Strategic Plan| 2014 - 2016 |

Contents

Who we are. 1

What we strive 6 to achieve.

How we measure 11 our success.

Appendix I. / Programs 13

Appendix II. / Matrix 17

1

Who we are.PURPOSE & BACKGROUND

The Strategic Plan guides the activities of the Bucknell University Alumni Association (BUAA) and the Bucknell University Alumni Association Board of Directors (BUAA Board). The Executive Committee of the BUAA Board, with input from the BUAA Board committees, defines the role, structure and purpose of the BUAA. During the biennial strategic planning process, the BUAA Board reviews strengths, challenges, opportunities, and synergies with other Bucknell University organizations and programs; outlines our vision, mission, values and objectives; and states the BUAA’s strategies and goals.

This Strategic Plan covers the time period beginning October 2014 through October 2016. It will be utilized as a “living document” to guide and focus BUAA members in their efforts during this time period.

2

BUAAThe Bucknell University Alumni Association

is more than 50,000 strong. Any student who

completes one full academic semester at

Bucknell University is a member of the BUAA.

Gender

54% MALE

46% FEMALE

Non- Greek

46%

Greek

54%

Class Years35% 1920s - 70s36% 1980s - 90s28% 2000s - 10s

BUCKNELL UNIVERSITY ALUMNI ASSOCIATION

The earliest record of an annual meeting of Bucknell’s alumni association and its governing board dates back to 1938, when 13 regional clubs existed in Pennsylvania, New York, New Jersey, Washington, DC, and Massachusetts. Today, the Bucknell University Alumni Association is more than 50,000 strong. Any student who completes one full academic semester at Bucknell University is a member of the BUAA. Thirty-five regional clubs operate in and outside of the United States.

Geographic Location

Pennsylvania 14% New York/New Jersey 20% Mid-Atlantic 21% New England 11% South 13% Midwest 2% West 6% Foreign 2% Other/Unknown 8%

Ethnic/ Racial

Diversity

12%

3

THE BOARD OF DIRECTORS

Board Structure

The BUAA Board of Directors comprises forty to fifty members who are alumni of

Bucknell University. Members are nominated by peers, selected by the Committee for

Membership & Nominations, and approved by the BUAA Board for membership. Efforts

are made to ensure representation of alumni by geographic location, year of graduation,

academic major and/or career, and ethnicity/country of origin. Members are selected for

a four-year term, which is renewable once for an additional four-year term.

Demographic

Male 54%

Female 46%

Greek 74%

Non-Greek 26%

Ethnic/Racial Diversity 12%

Class Years

1920s-60s 2%

1970s 12%

1980s 24%

1990s 34%

2000s 28%

2010s 2%

Geographic Location

Pennsylvania 14%

New York/New Jersey 38%

Mid-Atlantic 18%

New England 12%

South 6%

Midwest 4%

West 8%

Foreign 0%

4

The BUAA Board also includes up to ten

non-voting members who are current

students at Bucknell University. Student

members of the BUAA Board serve for

one-, two-, or three-year terms that end

upon graduation. The BUAA Board meets

in person three times per year, usually on

Bucknell University’s campus.

The officers of the BUAA Board are:

– President

– First Vice President

– Vice President for Finance

– Vice President for Membership & Nominations

– Vice President for Strategic Planning

Officers serve a two-year term with a two-term limit and

are elected by the full BUAA Board.

Governance and ResponsibilitiesThe structure and operating procedures of the BUAA Board

are guided by the Bucknell University Alumni Association

By-Laws. The responsibilities of a member of the BUAA

Board include:

– Attendance at all meetings

– Annual contribution to the university

– Support of regional club and university events

Executive Committee The Executive Committee comprises the officers of the

BUAA Board, committee chairs, and up to four additional

members-at-large appointed by the BUAA Board president.

Each committee chair and member-at-large serves

a two-year term with a two-term limit. The Executive

Committee sets BUAA Board meeting agendas and

acts on behalf of the full BUAA Board between regularly

scheduled meetings.

