1. Key Decision Makers Track Breaking in a New President
Jake Heuser
Vice President for Advancement, Bradley University

2. What is your situation? Why are you here
What terms led to the previous President’s departure
What was the feeling toward the last President
Will this be the first Presidency for your new President
Do you already have your new President

3. My situation? Why are you here
What terms led to the previous President’s departure
What was the feeling toward the last President
Will this be the first Presidency for your new President
Do you already have your new President

4. The Rules Be prepared Don’t be in a rush Be consistent and flexible?
Let them find their way with your direction
The new President won’t remember everything
Relax - Everyone else is anxious to get started and have a fresh start (everyone has an agenda, everyone is looking for this person to help their situation)

5. How I was Prepared Rushed everything
Tried to please everyone – Advancement staff, Interim, Deans, connection across campus, Board members…I am here to help you
Kept gift conversations moving forward…broadened the relationships
Waited to develop my schedule and plan after I got to know the person

6. The Interim Does this person want the job
Broadening the relationship across campus with constituents
Closing gifts – should you and could you
Prepping the administration
Making a priorities plan

7. Prepping fellow Administrators
Top Prospects
Fundraising historically
Events plan
Decision making paradigm

8. Balancing Priorities
The broad base versus key prospects versus introducing them to uniqueness of your institution and your constituency.

9. Balancing Priorities
Bios of Top 10, Top 20, Top 50 – pictures, why, what, and timing
Events schedule – why, what, and timing
Fundraising Initiatives – status and projections

10. The new President is here
Before they start
The first meeting
Understanding their schedule
Using natural opportunities to introduce info
Establishing expectations (historical performance, benchmarking)
Understanding their personal development process – seeing, hearing, doing

11. Evaluating and adapting
Learning how they work an event, how they like to ask, how they stay connected to constituents, how they travel
This is always going on, just like with a long term President