Fail to plan and plan to fail. In a fast moving world it has never been more important to effectively plan. To have a clear vision with a flexible strategy that enables you to respond to new opportunities and effectively manage change, whilst keeping your objectives firmly in sight.
This track offers an opportunity for us to step out of our day-to-day routines, to consider a vision for the future. It provides a range of content from strategic planning to operational delivery. As well as skills such as mindfulness and change management to equip us to succeed as agents of change.
What makes a great strategy? Ruth Beckinsale, Head of Business Planning, London Business School Advancement Office
A case study for creating a 5 year resource model Martyn Clay, Senior Business Intelligence Analyst, University of Cambridge
The six cultural building blocks that lead to flexibility and innovation Gemma Dale, Wellbeing and Engagement Manager, University of Manchester
A business change framework Matt Dunne, Customer Engagement Lead, University of Oxford
An interlinked approach to strategy and work practice Fiona Newell, Gift Accounting Manager, Claire Hoath, and Heather Owen, University of Birmingham
Project and change management Jude Alldred, Deputy Director (Development Services), University of Manchester and Veena Bagley, Ignite
Salesforce - Digital Transformation and Using Technology to Engage and Retain Audiences [TBD]
Speakers: TBD
Eliminate your backlog, motivate your team and improve your productivity. A case study from University of Cambridge Aggie Osina, Head of Gift and Data Management, University of Cambridge
Using Data to Inform Marketing Campaigns Dan Keyworth, Head of Analytics and Data, University of Southampton
Microsoft Dynamics Jenny Wills, King's College London; Sarah Howes, Associate Director of Development, University of Southampton Andrea Crowley, Deputy Director of Development (Strategy & Operations), University of Warwick
The Connected Office - how interoperability can advance your organisation without jeopardising your fundraising Dan Keyworth, Director of Customer Success, International Markets Jonathan Argent, Customer Success Manager, Blackbaud Showcase session
Business Change Management: A practical framework with examples Matt Dunne, Customer Engagement Lead, University of Oxford
With data and insights playing an increasingly important role in key business decisions, researchers and information analysts are uniquely positioned to help to drive change that positively impacts the success of our development and alumni relations programmes. As information analysts, we provide the analysis that supports a new strategic focus, create business models that underscore the case for additional investment in fundraising and alumni engagement, and innovate and improve business processes to capture greater depth and breadth of high-quality data. We partner with fundraisers to maintain the institutional knowledge base and offer expertise on how to best utilise data in support of the programme goals. As researchers, we link our research findings to the organisation’s fundraising priorities and suggest engagement strategies and opportunities for our institution’s key donors and potential donors. We regularly seek more efficient and effective ways of doing our work and presenting our insights. We are agents of change in the increasingly complex world of research, knowledge management and data-driven decisions.
Estimating Giving Capacity: Why Formulas (Usually) Don’t Work – And What You Should Be Doing Instead Oliver Taylor, Development Research Manager, University of Manchester and Toby Savin, Development Research Officer, University of Leeds
Becoming an advisor and partner to fundraisers Charles Kingston, Head of Prospect Research, University of Oxford
Our Future: Crystal Balls, Jigsaws and Alumni 2.0 Tom Jirat, Head of Operations, University of Manchester
How to be Insightful Sam Knowles, Insight Agents
Data-driven fundraiser KPIs Jo Carr, Head of Prospect Research, Kings College London
The Alumni Engagement Pyramid Stuart Thompson, Deputy Director (Development Services), University of Durham
The channels through which people give and expectations around the donor experience are constantly evolving – and delivering an exceptional service with speed, simplicity, accuracy, transparency and personalisation can present challenges. Throughout this track, we will be highlighting how gift administration and stewardship teams are responding to the changes presented by technology (mobile, online and apps), compliance and the needs of our customers. We will cover a range of topics from gift acceptance, gift management, reporting and reconciliation, to global giving, impact reporting, and collaboration with institutional finance teams. We will be sharing examples of incremental improvements to processes and ways of working, alongside case studies of more substantive change in the education sector and beyond.
Eliminate your backlog, motivate your team and improve your productivity Aggie Osina, Head of Gift and Data Management, University of Cambridge
The all-new, international “CASE management reporting standards” Jennie Moule, Development Services Consultant, Alveo Consulting
Innovations in giving days and crowd funding Marie-Rose Delauzun, Hubbub and Matt Ingram, University of York
Why we give Paul Ramsbottom, Chief Executive, Wolfson Foundation, Kirsty Macdonald, Deputy Principal Advancement, Royal Academy of Music and a major donor
Building effective internal relationships with internal partners Andrea Crowley, Deputy Director of Development (Strategy & Operations), University of Warwick, Kirsty Macdonald, Deputy Principal, Advancement, Royal Academy of Music, and Aggie Osina, Head of Gift and Data Management, University of Cambridge
