Samples, Research & Tools
Ross-CASE FAQs

Contents

1. Who manages the Ross-CASE survey? 
2. Why is the survey migrating to a new platform? 
3. What is the CASE Benchmarking Toolkit? 
4. Is there a how-to guide for the toolkit? 
5. Who can access the toolkit? 
6. What login details should be used? 
7. What happens to the institutional login details used in previous years? 
8. What will happen to the old Ross-CASE Survey toolkit? 
9. What about the Data Sharing Agreement? 
10. Have the questions changed this year? 
11. Where can a copy of the Ross-CASE Survey Supporting Document be found? 
12. Where can individuals suggest new survey questions and changes to the survey script? 
13. Are all questions required? 
14. Will the CASE Benchmarking Toolkit have validation and logic checks? 
15. Is there question piping and routing? 
16. Can the previous year's responses be updated? 
17. Can data entered in other CASE surveys be pulled into the Ross-CASE Survey hosted on the toolkit?
18. Can data from previous Ross-CASE surveys be pulled into current Ross-CASE Survey?
19. Can institutions save responses and complete the survey in parts? 
20. How easy is it to update answers on the toolkit once a survey has been submitted? 
21. Will benchmarking be available for all survey questions? 
22. What reporting options are available? 
23. How will the results be published? 
24. What bespoke products can CASE provide? 

 


1. Who manages the Ross-CASE survey?

The Ross-CASE Survey is managed by CASE Europe.

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2. Why is the survey migrating to a new platform?

Since 2014, data has been collected using the Qualtrics survey platform and benchmarking has been available through a bespoke toolkit developed for analysis. CASE has its own toolkit, the CASE Benchmarking Toolkit. The CBT can facilitate both data collection and benchmarking for the Ross-CASE Survey.

CASE consulted with survey participants in April 2017 and discussed the findings with the Ross-CASE Editorial Board. It was decided to migrate the Ross-CASE survey to the CASE Benchmarking toolkit to facilitate a better user experience and allow for benchmarking for all survey questions. All of CASE's surveys are now hosted on one platform. This facilitates future upgrades to benchmarking and analysis on the toolkit.

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3. What is the 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 programmes with peer institutions. The toolkit allows peer communities to design and conduct their own surveys, review results and instantly download charts directly into reports. CASE Research uses the toolkit to conduct several annual surveys.

Access the CASE Benchmarking Toolkit.

Learn more about the CASE Benchmarking Toolkit here.

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4. Is there a how-to guide for the toolkit?

Yes. Access it here: ‘CASE Benchmarking Toolkit How-to-guide'.

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5. Who can access the toolkit?

Any member of staff from CASE member institutions, who has registered on the CASE website, is eligible for access to the toolkit. Please email europe@case.org to grant or revoke access for yourself or your colleagues to the toolkit.

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6. What login details should be used?

Please use your CASE website login details to login to the CASE Benchmarking Toolkit.

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7. What happens to the institutional login details used in previous years?

The institutional login details that allowed an institution's primary contacts to take part in previous Ross-CASE surveys will no longer be active.

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8. What will happen to the old Ross-CASE Survey toolkit?

The old Ross-CASE toolkit will no longer be active, as of 1 September 2017. Institutions will have until that date to log in using existing institutional login details to download any information needed from this toolkit..

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9. What about the Data Sharing Agreement?

AThere will be no hard copy data sharing agreement for the Ross-CASE survey from 2016-17 onwards and all participating institutions will be expected to agree to data share by default. To safeguard the data submitted, all participating institutions will be required to opt into an online data sharing clause and provide contact details for the person signing off on the data submission on behalf of the institution.

This means that institutions will get access to all data submitted as part of a given survey cycle irrespective of the questions answered by your institution. However, it is essential that you complete all the required questions in your institution's return. See question 13 for more details.

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10. Have the questions changed this year?

In short: No.

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11. Where can individuals suggest new survey questions and changes to the survey script?

Please email europe@case.org for a copy of the Ross-CASE Survey Supporting Document.

