Post on 14-Jan-2015
description
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Measuring Success: Alumni Impact Survey
Summer/Fall 2013
Andrew Foote, Analyst, Measuring Success
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Webinar How To
Questions are welcome!
• Type in questions or technical difficulties chat box
• “Raise hand” button during open Q&A to ask questions
All slides will be distributed after the webinar
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Agenda
Timeframe Topic
10 min Welcome and introduction of Measuring Success
15 min Review of benefits and lessons learned from Alumni Impact Survey
5 min Question and answers
15 min Features of the survey and details about participating
10 min Questions and answers
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Measuring Success’ mission
Why? Help non-profit communities increase their impact
What? Data-driven decisions
How? Surveys, Assessments, consulting/training
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Introductions
Name
School
Geographic location
Role within school
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Measuring Success collaborations
Together with our partners we have worked with over 600 independent schools!
Measuring Success develops, delivers, and supports a range of customized data toolsets that enable client organizations to achieve new levels of performance:
Sophisticated financial modeling
Comprehensive survey execution and consultation
Cutting edge CRM database and tracking
Performance benchmarking
Behavior tracking
Evaluation instruments
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Sustainability, a delicate and complex balance of:
Gro
wth
Time
Limited time and resources
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Important to focus on anecdotes substantiated by data
80% of assumptions are not substantiated by data (anecdotes, gut, emotion)
Road from anecdote to data-driven decision making in nonprofits can be bumpy
But critical given limited resources and time
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Alumni survey assists with multiple initiatives
1. Determine Impact
2. Identify Areas for
Improvement
4. Strengthen Connections
3. Improve Alumni
Database
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What can we learn about perceived value and engagement from each stakeholder group?
• Graduate preparedness (academic, social, emotional)
• Establish alumni connections
Recent Graduates
(within 4 years)
• Long-term impact of school
• Development and fundraising Older Alumni
(more than 4 years)
• Perceived quality of child’s education
• Overall child development
Recent Past Parents
(within 4 years)
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Story from Ken Barlow of Cathedral High School
• Ken Barlow, VP of Constituent Relations • Surveyed all 3 alumni groups in 2012 • Indianapolis, Indiana • 1,253 students • Grades 9-12
What did you learn from one of your alumni groups and how are you beginning to act on the data?
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Strong predictors of increasing alumni likelihood to recommend (LtR)
Perceived value (LtR)
1.
Character Development
2.
Social Connections
3.
Academic Preparedness
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Character Development: School found out that it needed to improve leadership training
61%
46%
34%
20%
26% 24%
20%
35% 35%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1. T-Sinai 2.X 3.X 6. Jeremiah 4.X 5.X 6.Jeremiah Peer All1.Abc 2. 3. 7. Your School 5. 6. 7.
Relative to your peers at [Emory University] how well prepared do you feel by ABC Academy in taking on leadership roles
By % much stronger
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Alumni giving is a reflection of strongly recommending the school plus continued engagement
Perceived value
Engagement
Giving
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How do your alumni want to be engaged?
Please tell us if each of the following opportunities would be attractive to you:
No Maybe Yes
Student mentoring & career education ⃝ ⃝ ⃝
Pro bono work with the school in my area of professional expertise
⃝ ⃝
⃝
Recruiting or speaking to interested families ⃝ ⃝ ⃝
Coaching students in one of my skill areas ⃝ ⃝ ⃝
Educational events taught by school faculty ⃝ ⃝ ⃝
Professional networking with alumni ⃝ ⃝ ⃝
Social events: reunions, homecoming, and socials ⃝ ⃝ ⃝
Fundraising on behalf of the school ⃝ ⃝ ⃝
Serving on board, committee, or alumni association of the school
⃝ ⃝ ⃝
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Using the data: Engagement strategies
Improving local community perception of your school
• Identify alumni that are promoters and that are interested in speaking recruiting and speaking to prospective families
Bringing in more fundraising dollars from older alumni
• Plan an engagement that these alumni are most interested in
Quality is always key!
