CASE Global Alumni Engagement Metrics Survey
Activities that are valued by alumni, build enduring and mutually beneficial relationships, inspire loyalty and financial support, strengthen the institution's reputation and involve alumni in meaningful activities to advance the institution's mission.
Understanding the varied ways alumni engage with your institution and measuring that engagement over time is vital to building and sustaining robust, mutually beneficial relationships with current and future alumni. Until this time, however, there hasn’t been a global industry-wide framework to measure alumni engagement.
CASE has launched a new Alumni Engagement Metrics survey that will enable institutions to measure alumni engagement across four “modes”: Philanthropic, Volunteerism, Experiential, and Communications. Once data has been collected from institutions, CASE’s online reporting tool will enable institutions to track engagement year-over-year and in the context of peer and aspirational peer institutions. Data is being collected for each participating institution’s most recently completed fiscal year.
The survey is open to all educational institutions including colleges, institutes, universities, and independent schools.
CASE member institutions will be able to access and analyze data complimentary as a benefit of their CASE membership using the AMAtlas Data Miner tool. Data Miner is available to non-member institutions for an annual subscription.
This page includes some FAQs as well as links to four key items: the original White Paper describing the framework, the Guidance Documentation for completing the Survey, an Excel spreadsheet to help you categorize your data before submitting it on-line, and a link to the log-in site where you can complete the Survey. Also select that last link to request a username/password if you don’t already have one for the Survey tool.
Email firstname.lastname@example.org with questions and/or to let the CASE staff know you want access to the Survey and/or to Data Miner. If you do not currently have an account, one can be created for you. Training and orientations are available as well, at no charge. Simply request an appointment.
Alumni Engagement Quick Start Guide Video
Before you fill out the survey, listen to this 30-minute video introduction on the Alumni Engagement Metrics (AEM) Global Project. This video provides background information about the AEM Survey and guides you through the survey forms, ensuring you have an understanding of the data inputs requested for this survey and how to find help if questions arise. You will also learn about the inputs and modes that make up the framework, as laid out by the CASE volunteer task force.
Key Alumni Engagement Metrics Documentation
Framework White Paper:
The Alumni Engagement Metrics Task Force was created by the CASE Commission on Alumni Relations in the fall of 2016 to address the need for an industry wide framework to measure alumni engagement.
This document describes the goals of the Survey as well as provides instructions as to how to complete it. It should be read prior to gathering and submitting any data.
Sample Collection Grid:
We are providing an Excel spreadsheet that allows you to capture your data locally before submitting it to the Survey. This Grid mimics the way in which data is being collected in the on-line Survey.
*The log-in page also allows you to request a username or reset your password. Note that your username and password for the Survey are NOT the same as your CASE log-in username and password.