Committees The bulk of the BUAA Board’s work is conducted at the

committee level. As of the date of this plan, the BUAA

Board includes eight committees that are responsible

for perpetuating and supporting the mission and goals

of the organization. These committees include three

committees established under the Bucknell University

Alumni Association By-Laws (Finance, Membership &

Nominations, and Strategic Planning) and five additional

standing committees (Admissions & Transitions, Career

Advisory, Clubs & Young Alumni, Communications, and

Development & Constituent Relations). The standing

committees may be changed if deemed appropriate by the

Executive Committee but are expected to remain intact as

currently structured during the period of this plan. Following

are descriptions of current BUAA Board committees.

For descriptions of the programs referenced, please see

Appendix 1.

Admissions & Transitions

The Admissions & Transitions Committee oversees

and executes specific programs throughout the year to

engage Bucknellians. These programs are tied to specific

milestones around admission to Bucknell, initiation into the

BUAA at First Night, and graduation.

Career Advisory

The Career Advisory Committee engages both current

students and alumni through career-oriented activities that

demonstrate the value of staying connected with Bucknell

through various stages of one’s career. Specifically, the

committee, though strong partnership with the Career

Development Center (CDC), engages with current

students to provide advice and to demonstrate the

importance of staying connected with the university. The

Career Advisory Committee also supports the CDC in its

efforts to develop and promote programs that help alumni

in their lifelong career development, such as career-

oriented webinars.

Clubs & Young Alumni

The Clubs & Young Alumni Committee (CYAC) focuses

on continuing involvement of Bucknell’s alumni community

through its regional club program, with special outreach

to its young alumni constituency. The CYAC sponsors

welcome receptions for new graduates, community

service events, and coordinates with the Council of

Club Presidents.

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Communications

The Communications Committee is responsible for

perpetuating and supporting the mission and goals of

the BUAA. The committee is responsible for branding the

organization and for developing measurable marketing

strategies that enhance engagement and promote the

efforts of the other committees. The committee also provides

day-to-day support to the university’s office of Development

and Alumni Relations and to the BUAA Board committees

that includes, but is not limited to, branding, print, interactive,

content development and promotional goods.

Development & Constituent Relations

The Development & Constituent Relations Committee

supports the efforts of the university’s office of

Development & Alumni Relations to engage alumni by

partnering on key events and campaign efforts. The

committee also engages students to promote a spirit

of philanthropy by supporting campus activities and

conversation. The committee seeks to facilitate idea

exchange among alumni volunteer groups by hosting

the Volunteer Leadership Summit.

Finance

The Finance Committee is the fiduciary body within the

BUAA Board that monitors, manages, and safeguards the

organization’s financial resources. Further, the committee

supports all BUAA Board committees by coordinating the

planning and budgeting process to ensure that planned

programming expenses are aligned with, and not in

excess of, available funding sources. Finally, the committee

identifies and evaluates potential funding sources and

value-added group discount opportunities to ensure they

are consistent with the university and BUAA goals and

objectives, including the enhancement of engagment of

alumni, and allocates funds to BUAA Board projects and

grants to bring alumni and students together.

Membership & Nominations

The Membership & Nominations Committee serves as the

human resources function of the board. The members of

the committee solicit, vet, select, and train new members

and students and assign them to the committees for which

they are best suited. Membership & Nominations ensures

that all members are engaged, present, and satisfied

with their assigned committee. The committee also

markets, solicits nominations for, and selects distinguished

Bucknellians for the annual Alumni Awards program.

Strategic Planning

The Strategic Planning Committee manages the BUAA

Board’s biennial strategic planning and evaluation

process. The results are published to guide the BUAA

Board in its activities and to communicate its priorities and

successes to its constituencies. The committee supports

the planning, monitoring, and achievement of the BUAA

Board’s goals by administering surveys, identifying

relevant benchmarks, and conducting additional research

as needed. The committee also seeks to facilitate idea

exchange with other alumni associations.

Partnership & Synergy with the University A strong, well-functioning alumni association is of great

importance to Bucknell University. The university, therefore,

supports the BUAA Board and BUAA activities in various

ways, including the appointment of staff liaisons to the

BUAA Board. Staff members collaborate and partner with

the BUAA Board to support general operations and to

design and implement programs and initiatives developed

and/or endorsed by the BUAA Board. The principal staff

officers of the university providing this guidance and

support are the vice-president for development and alumni

relations and the executive director of alumni relations. As

appropriate, other university staff members serve in liaison

roles to each of the BUAA Board’s standing committees.

