Measuring success alumni impact survey webinar 8_20_2013

Measuring Success: Alumni Impact Survey

Summer/Fall 2013

Andrew Foote, Analyst, Measuring Success

Webinar How To

Questions are welcome!

• Type in questions or technical difficulties chat box

• “Raise hand” button during open Q&A to ask questions

All slides will be distributed after the webinar

Agenda

Timeframe Topic

10 min Welcome and introduction of Measuring Success

15 min Review of benefits and lessons learned from Alumni Impact Survey

5 min Question and answers

15 min Features of the survey and details about participating

10 min Questions and answers

Measuring Success’ mission

Why? Help non-profit communities increase their impact

What? Data-driven decisions

How? Surveys, Assessments, consulting/training

Introductions

School

Geographic location

Role within school

Measuring Success collaborations

Together with our partners we have worked with over 600 independent schools!

Measuring Success develops, delivers, and supports a range of customized data toolsets that enable client organizations to achieve new levels of performance:

Sophisticated financial modeling

Comprehensive survey execution and consultation

Cutting edge CRM database and tracking

Performance benchmarking

Behavior tracking

Evaluation instruments

Sustainability, a delicate and complex balance of:

Limited time and resources

Important to focus on anecdotes substantiated by data

80% of assumptions are not substantiated by data (anecdotes, gut, emotion)

Road from anecdote to data-driven decision making in nonprofits can be bumpy

But critical given limited resources and time

Alumni survey assists with multiple initiatives

1. Determine Impact

2. Identify Areas for

Improvement

4. Strengthen Connections

3. Improve Alumni

Database

What can we learn about perceived value and engagement from each stakeholder group?

• Graduate preparedness (academic, social, emotional)

• Establish alumni connections

Recent Graduates

(within 4 years)

• Long-term impact of school

• Development and fundraising Older Alumni

(more than 4 years)

• Perceived quality of child’s education

• Overall child development

Recent Past Parents

(within 4 years)

Story from Ken Barlow of Cathedral High School

• Ken Barlow, VP of Constituent Relations • Surveyed all 3 alumni groups in 2012 • Indianapolis, Indiana • 1,253 students • Grades 9-12

What did you learn from one of your alumni groups and how are you beginning to act on the data?

Strong predictors of increasing alumni likelihood to recommend (LtR)

Perceived value (LtR)

Character Development

Social Connections

Academic Preparedness

Character Development: School found out that it needed to improve leadership training

26% 24%

35% 35%

1. T-Sinai 2.X 3.X 6. Jeremiah 4.X 5.X 6.Jeremiah Peer All1.Abc 2. 3. 7. Your School 5. 6. 7.

Relative to your peers at [Emory University] how well prepared do you feel by ABC Academy in taking on leadership roles

By % much stronger

Alumni giving is a reflection of strongly recommending the school plus continued engagement

Perceived value

Engagement

Giving

How do your alumni want to be engaged?

Please tell us if each of the following opportunities would be attractive to you:

No Maybe Yes

Student mentoring & career education ⃝ ⃝ ⃝

Pro bono work with the school in my area of professional expertise

⃝ ⃝

Recruiting or speaking to interested families ⃝ ⃝ ⃝

Coaching students in one of my skill areas ⃝ ⃝ ⃝

Educational events taught by school faculty ⃝ ⃝ ⃝

Professional networking with alumni ⃝ ⃝ ⃝

Social events: reunions, homecoming, and socials ⃝ ⃝ ⃝

Fundraising on behalf of the school ⃝ ⃝ ⃝

Serving on board, committee, or alumni association of the school

⃝ ⃝ ⃝

Using the data: Engagement strategies

Improving local community perception of your school

• Identify alumni that are promoters and that are interested in speaking recruiting and speaking to prospective families

Bringing in more fundraising dollars from older alumni

• Plan an engagement that these alumni are most interested in

Quality is always key!

• Relationship between likelihood to recommend and giving priority

Questions and Answers (Features of survey to come..)

Features of the Alumni Impact Survey

Survey Benefits

• Data refutes about 80% of anecdotes

• Leadership can focus limited time/energy on 20% of anecdotes that are supported by data

Schools can make decisions based off data – not anecdotes

• Establish baseline of survey results, and compare to other schools across North America. Worked with over 8,500 alumni, 30,000 parents and 400 schools

• If survey is used again after 2-3 years, can compare to your own school

Set goals and measure improvement over time

• Results are highly representative

Average alumni response rate of 36%

Data interpretation, Using key benchmarks

• Older alumni, Recent alumni, Recent past parents

• Across demographic groups within own alumni

Across alumni/parent groups

• 8,500 response so far and growing: Divisions Served, Enrollment, Religious Affiliation

Peer schools

• Alumni peers who graduated from other schools

Competition

• Upon repeat usage of alumni survey tool

Against own longitudinal history

Features of the project include…

• All you need to do is provide email address and talk up survey within your community

• Confidential, professional survey yet appears to come from your leadership and with your school’s name

• We handle all troubleshooting, reminders, technical questions

Full survey administration for your school

• Complete with analysis

• Benchmark, Distribution, Demographic Cuts, and Open Ended reports

Produce comprehensive, easy to interpret reports

• Review key findings

• Train on how to use the results for data and vision driven decision making

Consultation with leadership team

1. Consultation Report

2. Data Supplement

s 3. Open-Ended Responses C

4. Database of alumni to follow up with

e 5. Action Plan and Priority List

Post survey- Documents you will receive

High Level Planned Timeline

Task Date/Timeframe Complete online registration form September 23rd Call with schools to discuss marketing the survey and how to get high response rates.

Early October

Send out initial letter to inform alumni and parents that the survey is coming

Late October

Survey Data Collection - Officially open for 2 weeks, one additional week for “stragglers”

November 4th – November 25th

Check-in Call November 11th Report and consultations (to be scheduled individually)

January

Alumni Survey Cost

Custom questions option for all plans: Additional $750 for 5 questions

Plan Cost

One Year Plan: All groups surveyed in one year with a four-hour in person consultation

$9,000

Three Year Plan: One group surveyed per year for three years with a four-hour in person consultation *Option to do a two-hour webinar consultation

$7,000 per year $5,000 per year

Questions and Answers

Thank you and Next Steps

Thank you!

Next Steps: Complete the registration form:

http://www.surveygizmo.com/s3/1316660/Alumni-Impact-Survey-Registration-Fall-2013

Further questions, please email: andrew@measuring-success.com

alumnippsurvey@yardsticksuite.org

Follow us: Facebook: Measuring Success

Twitter: @measuringsucces

Appendix

2. Hypotheses for Young (graduated in past 4 years) and Older Alumni

Alumni Survey Sections Young Alumni Older Alumni

I. Academic Preparation X

II. Lifelong Learners and Habits of Mind X

III. Character Development and Values X

IV. Social Preparation X

V. School’s Contribution to my life X

VI. Overall Impact X X

Judaism (Jewish Schools only) X X

VII. Personal Connections X X

VIII. Opportunities for Involvement X X

IX. Communications X X

X. Demographics X X

XI. Open Ended Questions (optional) X X

2. Hypotheses: Recent Past Parents (had child graduate in past 4 years)

Recent Past Parent Survey Sections

I. Student Development

II. School Community

III. Teaching Approach

IV. Overall Relationship with School

V. Academic Program Areas

Jewish Studies (Jewish schools only)

VI. Extracurriculars

VII. Student Services

VIII. School Administrative Departments

IX. Demographics

X. Open Ended Questions (optional)

Measuring success alumni impact survey webinar 8_20_2013

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