Resources for Managers in Higher Ed Advancement
Professional development and management tools for your team
Advancement relies on their managers’ ability to incentivize and develop their teams to meet today’s campaign goals. Managers must onboard new talent, incentive and track fundraising progress, identify growth opportunities, and develop staff to reach their full potential. Use these resources from Advancement Advisory Services to help your staff become successful, data-driven managers.
Onboarding
Tailored Onboarding Toolkit
Eight tools to help you design a tailored onboarding program to help new hires gain the skills necessary for success and increase long-term MGO retention rates.
Metrics and check-ins
Gift Officer Metrics Tracker
College and university advancement leaders need a way to track short-term and long-term goals. This check-in template will help gift officers and managers track short-term contacts, moves, and leading indicators to assess progress toward annual goals.
Time Allocation Predictive Model
The Time Allocation Predictive Model is an interactive tool to help deans understand and quantify how much gift officer distractions are impacting fundraising.
Professional development
The Professional Development Playbook
This toolkit will help advancement shops improve major gift officer retention by offering ongoing fundraiser training so they can develop new skills.
Division-wide management resources
Maximizing Fundraiser Efficiency in Higher Ed
Use this study to scale cultivation strategy development to meet donor expectations within current staff capabilities and time allocation.
Competing for Talent
This study examines how institutions can recruit high-performing major gift officers in an environment of increasing demand for top recruiters.
Inside the mind of a Curious Chameleon
The Advancement Forum sought to find the characteristics of an ideal major gift officer (MGO). We discovered that an MGO should be a Curious Chameleon—an individual with behavioral and linguistic flexibility, intellectual and social curiosity, the skill to distill information, and the ability to approach the solicitation process in a strategic manner.
Competency-Based Hiring Toolkit for University Advancement Leaders
Use the competency-based hiring to identify qualified transferable-skills candidates and attract them to your open positions.
Close the Diversity Gap in Higher Ed Advancement By Recruiting Transferable-Skills Candidates
Current efforts aren’t enough to significantly increase diversity of job candidates and new hires because there is a lack of diversity within the advancement industry. Transferable-skills candidates bring skills and competencies from related fields and provide an opportunity to increase advancement team diversity.
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