Constituent RelationsIn addition to participating in the BUAA Board’s

organizational plans and programs, members of the BUAA

Board are encouraged to actively seek out opportunities

to represent and engage with Bucknell University alumni

and alumni groups at the regional level. The BUAA Board

also creates opportunities to engage with other university

constituencies: affinity groups, parent groups, advisory

boards, etc. On a biennial basis, the BUAA Board

brings representatives of these groups together at the

Volunteer Leadership Summit to share insights and foster

communication among the BUAA and other volunteer

organizations of Bucknell University.

6

What we strive to achieve.

THE MISSION OF THE BUAA BOARD IS TO

Represent alumni by interacting with and soliciting input from alumni constituents; supporting alumni groups (e.g., regional club networks, affinity groups, stakeholder groups); and collaborating with the administration, faculty, and Board of Trustees concerning matters essential to the interests and concerns of alumni;

Engage Bucknellians by fostering communications between campus and alumni groups; providing services and programs beneficial to individual alumni and alumni groups; participating in regional and campus alumni activities; and disseminating information about the university and the BUAA;

Promote and Enhance Bucknell University by encouraging alumni and students to assume responsibility for supporting and strengthening the university; educating the alumni community about developments on campus and about the work of the BUAA; and supporting efforts to advance the university’s standing and reputation.

7

To achieve its mission, the BUAA Board partners with the university to enable and encourage fellow alumni to:

– Open Doors for Bucknell University students and alumni

by providing career advice and opportunities

– Volunteer time and talent to serve Bucknell University

– Give Back to the university to help undergraduates enjoy the most fulfilling experience possible

– Engage through social, educational, and networking events; and

– Return to Bucknell University to celebrate milestones and events, reconnect with old friends, and deepen bonds to this great institution.

Programs & Activities

The BUAA Board implements a variety of mission- and strategy-driven activities and programs. These activities and programs are described in Appendix I and are shown in Appendix III in the BUAA Board Activity Matrix.

Snapshot: FIRST NIGHT

The BUAA Board has many touchpoints with current Bucknell students to demonstrate that being a member of the

Bucknell community lasts not just for four years on campus, but for a lifetime. Each year, the board welcomes new

BUAA initiates at a ceremony called First Night that is held in January. First-year students who have completed a full

semester at Bucknell are inducted into the Bucknell University Alumni Association during this event. BUAA Board

members meet with first-years at their residence halls to talk about alumni engagement and the broader Bucknell

community before escorting them to Rooke Chapel. During a ceremony that includes class officer presentations and

the unveiling of the class motto and shield, the BUAA president addresses the class with participation by the whole

BUAA Board. Afterwards, the students process by candlelight to the president’s house where they sing the alma

mater. January 2014 was the fifteenth celebration of First Night in which the BUAA Board participated.

8

Priority Organizational InitiativesGuided by the Executive Committee, and based on

the results of surveys of the BUAA Board and alumni

constituents as well as inputs by the BUAA Board

committees, the university’s office of Development and

Alumni Relations, the university’s leadership, and the

Volunteer Leadership Summit, the BUAA Board identified

the following priority goals for 2014-2016:

– Enhance the BUAA’s value proposition to its constituents

– Encourage and coordinate constituent engagement

– Enhance the BUAA Board’s resources

Enhance the BUAA’s Value Proposition to

its Constituents

While the BUAA Board has developed effective

programming in response to its many constituents,

the characteristics of its constituents and their needs

are always evolving. The BUAA Board accommodates

change through its ever-shifting membership. The BUAA

Board is committed to allocating resources to programming

that addresses the changing needs and requests of its

constituents. Based on the results of a survey of a sample

of the BUAA, for the next planning period the BUAA Board

will prioritize the offering of (i) goods and services and

group discounts that are useful to Bucknell alumni, (ii) more

opportunities to volunteer and to return to campus,

and (iii) social and professional networking programming.

