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Mini Assessments
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In response to your requests, we have added three mini assessments in the following areas:
Alumni Relations
Often school development offices overlook or underfund the critical alumni program in order to take care of current day-to-day needs. A two-day review of your Alumni Program includes interviews with your staff, Alumni association president, and several alumni as well as a focus group of local alumni. Our review will include data management, publications and your website, as well as the structure of your alumni organization, archives, reunions, cultivation, and stewardship. You will receive a written report of our findings including commendations, questions, and recommendations.
Annual Giving
A two-day review of your annual giving program would include interviews with your staff as well as several volunteers, and possibly a focus group of current parents. We would review all operations from anecdotal records data management to stewardship, including all of your annual fund printed and on-line communications, training systems, etc. You will receive a written report including commendations, questions and recommendations.
Board of Trustees and Development
We are now offering a daylong workshop for your Development Office and members of your Board of Trustees. The purpose is to educate the board on their development responsibilities. The day will be spent meeting with your Board, Development Committee, Board Chair, and the Head of School. We will cover topics from Board orientation to their role in cultivation and stewardship. There will be an opportunity for self-assessment.
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