Chantal Thomas—Director, Office of Development & Alumni Relations
Université de Montréal—Montreal
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Principles of Practice for Communications and Marketing Professionals at Educational Institutions
These principles were adopted by the CASE Board of Trustees in July 2015.

Management Checklist for Communications and Marketing
The CASE Management Checklist for Communications and Marketing was created in 2007 by the CASE Commission on Communications and Marketing and modeled after a development checklist created by the Commission on Philanthropy. It is intended to help managers conduct internal self-assessments of information and programs and is not intended for use by external regulators or auditors. The checklist may be useful to both new and experienced managers as they assess their programs and may also be helpful in staff training and orientation. The checklist is intended to be inclusive but not exhaustive, and not all items may apply to every institution.

Principles of Practice for University and College Periodicals Editors
These principles were approved by the CASE Board of Trustees in November 2005.

CASE Europe Social Media and Community Conference 2016
Conference Developed by leading practitioners, the CASE Europe Social Media and Community Conference 2016 will allow you to immerse yourself in the latest developments in social media, offering real-world, ready to implement tactics for communications and engagement. This conference is designed for newcomers to the advancement profession and professionals with mid- and senior-level responsibility.

From Evolution to Revolution: Findings from the Inaugural CASE Educational Communications and Marketing Trends Survey
White Paper The inaugural C&M trends survey benchmarked investments and staffing in communications and marketing at independent schools, colleges and universities around the world. This white paper reports on the study’s results, gathered in 2013 from 318 responses, by institution type, enrollment size and geographic region. It also reports on the strategies and tactics used across audiences, as well as key findings on C&M management and structures, and the challenges and opportunities faced by C&M professionals.

Strategic Marketing Institute 2016
Conference The Strategic Marketing Institute is an intensive, high-level training programme designed to ensure marketing and communications professionals develop the key skills they need to be highly effective in their roles and to progress to the next level of seniority in education marketing.

CASE Nordic Summit 2016
Conference The third annual residential event for education professionals working in alumni relations, fundraising, marketing and communications in the Nordic Region.

The Storytelling Error Nonprofits Make—and How to Avoid It
Article,  BriefCASE Article The classic tale about a student who thrives at college, graduates and goes on to land a fantastic job may be entertaining—but it’s not really a great story, says author and speaker Andy Goodman.

North American Advancement Study Tour 2016
Conference After the success of this Study Tour in 2015, CASE Europe is pleased to announce an extension to the North American Advancement Study Tour in 2016, now spanning a week, visititing universities in Boston and New York.

CASE Europe Annual Conference 2016
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2016
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

Odds and Ends: Forget Amazing. Be Useful.
CURRENTS Article Jay Baer's latest book, Youtility, discusses marketing that customers want—"massively useful information, provided for free, that creates long-term trust and kinship." Give people the information they want and need, and they will reward you with their loyalty.

Donor Retention Top Priority for Nonprofits in 2015
Article,  BriefCASE Article Nonprofits ranked donor retention higher than donor acquisition for the first time in five years, according to a study that began tracking nonprofit communications trends in 2011.

Master Class: The Giving Ladder: A Rung-by-Rung Guide to Strategies for Successful Alumni Engagement
Conference A half day master class on The Giving Ladder: A Rung-by-Rung Guide to Strategies for Successful Alumni Engagement

Directors' Debate 2016
Conference Join CASE Europe for a peer debate for directors from the fields of alumni relations, fundraising, communications and marketing. The debate will adapt the classic style of a formal debate, with two proposers and two opposing speakers, and a vote on the motion. Join us for an afternoon of debate, followed by drinks and canapes.

Asia Pacific Advancement Conference 2015
Conference Asia Pacific Advancement Conference 2015

46th Annual CASE-NAIS Independent Schools Conference
Conference Raise your school's level of success. The CASE-NAIS Independent Schools Conference draws more than 1,000 advancement professionals from around the world in an effort to transform the future of advancement at independent schools.

The DRIVE Conference 2016
Conference DRIVE/ is the preeminent event for professionals who are determined to be subject matter experts in the fields of data, reporting, information, analytics, modeling, visualization and beyond.

CASE Asia-Pacific Advancement Conference 2016
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

District III Conference 2016
Conference District III Conference 2016

District VIII Conference 2016
Conference District VIII Conference 2016

District VI Conference 2016
Conference District VI Conference 2016

District IV Conference 2016
Conference District IV Conference 2016

District I Conference 2016
Conference District I Conference 2016

District II Conference 2016
Conference District II Conference 2016

District V Conference 2015
Conference District V Conference 2015

CASE Releases First Survey on Communications and Marketing
Article,  BriefCASE Article Communications and marketing professionals are juggling a multitude of projects—print and digital publications, social media, mobile websites—with dwindling resources, but they’re upbeat about the future. That’s the general consensus of CASE’s first survey on communications and marketing trends.

