webinar is best option Friend events HC volunteers attend civic and Mary, Carol, and Paul HC invites business leaders to a business events Toni and Kellie work on script and special reception in conjunction  Lunch meeting of City Club target events with the thesis fair that includes  Dinners with talks HC students, HC faculty, and staff Local   After events be sure to Send preview of topics and business/industry follow up flyers in advance  Provide students guides to help navigate the fair Tara, Kevin, Alicia, and Carol Use one event for both of these purposes…Thesis road show with HC hosts State of the College Toni, Kevin, and Tara HC invites parents and area high posters and lightening talks webinar for parents Scheduled for 2/22/19 school counselors to informal tentatively planned for June 2019  Webinar specific invites networking/mixer events hosted  Educate on needs by HC volunteers  Events with active Parents involvement may draw more parents  Have opening testimonial by host: why they support HC

Example #1 Stage Discovery Owners and Status Activities Discovery Activities Target Audience HC hosts a State of Toni and Kevin the College webinar Scheduled for for honors alumni 2/22/19  Record the event and post online College and Program for others to view Alumni  Post agenda before webinar

Example #2 Stage Owners and Status Engagement Activities Target Engagement Activities Audience HC hosts regional events for OSU Paul and Mary (Kirkland event), alumni and donors Andy and Joe (Boston receptions)  Pilot event that highlights Julius (Houston receptions) Larry Kirkland and Vancouver Eric (Houston receptions & waterfront project. Portland reception) Existing Oregon  Have opening testimonial by Adam (Bay Area reception) State University host: why they support HC donors and OSU  Clarify next step options for alumni more involvement and connectivity between events

Tracking Activities and Engagement • Salesforce CRM developed to follow students through entire lifecycle (admit, current student, alum) • Expanded to include Honors College friends and supporters • Tracks contact information, donor type, stage of donor commitment, relationships, activities, and engagement history • Allows for assignment of task items

Acknowledgement The donor continuum process map and action matrix were developed by extending upon the concepts shared in training sessions provided by Advancement Resources https://www.advancementresources.org/

Questions/Conversation