This is the third installment in a four-part series that follows the exploits of Gene, a well-established CIO of a sizable IT organization at a top-100 university. Gene has been working with his team to regain the trust of the campus through Project Rescue, a 30-day turnaround plan focused on demonstrating IT's value. Project Rescue has two…

Advancement offices have their share of management issues. Do any of these situations sound familiar? An underachieving alumni director should have been let go long ago, but without a single bad performance review, he can't be fired. A development officer hires the wrong person and now spends too much time supervising her. A high-performing…

Whether facing budget and staff cuts or event logistics, alumni associations can make good use of volunteers. Three important rules for volunteer program management include maintaining good volunteer relationships, knowing when to ask for help, and recruiting good veteran, novice, and even nonalumni volunteers. (MSE)

An institutional development audit is a comprehensive evaluation of a program, its operations, and its people. Information is analyzed to assess: institutional mission, personnel and organizational structure, financial resources, program management, communication, and overall program effectiveness and efficiency. (MLW)

Institutions are turning to marketing to combat the trends of declining enrollments, decreasing applicant pools, diminishing interest in traditional degrees, competition for students, and increasing costs. A marketing audit can analyze an institution's strengths and needs. (MLW)

A public relations audit can show how efforts measure up, whether they are parents programs, media relations, or faculty/staff communication. A sample inventory form is included. (MLW)

An institutional advancement administrator draws on experience running an office with limited resources to offer suggestions to others, including putting basics in place first, then fine-tuning them, and developing a do-everything publication, a plan for special events and fund-raising, an annual giving structure, and a strong core of volunteers.…

Technological advances can be very helpful in managing college development functions, including organizing information on prospective individual and group donors, managing development staff, and precise and complex recordkeeping. Continued user demands promise to spur development of further program management techniques and tools. (MSE)

Fifty alumni association administrators offer tips on how they save money or make their programs more cost effective in a variety of administrative areas including event programing, staffing, postal services, support of chapters, looking for new sources of revenue, fees for services, publications, planning ahead, and sharing resources. (MSE)

A study investigated the impact of environmental factors and structure of the development office at 81 public doctorate-granting universities on fund-raising activities, focusing on how institutions interpret their environment in light of fund-raising objectives. Institutions with significant linkages to their environment were more successful, but…

Five college presidents who were previously development officers tell what they have learned about the roles, including the importance of maintaining a vision for the campus; pressure on a college president to succeed in many areas and difficulty of scheduling; and the crucial role of mutual support in the development effort. (MSE)

Although volunteers serve many useful functions in fund raising, soliciting gifts should be left to staff. Volunteers are hard to recruit, keep, motivate, are unreliable, lacking in expertise, and they can balk at the realities of development tasks. Development offices should carefully think through the appropriate roles for these individuals.…

It is proposed that an external audit of a college advancement program is analogous to a periodic physical examination that offers objectivity and expertise. Audits are appropriate at the time of administrative transitions, performance difficulties, and even periods of sustained success. Guidelines and expectations are discussed. (MSE)

Rensselaer Polytechnic Institute (New York) has coordinated a comprehensive fund-raising campaign with special emphasis on several regions of the country. Each regional component is a miniature of the overall campaign. Planning strategies include regional analysis, adaptation of the usual development resources, volunteers and staffing, good…

Seven personality types, and corresponding work styles, are described and ways to foster their creativity in the context of the college/university advancement office are suggested. Managers are urged to lead staff members to develop talents, allow them to do so, and help them move to the next level of achievement. (MSE)