Communication Revolution
CURRENTS Article This article highlights findings from CASE's first survey on communications and marketing trends, which was conducted in February and March 2013. The senior-most communications and marketing professionals at CASE member institutions responded to the survey, which is slated to be conducted every two years in order to track trends over time.

Showing the Value of Marketing and Communication
Article,  Advancement Weekly Article Marketing and communications professionals must prove their worth when working with academic and institutional leaders, says an advancement expert.

Pocket-Size Portfolio
CURRENTS Article Griffith University's experimentation with business cards containing integrated USB flash drives has promoted portability of documents and presentations and increased the usage of electronic communications, saving printing and production costs in the process. While not in wide use across the Australian university, administrators and personnel who travel frequently and for extended periods of time have migrated to them. Some departments have adopted them for other uses as well, including the film school and the advancement office, which gave special 40th anniversary versions to alumni who returned to campus celebrations.

CASE Kentucky Conference 2015
Conference CASE Kentucky Conference 2015

Be a Better Storyteller for Your College
Article,  Community College News Article Storytelling is the best tool community colleges have to advance themselves and their cause, says a nonprofit communications expert.

"Live Conversations" Ranked Most Influential in College Selection
Article,  BriefCASE Article A new survey reveals that conversations with campus representatives can be the “most influential experience” for many students and their parents when selecting a college or university.

United by Goals
CURRENTS Article This article looks at the importance of communications and marketing being an integral part of the integrated advancement team and the benefits that can result from such an arrangement.

Professing Pride
CURRENTS Article Canada's University of Windsor devises a handy way to make the university community aware of its strategic priorities and encourages members of the community to share why they're proud of the university and what it's done for them. As a result, the public affairs and communications office has a supply of examples that demonstrate the institution's strategic priorities put into practice and communicates them through every available outlet, building awareness and pride along the way.

Odds and Ends: Eyes on the Hill
CURRENTS Article In this interview, Brian Lamb, the founder and CEO of the cable public affairs television network C-SPAN, discusses the renaming of Purdue University's college of communication after him, why he doesn't use social media, and why he prefers nonfiction over fiction.

Institute for Senior Communications and Marketing Professionals
Conference This annual program will engage you in peer-to-peer discussion about the big picture issues in management, technology and politics at your institution. Hear from top-rated speakers who are setting the standards in educational marketing and communications.

Past and Circumstance
CURRENTS Article This article looks at efforts in California to award honorary degrees to U.S. students of Japanese descent who were forced to leave the state's colleges and universities as a result of Executive Order 9066, signed soon after the December 1941 attack on Pearl Harbor. Santa Ana College is looking for these former students to honor them in the campus's 2011 commencement ceremony. Meanwhile, the California State University system is working on a project to educate people about what happened using video footage and interviews of its 2010 commencement ceremonies at six CSU campuses.

Inside Moves
CURRENTS Article This article looks at the way communications and marketing offices are changing how they work and realigning their staff in light of technological advances, the increased use of mobile communications and social media, the strategic importance of online communications and marketing, and how these changes have affected campus relationships, such as the role of admissions marketing.

Office Space: Backing the Brand
CURRENTS Article This article discusses the Communicator Certificate Program at Rutgers, The State University of New Jersey. Run by the institution's university relations department, the program is a series of professional development workshops designed for full-time employees who are involved in managing and communicating the Rutgers brand. The program is also open to any full-time or part-time staff member who wants to learn more about the university. A recent assessment of the program found that it is achieving its goals, making for more coordinated and effective campus communication.

Office Space: Asset Management
CURRENTS Article Today's students are naturals when it comes to creating content for the Web and social media. This article discusses how to involve them in telling the story of your institution and things to consider when working with these content creators.

President's Perspective: A Failure to Communicate
CURRENTS Article CASE President John Lippincott shares his list of top 10 mistakes in advancement communications.

Office Space: A New Breed
CURRENTS Article The role of the social media community manager is not just about technology or updating content. It is about engaging various constituencies in thoughtful, strategic ways.

Marketing Spending at Colleges and Universities 2010
White Paper This white paper reports the 2010 results of a recurring survey on trends in communications and marketing spending at colleges and universities. Conducted by Lipman Hearne in collaboration with CASE, the paper looks at the percentage of the communications and marketing budget spent on various tactics, the perceived effectiveness of tactics, trends in spending, and the impact of the economic downturn on the investment in institutional communications and marketing.

A Snapshot of K-12 Marketing Spending
Report This one-page snapshot reports the results of a 2010 survey of communications and marketing spending by independent schools. The survey of 74 institutions was conducted by Lipman Hearne in collaboration with CASE.

