The Trick to Engaging Students, Parents, Alumni, and Donors PRESENTED BY KRISTI ROMANIK AND JIMMY CUDZILO

The trick is in the data. #bbcon

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Know what you know about your constituents

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Know what you know… • Schools have the unique advantage of receiving an immense amount of

information about our constituents from… • Online Applications

• Most likely you are collecting lots of data about your parents… • Use it to better understand your parents.

• Record Updates • Using Online forms to update records, and online family directories provides a

great amount of self-reported information and ways to contact families. • Class Notes

• In addition to letting alumni update their contact information online, getting class notes submissions provides additional information for your online alumni directory and additional employment and relationship information.

• Donation Forms and Event Registrations • Employment information from Matching Gift fields • Individuals who register to attend events together are at least “Friends,”

record those relationships.

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Know what you know… • Find your targets.

• Current Parents, Grandparents, and Students • School Division (LS, MS, US) • Grade-Levels • Athletics • New Parents • Legacies • Language(s) Spoken at Home

• Alumni • Class Year • Former Athletics • Regional/National

• Friends and Donors • Prior areas of support • Connections to other constituents • Prior event attendance

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Engage with Value

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Engage with Value • Who is your audience?

• What are you attempting to achieve?

• When will this be most effective?

• Which tools will you use to move your audience? Where/how

• Why is it important?

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Define the Value (through constituents’ eyes)

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Define the Value (through constituents’ eyes) • Who wants me to do something and who will be affected by my action or

inaction?

• What am I being asked to do and what will I get in return?

• When should I do this?

• Where do I need to go?

• How much of my time will this take?

• Why is it important?

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Show the Value

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Show the Value • Stay current on Social Media

• Conduct surveys and share results

• Send acknowledgements

• Customize future engagements

• Personalize the website experience

• Invite to appreciation events

• Show pride in your constituents

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Re-Engage

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Re-Engage • Don’t assume that you still know what you used to know.

• Follow the same process; make certain not to skip anything.

• Know what you know

• Engage with value

• Define the value

• Show the value

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Q & A Kristi Romanik Jimmy Cudzilo Director of Records Director of Data & Web & School Registrar Services romanikk@miamicountryday.org cudziloj@miamicountryday.org

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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