Summary This report examines metrics and goals related to advancement services units, with a focus on gift processing, prospect management, research, and marketing/communications. Key observations from our research: 1. Metrics that advancement services units collect include quality and timeliness of data entry, number of donors identified by prospect researchers, and hours spent on projects. 2. Administrators set goals for advancement services units based on staffing levels, volume of work, available technology, and previous office performance. 3. The majority of individuals who submit requests to advancement services are internal constituents such as fundraisers, deans, alumni relations staff, and marketing departments. 4. Advancement services administrators primarily facilitate communication with other development units and campus constituents through weekly and monthly meetings. 5. Advancement services units rely on software systems and online tools to receive, track, and fulfill requests for information, manage event registration, and monitor project progress. 6. Contacts collect user feedback through surveys and informal conversations with colleagues. DOWNLOAD THE REPORT
This report examines metrics and goals related to advancement services units, with a focus on gift processing, prospect management, research, and marketing/communications.
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