Duke Alumni Association

November 8, 2013

DAA Board Training

Duke Alumni Association

November 8, 2013

Table of Contents

 

1. Why It Matters

2. DAA Board Handbook

3. Expectations and Implications of Serving on the DAA Board

1. Professional School vs. At-Large Members

4. OTM Objectives and Work Schedule

5. Implementation Agenda for 2013-14

6. Implications for Staff Interactions

7. Discussion Topics and Reporting

8. Questions

Duke Alumni Association

November 8, 2013

Why It Matters

Duke Alumni Association

November 8, 2013

DAA Board Handbook

 DAA Board Handbook

Where to find it, what is in it

Duke Alumni Association

November 8, 2013

Implications of Serving on the DAA Board (1/3)

 

1. Act as ambassador

2. Sharing of best practice

3. Reporting/communicating to the regions and alums

4. Act as resource to alums with respect to Duke alumni programming

5. Recruiting and leadership development catalyzing Duke volunteers

6. Program leadership (remaining active as a leader of programs while on

the DAA board)

7. Upholding standards (ensuring the quality of the Duke brand)

8. Assisting with fundraising identification and a spirit of Duke support

9. Representation of all alums

Duke Alumni Association

November 8, 2013

Implications of Serving on the DAA Board (2/3)

• Represent Duke and DAA in regions• Each staff member covers a major US region and a major international region

Act as ambassador

• DAA is only structured forum for alumni leaders to interact

Sharing of best practice

• Board can be Duke’s most effective messaging tool• Crucial to “One Duke” ambitions

Communicating to the regions

• Board is the group with deepest/ broadest knowledge of options for alumni engagement

Act as resource to alums

• DAA board must help identify and recruit new leaders

Catalyzing Duke volunteers

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November 8, 2013

Implications of Serving on the DAA Board (3/3)

• Best way of staying connected to regions• Most effective way of spreading best practice

Program leadership

• Duke stands for excellence• Alumni have expectations of Duke programming

Upholding standards

• Everyone can do something• Many board members represent groups Duke needs to reach• Campaign is an “all-hands” effort

Assisting with fundraising

• Can’t do without engagement

Representation of all alums

Duke Alumni Association

November 8, 2013

Specific Board Expectations (1/3)

1. Attendance at board meetings

2. Service on committee(s)

3. Attendance at regional events

4. Role in capital campaign and/ or with annual fund

5. Attendance at homecoming and/ or reunions

6. Program leadership (e.g., DAE, AAAC)

7. Regional training sessions

8. Development of regional leaders

Duke Alumni Association

November 8, 2013

Specific Board Expectations (2/3)

• Stuff happens• But if you don’t want to/ can’t come back to

Duke, why are you on board?

Attendance at board meetings

• The real work• Happens between meetings

Service on committee(s)

• Vital for DAA to be effectiveAttendance at regional events

• “Friendraising” – you know more alums than the average Annual Fund volunteer

Role in capital campaign and/ or with annual fund

Duke Alumni Association

November 8, 2013

Specific Board Expectations (3/3)

• DAA makes it easyAttendance at homecoming and/ or

reunions

• How many of us got here• Need to maintain to help build “One

Duke”

Program leadership (e.g., DAE, AAAC)

• Best way of communicating Duke and DAA vision

Regional training sessions

• Investing for the future• Keeping Duke and DAA vibrant

Development of regional leaders

Duke Alumni Association

November 8, 2013

OTM Objectives & Work Schedule

 

Committee action plan

Board Development

• Create process to use DAA board and AdCo to help develop future board

• Coordinate formally with Development, Athletics, etc., to help identify future members

• Create grid of desired representation and long-range prospects over defined time periods

Board Structure

• Recommendations on:• Size• Governance• Selection &

representation

Board Education

• Development of standard materials (as with DAE)

• Best regional governance & finance practices

• Best networking ideas

• Initiate webinars for alum volunteers

• Beta test first regional training session

Reporting & Measurement*

• Define metrics for regional performance

• Define short, simple and consistent ratings criteria for events• Evaluate on how

quickly and well survey data is collected?

• Establish regional awards program to recognize success and create friendly competition

• Establish practices for sharing data received

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November 8, 2013

Implementation Agenda for 2013-14

*Dedicated committee to focus on this

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Implications for Staff Interaction

 • Increased reach

• Especially to smaller and mid-sized regions 

• Work more closely with board to understand needs of regions

• Rely more on board to highlight volunteers and successful events

• Board members become “force multipliers” for staff:

• Meeting with regional volunteers

• Reporting back to DAA

• Representing staff at events

• Delivering DAA's messages

• Board members serve as DAA liaison in regions to nurture new programs

and initiatives

Duke Alumni Association

November 8, 2013

Discussion Topics

How to keep board

members fully engaged in

their regions and acting as

effective ambassadors?

How best for DAA board members to

facilitate dialogue with

alumni?

How does board most effectively

assist/ leverage staff

in the regions?

How do we create a full

and high-quality

pipeline of future board members?

Duke Alumni Association

November 8, 2013

Questions