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Staff Development & Training

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Succession Planning & Knowledge Retention
Good Question Does CASE have any resources to help with succession planning and knowledge retention in the workplace?

Grooming the Managers of Tomorrow
Advancement Weekly Article New research finds that as baby boomers retire from the workplace, there will be a need for millennials to take over leadership positions more quickly than in generations past. So what can managers do to attract, retain and grow this important, young workforce?

Detecting and Treating Employee Boredom
Advancement Weekly Article Every now and then, one of your employees may come down with a condition common to workaday life: boredom. Though it may sound harmless enough, boredom often translates into poor productivity. And what’s more, as one manager cautions, “bored people quit.”

Manage as a Consultant and a Therapist
Advancement Weekly Article Organizations sometimes bring in leadership “coaches,” a combination of a professional consultant and personal therapist, to mentor managers. One leadership expert says that managers should mimic these mentors and adopt a more nuanced “coaching” perspective when dealing with employees.

How to Encourage Employees to Think for Themselves
Advancement Weekly Article,  Article Leaders should advise employees on how to resolve workplace issues, writes a management expert.

Improve Employee Development Programming
Advancement Weekly Article Organizations that invest in employee development programs are more efficient and have more satisfied workers, writes a talent management expert.

5 Tried-and-True Employee Feedback Tips
Advancement Weekly Article Not all managers are comfortable giving their employees feedback—in fact, a stunning majority of them aren't, writes one business leader and author.

Succession Planning Guides
Sample Collection Does CASE have samples of succession planning guides from educational institutions?

The Art of Working Strategically
CURRENTS Article From 2012 to 2016, Reggie Bustinza and Joe Volin were tasked with tracking engagement for the nearly 37,000 alumni at Lewis University in Illinois. They got big results, and their system continues to live on after their time at the institution. Here they share their secrets for taking alumni metrics to the next level.

Are You Managing?
CURRENTS Article Promoting superstar talent to management positions sounds logical. Yet a master fundraiser, visionary communicator, or alumni relations genius won’t necessarily possess the skills to lead and inspire a team. A bad manager can fuel turnover, cause low staff morale, decreased engagement—and prevent qualified people from joining your organization. If you’ve ever seen the movie The Devil Wears Prada and thought, “Nah, the devil wears pride gear,” you’ll want to learn how managers—and the people who hire them—can improve.

Talking Shop: The Upside of Chaos
CURRENTS Article Joan Garry, principal of Joan Garry Consulting, believes the best nonprofits are like twin-engine jets. In advancement, the board chair and institution president are co-pilots. The staff and lead volunteer engines need to be strong, effective, and efficient. But, of course, there will always be turbulence. "If you haven't had a crisis at an institution, it's not because you're good—it's because you're lucky," she warns. The author of Joan Garry's Guide to Nonprofit Leadership, Garry shares advice on dealing with disorder.

Listen Up
CURRENTS Article CFO means business with New Year’s resolution to consume audio books

Copy and Share Everything
CURRENTS Article Get inspired with these Circle of Excellence winners: Red River College finds success with its "Our Grads Get Hired" advertising campaign; University College London's Develpment and Alumni Relations Office initiates a unique and effective onboarding program; and Colgate University's video The Journey Begins helps garner alumni gifts.

5 Ways to Nurture New Talent
CURRENTS Article Despite a growing need for fundraisers, recruiters are struggling to find talent. Degree programs in advancement remain rare (although notable ones include the U.K.'s University of Chichester's charity development degree and the Lilly Family School of Philanthropy at Indiana University), and the field is frequently misunderstood. "Advancement, especially development, is often viewed as a sales profession," says Zachary Smith, a senior partner and deputy managing director at the recruiting firm Witt/Kieffer. "Most people only see advancement professionals schmoozing donors at coffees, lunches, dinners, and events. They don't see the work that takes place in between." So how can institutions attract talented graduates to the field—and how can they keep them there? Read on for ways to grow and retain your team's newest advancement professionals.

Office Space: Grow Your Own Communications Talent
CURRENTS Article Duke ProComm, a professional development program for communicators at Duke University in North Carolina, trains communicators with varying levels of expertise and at different stages of their career. Many entry-level communicators arrive with a specific skill set, but in today's environment you need to know how to tell a story using text, images, audio, and video, and you must promote your work on a variety of platforms and channels. The ProComm program helps communicators enhance their skills, find mentors, and prepare for future communication opportunities.

Talent Management
Good Question Do you have resources on talent management in advancement?

4 Lessons from Improv
Advancement Weekly Article The same tools that improv actors use to delight audiences can also assist staff at social organizations that are adapting to the changing needs of their missions, writes one expert in adaptive leadership and improv studies.

Outlook: Producing High Performers
CURRENTS Article Using donors to train gift officers is just one way development shops should be rethinking talent management, including recruitment. Too often vice presidents are attracted to fundraisers who have secured a mega-gift, even if the gift was years in the making and cultivated by predecessors. VPs think top performers are a canned product that can be easily found and recruited at high salaries.They'd be better off building their own superstars by hiring passionate, driven fundraisers who understand the process and pace of fundraising.

