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Alumnirelaties:een blik in de
toekomst
A case study of the University of
Sheffield
Miles Stevenson
Director of Development
The University of Sheffield, United Kingdom

19th May 2011
Welcome                                                                                 Welkom




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
I aim to cover …

• Background on the Sheffield
  office

• What an alumni relations
  programme aims to achieve
  – setting objectives

• Interacting with existing
  alumni groups/building trust
  and respect amongst
  University colleagues
    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The University of Sheffield
                                Founded in 1905




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
5 June 2002




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
18 November 2011




                                                                                        An active
                                                                                        alumni
                                                                                        programme
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Building a pipeline
                                                     Rome is niet op één dag gebouwd
                                                     Keulen en Aken zijn niet op één dag
                                                     gebouwd




                                                                          A good team

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Our aim was to create …

• a successful office
• which builds a strong
  alumni family and
  brand
• supports my Vice-
  Chancellor and the
  University
• enthuses supporters
• and raises profile …
  and money

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Your University is sceptical/nervous

• Can it succeed?
• How much will it cost?
• Can you recruit good staff?
• Will you raise any support?
• Realistically, what can be
  achieved in the short-term?
• Is it essential?


• … therefore you need a plan
  and business case
    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The office of Optimism




Have a vision of what could be achieved
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Why Education is Important




                        Ricketts – Penicillin – Viagra!
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Why Education is Important 2




      Bailey Bridge – Stainless Steel – London Eye
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Institutional Audit 1

• Check out the history – why haven’t they
  had one before?
• Who is the head of the institution?
• What is his/her (real) commitment?
• How much charisma?
• Unique selling points – if any!
• What is the institution good at?


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Institutional Audit 2

• What resources are available?
• Are senior management keen?
•   What is your reporting structure?
•   How many alumni, how old, how famous?
•   What is the appetite to do this?
•   Any focus groups to test this?
•   What other supporters exist?


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Institutional Audit 3

• What does the institution really want?
• What are the expectations?
• How reasonable are these expectations?




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The Strategic Plan

    A plan will involve the whole range of activity

•   Database
•   Publications – e-bulletins
•   Events/Reunions
•   Volunteers
•   Alumni Ambassadors
•   Prospect research, identification
•   Fundraising?


      24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Basic Ingredients

•   Database
•   Staff
•   Time to embed
•   Backing from the top
•   Direction
•   Training
•   Energy and enthusiasm
•   A budget


    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The University of
Sheffield: a case study
Sheffield




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The University of Sheffield
                                 Founded in 1905




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Sheffield - 1904




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Back to 1984




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
What went wrong?

   Unrealistic expectations
   Lack of commitment at the top
   It cost a lot
   Was it succeeding?
   Alumni groups preserving independence
   Ownership – “has it raised anything yet?”
   Too many parties and publications
   No early successes = destroying confidence
   Staff not really believing in it - apologetic
   Ultimately the cost – benefit ratio
    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Starting point
Lack of clarity of purpose


Proper objectives


How to measure
success?




 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Things to think about
Is it just a social thing – a sort of fun club?


Is it o.k. to lose money in this process? Subsidising
events and branches?


Is the benefit for the alumni solely? (not for the
University)


Are measureable things of any relevance?

 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Objectives

Communication – the University’s
brand/reputation




  24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Objectives
Information/data collection on alumni
– who is out there who could help

Participation – events; talks; work
placements; careers service

Income generation – recruitment;
future courses; philanthropy


What is the benefit?


 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
What did I do first?

•   Scoping – pause for thought
•   Database – expensive
•   Questionnaire and research
•   Internet site (with donation form)
•   Quality publications
•   Alumni Relations programme
•   Agreed projects
•   Fundraising priorities and plan

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Public backing by Vice-Chancellor

                                                                     Talk to all heads of
                                                                     department on my
                                                                     second day
                                                                     Support from Vice-
                                                                     Chancellor
                                                                     Acknowledgment of
                                                                     difficulties
                                                                     Immediate
                                                                     expressions of interest

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Essential stakeholders

       You need key constituents on your team
1.     Your Vice-Chancellor/your Rector
2.     The senior managers
3.     Your staff
4.     Your supporters/donors
5.     The academic champions
6.     Existing alumni groups …
       and they may/will be sceptical!

     24/05/2011 © The University of Sheffield / Department of Marketing and Communications
My starting point

• Some data – no database
• 1 ½ alumni relations staff
• No magazine – limited website
• 6 regular donors – c. £100 p.a.
• No organised fundraising
• But … evidence of
  philanthropy from the past



   24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Teams

              • Database and Research
              • Alumni Relations
              • Fundraising – Annual Fund
                      Telephone and direct mail
              • Fundraising – Projects/Major Gifts
              • Fundraising - Legacies
              • Finance and Stewardship


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Development and Alumni
                                     Relations Office

  Office established
  June 2002:
• To reconnect with
  alumni, staff and
  friends of the
  University
• To raise profile and
  donations


                                                                             Now 17 staff

    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Sowing the seeds

Alumni Relations prepares
the ground for increased
reputation, brand
recognition, better
recruitment and ultimately
donations.