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12. Where can I suggest new survey questions and changes to the survey script?

We have created a CASE Community to collect feedback, comments, suggestions and thoughts on the Ross-CASE survey. The survey script will be updated next year when the 2017-18 survey goes live. We encourage institutions to participate in the community and suggest changes or improvements to the survey script and supporting document.

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13. Are all questions required?

Institutions are encouraged to complete as many questions as possible. Sixty-five of the 125 questions are required. Where appropriate, questions in the online survey, Excel template and Supporting Document are clearly marked as REQUIRED.
Please do not leave these required questions blank or opt out of answering them in the online survey. Please aim to answer all the required questions. If your institutions is unable to answer all the required questions, please email europe@case.org.

There are no validation checks on the online survey, which means institutions will be able to complete and submit a survey even if the required questions are not completed. It is important that institutions refrain from doing this, since returns with blank answers or opt-outs for required questions will be considered incomplete when analysing the data and will need to be manually queried at the analysis stage. Querying these at the analysis stage will be a time-consuming process and could delay the release of the data.

Institutions who are unable to submit data for all the required questions may be removed from the final online dataset. Hence, please use the Excel template to prepare your return and ensure you have answers to all the required questions before attempting to complete the online dataset.

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14. Will the CASE Benchmarking Toolkit have validation and logic checks?

No, the CASE Benchmarking Toolkit has no validation or logic checks to guide institutions through the online data entry process. This increases the chances for erroneous data to be entered into the toolkit. Hence, it is highly recommended that all institutions prepare their return in the Excel template first. The Excel template has formulas which serve as validation checks. Once the data in the Excel template is free from errors and has been signed-off, should it be entered into the online CASE Benchmarking Toolkit.

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15. Is there question piping and routing?

No, there is no question piping or routing. The opt-out box will allow institutions to opt-out of answering questions that do not apply, or that they cannot answer. See the ‘How-to-guide' for more details.

The opt-out box should not be used to skip required questions. See question three for more details. See question 13 for more details.

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16. Can previous year's responses be updated?

Yes, previous year's responses can be updated by emailing europe@case.org who can reopen any past surveys.

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17. Can data entered in other CASE surveys be pulled into the Ross-CASE Survey hosted on the toolkit?

No. Data entered in other CASE surveys cannot be pulled into the CASE Benchmarking Toolkit.

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18. Can data from previous Ross-CASE surveys be pulled into current Ross-CASE Survey?

Yes. Data entered in previous Ross-CASE surveys can be pulled into the toolkit. This can be done by clicking on the clock icon next to the answer field. See the how-to guide for more details.

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19. Can institutions save responses and complete the survey in parts?

Yes, responses can be saved to allow the survey to be completed in parts. Answers for each section must be saved before proceeding to another section, before leaving the survey or before closing the webpage. See the how-to guide for more details.

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20. How easy is it to update answers on the toolkit once a survey has been submitted?

Answers can be updated at any time during the survey cycle prior to the creation of the final data set. The data set is generally finalised by February each year. If institutions wish to make any changes to the data submitted once the final data set has been confirmed for analysis, this will need to wait for the next survey cycle to begin. The new survey cycle generally begins in September each year. Please email your request to europe@case.org.

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21. Will benchmarking be available for all survey questions?

Yes, benchmarking will be available for all survey questions irrespective of the questions your institution has answered. However, it is essential that institutions complete all the required questions. See question three for more details. See question 13 for more details.

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22. What reporting options are available?

Participants can use the multi-institution reports or multi-year reports to benchmark the data. Please refer to thie how-to guide for more details.

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23. How will the results be published?

CASE will publish an overall sector report and infographic. CASE will also prepare the CASE Benchmarking Toolkit for benchmarking.

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24. What bespoke products can CASE provide?

The Ross-CASE Survey datasets, going back 15 years, serve as a rich and valuable source of information on higher education philanthropy in the UK. CASE endeavours to transform this data into something that is of value and use to development practitioners and leaders in the sector.

