The CASE Board of Trustees has adopted five strategic initiatives for emphasis during 2008-2013. The initiatives incorporate and build upon four priorities that have been integrated into CASE operations over the previous five years: diversification of the profession, the internationalization of the organization, research, and use of technology to serve members.
The added initiatives were identified by CASE volunteer leaders and staff and informed by market research on member interests. They were shared with the CASE membership for feedback prior to approval.
The tactics associated with each initiative are meant to be illustrative rather than prescriptive. CASE welcomes input on additional potential tactics; please send ideas to Rae Goldsmith at goldsmith@case.org.
The following strategic initiatives have been adopted by the CASE Board of Trustees for emphasis during 2008-2013. The initiatives incorporate and build upon four priorities that have been integrated into CASE operations over the previous five years: The diversification of the profession, the internationalization of the organization, research, and use of technology to serve members.
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Strategic Initiative Description |
Shorthand |
Sample Tactics |
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Increase institutional memberships in specific sectors with growth potential and demonstrated interest in strengthening advancement programs (with attention to retaining core members).
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Growth in targeted areas |
Expanded programming for U.S. community colleges and minority serving institutions New resources for independent/ int'l schools Refinement of membership structures Increased presence in Mexico |
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Help member institutions address the growing shortage of qualified advancement professionals through programs designed to increase the talent pool and improve staff diversity and retention. |
Recruitment of staff |
Advancement institute for mid-career professionals in other fields Promotion of the field to students in CASE ASAP program Mentoring programs for new professionals Resources on staff retention |
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Create a positive climate for the advancement profession in general and philanthropy in particular by working proactively within educational institutions, with local and national governments, and among key publics. |
Advocacy for advancement |
Materials for explaining advancement on campus Grassroots network for contacting political leaders Proactive media relations effort on major issues Surveys of public opinion on advancement topics |
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Foster the development of "advancement without borders" by sharing expertise around the globe, by helping member institutions engage constituents internationally, and by updating CASE's governance structure to support these efforts. |
Internationalization of the profession |
Added conference programming on international advancement New print, web content on working across borders Exchanges and study tours among members worldwide "Umbrella foundations" for international giving Review of CASE's governance structure |
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Provide institutional leadership, including campus CEOs and governing board members, with resources to enhance their understanding of and participation in their advancement operations. |
Leadership resources |
CEO fundraising conference (e.g., w/ ACE) Advancement white papers for trustees (e.g., w/ AGB) Advancement data for CEO decision-making Institutional self-assessment tools |
