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  1. Home
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  3. Championing Advancement: CASE Strategic Plan
  4. 2017-2021 Strategic Plan

Strategic Goals and Objectives

2017-2021 Strategic Plan
  • Reimagining CASE’s Future
  • Our Plan in Context
  • Our Guiding Pillars
  • Strategic Goals
  • Implementation
  • Vision, Mission, and Values
  • Accomplishments
  • Next Steps
  • Governance: One CASE
  • Looking to the Future
  • Project Leadership
  • Broad Stakeholder Engagement
  • Overview of the Strategic Planning Project
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Reimagining CASE
Membership Engagement

Goal

CASE will ensure member loyalty and engagement by providing exceptional value, quality service and expanded opportunities.

Objectives

  • Segment and target activities and communications to create a personal CASE member experience and to strengthen a greater sense of community.
  • Forge new partnerships, while strengthening existing ones to improve services, products and opportunities for members.
  • Increase member and volunteer satisfaction, engagement and stewardship.
  • Facilitate greater integration within CASE to ensure that staff understand and embrace their roles in delivering a consistent CASE brand experience.
Talent Management

Goal

CASE will be the leading global resource for professional development for an expanding, highly talented, diverse workforce framed by a professional lifecycle, a common curriculum and consistency of delivery.

Objectives

  • Address the growing need for a pipeline of professionals advancing education by creating and expanding awareness of the professions as attractive career opportunities.
  • Respond to the challenge of diversifying the community of professionals advancing education by developing services that enable institutions to recruit and retain professionals of diverse backgrounds.
  • Develop the profession using a lifecycle model (entry, mid-level, management, leadership) that responds to the changing career path needs of members.
  • Enhance CASE talent development to ensure staff engagement and organizational achievement of goals and priorities.
Thought Leadership

Goal

CASE will be the leading voice on issues of interest to education leaders and professionals whose work advances their institutions.

Objectives

  • Serve as a primary resource for data and benchmarking.
  • Serve as a primary resource for original research.
  • Serve as the leading source for expertise and best practice identification and dissemination.
  • Advocate on behalf of those working to advance education and on behalf of issues important to their institutions.
Global Impact

Goal

CASE will play a pivotal role in advancing education globally by engaging with key stakeholders to build educational capacity, impact and success across the world.

Objectives

  • Demonstrate the benefits of global engagement and champion a CASE mindset that supports and informs all CASE work.
  •  Engage proactively with partners who have a global footprint to develop, deliver and support work that will have the greatest impact.
  • Grow membership worldwide.
  • Develop greater opportunities internationally for senior volunteers to help build educational capacity, impact and success.

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
      • Dispatch from 2027
      • Our Key Focus Areas
      • Implementation
      • Vision, Mission, and Values
      • 2017-2021 Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

  • Give to CASE
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