Don’t treat alumni as a
“cash cow”

 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Our Alumni
Former
students, staff
and friends
130,000 +
Ordinary alumni?




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Now worth $73 billion (ish)




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Hard and soft benefits
                                              Reputation
Word of
Mouth                                                                                     Donations




                                              Speakers




  24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Famous Alumni




        David Blunkett, Sir Harry Kroto, Sir Richard Roberts, Eddie Izzard
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Addressable Alumni (02/02/2009)

                                                          UK
                                                                                        Russia & Central
                                                        98,308
                                                                                           Asia - 28
             N. America
                2,601                             Europe
                                                   9,546                                             E. Asia
                                                                            Middle
                                                                                                     4,580
                                                                        East/Gulf 1,888
                         Caribbean
                            443                                                         S. Asia
                                                                                         1,194     S.E. Asia
                                                                                                    5,345
                                                               Africa
                         S. America                            1,497
                             338                                                                   Australasia
                                                                                                      849


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Flags of which countries?
Flags of these countries



                St. Lucia




Trinidad & Tobago           Dominica
The Caribbean




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The Caribbean
                                                   St Lucia – Her
                                                  Excellency Dame
                                                  Pearlette Louisy
                                                   Hon LLD 2003




Trinidad & Tobago
His Excellency
George Maxwell                                                                               Dominica – His
Richards                                                                                     Excellency Dr
Hon LittD 2005                                                                             Nicholas Liverpool
                                                                                               PhD 1965
   24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Alumni Publications




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Princeton University


  Alumni Magazine –
      Regular
   Communication
“brand” reinforcement




 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Princeton University




                                                                                        Weekly!!!!!

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Building the communications

    Your Alumni Magazine
•   Establish a brand identity
•   Make it interesting – not just propaganda!
•   Regular publishing
•   Ensure a mention of philanthropy/beneficiaries

  Your Website
• Websites do not replace magazines – they complement
  them
• Websites can provide information/new/services
• Use it to collect information - link to your database

      24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Centenary DVD to 25,000




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Events and reunions




                                                  Retired
                                                   Staff
                                                  Dinner



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Building the processes

    Your database
•   The database is your most important resource –
    it is crucial for “corporate memory”
•   Buy an “off the shelf model” – resist in-house
    designs
•   Send out questionnaires
•   Link your website to the database
•   Use it to record information, gifts, stewardship
    and events
•   Track and record affinity - attendance

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Visibility
The Alumni Office must be
visible

People must be able to find this
office – and quickly

You must inspire trust and




  24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Get measuring



You must
have
non-financial
measureables




 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Recognition




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Some recent successes
                               at Sheffield




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
The Alumni Foundation




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Exhibition Space




24/05/2011 © The University of Sheffield / Department of Marketing and Communications   57
Pro Bono Law




24/05/2011 © The University of Sheffield / Department of Marketing and Communications   58
Scholarships




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
SITraN




It is the research that counts …
24/05/2011 © The University of Sheffield / Department of Marketing and Communications   60
Discussion and Questions

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2011 presentation to dutch visitors case study of sheffield small

