1. Key Decision Maker Track
From Application to Successful Professional

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

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

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

5. Onboarding Process

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

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

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

9. Team Work
Cited from

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

11. Team Work
Profiles

12. Team Work
Profiles
Strengthsfinder 2.0
DISC

13. Team Work
Meetings
Profiles
Team Building

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

15. Questions and Discussion

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

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