• Relationship between likelihood to recommend and giving priority
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Questions and Answers (Features of survey to come..)
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Features of the Alumni Impact Survey
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Survey Benefits
• Data refutes about 80% of anecdotes
• Leadership can focus limited time/energy on 20% of anecdotes that are supported by data
Schools can make decisions based off data – not anecdotes
• Establish baseline of survey results, and compare to other schools across North America. Worked with over 8,500 alumni, 30,000 parents and 400 schools
• If survey is used again after 2-3 years, can compare to your own school
Set goals and measure improvement over time
• Results are highly representative
Average alumni response rate of 36%
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Data interpretation, Using key benchmarks
• Older alumni, Recent alumni, Recent past parents
• Across demographic groups within own alumni
Across alumni/parent groups
• 8,500 response so far and growing: Divisions Served, Enrollment, Religious Affiliation
Peer schools
• Alumni peers who graduated from other schools
Competition
• Upon repeat usage of alumni survey tool
Against own longitudinal history
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Features of the project include…
• All you need to do is provide email address and talk up survey within your community
• Confidential, professional survey yet appears to come from your leadership and with your school’s name
• We handle all troubleshooting, reminders, technical questions
Full survey administration for your school
• Complete with analysis
• Benchmark, Distribution, Demographic Cuts, and Open Ended reports
Produce comprehensive, easy to interpret reports
• Review key findings
• Train on how to use the results for data and vision driven decision making
Consultation with leadership team
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Hi-
leve
l
1. Consultation Report
Dee
per
div
es
2. Data Supplement
Qu
alit
ativ
e Tr
end
s 3. Open-Ended Responses C
on
tact
4. Database of alumni to follow up with
Inte
grat
e 5. Action Plan and Priority List
Post survey- Documents you will receive
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High Level Planned Timeline
Task Date/Timeframe Complete online registration form September 23rd Call with schools to discuss marketing the survey and how to get high response rates.
Early October
Send out initial letter to inform alumni and parents that the survey is coming
Late October
Survey Data Collection - Officially open for 2 weeks, one additional week for “stragglers”
November 4th – November 25th
Check-in Call November 11th Report and consultations (to be scheduled individually)
January
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Alumni Survey Cost
Custom questions option for all plans: Additional $750 for 5 questions
Plan Cost
One Year Plan: All groups surveyed in one year with a four-hour in person consultation
$9,000
Three Year Plan: One group surveyed per year for three years with a four-hour in person consultation *Option to do a two-hour webinar consultation
$7,000 per year $5,000 per year
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Questions and Answers
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Thank you and Next Steps
Thank you!
Next Steps: Complete the registration form:
http://www.surveygizmo.com/s3/1316660/Alumni-Impact-Survey-Registration-Fall-2013
Further questions, please email: andrew@measuring-success.com
alumnippsurvey@yardsticksuite.org
Follow us: Facebook: Measuring Success
Twitter: @measuringsucces
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Appendix
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2. Hypotheses for Young (graduated in past 4 years) and Older Alumni
Alumni Survey Sections Young Alumni Older Alumni
I. Academic Preparation X
II. Lifelong Learners and Habits of Mind X
III. Character Development and Values X
IV. Social Preparation X
V. School’s Contribution to my life X
VI. Overall Impact X X
Judaism (Jewish Schools only) X X
VII. Personal Connections X X
VIII. Opportunities for Involvement X X
IX. Communications X X
X. Demographics X X
XI. Open Ended Questions (optional) X X
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2. Hypotheses: Recent Past Parents (had child graduate in past 4 years)
Recent Past Parent Survey Sections
I. Student Development
II. School Community
III. Teaching Approach
IV. Overall Relationship with School
V. Academic Program Areas
Jewish Studies (Jewish schools only)
VI. Extracurriculars
VII. Student Services
VIII. School Administrative Departments
IX. Demographics
X. Open Ended Questions (optional)