Encourage and Cooordinate Constituent

Engagement

One of the ways that the BUAA Board can be most

effective in supporting Bucknell University is by engaging

alumni. We do this through rich programming that begins

when a student is admitted to Bucknell, continues

throughout a Bucknellian’s on-campus experience,

and then follows him or her through every stage of life

afterwards. The BUAA Board can be particularly impactful

by providing meaningful reasons for alumni to connect at

the regional level and by supporting the coordination of

Bucknell’s many volunteer organizations. An initiative for this

next strategic planning period is to enable this to happen

virtually through the use of social media. Another goal is to

continue to improve upon and evolve the rich programming

already offered by incorporating input from our constituents

and by identifying new and creative ways to keep alumni

connected to Bucknell University and to one another.

Enhance the BUAA Board’s resources

At the end of the day, the BUAA Board is a volunteer

organization. At both the board and regional club levels,

the BUAA Board benefits from the outstanding enthusiasm

that alumni have for Bucknell University. Like other non-

profit organizations, the board is careful not to squander

this resource and is committed to channeling both the

human and financial capital available to their most useful

ends. Consequently, the BUAA Board is committed to

better utilizing its wealth of human talent through the

constant evaluation of programs and allocating resources

to their greatest impact. The board also seeks to better

engage past membership as well as other volunteer

organizations of Bucknell University to broaden the reach of

BUAA programs. Finally, the BUAA Board is grateful to be

supported by an endowed pool of capital, but recognizes

the volatility of the capital markets and their potential impact

on BUAA programming; thus, the board is dedicated to

identifying additional and diverse sources of revenue.

The BUAA Board has operated with surplus capital for many years through the successful revenue generation of alumni

loyalty programs combined with careful and disciplined budgeting. Last year, steps were taken to ensure the support

of the organization in perpetuity. The BUAA Board, with support from the university, established an endowment with its

surplus capital. The payout from this endowment is expected to provide about one-third of the operating budget of the

BUAA Board for the foreseeable future.

Snapshot: SUSTAINABILITY OF BUAA RESOURCES

9

To support these goals and our overall mission, the BUAA Board will engage in the following priority initiatives.

Initiative Committee(s)

Enhance the BUAA Board’s value proposition to its constituents

Launch new regional alumni engagement programs with leadership

by BUAA Board members, such as Bucknell: Table for 12 and the

Common Reading Initiative

Clubs & Young Alumni, full BUAA Board

Support the involvement of alumni with their communities through

annual service projects

Clubs & Young Alumni

Provide opportunities and advertise ways for alumni to volunteer Clubs & Young Alumni, Admissions & Transitions, Career Advisory

Offer access to spirit and gift items as well as group discounts and

services useful to Bucknell alumni, such as the travel program

Finance, Communications

Identify additional opportunities for alumni to return to campus Finance, Communications

Improve opportunities for alumni to network socially and

professionally through regional clubs and social media

Clubs & Young Alumni, Career Advisory, Communications

Encourage and coordinate constituent engagement

Promote coordination among Bucknell volunteer organizations at the

regional club level and through the Volunteer Leadership Summit

Development & Constituent Relations, Clubs & Young Alumni,

Strategic Planning

Establish social media platform for BUAA Board, regional clubs, and

other Bucknell constituents

Communications, Clubs & Young Alumni, Development &

Constituent Relations

Support leadership of regional clubs through Council of Club

Presidents, club leadership training

Clubs & Young Alumni, Strategic Planning, Development &

Constituent Relations

Improve awareness of and nominations for Alumni Awards Membership & Nominations

Continue and improve programs aimed to welcome and matriculate

admitted students: Bison Ambassadors, Admitted Students

Weekend Panel, Regional Welcome Receptions, Posse

Welcome Receptions

Admissions & Transitions, Clubs & Young Alumni

Continue and improve engagement with Bucknell students through

First Night, Sophomore Career Brunch, Junior Mock Interviews,

Senior Sunset

Admissions & Transitions, Career Advisory, Development &

Constituent Relations

Continue and improve engagement with young alumni through Senior

Sunset, Pennant Program, and regional club networking events

Admissions & Transitions, Clubs & Young Alumni

Provide and increase financial support for BPIP program,

scholarships, and challenge program

Career Advisory, Development, & Constituent Relations, Finance

Engage Bucknellians external to the BUAA Board to match student

needs of career development programs

Career Advisory

Engage alumni in the university’s development efforts through the

promotion of Cornerstone events, We Do Campaign, reunion, day

of giving, senior gift drive

Development & Constituent Relations

10

Initiative Committee(s)