To enable participating institutions to make use of this data in way that can help them make strategic decisions and improve fundraising performance, CASE has launched THREE BESPOKE Ross-CASE Benefits that are accessible, visually-appealing and easy-to-understand. You can find out more in this brochure or read below:

i) Bespoke Ross-CASE Data Request

Need help uncovering underlying trends from the Ross-CASE data? Want to make important strategic decisions grounded in robust research data? Wondering what your own cluster analysis might look like? Do you require facts to support your case for investment?

Save hours of your precious time by ordering a bespoke dataset containing a functional version of the endless rows and columns contained in the full data download of the Ross-CASE Survey, custom-built as per your requirements. Plus, additional analysis and computations to help you uncover underlying insights tailor-made to answer your specific questions.

Pricing will be based on the size and scale of your request starting from £100 + VAT.

Please email yjain@case.org for enquiries and bookings.

ii) Bespoke Ross-CASE Infographic

Beautifully illustrated top-line findings, highlighting your fundraising success stories and areas for improvement. Benchmark your institution's performance and get your infographic on the day the latest results go live, ready to share instantly in presentations, reports and social media posts.

You can find a marketing template here. As part of the package you will receive:

      • Up to 18 visually-engaging illustrated benchmarking charts
      • Option to choose the order, size and layout so far as it fits into the infographic framework of 2 columns x 3 rows
      • Option to choose your benchmarking peer groups and institutions
      • A striking cover page and an executive summary to present the infographic as a mini-report highlighting the key findings. This can be personalised using the institution's logo 
      • Options to choose a colour scheme that resonates with your institution's brand guidelines
      • Digital files in JPEG/PNG format for each of the charts
      • Data tables in MS Excel format for each of the charts 
      • Final print-friendly PDF version with hyperlinks

You can PRE-ORDER your bespoke infographic package for 2016-17 results; you will receive your designed infographics in May 2018 when the Ross-CASE 2016-17 results are published. You can also request a bespoke infographic package for the latest 2015-16 dataset.

The bespoke infographic package costs £600 + VAT per institution.

Reach out to colleagues at peer institutions and receive a 15% discount (i.e. £510 + VAT) by ordering a bespoke infographic package in partnership with other peer institutions.

Please email yjain@case.org for enquiries and bookings.

iii) Ross-CASE on Campus

An effective training programme curated specially for your institution where we will bring together the best-in-class fundraising experts and thought-leaders at a conference to train, develop and inspire your staff to work on the next award-winning fundraising campaign. Regular giving? Major gifts? Legacies? Capital campaigns? We've got it all covered!

CASE on Campus is our signature bespoke training programme for educational advancement teams. We've used this model to develop our new Ross-CASE on Campus programme, which is a CASE on Campus within the context and setting of your institution's fundraising performance.

Taking on board your challenges and goals, we will develop a programme that directly addresses the specific needs of your institution and individuals working in fundraising and development. An experienced higher education professional will devise and deliver a structured programme to help form a unified strategy for solving your specific problems, review your fundraising performance using data from the Ross-CASE Survey and lay out a fundraising roadmap for the future.

The well-established CASE on Campus training technique with a Ross-CASE angle will help educate and engage colleagues across the institution. The idea is to develop a team of professionals equipped to produce a comprehensive and cohesive approach to building a culture of philanthropy, launching fundraising campaigns and cultivating donor relationships.

You can invite a small group of key decision makers or all your colleagues from across the institution, there is no limit on the number of attendees. The program will be delivered at your institution's campus. You can also organise a Ross-CASE on Campus in partnership with other peer-institutions to facilitate exchange of best practice and collective benchmarking.

Half-day programs start from £3,000 + VAT per institution and full-day programs from £6,000 + VAT per institution. Further costs will apply for expenses and additional facilitators.

Why not reach out to colleagues at peer institutions and receive a 15% discount (i.e. £2,550 + VAT for a half-day program and £5,100 + VAT for a full-day program) by registering for a Ross-CASE on Campus in partnership with other peer institutions.

Please email yjain@case.org for enquiries and bookings. 

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