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2009-2010 Plan

2009-2010 Plan . Private Support. Building academic and clinical excellence in extraordinary times. Advancement Services November 7, 2009 Outline. Strengths Weaknesses Opportunities Threats. High standing as a research university. Quality of faculty and students.

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2009-2010 Plan

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  1. 2009-2010 Plan Private Support • Building academic and clinical • excellence in extraordinary times

  2. Advancement ServicesNovember 7, 2009Outline

  3. Strengths Weaknesses Opportunities Threats

  4. High standing as a research university Quality of faculty and students Internationally Recognized Programs Committed and talented staff Generous supporters Chancellor, VCs, & Deans involved with fund raising Strengths Weaknesses Opportunities Threats Campus and health sciences programs SIO reputation Leadership in climate change Successful billion dollar campaign Location Growing alumni base of 130,000

  5. A weak economy & uncertain recovery Deep cuts in development resources and staff Net worth of donors is down Perception of public vs. private universities Historically neglected alumni Medical Center’s small market share Strengths Weaknesses Opportunities Threats Impaired HR & budget processes Outdated and difficult advancement system Lack of a sophisticated market analysis Lack of compelling case for support Donor fatigue due to intense capital campaign Lack of coordination among departments

  6. Signs of growing economic stability Boards and donors are willing to help Opportunity for improved coordination Alumni engagement is increasing Reorganization offers possibilities of leverage Many Deans are willing to be leaders in fundraising Strengths Weaknesses Opportunities Threats Plan can align priorities and clarify vision 50th Anniversary as a tool for fund raising A sustainable model for support is possible Planned giving can be grown Invent the Future Campaign Clinical facility expansion will lead to more donors

  7. Budget cuts this year and next Other institutions targeting UC talent Impact of UCOP, legislature, Regents Value of investments volatile Competition from other non-profits Constrained investment in staff & systems Strengths Weaknesses Opportunities Threats Raiding of staff as economy improves Unfunded mandates will continue and increase The relationship between UC and the State of California UC System as a big target Limited time horizon on ARRA funding Inability to behave more like a private university

  8. Five Year Vision

  9. $110 M Excellence in Interdisciplinary Research, Education, and Patient Care Global Initiatives Clinical Excellence Sustainability 2.0 Interdisciplinary Research 2009-2010 Framework Fellow/Scholarships$15m Capital/Equipment $40m Chairs $16m Program Support $39m Campus-wide $4m Arts & Humanities $1.5m Biological Sciences $4.0m IR/PS $2m Jacobs School $17.4m Libraries $.5m Physical Sciences $3.0m Social Sciences $2.0m Preuss School $.6m Rady School $7.0m Student Affairs $3.0m Health Sciences $55.0m SIO $7.0m

  10. Sources of Funds Uses for Funds 2009-2010 Fundraising Priorities: $110m Arts & Humanities $1.5m Biological Sciences $4.0m IR/PS $2m Jacobs School $17.4m Libraries $.5m Physical Sciences $3.0m Social Sciences $2.0m Preuss School $.6m Rady School $7.0m Student Affairs $3.0m Health Sciences $55.0m SIO $7.0m

  11. 1. Raise $110M 2. Campaign 3. 50th Anniversary 4. Alumni 10 Point Action Plan 5. Talent 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  12. 1. Raise $110M • Engage our key stakeholders 2. Campaign • Launch Invent the Future Campaign 3. East Campus Tower • Add inpatient bed capacity to meet growing healthcare needs for San Diego Community 4. 50th Anniversary • Leverage for raising support, alumni engagement, and visibility 5. Alumni • Inspire alumni to give, participate, lead and advocate 10 Point Action Plan 6. Donors • Expand the donor pipeline 7. Operations • Restructure operations and attract and retain critical talent 8. Board • Engage donors & Board in new ways 9. Metrics • Develop simple, meaningful, & actionable performance metrics 10. Communicate • Communicate our story with compelling cases and media material

  13. 1. Raise $110M Translate goal setting into action plans Develop a framework for targets and themes Develop clear management reports for monitoring achievement towards goals 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  14. 1. Raise $110M $50M in Fellowships and Scholarships over 3 years Launched at Board meeting, press releases on September 25, 2009 Development of case statements, phase 2 of web site, videos, collateral in October UC&PA Develops detailed marketing & communications plan in October 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  15. 1. Raise $110M $131M in Philanthropy to support total costs of $600M Add 200 beds to East Campus facility by 2015 Integrates Education, Research, and Clinical Care on East Campus 2. Campaign 3. East Campus Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  16. 1. Raise $110M Defined roles and responsibilities Timelines, tasks, website Thinking strategically about UC San Diego post the 50th celebration year 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Talent 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  17. 1. Raise $110M Improve integration of annual giving, Alumni efforts, and fund raising Identify and cultivate top Alumni prospects at an institutional level Develop a culture of shared performance goals between alumni and development 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  18. 1. Raise $110M Focus on alumni engagement and programs Optimize annual giving program Integrate regional development and alumni outreach programs Bring a new focus to principal gifts: Need a $30m gift each year Increase effectiveness of Chancellor’s Cultivation Dinners Establish a Master Calendar for 2010 Events 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  19. 1. Raise $110M Budget process, HR Processes, IT Services, Integrate Support Services Move out of off-site leases Leverage resources & expertise in business and development units Review training, development, orientation Work with Campus HR to enhance recruitment efforts Stabilize the team and fill critical vacancies 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  20. 1. Raise $110M Create new focus for Development Committee Determine best ways to engage Board for 50th Anniversary and fellowship/scholarship initiative Find new ways of engaging Chancellor with donors 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  21. 1. Raise $110M Summary management reports for development and alumni officers Develop a Dashboards Integrate into Balanced Scorecard Find ways to measure effectiveness of our alumni engagement programs 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  22. 1. Raise $110M Need robust collateral material to support development & alumni professionals Web site, print, electronic, photo, video, social networks Need compelling stories that call our supporters to action 2. Campaign 3. Thornton Tower 4. 50th Anniversary 5. Alumni 10 Point Action Plan 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate

  23. Project Management

  24. Next Steps

  25. Thank You

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