Office Space: Keep on Keepin’ Up
CURRENTS Article Advancement veterans share their tips for remaining professionally agile.

Use Humor to Boost Training Efforts
Advancement Weekly Article,  Article Leaders should inject humor—which has been shown by research to facilitate improved learning—into worker training programs, writes a training specialist.

Onboard Multiple Employees at Once
Advancement Weekly Article,  Article Managers should orient and train new hires in groups to make better use of resources and encourage healthy competition, writes a workplace training specialist.

Improve New Worker Training
Advancement Weekly Article,  Article Leaders should refine how they train new hires to boost employee engagement and performance, writes a management expert.

Drawing Improves Understanding
Advancement Weekly Article,  Article New research shows that doodling, often thought of as a time waster, can boost worker memory and creativity.

How to Coach Team Members When Short on Time
Advancement Weekly Article,  Article The more time a boss spends providing guidance to an employee, the more likely that he or she will want to stay with the organization and improve his or her performance, writes a management expert.

Poaching Concerns Shouldn't Stop Professional Development
Advancement Weekly Article,  Article Leaders who don’t offer career-development opportunities to their employees for fear they might cause turnover are misguided, writes a talent management specialist.

Get More from Gifted Workers
Advancement Weekly Article,  Article When managing star employees, managers should act more as career coaches than day-to-day work supervisors, writes a talent management expert.

Finding and Developing Tomorrow's Leaders
Advancement Weekly Article,  Article Leaders can help their employees develop management skills by encouraging them to leverage their existing strengths, say leadership experts.

Help Workers Develop on the Job
Advancement Weekly Article,  Article Bosses play a critical role in the talent management of their employees, says a business school professor.

Cents and Sensitivities
CURRENTS Article At New York’s Cornell University, gift officers receive a helping hand from an unexpected source: actors. The Cornell Interactive Theatre Ensemble offers an experiential learning program that includes self-assessments, group interactions, and role-playing to help fundraisers work through situations they’ll face while doing their jobs. This story provides a how-to plan for institutions interested in creating a similar program on their campuses.

How to Coach New Employees
Advancement Weekly Article,  Article Leaders must carefully train new workers, says an executive coach.

Ready to Roll
CURRENTS Article Institutional communications teams lost staff during the Great Recession, and now some of those units are beginning to hire again. What are the essential skills that these people should bring to your team? Read this article to find out.

Turn Employees into Leaders
Advancement Weekly Article,  Article Managers should encourage every one of their employees to take on leadership roles, says a management expert.

Make the Most of Middle Managers
Advancement Weekly Article,  Article The best bosses are more likely to focus on teaching solid work skills and habits rather than simply motivating employees, according to new research.

Dedicated Training Contributes to Success of Non-traditional Fundraisers
Article,  BriefCASE Article A multi-round interview process and a detailed training plan can make the difference between success and failure when hiring development officers who have no previous fundraising experience, said a speaker at the recent Canadian Council for the Advancement of Education conference.

Training Champions
CURRENTS Article Drawing on her experience leading both horses and fundraisers, a consultant writes about techniques she uses to improve team focus, develop better relationships with each other and donors, and grow total gift income.

Fill the Training Vacuum
Advancement Weekly Article,  Article Many advancement employees have a desire for professional development opportunities but believe that their leaders aren’t committed to offering them, says a CASE author.

Develop Talent through Leadership Academies
Advancement Weekly Article,  Article Educational advancement offices should develop leadership academies as a way to retain high-potential employees, says a business professor.

Making Self-Improvement Simple
Advancement Weekly Article,  Article Managers and their employees can master any new skill—from public speaking to using social media to analyzing data—by following a few general rules, say workplace experts.

Boost Employee Productivity
Advancement Weekly Article,  Article Leaders can help their employees get through the winter doldrums and stay on task, says one chief executive.

Get People to Change
Advancement Weekly Article,  Article Leaders who want to effect change in the workplace must specify what they expect from staff, says a management professor.

Manage a Challenging Employee
Advancement Weekly Article The most valuable member of a work team may also be the most disruptive, says a leadership expert, who offers tips on how to deal with him or her.

Break a Colleague’s Multitasking Habit
Advancement Weekly Article Employees who habitually multitask—such as responding to emails while talking to a coworker—negatively impact the well-being and work quality of everyone around them, says a management consultant.

Tips for Working When You’re Stuck at Home
Advancement Weekly Article Hurricane Sandy knocked out power to many businesses in the Northeastern United States and forced many employees to work from home. A management expert says that workers have to be prepared to make the best of difficult situations.

Keeping Pace
CURRENTS Article This article looks at how the continuous change in technology and communications tools—particularly social media—are changing the way advancement communications offices operate.

Share Conference Knowledge with Employees
Advancement Weekly Article Managers and others attending work-related conferences should share what they learn with colleagues back at the office, says a leadership expert.

Dealing with Chronically Late Employees
Advancement Weekly Article Managers who have employees that always seem to be running late can minimize the impact on the rest of the team, says a leadership guru.

