Measuring success alumni impact survey webinar 8_20_2013


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Measuring success alumni impact survey webinar 8_20_2013

  1. 1. © 2013 Measuring Success, LLC Measuring Success: Alumni Impact Survey Summer/Fall 2013 Andrew Foote, Analyst, Measuring Success
  2. 2. © 2013 Measuring Success, LLC Webinar How To Questions are welcome! • Type in questions or technical difficulties chat box • “Raise hand” button during open Q&A to ask questions All slides will be distributed after the webinar
  3. 3. © 2013 Measuring Success, LLC Agenda Timeframe Topic 10 min Welcome and introduction of Measuring Success 15 min Review of benefits and lessons learned from Alumni Impact Survey 5 min Question and answers 15 min Features of the survey and details about participating 10 min Questions and answers
  4. 4. © 2013 Measuring Success, LLC Measuring Success’ mission Why? Help non-profit communities increase their impact What? Data-driven decisions How? Surveys, Assessments, consulting/training
  5. 5. © 2013 Measuring Success, LLC Introductions Name School Geographic location Role within school
  6. 6. © 2013 Measuring Success, LLC Measuring Success collaborations  Together with our partners we have worked with over 600 independent schools!  Measuring Success develops, delivers, and supports a range of customized data toolsets that enable client organizations to achieve new levels of performance:  Sophisticated financial modeling  Comprehensive survey execution and consultation  Cutting edge CRM database and tracking  Performance benchmarking  Behavior tracking  Evaluation instruments
  7. 7. © 2013 Measuring Success, LLC Sustainability, a delicate and complex balance of: Growth Time Limited time and resources
  8. 8. © 2013 Measuring Success, LLC Important to focus on anecdotes substantiated by data 80% of assumptions are not substantiated by data (anecdotes, gut, emotion) Road from anecdote to data-driven decision making in nonprofits can be bumpy But critical given limited resources and time
  9. 9. © 2013 Measuring Success, LLC Alumni survey assists with multiple initiatives 1. Determine Impact 2. Identify Areas for Improvement 4. Strengthen Connections 3. Improve Alumni Database
  10. 10. © 2013 Measuring Success, LLC What can we learn about perceived value and engagement from each stakeholder group? • Graduate preparedness (academic, social, emotional) • Establish alumni connections Recent Graduates (within 4 years) • Long-term impact of school • Development and fundraising Older Alumni (more than 4 years) • Perceived quality of child’s education • Overall child development Recent Past Parents (within 4 years)
  11. 11. © 2013 Measuring Success, LLC Story from Ken Barlow of Cathedral High School • Ken Barlow, VP of Constituent Relations • Surveyed all 3 alumni groups in 2012 • Indianapolis, Indiana • 1,253 students • Grades 9-12 What did you learn from one of your alumni groups and how are you beginning to act on the data?
  12. 12. © 2013 Measuring Success, LLC Strong predictors of increasing alumni likelihood to recommend (LtR) Perceived value (LtR) 1. Character Development 2. Social Connections 3. Academic Preparedness
  13. 13. © 2013 Measuring Success, LLC Character Development: School found out that it needed to improve leadership training 61% 46% 34% 20% 26% 24% 20% 35% 35% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 1. T-Sinai 2.X 3.X 6. Jeremiah 4.X 5.X 6.Jeremiah Peer All1.Abc 2. 3. 7. Your School 5. 6. 7. Relative to your peers at [Emory University] how well prepared do you feel by ABC Academy in taking on leadership roles By % much stronger
  14. 14. © 2013 Measuring Success, LLC Alumni giving is a reflection of strongly recommending the school plus continued engagement Perceived value Engagement Giving
  15. 15. © 2013 Measuring Success, LLC How do your alumni want to be engaged? Please tell us if each of the following opportunities would be attractive to you: No Maybe Yes Student mentoring & career education ⃝ ⃝ ⃝ Pro bono work with the school in my area of professional expertise ⃝ ⃝ ⃝ Recruiting or speaking to interested families ⃝ ⃝ ⃝ Coaching students in one of my skill areas ⃝ ⃝ ⃝ Educational events taught by school faculty ⃝ ⃝ ⃝ Professional networking with alumni ⃝ ⃝ ⃝ Social events: reunions, homecoming, and socials ⃝ ⃝ ⃝ Fundraising on behalf of the school ⃝ ⃝ ⃝ Serving on board, committee, or alumni association of the school ⃝ ⃝ ⃝
  16. 16. © 2013 Measuring Success, LLC Using the data: Engagement strategies Improving local community perception of your school • Identify alumni that are promoters and that are interested in speaking recruiting and speaking to prospective families Bringing in more fundraising dollars from older alumni • Plan an engagement that these alumni are most interested in Quality is always key! • Relationship between likelihood to recommend and giving priority
  17. 17. © 2013 Measuring Success, LLC Questions and Answers (Features of survey to come..)
