Tuesday, April 19, 2016
8:30 a.m. - 4 p.m.
Oakham House, Oakham Lounge (2nd Floor) Ryerson University
Presenting Partner – Industrial Alliance Financial Group
Summit Sponsor – Engagement Analysis Inc. Research
Engaged, enthusiastic alumni are key to the advancement of every educational institution. How can Alumni Relations leaders harness the talents and treasure of these key constituents in an era of fast-paced technology and increased expectations?
Join your peers at the senior levels of Alumni Relations to explore, learn and problem-solve at a special CCAE Summit designed for executive directors, Vice-Presidents, AVPs, and directors in Alumni Relations.
There will be an in-depth analysis of Engagement along with a review of some engagement systems being using at CCAE member schools from across Canada. Attendees will discuss the creation of a National Engagement Metric System.
During the afternoon, attendees will explore:
- Ethics and management challenges
- Alumni boards
- Managing Alumni Volunteers
- Campus-wide alumni plans
- How to deliver better services with less resources
Bring your thorny problems and clever solutions to share in the 30 Great Ideas in 30 Minutes session. Maximize the value of this opportunity by planning alumni and donor visits in Toronto.
Plan to attend this unprecedented CCAE Summit!
CCAE Members: $399 + tax
Non-members: $499 + tax
|8:00 – 8:30 a.m.||
Registration - Coffee/juice/light refreshments
|8:30 – 8:45 a.m.||
Welcome – Mark Hazlett, CCAE Executive Director
|8:45 – 9:45 a.m.||
Ray Satterthwaite, President, Engagement Analysis Inc
|9:45 – 10:00 a.m.||
|10:00 – 12:00 noon||
Engagement, Metrics in Various Programs (panel discussion)
|12:00 – 12:45 p.m.||
|12:45 – 2:00 p.m.||
National Engagement Metric System – Open Discussion Brainstorm
|2:00 – 2:15 p.m.||
|2:15 – 3:30 p.m.||
Group Discussion Topics
|3:30 – 4:00 p.m.||
30 Great Ideas in 30 Minutes – The Best from the Group
Closing Remarks – Mark Hazlett
|Anne M. Cobban, Director, Alumni Engagement and Partnerships, University of Toronto
Anne M. Cobban is the Director, Alumni Engagement and Partnerships at the University of Toronto. She leads a team focused on providing strategic counsel to more than 25 divisions at U of T to strengthen alumni engagement, fostering relationships with senior level volunteers and alumni groups and is also responsible for alumni engagement measurement systems. Anne is a graduate of the University of Toronto and has an MBA from the Schulich School Business at York University.
Dianna DeBlaere, Director, Operations and Planning, Alumni UBC
Dianna DeBlaere has worked in alumni relations for the past 13 years. In 2005 she inherited a universally loathed metrics system lacking clarity and purpose. She spent a year transforming this system, gaining institutional buy-in along the way. By 2008, the UBC Engagement Points Model was used to measure alumni engagement at UBC as part of the historic start an evolution campaign. Today, Dianna oversees data analytics, the Your Next Step career program and the operation of the Robert H. Lee Alumni Centre.
Shannon Hynes, Director, Alumni Relations, George Brown College
George Brown College has over 207,000 alumni and about 35% of them are actively engaged as volunteers, donors, and ambassadors. As Director of Alumni Relations, Shannon is responsible for delivering programs that drive alumni involvement and loyalty, measuring outcomes and communicating insights through data to inform institutional decision making.
Kevin MacDonell, Associate Director, Advancement Data & Analysis, Advancement Department, Dalhousie University
Kevin, formerly a journalist and editor, has served various roles in higher education advancement since 2003. He launched the CoolData blog (cooldata.org) in 2009, focused on promoting the learning of data analysis and predictive modelling techniques for professionals who work in advancement and other nonprofit organizations. Kevin is co-author, with Peter Wylie, of Score!: Data-Driven Success for Your Advancement Team, published by CASE in 2014.
Ray Satterthwaite, President, Engagement Analysis inc.
Ray began his career in Advancement at McGill University, serving in the alumni program area and then as the Director of Alumni Relations and Annual Giving. At Queen’s University, he served as Director of Development and Campaign Director, then Associate Vice-Principal of Advancement and Chief Development Officer, running a successful $262 million capital campaign. Most recently, Ray was the Executive Director of Advancement at Ashbury College in Ottawa, where he oversaw communications, marketing, alumni and parent relations and all fundraising activities for the school. He was also President of the Ashbury College Foundation.
Ray has been involved with both CCAE and CASE. His research, speaking engagements and articles on the topic of alumni engagement have earned him recognition for his work, including Faculty Star and Rising Star honours from CASE. In 2007 he founded Engagement Analysis Inc., and has helped over 70 clients in Canada, the UK and the US to identify, measure and use engagement information to improve their programs.
The State of Engagement
Evaluating alumni relations programs has traditionally been left to qualitative measures. Over the last ten years the concept of alumni engagement has grown out of the demand for a more quantitative approach. Not only are our Boards asking for concrete measures, with more fully-integrated Advancement shops the bottom-line focus requires staff to justify programs by measuring impact.
As more organizations look to develop an engagement measure, the challenge is how to define engagement in your own context and what to measure to consistently and accurately reflect that definition. Engagement begins with each person’s individual experience, which develops into a feeling that leads to an expression of that feeling through actions. These are not easy things to measure.
This session will present an overview of how this measurement process has developed, general trends in the industry, challenges faced as information flows in, and the hard decisions that must be made to continue the process.
Engagement Metrics in Various Programs (panel discussion)
Four alumni leaders will share their own experiences and discuss how they have defined, scored and managed their programs with a quantitative measurement process.
Questions For Panel
- What is your definition of Engagement? Do you have it written down?
- How did you come to that definition? What was the process? Who was involved? What were the challenges?
- What is your formula? Is there a standard calculation? Has it changed?
- How do you report on results? To whom? How often?
- What impact has your measure had on your programs? What have you learned about your programs and was it through measurement/re-measurement?
- What have your challenges been? What challenges do you see coming?
- If you were to start over, what would you do differently or avoid at all costs?
- Where do you see your score going? Where do you see the process going?