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The Role Encompass Plays
in Streamlining Back-end
Processes to Increase
Engagement
Timothy State ’93
Associate V.P. for Alumni Programs
Will Pittinos ’06
Web Content Manager
Project Overview
 Streamline paper process
 Capture data more effectively
 Improve workflow
 Improve ability to communicate to volunteers
 Improve ability of volunteers to participate
1,500 Volunteer to 0 Staff Challenge
Admissions
CareerEvents
Encompassing the Bigger Challenge
Admissions
• Student Callers
• College Fairs
Career
• Mentors
• Mock Interviews
• Speed
Networking
Events
• Reunions
• Event
Hosts/Sponsors
• Regional
Volunteers
The Solution
Contact and Giving
Information
Interest Codes
Communications and
Event Management
Interest Codes
Data Collection
•Multi-tab form.
•Log-in required.
Defining Roles
Interest-based focus
areas.
Checkbox drives a role.
Specific Opportunities
Specific opportunities
appear based on the
interests checked on
the previous tab.
Future tabs appear to
collect the information
we need, based on the
specific opportunities
that are selected.
Appear for
Career, but not
Admissions
Pre-Populated Information
News and Event Categories
Pushing Out Relevant News
•Intro from staff with
an overview of the
program.
•News stories
relating to the area
of focus.
•Volunteer
opportunities posted
as events can also
be listed
•Cross-promote
other programs in
Training Better Volunteers
Developing Content
 Pull information from Training Guides
 Ask Volunteers to write about their experiences
 Posting a volunteer opportunity as an event is also a
news story
 Share relevant information about your institution
 Admissions volunteers like to know how many
applications, and how that compares
 Reunion volunteers want to know about menus
 Career Advancement volunteers need reminders what it’s
like to be a jobless 21-year-old and where they are
developmentally
Volunteer Donation Participation
0%
10%
20%
30%
40%
50%
60%
Admissions Career Event
2009
2010
Volunteer Donation Totals
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
Admissions Career Event
2009
2010
Thank You!
Questions?

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The Role Encompass Plays in Streamlining Back-end Processes

Editor's Notes

  1. Segment volunteer data by interest in order to communicate with them effectively to move them to higher levels of engagement.Find a way to encourage volunteering and collecting volunteer informationEliminate the multitude of volunteer forms and surveysNo staff person
  2. Not all are engagedNot all can step forward when we need them to step forwardHow do we track? How do we maintain? How do we train? How do we improve? How do we grow this base?
  3. Marrying Jenzebar with iModulesAlign our coding functionsUse each system for the power it providesJenzebar for integrating giving information and contact informationiModules for communications, event managementShared coding allows us to integrate the two systems more easily
  4. Streamlining the data processRole-based volunteer formInterest based for user, triggers different rolesCollects data management
  5. Improving our WorkflowOnce roles are assigned, we push role-based e-mail marketing to our alumni
  6. Improving our ability to communicate and the ability of our volunteers to participateHelp us push relevant information to the volunteers of interest
  7. Career Advancement Volunteer NewsAdmissions Volunteer NewsAlumni Board News
  8. Pull from what already existsTap into Volunteer Resource GuidesPosting volunteer opportunities as events are also news stories