Enhance the BUAA Board’s resources

Formalize framework for the BUAA emeritus council Executive Committee

Identify new revenue sources and value-enhancing group discounts

and goods and services to offer to constituents

Finance

Conduct review of governance documents and procedures Membership & Nominations, Strategic Planning

Evolve Strategic Plan to better communicate the goals and initiatives

of the BUAA to its broader constituents

Strategic Planning

Introduce periodic updates on successes achieved and resources

available throughout the term of the strategic plan

Strategic Planning, Finance

Foster culture of financial and human resource allocation to highest

impact programs

Strategic Planning, Finance

Work with Development and Alumni Relations to identify medium

and long-term trends to direct BUAA resources to most impactful

activities

Strategic Planning

Identify resources to better benchmark successes and create

informal network with other university alumni associations

Strategic Planning

The strengths and challenges of the organization were

identified as follows

Strengths Challenges

Mission statement is appropriate and resilient Digital technology platform to engage with alumni and other

constituent groups

BUAA Board activities address all three prongs of the

mission statement

Access to data on constituents and ways to reach them

BUAA Board programs reach many of our constituents (students/

future alumni, young alumni, council presidents, former BUAA board

members, and volunteer leaders), particularly future alumni

Limited interaction between BUAA Board and regional clubs, and

between regional clubs and other regional Bucknell volunteer groups

Expectations and responsibilities of board members are

clearly understood

Ability to measure performance and evaluate impact of programs

Organization’s structure is appropriate and meeting management

is effective

No established process for initiating new programs and sunsetting

those that have achieved their desired results

Committee work is collaborative and productive Maintaining momentum between Board meetings

Committees and staff liaisons enjoy collaborative and

productive relationships

Identification of additional revenue streams, new funding models, and

value enhancing group discounts and goods and services

Access to key university and alumni relations leadership keeps

members appraised of campus activities, initiatives, and goals

Positive culture encourages productivity and member satisfaction

Membership feels inspired, committed, well-connected

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Snapshot: SENIOR SUNSET

How we measure our success.

ASSESSMENT

The BUAA Board is committed to on-going assessment and evaluation of its programs and organizational effectiveness. The BUAA Board assesses its work in a variety of ways.

Board Assessment

– Board Meeting Evaluations: Following every board

meeting, members complete a survey that evaluates

the efficiency and effectiveness of the meeting at the

committee and full board level.

– Board Survey: Every two years, the full board completes

a survey to evaluate the board’s accomplishments,

approach, and engagement.

– Executive Committee Retreat: Every two years, the

Executive Committee gathers for a full day retreat to

review the results from the BUAA Board survey, discuss

organizational effectiveness, and develop goals for the

next two-year period.

Program Assessment

– Surveys: Online surveys are regularly designed and

distributed to assess effectiveness in achieving

program goals. This data is reviewed by the committee

organizing the event and utilized in planning subsequent

events.

– General Sessions: A general session is scheduled

during each meeting and provides the opportunity to

debrief about programs and discuss effective strategies

for new programs. Information is gathered in small

groups and then shared with the full board (verbally

and/or in writing).

One element of the BUAA’s five-point motto is to “Give back.” Senior Sunset is an event held at the end of a Bucknell

student’s career. During this celebration, a BUAA member addresses the senior class, reinforcing the message that

our connection with Bucknell remains strong well beyond graduation, and our community depends on engagement

with one another and with the university. Students are given gifts to remind them of the BUAA’s five-point motto

describing our commitment to our alma mater. This year, the BUAA speaker raised awareness of the new Bucknell

app by pledging a dollar for each download. There were over 250 downloads that week, and over $500 was raised

for the university in the challenge.

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Planning Cycle The BUAA Board is engaged in

a planning and revision process

that empowers the group to review

past practices, assess progress,

and establish new goals. The

timeline to the right depicts this

process: the BUAA Board mission

guides the overarching strategy;

the strategy is influenced by data

collected from constituents and

members; the strategy is outlined

in the strategic plan; the BUAA

Board executes programs that

are consistent with the goals

established in the plan; program

effectiveness is evaluated; and

assessment data shapes future

strategic planning.

