Key Decision Maker Track

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Presentation transcript:

Key Decision Maker Track From Application to Successful Professional

From Application to Successful Professional Dr. Roy Peterson CFRE Vice President of Advancement Michelle Buss Director of Advancement Services

Hiring and Mission Fit Bill Hybels’ 3 C’s (Courageous Leadership) Character Competence Chemistry

Hiring and Mission Fit Patrick Lencioni (The Ideal Team Player) Humble Hungry Smart

Onboarding Process

Onboarding Process Pre-Start Call Orientation Philosophy “The First 2 Weeks” Checklists Tailor to Experience

Key Performance Indicators (KPIs) Current Resources Current Gifts Grant Dollars Deferred Resources New Endowment Dollars New Endowments New Planned Gifts

Key Performance Indicators (KPIs) Donor Base Growth Donor Retention Rate New Donors Alumni Others Alumni Donors Quality Activity Unique Visits Data Purity Index

Team Work Cited from http://www.coretech.us/blog/end-unproductive-meetings

Team Work Meetings Team Huddle Director Accountability Campaign Pipeline Support/Data Staff

Team Work Profiles

Team Work Profiles Strengthsfinder 2.0 DISC

Team Work Meetings Profiles Team Building

Coaching, Mentoring, and Encouraging Caring for your team Accountability Resourcing Growing

Questions and Discussion

From Application to Successful Professional Dr. Roy Peterson CFRE Vice President of Advancement Michelle Buss Director of Advancement Services roy.peterson@cuw.edu 262-243-4533 michelle.buss@cuw.edu 262-243-4337

Session evaluations will be emailed. Don’t forget to attend CASE After Hours this evening to further network with attendees.