Path to the Profession
CURRENTS Article Where does a development shop find good fundraisers? How do you hold on to them? Those questions and more are answered through an exploration of the latest talent management strategies.

Help Your Employees' Professional Growth
Advancement Weekly Article It is a manager’s job to help his or her employees find the next level of growth in their careers, say leadership experts.

Good Managers Know How to Do Less
Advancement Weekly Article Leaders who want to be more productive should stop micromanaging their employees and trust them, says a management researcher.

Don't Make These Delegation Mistakes
Advancement Weekly Article Delegating effectively is one of the most important roles of a manager, says a leadership expert.

Give Employees Permission to be Creative
Advancement Weekly Article An international survey finds that only 1 in 4 people believe they are living up to their creative potential—even though a solid majority thinks that being creative is a valuable asset to work and society.

Identifying Office Prima Donnas
Advancement Weekly Article One leadership guru writes that all managers should know how to identify employees with “situational dedication”—those who occasionally show “flashes of brilliance” but are generally unreliable.

Charisma is a Teachable Trait
Advancement Weekly Article Charisma is a valuable though sometimes elusive quality in leadership. It’s commonly thought that this trait is something you either have or you don’t. But a new study suggests that the trait is not as intangible as once thought and can be taught.

Why Managers Should Meditate
Advancement Weekly Article What do hip-hop mogul Russell Simmons, auto exec Bill Ford and hedge fund manager Ray Dalio have in common? They all meditate on the job. And some leadership experts suggest that managers of every stripe could benefit from the practice—increasing their focus, control and regulation of emotions.

Managing a Perfectionist
Advancement Weekly Article Perfectionism in an employee is more a flaw than an asset. But managing perfectionists isn’t impossible, say leadership experts who believe patience is key to unlocking their potential.

Setting a Sensible Smartphone Policy
Advancement Weekly Article Smartphones have become a standard employee accessory in many professions, but one management expert says managers need to do a better job of explaining to their employees why they have been given one.

Lead a Better Brainstorming Meeting
Advancement Weekly Article Forget about telling employees to “think outside the box.” Leadership gurus say there are more effective ways for managers to initiate and guide brainstorming sessions.

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: Investing in Your Own
CURRENTS Article This article looks at an internal professional development program in the Division of Development and Alumni Relations at Bucknell University. Such a program can not only help retain staff, but also help ensure they have the skills your institution values. In addition, these initiatives empower staff to contribute to one another's professional development, encourage collaboration, and acknowledge the skills and expertise within your office.

Successful Talent Management Program Takes Holistic Approach
Article,  BriefCASE Article To attract and retain development staff, treat them like donors. That's the advice from two talent management experts who discussed new strategies and best practices for the changing job market in today's tough economy during a recent CASE conference on strategic talent management.

Manager's Portfolio: Tapping Into Twentysomethings
CURRENTS Article Bridge the generation gap and give young talent the tools to grow

Piece of Mind
CURRENTS Article The advancement team at Rollins College in Florida learned that collaboration was key to success. They overcame cross-departmental conflict, learned to work together, and realized what each member of the team contributed.

A League of Their Own
CURRENTS Article The 2006 Circle of Excellence award winners profiled in this article are hitting it out of the park. This article describes a few of the grand gold and gold medal award winners.

Manager's Portfolio: Raising the Bar
CURRENTS Article Many managers do the job that should be done by the manager below. This article defines the different roles of managers, directors, and vice presidents and provides a three-step process for diagnosing and correcting this common managerial misstep.

Manager's Portfolio: An Inside Job
CURRENTS Article With development associates programs, managers can train entry-level personnel in advancement, offer instruction and insight about the world of work, and gain an edge in the competition for talent with other institutions. Comprehensive programs offer general training, expose associates to every area of advancement, and allow them to focus on one area of concentration. Associates also learn about balancing work and personal life. Programs should end with a comprehensive review of each associate’s performance to determine whether he or she receives permanent placement.

Manager's Portfolio: Achieving Fabled Service
CURRENTS Article Like Nordstrom and other companies famous for customer service, alumni associations should infuse quality constituent service into everything they do. This column features examples from the University of Michigan Alumni Association, which has created a customer relations staff.

Manager's Portfolio: The Art of the Staff Retreat
CURRENTS Article If you want to make sure your staff retreat will be productive, it’s important to determine what you want to accomplish and set the agenda accordingly. This article offers ideas on choosing facilitators, setting the schedule, preparing participants, selecting a location, and managing costs.

Manager's Portfolio: You Are Not Your Job
CURRENTS Article Most managers squeeze people into an existing organizational chart rather than finding the structure that will best accommodate employee skills. By comparing staff members’ abilities with office needs, managers can better assemble the right mix of people and bring out employees’ untapped talents. The article lists five broad skill areas important to an efficient advancement team and describes how different advancement disciplines use these skills.

Manager's Portfolio: Weathering the Storm
CURRENTS Article Riding out the rough stages of team development will eventually lead to smooth sailing

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