Office Space: Inside the Box
CURRENTS Article Why are we always asked to think outside the box, when sometimes we need guidelines to help along the process?

First in Class
CURRENTS Article This story presents profiles of eight Grand Gold winners of the 2009 Circle of Excellence awards.

Higher Education and the Challenges of Communication
Noir sur Blanc
White Paper Originally published in French and translated into English, this white paper addresses the concerns of key players in higher education regarding communications in a competitive, global environment; provides an appraisal of the state of communications in universities and business schools; and hopes to spark a debate about the communications profession and its future in higher education. The paper, prepared by Noir sur Blanc agency, focuses on issues and concerns for institutions outside the United States.

L’enseignement supérieur à l’épreuve de la communication
Noir sur Blanc
White Paper Written in French, this white paper addresses the concerns of key players in higher education regarding communications in a competitive, global environment; provides an appraisal of the state of communications in universities and business schools; and hopes to spark a debate about the communications profession and its future in higher education. The paper, prepared by Noir sur Blanc agency, focuses on issues and concerns for institutions outside the United States.

Talking About Transparency
CURRENTS Article Institutions must demonstrate accountability and transparency in order to earn the trust of their varied constituencies. Campus communicators play a vital role in this process.

CURRENTS Article 教育促进与支持委员会总裁李彬与您分享教育促进通讯中十个最大的常见错误。

President to Communicators: "Be Strategic"
Article,  BriefCASE Article Presidents want strategic thinking, advice and information, and availability from their communications and marketing staffs.

See and Be Seen
CURRENTS Article Information properly tailored for the right audience can help attract minority students, and communications professionals are fine-tuning their traditional delivery tools and adopting new methods to reach multicultural audiences with information. This article, part of the this issue's cover focus on advancement and demographics, focuses on communicating with growing multicultural audiences and explores what evaluating demographic information can do for planning and policy-setting. It outlines strategies for how to communicate with these groups and how to market to them.

AdvanceWork: Best in Snow
CURRENTS Article Give ho-ho-hum holiday cards the heave-ho with these three ideas

Think Strategic
CURRENTS Article In a survey of more than 600 college and university presidents and nearly 300 chief public relations officers, presidents felt that their PR officers would be more effective if they took a more strategic approach. The article explains the difference between tactical and strategic thinking, and then outlines eight steps to improve the PR office’s effectiveness along with the president’s perception of its importance.

AdvanceWork: Pardon Our Dust
CURRENTS Article Our students called it a random act of kindness. I called it a photo op.

Beyond Slogans
CURRENTS Article Use research—not empty phrases—to communicate campus quality

Finding the Perfect Fit
CURRENTS Article Five ways to structure the communications office

Write-Minded: Interview Savvy
CURRENTS Article Keiger, a senior writer for Johns Hopkins Magazine, offers tips on how to interview people about uncomfortable topics. In dealing with someone who may be defensive, phrase critical questions hypothetically. If a question seems too personal or relates to a painful situation, confess your own unease and present yourself as someone who can empathize. When you have to ask a controversial question directly, phrase it to avoid sounding threatening. Establish rapport with your subject before venturing into difficult territory, but don't leave the delicate questions for the very end of the session. If you get a highly negative response, change the subject briefly to reestablish good terms before returning to the topic.

Red-Hot Research
CURRENTS Article The author describes six market research strategies colleges and universities are employeeing to better understand and serve today's campus audiences.

Brand Identity
CURRENTS Article Author, John Lawlor, examines the need for colleges and universities to distinguish themselves from other higher education institutions by creating a brand identity. A school with a brand identity conveys consistency, loyalty, and quality to alumni, students, and the public. Lawlor presents a simple plan for building a brand identity by using the acronym, FACTS. It involves focusing, asking, clarifying, telling and showing, which are the first steps to creating a brand identity for a college or university.

Battling the Smiley-Face Boxer Shorts
CURRENTS Article Offers possible solutions for today’s campus communicators to the five issues listed below. First, how do you contend with the decline of mass media and the rise of info-glut? Second, how can you and your staff cope with and respond to change in the communication field? Third, how does your office combine marketing and public relations for your organization? Fourth, how do you deal with hot-button issues, such as affirmative action and tuition costs? And finally, how do you shy away from the Rodney Dangerfield Syndrome in your own career?

Research: The First Frontier
CURRENTS Article The author discusses a strategy of student recruitment called competitive positioning. The first step in this process is to research where your institution stands at the present time. It is essential to define a target audience and region, determine what positions the target students value, and define your present position. The second step is to plan a competitive positioning program specifically for your institution. Step three is to execute the strategy and hopefully reposition your institution to attract those students in your target audience.


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