Browse by Professional Interest
Assessment & Benchmarking

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Use Data to Identify Best Practices
Advancement Weekly Article How do you know your organization is doing the best job possible? An expert at last month’s CASE Summer Institute in Advancement Services told managers that they should rely on data-driven analyses to identify and promote best practices in all of their projects.

The Return on Revelry
CURRENTS Article Improving events ROI requires frank questions, mindful deconstruction, and continual assessment. Be honest when considering the need for an event. When the turnout or energy level at an anniversary gala is too low, for instance, or a fundraising event doesn't raise enough funds, it's often because planners didn't carefully consider the occasion's intentions—or whether it should happen at all. Consider why you are doing an event and who the audience is. What do we want them to think or know? What do you want them to do?

A Categorical Decision
CURRENTS Article In 2010, the Indiana University Alumni Association launched a new era of inspired innovation in alumni relations by using typology to assess, organize, and improve its work.

Learn from a Peer Advancement Review
Article,  Community College News Article Two community college advancement leaders recently invited teams of their peers to identify strengths and weaknesses of their advancement programs.

Assess Your Organization to Boost Performance
Advancement Weekly Article,  Article Advancement offices should conduct formal staff assessments to improve work outcomes, says an institutional talent manager.

Mind the Gap
CURRENTS Article If good communication is the key to a successful relationship, it might be time for chief fundraisers and their institutional CEOs to consider couples counseling.

Community Colleges
White Paper White papers and reports related to Community Colleges

Performance Management Maturity Model: Raising the Bar of Fundraising Performance
White Paper Higher education development professionals face increasing demand for greater levels of success. Finding a solution to increasing output and improving performance in an environment filled with short-term presidents, persistent turnover, greater competition and higher board expectations is foremost in development leaders' minds. The Performance Management Maturity Model provides a prescriptive solution to raising the bar of performance. This internally focused methodology can set you on a path to new levels of organizational output and improved staff productivity and morale.

Better Together
CURRENTS Article Assessments in higher education are common—exams, state board tests, surveys, and focus groups, among other instruments. However, Widener University's convergence of academic assessment, strategic planning, and reaccreditation—and how they all inform and direct fundraising and campaign planning—is unique.

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.

Timely Answers
CURRENTS Article This article looks at the latest of five surveys on benchmarks for advancing smaller colleges and universities.

Talking Points: For All You're Worth
CURRENTS Article Although you know how much money you make, it's hard to measure advancement officers' worth to their institutions, and to demonstrate that the institution is receiving a good return on its investment in you. Lippincott, CASE vice president for communications, outlines some crucial principles for measuring and reporting advancement's performance.

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