  • 1. Alumnirelaties:een blik in de toekomst A case study of the University of Sheffield Miles Stevenson Director of Development The University of Sheffield, United Kingdom 19th May 2011
  • 2. Welcome Welkom 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 3. I aim to cover … • Background on the Sheffield office • What an alumni relations programme aims to achieve – setting objectives • Interacting with existing alumni groups/building trust and respect amongst University colleagues 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 4. The University of Sheffield Founded in 1905 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 5. 5 June 2002 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 6. 18 November 2011 An active alumni programme 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 7. Building a pipeline Rome is niet op één dag gebouwd Keulen en Aken zijn niet op één dag gebouwd A good team 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 8. Our aim was to create … • a successful office • which builds a strong alumni family and brand • supports my Vice- Chancellor and the University • enthuses supporters • and raises profile … and money 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 9. Your University is sceptical/nervous • Can it succeed? • How much will it cost? • Can you recruit good staff? • Will you raise any support? • Realistically, what can be achieved in the short-term? • Is it essential? • … therefore you need a plan and business case 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 10. The office of Optimism Have a vision of what could be achieved 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 11. Why Education is Important Ricketts – Penicillin – Viagra! 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 12. Why Education is Important 2 Bailey Bridge – Stainless Steel – London Eye 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 13. Institutional Audit 1 • Check out the history – why haven’t they had one before? • Who is the head of the institution? • What is his/her (real) commitment? • How much charisma? • Unique selling points – if any! • What is the institution good at? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 14. Institutional Audit 2 • What resources are available? • Are senior management keen? • What is your reporting structure? • How many alumni, how old, how famous? • What is the appetite to do this? • Any focus groups to test this? • What other supporters exist? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 15. Institutional Audit 3 • What does the institution really want? • What are the expectations? • How reasonable are these expectations? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 16. The Strategic Plan A plan will involve the whole range of activity • Database • Publications – e-bulletins • Events/Reunions • Volunteers • Alumni Ambassadors • Prospect research, identification • Fundraising? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 17. Basic Ingredients • Database • Staff • Time to embed • Backing from the top • Direction • Training • Energy and enthusiasm • A budget 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 19. Sheffield 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 20. The University of Sheffield Founded in 1905 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 21. Sheffield - 1904 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 22. Back to 1984 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 23. What went wrong?  Unrealistic expectations  Lack of commitment at the top  It cost a lot  Was it succeeding?  Alumni groups preserving independence  Ownership – “has it raised anything yet?”  Too many parties and publications  No early successes = destroying confidence  Staff not really believing in it - apologetic  Ultimately the cost – benefit ratio 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 24. Starting point Lack of clarity of purpose Proper objectives How to measure success? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 25. Things to think about Is it just a social thing – a sort of fun club? Is it o.k. to lose money in this process? Subsidising events and branches? Is the benefit for the alumni solely? (not for the University) Are measureable things of any relevance? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 26. Objectives Communication – the University’s brand/reputation 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 27. Objectives Information/data collection on alumni – who is out there who could help Participation – events; talks; work placements; careers service Income generation – recruitment; future courses; philanthropy What is the benefit? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 28. What did I do first? • Scoping – pause for thought • Database – expensive • Questionnaire and research • Internet site (with donation form) • Quality publications • Alumni Relations programme • Agreed projects • Fundraising priorities and plan 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 29. Public backing by Vice-Chancellor Talk to all heads of department on my second day Support from Vice- Chancellor Acknowledgment of difficulties Immediate expressions of interest 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 30. Essential stakeholders You need key constituents on your team 1. Your Vice-Chancellor/your Rector 2. The senior managers 3. Your staff 4. Your supporters/donors 5. The academic champions 6. Existing alumni groups … and they may/will be sceptical! 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 31. My starting point • Some data – no database • 1 ½ alumni relations staff • No magazine – limited website • 6 regular donors – c. £100 p.a. • No organised fundraising • But … evidence of philanthropy from the past 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 32. Teams • Database and Research • Alumni Relations • Fundraising – Annual Fund Telephone and direct mail • Fundraising – Projects/Major Gifts • Fundraising - Legacies • Finance and Stewardship 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 33. Development and Alumni Relations Office Office established June 2002: • To reconnect with alumni, staff and friends of the University • To raise profile and donations Now 17 staff 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 34. Sowing the seeds Alumni Relations prepares the ground for increased reputation, brand recognition, better recruitment and ultimately donations. Don’t treat alumni as a “cash cow” 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 36. Ordinary alumni? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 37. Now worth $73 billion (ish) 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 38. Hard and soft benefits Reputation Word of Mouth Donations Speakers 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 39. Famous Alumni David Blunkett, Sir Harry Kroto, Sir Richard Roberts, Eddie Izzard 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 40. Addressable Alumni (02/02/2009) UK Russia & Central 98,308 Asia - 28 N. America 2,601 Europe 9,546 E. Asia Middle 4,580 East/Gulf 1,888 Caribbean 443 S. Asia 1,194 S.E. Asia 5,345 Africa S. America 1,497 338 Australasia 849 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 41. Flags of which countries?
  • 42. Flags of these countries St. Lucia Trinidad & Tobago Dominica
  • 43. The Caribbean 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 44. The Caribbean St Lucia – Her Excellency Dame Pearlette Louisy Hon LLD 2003 Trinidad & Tobago His Excellency George Maxwell Dominica – His Richards Excellency Dr Hon LittD 2005 Nicholas Liverpool PhD 1965 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 45. Alumni Publications 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 46. Princeton University Alumni Magazine – Regular Communication “brand” reinforcement 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 47. Princeton University Weekly!!!!! 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 48. Building the communications Your Alumni Magazine • Establish a brand identity • Make it interesting – not just propaganda! • Regular publishing • Ensure a mention of philanthropy/beneficiaries Your Website • Websites do not replace magazines – they complement them • Websites can provide information/new/services • Use it to collect information - link to your database 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 49. Centenary DVD to 25,000 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 50. Events and reunions Retired Staff Dinner 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 51. Building the processes Your database • The database is your most important resource – it is crucial for “corporate memory” • Buy an “off the shelf model” – resist in-house designs • Send out questionnaires • Link your website to the database • Use it to record information, gifts, stewardship and events • Track and record affinity - attendance 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 52. Visibility The Alumni Office must be visible People must be able to find this office – and quickly You must inspire trust and 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 53. Get measuring You must have non-financial measureables 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 54. Recognition 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 55. Some recent successes at Sheffield 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 56. The Alumni Foundation 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 57. Exhibition Space 24/05/2011 © The University of Sheffield / Department of Marketing and Communications 57
  • 58. Pro Bono Law 24/05/2011 © The University of Sheffield / Department of Marketing and Communications 58
  • 59. Scholarships 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 60. SITraN It is the research that counts … 24/05/2011 © The University of Sheffield / Department of Marketing and Communications 60