CASE Benchmarking Toolkit

The CASE Benchmarking Toolkit is a state-of-the-art survey tool that helps advancement professionals benchmark activities, staffing, budgets and other aspects of their programs with peer institutions. The toolkit allows peer communities of practice to design and conduct their own surveys, review results and instantly download charts directly into reports.

The toolkit is available to advancement services, alumni relations, communications, fundraising, marketing or related professionals at CASE member institutions.

How can the toolkit be used?

• Fundraisers at a group of institutions with similar missions might compare staffing, budgets and funds raised.
• Alumni relations directors within a region might look at programs and participation rates.
• Marketing professionals at institutions with similar enrollments might benchmark expenditures and reporting structure.

Learn more about the CASE Benchmarking Toolkit by reviewing the FAQ and guides described below.

If you are currently participating in a toolkit survey, access the CASE Benchmarking Toolkit

FAQ: CASE Benchmarking Toolkit

Find answers to common questions below by reading the FAQ:

• About the CASE Benchmarking Toolkit
• About benchmarking
• About forming and managing communities of practice
• About survey development
• About analyzing and using survey results
• Troubleshooting

Toolkit Guides

How do I use the CASE Benchmarking Toolkit? A click-by-click guide (PDF), is the complete step-by-step, screen-by-screen user's guide to the toolkit.

Quick guide to using the CASE Benchmarking Toolkit is a brief guide for more experienced toolkit users.

Toolkit Templates

CASE is developing templates of questions that can be adapted for community of practice for use with the CASE Benchmarking Toolkit.

CASE Alumni Relations Benchmarking Template

Survey Preview: International CASE Alumni Relations Survey (ICARS) 2010

Benchmarking Resources

Find books and articles and follow links to read more about benchmarking in advancement and other fields.

Accessing the CASE Benchmarking Toolkit

Please note that access to the toolkit is available only to individuals who are participating in an active toolkit survey.

Access the CASE Benchmarking Toolkit

For further information contact the research department at research@case.org.