ConclusionThis document outlines the

BUAA Board of Directors goals

and strategic approach for

October 2014 through October

2016. It will guide, focus, and

shape the BUAA Board’s efforts

during this time period and

establish a foundation for future

accomplishments.

Fall 2014– Strategic Plan approved

– Initiation of new program development

Fall 2015– Annual report

– Volunteer Leadership Summit

January 2016– Office of Development and Alumni Relations shares goals and initiatives

– Committees initiate review of programs

Spring 2016– BUAA Board survey conducted

– Constituent survey conducted

Reunion meeting 2016– Executive Committee discusses survey results and committee reviews

– Committees finalize review of programs, discuss achievements, determine

needs and challenges, and recommend goals

Summer 2016– Strategic plan compiled

Homecoming meeting 2016– Strategic plan reviewed and approved

Snapshot: ALUMNI AWARDS

The BUAA Board manages the annual alumni awards nomination and selection process. Nominations by peers

are gathered for awards honoring young alumni, loyalty to Bucknell, outstanding achievement in a chosen

profession, and service to humanity. At reunion weekend, the recipients are honored at a reception sponsored by

the BUAA Board for families and friends in the Terrace Room. Later in the weekend, the university president formally

presents the awards during Reunion Rally. The achievements of this year’s alumni award recipients can be reviewed

@ www.bucknell.edu/AlumniAwards.

12

13

Appendix I.

14

BUAA BOARD PROGRAM DESCRIPTIONS

Admitted Student Open House Panel

Coordinate an alumni panel during the admissions

accepted student open house weekend.

Alumni Awards Program

Honor alumni for their achievements and loyalty to the

university. Recipients are celebrated during a special

awards ceremony and during Reunion Rally as part of

Reunion Weekend.

Annual Report

Publish short update for use by the BUAA Board and

its committees to manage and measure achievement of

the organization’s strategic goals.

Bison Ambassadors

Coordinate alumni volunteers to reach out to

prospective students and parents to convey a positive

message about Bucknell and foster a general sense

of community.

Branding Guidelines

Update and distribute BUAA branding guidelines

to maintain consistent messaging across all

communication platforms.

BUAA Snapshot

Publish one-page backgrounder that is utilized as a

handout for events that are sponsored by the BUAA.

Bucknell Magazine

Develop content for articles that appear in the Alumni

Association News Section of Bucknell Magazine four

times a year.

Bucknell Public Internship Program (BPIP)

Provide financial support for selected students who

have secured a full-time summer internship with a

non-profit/public interest organization for which no

compensation is provided. The fund enables students

who might not otherwise be able to participate in these

non-paid internships to gain valuable experience in a

field of interest.

Bucknell: Table for 12

Organize dinners in various cities to bring together

groups of twelve people who don’t know each other but

have Bucknell University in common.

Career Development Center Alumni Career Services

Programming Development and Promotion

Increase awareness of career-related resources to

alumni through the Career Development Center’s

Alumni Career Services and build alumni engagement.

Challenge Grants

Offer grants to senior class to enhance participation in

the senior fund drive.

Common Reading Program

Provide an opportunity for alumni across the country

to connect by reading the same book that the first-year

class is reading and then having discussion groups in

various cities.

Community Service Events

Facilitate the planning of community service projects

by regional clubs every April to engage and connect

alumni, parents, and friends.

Constituent Relations

Facilitate partnership among alumni volunteer

organizations to coordinate programming and to

develop events/activities through the regional clubs.

Cornerstone Events

Identify and support Cornerstone event hosts.

Council of Club Presidents

Provide a forum for regional club presidents to network,

share ideas, and stay connected with Bucknell University;

organize three conference calls a year focused on specific

topics geared towards building and maintaining a strong

and active club.

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First Night

Represent alumni and educate students about the ways

in which alumni stay connected with the university. The

intent is to begin to shape students’ understanding that

the relationship with Bucknell lasts a lifetime and to help

students to understand how alumni can and do support

their personal journey at Bucknell.

Human Resources and Recruitment Advisory Group

Establish a group of alumni human resources and

recruiting professionals to provide perspective and

advice to CDC.

