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    AEM White Paper Cover

    CASE Global Alumni Engagement Metrics Survey

    Open for Submissions through Dec. 31 2020; Deadline for institutions in the Asia/Pacific Region is January 31, 2021.
    Published Date: August 31, 2020
    Sample AEM GPS Report (Members Only) CASE Alumni Engagement Metrics Year 1 (2019)
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    About

    In 2019, CASE launched a new Alumni Engagement Metrics (AEM) survey, enabling institutions to measure alumni engagement across four “modes”:  Philanthropic, Volunteer, Experiential, and Communications, with the goal of providing a simple way to capture various types of alumni engagement on an annual basis. These metrics can be applied across the broad range of CASE member institutions in more than 80 countries. 

    The survey results:

    • Provide data to inform unified measures of alumni engagement, such as the percentage of alumni engaged in at least one mode.  While CASE seeks to build a methodology for comparison, engagement may include indicators beyond what is included here as well as activities that may never be collected in your system.  Therefore, measures of engagement are indicative rather than definitive.
    • Provide longitudinal data sets as surveys continue.
    • Enable participating institutions to measure and compare metrics across global and aspirational peers year-over-year.
    • Provide data to inform initiatives supporting educational advancement.
    • Help institutional leaders set goals, assess performance, build capacity, and make informed, strategic decisions regarding investments in advancement.

    Access to Data:  CASE member institutions can access and analyze data using the AMAtlas Data Miner application as a benefit of their CASE membership and will also receive a GPS (Graphical Program Summary) report, which provides visualizations and comparisons to like institutions.  CASE member institutions who complete the survey may purchase additional services designed to dig deeper into the results, such as Made-to-Order GPS Reports and AMAtlas Facilitated Cohorts.  

    Resources to Take Part: This page includes resources to help you get started, including FAQs and  links to four key items:  the original White Paper describing the framework, the new Guidance Documentation for completing the second year of the Survey, Survey grids for Both Versions to help you organize and store responses, and a link to the log-in site where you can complete the Survey.  Also select that last link to request a username/password if you don’t already have one for the Survey tool.

    Email aem@case.org with questions and/or to let the CASE staff know you want access to the Survey and/or to Data Miner.  If you do not currently have an account, one can be created for you. Training and orientations are available as well, at no charge. Simply request an appointment.

    FAQs:

    The Survey allows only one “entry” per institution, so you should select someone from your institution to be primarily responsible for entering the data, though you may have several individuals involved in gathering and reviewing the data before entering it.  Multiple people from your institution can view your institution’s data – and other institution’s data – after the data has been submitted.

    Please join this discussion in the Alumni Relations CASE Community to learn and share tips from other members.  You must be a member of CASE to access this discussion in the forum.

    This year, CASE continued to engage with a global task force of volunteers, who prioritized revisions to increase transparency in understanding data captured and would  enable a wider group of institutions to take part, even if capturing alumni engagement is relatively nascent.  Specific enhancements for this data collection cycle include:

    • Creation of a Minimal Version of the survey
    • Addition of confidence level question
    • Impact of virtual engagement through events
    • Refinement of Communication Mode, including the incorporating Click-through Rates into engagement activities
    • A new section on operations and technology resources

    Reference this year's Guidance Document for details about these revisions.

    As we embark on the second year of this project, we are incorporating some key lessons from the inaugural year, with the goal of increased transparency and of yielding apples-to-apples comparisons:

    • Confidence Levels - unlike giving metrics, it's likely impossible to count every individual who engages with your institution through communication, volunteer, and/or experiential activities.  Confidence Levels are an indication of how confident you are that the counts you provided are a comprehensive representation of alumni activities, and will provide transparency and context to your counts by Mode.
    • Required Fields - we now have a better understanding of which fields are integral to benchmarking alumni engagement.  By requiring certain data points, the results will produce richer comparison data, both in your own analysis and in CASE's GPS Reports, Made-to-Order GPS Reports, and Facilitated Cohorts.
    • Error Messages  - as you input the data, an error message will pop up to indicate if an answer is more or less than expected for that field.  If you are confused by an error message, email aem@case.org for assistance.  

    These questions can help you determine which version is best for your institution right now.  For detailed definitions, reference the Guidance Document.

     Can you separate out alumni categories?  Examples are secondary diploma, associates degreed, undergraduate degreed, post graduate degreed, certificate-holders, non-degreed, and other.  If you answered YES, then continue to the next question.  If you answered NO, then email aem@case.org to request a Minimal Version of the Survey.

    Do you capture activities defined as Communication?  See the Guidance Document for a full list of included Communication engagement activities.  If you answered YES, then continue to the next question.  If you answered NO, then email aem@case.org to request a Minimal Version of the Survey.

     Can you separate out each mode of engagement by alumni category?  For example, can you capture the number of certificate-holders who engaged in volunteer activities?  If you answered YES to this and to all three questions, then you have sufficient data to complete the Full Version of the survey.  If you answered NO, then email aem@case.org to request a Minimal Version of the Survey.

    Survey length will vary based upon the type of institution you are and how much data you have available.  This Year's Survey has two versions - the Full Version and the Minimal Version.  Please complete the Minimal Version only if you are not able to provide inputs both for alumni counts and complete the modes of engagement for each category of alumni (see the question above for a decision tree).  To schedule an appointment for an overview of the survey or to discuss which survey version would best suit your institution, contact us at aem@case.org.   We suggest reviewing the Guidance Documentation to help you understand how much data you might need to gather.

    The Survey is open for Data Collection through December 31, 2020.

    CASE anticipates releasing the results in Data Miner in the Spring of 2020, followed by the creation of GPS reports for each participating member institution.  

    Key Alumni Engagement Metrics Documentation

    Framework White Paper:

    The Alumni Engagement Metrics Task Force was created by the CASE Commission on Alumni Relations in the fall of 2018 to address the need for an industry wide framework to measure alumni engagement. 

    White Paper

    Guidance Document/Guía de Orientación:

    This document describes the goals of the Survey as well as provides instructions as to how to complete it.  It should be read prior to gathering and submitting any data.  A continuación se presentan dos guías específicas para la versión en español de la encuesta.

    Guidance Documentation

    Métricas de Egresados: Guía de Orientación

    Traducciones de capturas de pantalla de la encuesta

    Metrics Collection Grids with Definition:

    We are providing you with resources to aid in capturing, organizing, and reporting on the data requested.

    Metrics Collection Grid with Definitions - Full Version

    Metrics Collection Grid with Definitions - Minimal Version

    Log-in page where you can submit data to the Survey.*
    Survey Login

    *The log-in page also allows you to request a username or reset your password. Note that your username and password for the Survey are NOT the same as your CASE log-in username and password.

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    Survey Result Africa Asia-Pacific Europe Latin America Middle East US/Canada Higher Education Institutionally Related Foundations K-12 Alumni Relations Engagement Resource Series: AMAtlas

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    Made-to-Order CASE GPS Report

    Members can purchase a Made-to-Order GPS Report, an in-depth version of this analysis that includes up to 20 peers selected by AMAtlas, the member, or a combination of both. This includes a 60-minute, web-based session with the institution.

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    Voluntary Support of Education Key Findings, 2018-19

    Based on responses to the annual Voluntary Support of Education survey, CASE estimates that colleges and universities in the U.S. raised $49.60 billion during the 2019 academic fiscal year, 6.1% more than in 2018 and the highest amount ever raised.

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    CASE AMAtlas Facilitated Cohorts

    AMAtlas Faciliated Cohorts provide benchmarking aligned around the practice areas of Philanthropy, Alumni Relations, and Communications and Marketing.

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