They’re Finally Coming to Campus...Now What?!

1. They’re Finally Coming to Campus...Now What?! Planning a Successful Corporate or Foundation Campus Visit UNC Advancement Symposium 2019

2. Brock Matthews Assistant Dean for Advancement, College of Sciences Lorena McLaren Executive Director, Corporate & Foundation Relations Anya Reid Executive Director of Development, Poole College of Management

3. Goals for Today You understand…. • Essential elements for a successful campus visit • Recognize and plan for the purpose of the visit • Planning, doing and following-up

4. Why organizations visit • Want to recruit - need to understand the department, college, or program • Faculty research, Center, Program matches their functional units • Executive leadership connections • “Why” and “How” • Does location matter?

5. Purpose of Visit and Strategy First date vs committed relationship Purpose: • Exploratory? • Showcasing the university/program? • Stewardship?

6. Collaboration Typical Campus Partners: • Career Center • Tech Transfer • Research Office • Student Services • Alumni Relations • Faculty/ Academic Leaders • Centers & Institutes • Major Gift Officer/DOD

7. Essential Elements for the Visit • Anchor appointments • Confirm goals for visit • Introductions/kick-off • Logistics • Debrief

8. Preparation: Background Relationship Background • What they do • HQ vs local • Key alumni employees • Existing campus relationships • Giving history • Leadership • Ownership • Key operating functions • Recent news

10. Preparation: Logistics • Guest List • Briefing • Internal communications • Agenda/schedule • Transition time • Food - meals and snacks, water • Restroom breaks • Parking

11. External Visitors Need.. • Agenda • Confirm titles • University bios • Logistics & instructions • Visit packet • Cell numbers • Dietary restrictions Send materials at least one week in advance, longer if long-distance travel is required

12. Gifts: to do or not to do?

13. Family vs Corporate How are decisions made? Family foundations typically mimic individuals Foundation visits look more like company visits

14. They’re here… Your role: • Interpreter • Introductions • Managing expectations • Time keeping • Answering questions • Note taking

15. Note taking Note taking: • New information • Action items • Pain points • Excitement/magic • Important connections

16. Note about NDAs Non-Disclosure Agreements • Typically aren’t needed for a first visit • The company will bring this up • Signed by the Office of Research and covers everyone • Faculty need to be reminded if there is an NDA in place

17. Expect the Unexpected You can’t control weather, technology, people - it is how you handle it that matters Dry run with tech - especially with video, sound, etc.

18. Follow Up: Internal vs External • Thank you and brief recap with next steps outlined (within 24 hours) • Make follow-up easy for the organization

19. Avoid Pitfalls • Briefing/preparation • Don’t expect them to navigate campus • Space walkthrough • A/V Check • List of phone numbers

20. Our Advice • Be flexible - they will reschedule, need to take a conference call, etc. • Leverage existing course times, student organization meetings, etc. • Communicate in all directions • Ask guests to arrive on campus 15 minutes early

21. Questions?