2009-2010 plan private support building academic and clinical excellence in extraordinary times
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Advancement Services
November 7, 2009
Outline
Review our Strengths,
Weaknesses, Opportunities, and
Threats
10 Point Action Plan for 2009-2010
Implementation Plan
2
4
Strengths Weaknesses Opportunities Threats
SIO reputationLeadership in
climate change
High standing as a research
university
Quality of faculty and
students
Internationally Recognized Programs
Committed and talented staff
Generous supporters
Chancellor, VCs, & Deans involved with fund raising
Campus and health sciences
programs
LocationGrowing alumni
base of 130,000
Successful billion dollar campaign
5
Strengths Weaknesses Opportunities Threats
Outdated and difficult
advancement system
Lack of a sophisticated
market analysis
A weak economy & uncertain recovery
Deep cuts in development resources and
staff
Net worth of donors is down
Perception of public vs. private
universities
Historically neglected
alumni
Medical Center’s small market share
Impaired HR & budget
processes
Donor fatigue due to intense
capital campaign
Lack of coordination
among departments
Lack of compelling case
for support
6
Strengths Weaknesses Opportunities Threats
50th Anniversary as a tool for fund raising
A sustainable model for support is possible
Signs of growing
economic stability
Boards and donors are
willing to help
Opportunity for improved
coordination
Alumni engagement is
increasing
Reorganization offers
possibilities of leverage
Many Deans are willing to be leaders in fundraising
Plan can align priorities and clarify vision
Invent the Future
Campaign
Clinical facility expansion will lead to more
donors
Planned giving can be grown
7
Strengths Weaknesses Opportunities Threats
Unfunded mandates will continue and
increase
The relationship between UC
and the State of California
Budget cuts this year and next
Other institutions
targeting UC talent
Impact of UCOP,
legislature, Regents
Value of investments
volatile
Competition from other non-
profits
Constrained investment in
staff & systems
Raiding of staff as economy
improves
Limited time horizon on
ARRA funding
Inability to behave more like a private
university
UC System as a big target
Five Year Vision
Raise $160 million sustainably per year
Raise $10 million per year from Alumni (now at $1.7)
Increase Alumni participation to 15% (now at 7%)
Increase Annual Giving to $15m (now at $7.5m)Build an effective fund raising staff with a sustainable infrastructureMake fund raising and alumni engagement part of our cultureNeed to start planning for the next comprehensive campaign
8
2009-2010 Framework
Clinical Excellence
Interdisciplinary Research
Sustainability 2.0
Global Initiatives
Fellow/Scholarships$1
5m
Capital/Equipment
$40m
Chairs$16m
Program Support $39m
Campus-wide $4m
Excellence in Interdisciplinary Research, Education, and Patient
Care
Physical Sciences
$3.0m
Biological
Sciences$4.0m
Arts & Humanit
ies$1.5m
IR/PS$2m
Jacobs School$17.4m
Libraries
$.5m
SIO$7.0m
Preuss School$.6m
Social Sciences
$2.0m
Rady School$7.0m
Student Affairs$3.0m
Health Sciences$55.0m
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$110 M
$54
$41
$12 $3
Principal Gifts Major GiftsPlanned Giving Annual/Alumni
2009-2010 Fundraising Priorities: $110m
$40
$39
$16
$15
Capital Research initativesEndowed Chairs Fellow/Scholarships
Physical Sciences$3.0m
Biological Sciences$4.0m
Arts & Humaniti
es$1.5m
IR/PS$2m
Jacobs School$17.4m
Libraries$.5m
SIO$7.0m
Preuss School$.6m
Social Sciences$2.0m
Rady School$7.0m
Student Affairs$3.0m
Health Sciences$55.0m
Sources of Funds Uses for Funds
10
1. Raise $110M
2. Campaign
3. 50th Anniversary
4. Alumni
5. Talent
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate 11
10 Point Action Plan
Engage our key stakeholders
Launch Invent the Future Campaign
Add inpatient bed capacity to meet growing healthcare needs for San Diego CommunityLeverage for raising support, alumni engagement, and visibility
Inspire alumni to give, participate, lead and advocate
Expand the donor pipeline
Restructure operations and attract and retain critical talent
Engage donors & Board in new ways
Develop simple, meaningful, & actionable performance metrics
Communicate our story with compelling cases and media material
1. Raise $110M
2. Campaign
3. East Campus Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
12
Translate goal setting into action plans
Develop a framework for targets and themes
Develop clear management reports for monitoring
achievement towards goals
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
13
$50M in Fellowships and Scholarships over 3 years
Launched at Board meeting, press releases on September
25, 2009
Development of case statements, phase 2 of web
site, videos, collateral in October
UC&PA Develops detailed marketing & communications
plan in October
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
14
$131M in Philanthropy to support total costs of $600M
Add 200 beds to East Campus facility by 2015
Integrates Education, Research, and Clinical Care on East
Campus
1. Raise $110M
2. Campaign
3. East Campus Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
15
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Talent
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
16
Defined roles and responsibilities
Timelines, tasks, website
Thinking strategically about UC San Diego post the 50th celebration year
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
17
Improve integration of annual giving, Alumni
efforts, and fund raising
Identify and cultivate top Alumni prospects at an
institutional level
Develop a culture of shared performance goals between
alumni and development
Focus on alumni engagement and programs
Optimize annual giving program
Integrate regional development and alumni
outreach programs
Bring a new focus to principal gifts: Need a $30m
gift each year
Increase effectiveness of Chancellor’s Cultivation
Dinners
Establish a Master Calendar for 2010 Events
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
18
Budget process, HR Processes, IT Services, Integrate Support
Services
Move out of off-site leases
Leverage resources & expertise in business and development
units
Review training, development, orientation
Work with Campus HR to enhance recruitment efforts
Stabilize the team and fill critical vacancies
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
19
Create new focus for Development Committee
Determine best ways to engage Board for 50th
Anniversary and fellowship/scholarship
initiative
Find new ways of engaging Chancellor with donors
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
20
Summary management reports for development and alumni
officers
Develop a Dashboards
Integrate into Balanced Scorecard
Find ways to measure effectiveness of our alumni
engagement programs
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
21
Need robust collateral material to support
development & alumni professionals
Web site, print, electronic, photo, video, social networks
Need compelling stories that call our supporters to action
1. Raise $110M
2. Campaign
3. Thornton Tower4. 50th Anniversary
5. Alumni
6. Donors
7. Operations
8. Board
9. Metrics
10. Communicate
10
Poin
t A
ctio
n P
lan
22
Project Management
Projects tracked on website
Identify lead on project
Milestones, critical paths
Red flags for delays
Dashboard of key metrics23
Next StepsReview Invent the Future plan with Board, VCs,
Deans
Develop web site, videos, collateral material
Review 2009-2010 plan with staff, campus leadership, others
Develop plan for 2009-2010 VC/Deans meetings
Develop new year-to-date fund raising summary reports
Develop action plan for filling critical vacancies
Identify Team Leader for Fellowship/Scholarship Initiative
24