  18. 18. © 2013 Measuring Success, LLC Features of the Alumni Impact Survey
  19. 19. © 2013 Measuring Success, LLC Survey Benefits • Data refutes about 80% of anecdotes • Leadership can focus limited time/energy on 20% of anecdotes that are supported by data Schools can make decisions based off data – not anecdotes • Establish baseline of survey results, and compare to other schools across North America. Worked with over 8,500 alumni, 30,000 parents and 400 schools • If survey is used again after 2-3 years, can compare to your own school Set goals and measure improvement over time • Results are highly representative Average alumni response rate of 36%
  20. 20. © 2013 Measuring Success, LLC Data interpretation, Using key benchmarks • Older alumni, Recent alumni, Recent past parents • Across demographic groups within own alumni Across alumni/parent groups • 8,500 response so far and growing: Divisions Served, Enrollment, Religious Affiliation Peer schools • Alumni peers who graduated from other schools Competition • Upon repeat usage of alumni survey tool Against own longitudinal history
  21. 21. © 2013 Measuring Success, LLC Features of the project include… • All you need to do is provide email address and talk up survey within your community • Confidential, professional survey yet appears to come from your leadership and with your school’s name • We handle all troubleshooting, reminders, technical questions Full survey administration for your school • Complete with analysis • Benchmark, Distribution, Demographic Cuts, and Open Ended reports Produce comprehensive, easy to interpret reports • Review key findings • Train on how to use the results for data and vision driven decision making Consultation with leadership team
  22. 22. © 2013 Measuring Success, LLC Hi-level 1. Consultation Report Deeperdives 2. Data Supplement QualitativeTrends 3. Open- Ended Responses Contact 4. Database of alumni to follow up with Integrate 5. Action Plan and Priority List Post survey- Documents you will receive
  23. 23. © 2013 Measuring Success, LLC High Level Planned Timeline Task Date/Timeframe Complete online registration form September 23rd Call with schools to discuss marketing the survey and how to get high response rates. Early October Send out initial letter to inform alumni and parents that the survey is coming Late October Survey Data Collection - Officially open for 2 weeks, one additional week for “stragglers” November 4th – November 25th Check-in Call November 11th Report and consultations (to be scheduled individually) January
  24. 24. © 2013 Measuring Success, LLC Alumni Survey Cost  Custom questions option for all plans: Additional $750 for 5 questions Plan Cost One Year Plan: All groups surveyed in one year with a four-hour in person consultation $9,000 Three Year Plan: One group surveyed per year for three years with a four-hour in person consultation *Option to do a two-hour webinar consultation $7,000 per year $5,000 per year
  25. 25. © 2013 Measuring Success, LLC Questions and Answers
  26. 26. © 2013 Measuring Success, LLC Thank you and Next Steps  Thank you!  Next Steps: Complete the registration form:  Survey-Registration-Fall-2013  Further questions, please email:    Follow us:  Facebook: Measuring Success  Twitter: @measuringsucces
  27. 27. © 2013 Measuring Success, LLC Appendix
  28. 28. © 2013 Measuring Success, LLC 2. Hypotheses for Young (graduated in past 4 years) and Older Alumni Alumni Survey Sections Young Alumni Older Alumni I. Academic Preparation X II. Lifelong Learners and Habits of Mind X III. Character Development and Values X IV. Social Preparation X V. School’s Contribution to my life X VI. Overall Impact X X Judaism (Jewish Schools only) X X VII. Personal Connections X X VIII. Opportunities for Involvement X X IX. Communications X X X. Demographics X X XI. Open Ended Questions (optional) X X
  29. 29. © 2013 Measuring Success, LLC 2. Hypotheses: Recent Past Parents (had child graduate in past 4 years) Recent Past Parent Survey Sections I. Student Development II. School Community III. Teaching Approach IV. Overall Relationship with School V. Academic Program Areas Jewish Studies (Jewish schools only) VI. Extracurriculars VII. Student Services VIII. School Administrative Departments IX. Demographics X. Open Ended Questions (optional)