Junior Class Mock Interviews

Provide students career-related interviewing experience

by participating in mock interviews with members of the

BUAA Board and Parents Board who are experienced in

the hiring process.

Magnet

Publish a printed and electronic BUAA Board newsletter

three times a year following board meetings.

Marketing Campaign

Develop and manage a BUAA marketing outreach

strategy that engages alumni of all ages through various

communication platforms.

New Board Member Recruitment and Screening

Screen and recruit BUAA Board members based on

established criteria, including Bucknell involvement

and diversity in class years, geography, and ethnicity,

representing a balance similar to the current

student population.

New Member Training

Provide orientation to new members (alumni and students)

at the BUAA Board Homecoming Meeting.

Outreach to Posse Foundation

Introduce Posse scholars to Bucknell alumni in their

area through regional clubs in Los Angeles, Boston, and

Washington, DC.

Pennant Program

Sponsor ceremony to present Bucknell pennants to

graduating students who are education majors and

who are involved with key campus programs that are

consistent with the BUAA Board mission (i.e., student

calling program, admissions tour guides, reunion

ambassadors).

Regional Club Events (BUAA engagement)

Support regional clubs by encouraging involvement of

BUAA Board members and their constituents in regional

and university events.

Regional Club Leadership Development

Develop and establish a program to identify, cultivate,

and train the next generation of regional club leaders to

strengthen and grow the regional club program.

Regional Club Resource Guide

Publish, distribute, and update a “How To” guide for club

presidents to help them develop and maintain a vibrant,

active, and engaged community of alumni, parents,

students, and friends in the club’s geographic region.

Reunion Bucknellian

Publish reunion edition of the Bucknellian that features

articles written by Bucknellians who return to campus

for reunion.

Scholarship Program

Sponsor scholarships for Bucknell students from the

BUAA endowment.

Senior Sunset

Address senior class at spring event with development

message and incentive gift to sign up for alumni app.

Social Media Strategy

Develop and manage BUAA social media outreach

strategy and educate BUAA regarding various channels

and tools available to communicate with alumni.

Sophomore Career Brunch

Organize a networking opportunity for the sophomore

class to engage with BUAA Board members on a range

of career topics.

Strategic Planning Process

Coordinate biennial strategic planning and evaluation

process for the BUAA Board, publish results to guide the

BUAA Board in its activities, and communicate its priorities

and successes to its constituencies.

Student Board Member Program

Recruit, interview, and choose 10 student members to the

Board for 1-year terms or longer.

Surveys, Benchmarking, and Analytics

Support the board planning process by conducting

surveys of members after each meeting; support

committee goal evaluation and monitoring through

surveying relevant constituents and other universities’

alumni groups.

Travel Programs

Encourage Bucknellians to engage and travel the world

together; proceeds fund the BUAA’s programs, including

its annual grant programs.

Volunteer Leadership Summit

Plan the Volunteer Leadership Summit on a biennial basis

to facilitate idea exchange among different alumni group

volunteer leaders.

Welcome Receptions for Recent Graduates

Facilitate the planning of welcome receptions by regional

clubs on the third Thursday in September to connect new

graduates with other Bucknellians in their area and keep

them engaged with the University.

Snapshot: RECENT GRADUATE EVENTS Young alumni (those within five years of graduation from

Bucknell) are welcomed by clubs in their areas and

are encouraged to stay engaged. In September 2013

the BUAA Board helped to coordinate 17 welcome

receptions to bring together recent graduates and

introduce them to Bucknellians in their areas. Over 500

alumni, parents and friends participated in these events

including 140 from the Class of 2013 - approximately

17% of the class. The BUAA Board provided funding for

refreshments for all of the receptions.

Snapshot: COMMUNITY SERVICE

In April 2014 the BUAA Board facilitated the 6th

Annual Bucknell Community Service Event, which was

cosponsored by the Bucknell Alumni Association, the

Bucknell Parents Association and Bucknell Association

of Clubs. Over 300 alumni, students, parents and

friends participated in 22 service projects which brought

together Bucknellians from around the world to make a

difference in their communities.

