The work of Advancement teams is ever-changing to meet the needs of those we seek to engage with our institutions – and the needs of our institutions themselves. How can you diagnose when a change to a process, a role or a function is needed and collaborate across your team and institution to deliver it? Fran Sponsler, Executive Director of Proposition Development and Campaign at London Business School will share a case study on how to approach change management based on the lessons learned from setting up a new proposition development function over the last year.

The session will outline how The Universities of Leeds and Bath are using data insights to align the work of our engagement and fundraising teams. At the core is measuring levels of engagement over time. We then combine that with prospect interests and capacity to target the work of engagement/communications to enhance our donor interactions and develop a pipeline of future prospects. Insights from the data also bring focus the work of fundraisers to show how effectively we are using our time and resources to maximise fundraising performance. Intermediate Level CASE Career level: 3 - 4

Join this workshop to explore and try design thinking tools for solving real challenges. A theme coming out of the last conference, was a shared struggle with helping internal clients to ask better questions and engage effectively with your data. We'll tackle this together, using design thinking to generate fresh solutions. Interactive, practical, and designed for real impact!

Back in Autumn of 2019., Kings, Warwick and Southampton explored working together to design and implement a MS Dynamics CRM solution. They have been sharing their stories with the conference since that time. Kings proceeded with the MS Dynamics project, whilst Southampton and Warwick decided to implement BB CRM. Now will all three universities having completed their migrations, in this final chapter of the story, Jennie Moule, will explore with Jenny, Andrea and Dan what they have learnt along the way.

Durham University's gift submission process previously involved an email sent from fundraisers, with subsequent conversations seeking and/or clarifying information. This session covers our journey of building a process within Microsoft 365 that captures all information upfront and has made gift administration at Durham more efficient, collaborative, and transparent.

Participants will explore how to ensure your culture and processes are optimised for campaign. Through the University of Warwick examples attendees will be guided through critical process's that ensure readiness and alignment with goals. You will gain insight and tools to bring your teams on a journey to Campaign readiness. Intermediate Level CASE Career level: 3 - 4

How we moved away from responsive ad hoc queries/reporting requirements from across the team (and beyond) to develop a suite of dashboards that provide real-time data enabling real-time data driven decisions at a strategic level and a programme delivery level.