1. Advancement Alignment Working together One University Onboarding Engagement continuum Integration of advancement Coordination of advancement strategies Creating efficiency Targets Strategic priorities focus areas Regional engagement Action teams synergy

2. Raising Friends and Funds in Texas A.I.A. (advancement in action) Kathy Bickel and Colleen Garland

3. University Advancement Focus Areas Create and support a university-wide culture that is committed to strategic, integrated and coordinated advancement. Purposefully engage students, alumni and key audiences along a continuum of involvement to deepen their personal connections to the university. Develop a unified core infrastructure, including data, systems, and relationship management, to better serve students, alumni, and key audiences. Focus communications and marketing efforts to deliver strategic, consistent, and powerful messages.

4. Goal: More strategic and meaningful engagement

5. Advancement in Action Steps: – Determine priority travel areas from alumni and development data – Set measurements of success – Develop collaborative marketing/messaging – Plan & execute events/visits – Conduct follow-up and de-brief

6. Planned trip to Texas Houston, San Antonio, Austin Objective: to maximize exposure of Archie for the University to connect with key audiences Individual Development appointments Club events Planned giving event Development reception Donor dinner co-hosted by Trustee, Gil Cloyd

7. Why did it work? Stopped working in silos and started working together Recruited the right team Researched alumni data and choose strategic locations to travel Gathered data in a central location

8. Lessons Learned It is really fun to represent One University! A one-two punch - We get the biggest impact by using Archie and President Gee at different times of the year

9. Lessons Learned Different events appeal to different audiences Centrally managed registration is advantageous; better to know who is coming Key University messages are needed & should be delivered consistently Consider expanding this approach at the unit level

10. Welcome to the New Reality Cannot solve today’s problems with the systems that created them. Think Differently Be creative with partnerships Find ways to work with your advancement peers Create a Win/win Celebrate success

11. New Advancement Team dress code

12. A thousand Flowers bloom Spin off successes – Follow-up trip with President Gee trip to Houston & Dallas – New donors identified – Minority Affairs and OSUAA partnership on minority alumni reception – Undergraduate Admissions event – Thinking broadly about staffing events

13. Don’t be unprepared, look up, and around for opportunities to create an advancement success story.

14. Now that you get it, go do it! And then take a bow! bickel@ohiostatealumni.orgbickel@ohiostatealumni.org or Garland.44@osu.eduGarland.44@osu.edu