Snapshot: CLUB LEADERSHIP

The regional clubs

continue to be a way

for most alumni to be

involved. The BUAA

Board organized

three webinars for

the Council of Club

Presidents (CCP) in

partnership with the

office of Development

and Alumni Relations.

The CCP provides

a forum for regional club presidents to network, share

ideas and stay connected with Bucknell University. The

webinars focused on topics geared towards building

and maintaining a strong and active club and included

regular university updates.

16

17

Appendix II.

2014-2016 PLAN TIMELINE RELATIONSHIP TO MISSION STATEMENT

ACTIVITIES FALL WINTER SPRING REPRESENT ALUMNI

ENGAGE BUCKNELLIANS

PROMOTE & ENHANCE

BUCKNELL UNIV.

Admitted Student Open House Panel 4 8 8

Alumni Awards Program 4 8

Annual Report 4 8 8

Bison Ambassadors (Admissions Volunteers) 4 8 8 8

Branding Guidelines 8

BUAA Snapshot 4 4 4

Bucknell Magazine 4 4 4 8 8

Bucknell Public Interest Program (BPIP) Internships 8

Bucknell: Table for 12 4 4 4 8 8 8

CDC & Alumni Career Services Programming Devt. 4 4 4 8 8 8

Challenge Grants 4 8

Common Reading Program 4 8

Community Service Events 4 8

Constituent Relations 4 4 4 8 8 8

Cornerstone Events 4 4 4 8

Council of Club Presidents 4 4 4 8 8 8

First Night 4 8 8

Human Resources & Recruitment Advisory Group 4 4 4

Junior Class Mock Interviews 4

Magnet 4 4 4 8

Marketing Campaign 8 8 8

New Board Member Recruitment & Screening 4 4 4

New Member Training 4 8

Outreach to Posse Foundation 4 4 8 8 8

Pennant Program 4 8 8 8

Regional Club Events (BUAA Engagement) 4 4 4 8 8 8

Regional Club Leadership Development 4 4 4

Regional Club Resource Guide 4 4 4

Reunion Bucknellian 4

Scholarship Program 4 8 8

Senior Sunset 4 8 8

Social Media Strategy 4 4 4 8 8 8

Sophomore Career Brunch 4 8 8

Strategic Planning Process BIENNIAL 8

Student Board Member Program 4 4 4 8 8

Surveys, Benchmarking & Analytics 4 4 4 8

Travel Program & Other Services 4 4 4 8 8

Volunteer Leadership Summit FALL 2015 8 8

Welcome Receptions For Recent Graduates 4 8 8

BUAA BOARD ACTIVITY MATRIX TIMELINE / RELATIONSHIP TO MISSION STATEMENT

19

ACTIVITIES ADMISSIONS/ TRANSITIONS

CAREER ADVISORY

CLUBS/YOUNGALUMNI

COMMUNI-CATIONS

DEVELOP./ CONSTITUENT

RELATIONS

FINANCE MEMBERSHIP/ NOMINATIONS

STRATEGIC PLANNING

Admitted Student Open House Panel

Alumni Awards Program

Annual Report

Bison Ambassadors (Admissions Volunteers)

Branding Guidelines

BUAA Snapshot

Bucknell Magazine

Bucknell Public Interest Program (BPIP) Internships

Bucknell: Table for 12

CDC & Alumni Career Services Programming Devt.

Challenge Grants

Common Reading Program

Community Service Events

Constituent Relations

Cornerstone Events

Council of Club Presidents

First Night

Human Resources & Recruitment Advisory Group

Junior Class Mock Interviews

Magnet

Marketing Campaign

New Board Member Recruitment & Screening

New Member Training

Outreach to Posse Foundation

Pennant Program

Regional Club Events (BUAA Engagement)

Regional Club Leadership Development

Regional Club Resource Guide

Reunion Bucknellian

Scholarship Program

Senior Sunset

Social Media Strategy

Sophomore Career Brunch

Strategic Planning Process

Student Board Member Program

Surveys, Benchmarking & Analytics

Travel Program & Other Services

Volunteer Leadership Summit

Welcome Receptions For Recent Graduates

LEAD

ASSIST

SUPPORT

BUAA BOARD ACTIVITY MATRIX OWNERSHIP BY COMMITTEE