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How Data-Driven Marketing Can Support Independent School Advancement

Reshaping the role of marketing directors and using data to map a path forward
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September 29, 2023

In the ever-evolving landscape of education, independent schools are beginning to embrace a meaningful shift in their approaches to marketing and branding. This transformation involves a shift in which marketing directors now often report directly to heads of school. This signifies a pivot toward future-focused perspective and strategy and an approach that is more deeply rooted in compelling data. 

In this blog post, we explore the reasons behind this shift and how elevating your marketing efforts can support your school advancement goals. We’ll also outline the steps needed to reshape the role of marketing directors in independent schools and how our CASE-NAIS data partnership has produced a data-rich report that your school shouldn’t miss out on when it comes to shaping your school’s identity—and its future.
 

Reenvisioning the Role of Marketing in Independent Schools

Historically, marketing in independent schools has taken a back seat, receiving limited attention and resources. Marketing efforts were often tucked under various departments, leaving them fragmented and disconnected, or positioned within the admissions side of the school to boost advertising and enrollment efforts. However, the emergence of the marketing director role that reports directly to a head of school represents a shift toward recognizing the importance of telling a school’s story externally. It also represents the understanding that schools must strategically define their brand and reputation beyond just their school community.
 

Reshaping the Role of Marketing Directors to Support School Advancement Goals

Elevating marketing to a higher level allows teams to integrate marketing with advancement strategies. By aligning marketing and fundraising, schools can craft a more cohesive and compelling narrative that leads to an effective and impactful brand presence for donors and prospects.

To effectively reshape marketing’s role, independent schools must first transition from viewing marketing as something that is “nice to have” to understanding its indispensable role in developing the school’s brand. The distinct skill set and purpose of marketing must be emphasized in position descriptions, distinguishing it from traditional school admissions and school advancement roles.

When school leadership elevates marketing professionals to the level of director, reporting to the head of school, a dynamic shift takes place. This allows for a more future-focused way of thinking that isn’t solely about filling seats; rather, it’s about branding a school’s distinct identity and narrative. This branding influences both philanthropic investments and future enrollment pipelines, not only making admissions directors’ jobs easier, but lifting up advancement strategies as well.

One challenge in making this shift can sometimes be convincing heads of school to make a proactive investment in marketing directors who report to them directly, even when everything seems to be functioning smoothly. However, leaders seeking this shift can leverage data to make their case.
 

CASE’s Data-Driven Approach to Developing a Path Forward

Data on demographics and peer institutions can help schools make the case for investments in marketing and advancement efforts. CASE developed the CASE Insights on Philanthropy in Independent Schools based on the CASE and National Association of Independent Schools DASL – Data and Analysis for School Leadership tool that can provide invaluable data and resources for benchmarking advancement efforts.

This data-driven report can play a pivotal role in helping schools understand their current position and potential future challenges and provide actionable insights for school leaders to better inform their strategies. For example, the report highlights declining trends in school-aged children in specific regions, indicating the need for proactive marketing strategies depending on a school’s location. Schools can also compare and benchmark against schools that not only share the same student demographics, but are also a similar size and confront similar challenges, enabling schools to identify successful strategies and areas for improvement. This data can help you shape an innovative independent school fundraising strategy that you can present to your leadership and board of trustees. 

As a CASE member, you can brainstorm with others about how the data can advance your agenda. CASE Insights benchmarking cohorts connect you with colleagues to discuss the stories behind the data. Groups are topical in nature and participation fees include both a strategic benchmarking report and two attendees at the in-person session. And by participating in CASE Insights surveys, your institution gains easy access to personalized reports with peer comparisons, along with detailed advancement department data and more.
 

Conclusion

The shift of marketing directors reporting to heads of school is a change in strategy that reflects a deeper understanding of the role marketing plays in shaping a school’s identity and future. It can go a long way in elevating advancement efforts. Embracing this shift, backed by data-driven insights, can help schools remain competitive and adaptable in an ever-changing educational landscape. By investing in marketing and branding, schools can secure their place in their communities and beyond, ensuring both enrollment and philanthropic success.
 

 

Elevate your marketing efforts

Develop a marketing strategy that tells your school’s story and aligns with your advancement efforts.

CASE members have the greatest access to helpful, data-driven resources. See benefits and become a member.
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