An ‘All In’ Model

Alumni Communities

Alumni Leaders Conference June 7, 2013

An ‘All In’ Model

I CommunitiesCommunities are the 25 largest regional markets in the United States. These market areas represent the following data points:

- 76 % of total alumni population- 75% of total membership- 78% of total donors - 82% of total prospective students- 75% of growth potential (propensity model)

An ‘All In’ Model

I Communities – Individual Markets

Central Indiana Strategy (includes Boone and Johnson Counties– Stefan Davis, Sharon Holland & (Jen Goins) Chicago Strategy – Jenny Bruffey and Judi Tichenor (Bryan Bradford will continue to work through this transition). Monroe County Strategy- Karl Zacker

An ‘All In’ Model

I Communities – Indiana Market Strategy- Rachael McAfee

Lakeshore Region Whitewater Valley & Henry County Northeast Indiana Howard/Tipton Counties Southern Indiana St. Joseph County & Elkhart County (North Central IN) Greater Evansville Bartholomew County West Central Indiana Southwest Indiana

An ‘All In’ Model

I Communities – National Market Strategy - Bryan Bradford

Metro New YorkPhiladelphia Washington DC

Louisville Greater Cincinnati San Francisco Los Angeles Colorado Atlanta St. Louis Metro

An ‘All In’ Model

I Communities – ARO RolesSubject Matter and Market Experts

DemographicsGift ranges/membership breakdownsPropensity analysisDegree, school and campusWork with existing board leadershipCollaborate with internal partners (school, IUF, APO’s)

An ‘All In’ Model

U Communities U Communities are the 25 mid-range markets in the United States. These market areas represent the following data points:

- 16 % of total alumni population- 17% of total membership- 14% of total donors - 13% of total prospective students

An ‘All In’ Model

U Communities - Kai WesterfieldCentral Florida Cleveland, OH Columbus, OH Florida Sun Coast * Nashville, TN Orange County, CA Phoenix San Diego Seattle South Florida Southwest Florida * Tampa, FL Twin Cities

An ‘All In’ Model

U Communities -Courtney LeinenbachAsheville/W. Carolina

Boston Central Carolina Charlotte, NC Connecticut Dallas/Fort Worth Houston Kansas City Kosciusko County, IN Madison County, IN Milwaukee, WI Southeast Michigan

West Michigan

An ‘All In’ Model

Alumni AmbassadorsAlumni Ambassadors are individuals (or groups of individuals) that represent smaller market areas across the United States. These market areas represent the following data points:

- 8 % of total alumni population- 8 % of total membership- 8 % of total donors - 5% of total prospective students

An ‘All In’ Model

Alumni Ambassadors – Kai Westerfield

Akron, OH Albuquerque, NM Birmingham, AL Cass County, IN Central Illinois Central Iowa Eastern Washington Knoxville, TN Las Vegas, NV Lexington, KY Memphis, TN Miami, FL New Orleans, LA

Northwest Arkansas Portland, S. Oregon Sacramento, CA Salt Lake City, UT Toledo, OH Tucson, AZ

An ‘All In’ Model

Alumni Ambassadors – Courtney Leinenbach

Austin, TX Baltimore, MD Boise, ID Buffalo/Western NY Charleston, SC Dane County, WI East Wisconsin/Sheboygan Greensboro, NC Hilton Head, SC Jackson, WY Knox County, IN Oklahoma City, OK Omaha, NE Pittsburgh, PA

Pittsburgh, PA Richmond, VA Saginaw, MI San Antonio, TX

An ‘All In’ Model

Sample Expectations for each segment (for volunteers)

Members and Donor to IUAASeason Calendar and board rosters – due September 1Active Communications Plan

- Must have a Constant Contact account and owner- Social Media encouraged (Must let IUAA know about link to account(s)

IUAA Membership Initiatives- Membership in a Box- Utilize Monthly membership reports- Postcards to new or lapsed members- Special invitations, etc.

IUAA policy and procedure compliance ** To be outlined in the Volunteer Intranet**Monthly Contact with liaison Attend regional or corporate IUAA training/conference opportunities as able/when offered.Participation in quarterly webinars and conference calls

- Invitations for participation determined by time zone- Strongly encouraged to attend live – recordings will be available following

An ‘All In’ Model

Sample Expectations for each segment (for IUAA)

Monthly contact with alumni volunteer(s)Allocations/FundingProvide website presence Offer Volunteer Intranet ResourcesConstant Contact SupportData SupportPrograms in a Box availabilityPlan and lead quarterly webinars/conference calls with leadersScholarship fundraising best practices and processingIUAA representation to markets at a minimum of every other fiscal yearI-Modules and Calendar support (via chapweb)Share programming opportunities (Athletic team travel, faculty conferences, etc.) to market areas

An ‘All In’ Model

Constituent Alumni CommunitiesErin Bruce: Will serve the IUB assigned schools with the following alumni

event and program services:• Event Support• Data Support• IUAA Business Office processing/support• I Modules/Forms• Event Calendar

Expectations are also being developed for our school liaisons and for IUAA staff to coincide with Work Plans (for FY 2013-2014) and so that we are serving all schools equally and sufficiently.

ARO’s assigned to I Community Markets will engage with School staff on market area event collaboration and participation

An ‘All In’ Model

Affiliate Alumni CommunitiesJennifer Gentry: Will develop and work with current Affiliate group leadership to develop a multi-year strategy for IUAA Affiliate groups.

For example:- Coding and Data acquisition- Opportunities with Senior Year Experience

Programming- IUF/Advancement support- Development of best practices, expectations

for affiliateleadership and logical/effective governance

structures(boards, committees, chairpersons, etc)

- Funding structure from IUAA

An ‘All In’ Model

International Alumni CommunitiesEric De Haan: Will continue to work with:

• President’s Office• Office of the Vice President for International Affairs• Office of International Services and Admissions• IU Foundation• Constituent Advancement Partners• IUB, IUPUI and all campuses• Office of Overseas Studies

Eric will continue to serve as the lead for major university International initiatives and serve of international alumni chapter and ambassadors on a daily basis.

An ‘All In’ Model

Diversity and Multicultural Communities

Clarence Boone: Will continue to work with:

• DEMA• Office of Enrollment Management • Diversity offices in various constituencies• IU Foundation• IUPUI and regional campus• Culture Centers• And, the following Affiliate Groups: Neal- Marshall, Latino Alumni,

Asian Alumni, Groups Alumni, and African Arts Institute

Clarence is working to build an overall seasonal calendar for all the above university partners, affiliates (to include GLBTAA) and an overall annual strategy for Diversity and Multicultural initiatives.

An ‘All IN’ Model

Alumni Communities

Jen Goins, Senior Alumni Relations Officerjrgoins@indiana.edu