Alumni Objective Planning Sample - Supporting Advancement

Person Responsible:UNIVERSITY ALUMNI AFFAIRSPlanning OutlineMission: The mission of the Alumni Association is to promote and foster a dynamic relationship for the Alumni within the UniversityCommunity. (By informing /educating alumni, providing services to our alumni, increaseing alumni participation, and generaterevenue (affinity programs)).Objective 1: Inform & Educate AlumniO – Ongoing1 – 4/05 – 10/052 – 10/05 – 4/063 – 4/06 – 10/064 – 10/06 – 4/075 – 4/07 – 10/076 –10/07 – 10/08Strategies to Achieve Objective #1 Timeframe Resources Required Responsible PersonDevelop a Communication Strategy (long/short term):1) Drive/Core message1Internal Support2) Website Links:Train StudentsInternal SupportInternal Support & SoftwareScan photos from yearbooks1Develop schdule for web changes 1Need software, traffic checking for # hits2News@Connected LinksOBlog potential2Campus link for visitors – accommodations1Campus directoryChapter w/chapter pagesMajor events calendar & online registrationNew alumni resource pageCountdown to graduation (senior program)Career servicesNew grads w/ unique storiesElectronic InvitesCommencement information & imagesSpecial offersBookstore3) Magizine (Better Alumni Use)4) Newspaper scanning - Tartan Online5) Orientation6) Underclassmen ProgramO4221131OO-1O-213-434Blog layout/softwareNew StaffSecure ServerIT PersonSupport & Markeing $Internal SupportProgramming SupportUpgrade shoppers pageInternal SupportNew StaffEvaluation

Person Responsible:Mission: The mission of the Alumni Association is to promote and foster a dynamic relationship for the Alumni within theUniversity Community. (By informing /educating alumni, providing services to our alumni, increaseing alumni participation, andgenerate revenue (affinity programs)).Objective 2: Provide Alumni Services1) Online directory – (Cal Poly) Harris, IAC, Qtera Inviterepresentative for presentations during 2nd week in April 1 Money to pay for system2) Transcript request O3) Affinity programs O4) email addressesO5) Career Services:Job PositionsInternshipsAdvising (6 months)Need to Change or Create Position66) Links for parents on WebsiteO7) Continue educational opportunties8) Apparel marketing9) Complimentary tickets to student shows410) Matching gift lookup311) Online business card/yellow pages12) Fun freebies (wallpaper, screen saver, postcards)13) Business Profiles (BIC)UNIVERSITY ALUMNI AFFAIRSPlanning OutlineStrategies to Achieve Objective #1 Timeframe Resources Required Responsible Person EvaluationIT programming & ServerO Marketing $O Marketing $O Marketing $5 New Staff to oversee2 Interal Support/Royality3 Program support23 business/career alumni site14) Alumni Chapter Scholarship to Freshman O Grad StudentO – Ongoing1 – 4/05 – 10/052 – 10/05 – 4/063 – 4/06 – 10/064 – 10/06 – 4/075 – 4/07 – 10/076 –10/07 – 10/08

Person Responsible:UNIVERSITY ALUMNI AFFAIRSPlanning OutlineO – Ongoing1 – 4/05 – 10/052 – 10/05 – 4/063 – 4/06 – 10/064 – 10/06 – 4/075 – 4/07 – 10/076 –10/07 – 10/08Mission: The mission of the Alumni Association is to promote and foster a dynamic relationship for the Alumni within theUniversity Community. (By informing /educating alumni, providing services to our alumni, increaseing alumni participation, andgenerate revenue (affinity programs)).Objective 3: Alumni ParticipationStrategies to Achieve Objective #1 Timeframe Resources Required Responsible Person Evaluation1) Revamp A 12) Revamp awards program (a student award)3) Revamp University 1004) Revamp Reunions:311Move 25th & 50th to individual weekends (JimWatson)Do specialty reunions at HC5) Revamp Homecoming:Spring 2006Fall 20051Programs that focus on families, young & olderalumFall 2005/20066) Class Notes - Individual submissions online 2 Data form for submissions.7) Threaded discussion groups 58) Blogs by Division or College59) Web casts of HC/New buildings2 Need camera/program10) Web camO Marketing $ & good location11) Author link to publishing grads12) Event invites with template form of reservations13) Celebrate Faculty - college bios and contacts14) Alumni Polls15) Classes without Questions at HC (involve students)16) Student annual event17) Include students into all functions61 Programming Support4466 New StaffO

Person Responsible:Objective 4: Generate RevenueUNIVERSITY ALUMNI AFFAIRSPlanning OutlineO – Ongoing1 – 4/05 – 10/052 – 10/05 – 4/063 – 4/06 – 10/064 – 10/06 – 4/075 – 4/07 – 10/076 –10/07 – 10/08Mission: The mission of the Alumni Association is to promote and foster a dynamic relationship for the Alumni within theUniversity Community. (By informing /educating alumni, providing services to our alumni, increaseing alumni participation, andgenerate revenue (affinity programs)).Strategies to Achieve Objective #1 Timeframe Resources Required Responsible Person Evaluation1) MBNA credit card program Apr-06 More MBNA Support2) Directory May-063) Travel - identify one trip a year w/ special hook O Mailing/Marketing4) PaversOAdditional marketing plan5) InsuranceMay-066) Moss Prints7) LicensingOSharing Profit8) Advertising in Magizine Apr-06

Person Responsible:Chapter 5: Leadership and Chapter VolunteersUNIVERSITY ALUMNI AFFAIRSPlanning OutlineO – Ongoing1 – 4/05 – 10/052 – 10/05 – 4/063 – 4/06 – 10/064 – 10/06 – 4/075 – 4/07 – 10/076 –10/07 – 10/08Mission: The mission of the Alumni Association is to promote and foster a dynamic relationship for the Alumni within theUniversity Community. (By informing /educating alumni, providing services to our alumni, increaseing alumni participation, andgenerate revenue (affinity programs)).Strategies to Achieve Objective #1 Timeframe Resources Required Responsible Person Evaluation1) Focus on 5 main chapter areas O Budget support, staff supportTraveling and rec itingO2) Set up new chapter areas 4 Staff support3) Develop a handbook or brochureEducate new leaders, define chapter, volunteerism11 Marketing funds4) Focus on Tier 2 Chapters3 staff support5) Reunion Calendar Outline1 Internal support6) Volunteer Database7) Develop chapter mailings, invites, and mass emails2Ostaff support8) ScholarshipOpossible grad student9) Phone CallsOstaff support10) Alumni Executive Council O