Designed for professionals who are planning and/or executing their first comprehensive campaign, this workshop will be broken down into three subjects: fundamentals, building a case for support and key performance indicators to track. The topics covered in this session are applicable no matter the size of campaign or the type of institution.

The session will start with an overview of the core fundamental components that need to be evaluated, developed and/or strengthened to set the framework for a successful, comprehensive campaign. From early-stage priority and goal setting to ensuring the right internal structures and processes are in place, to feasibility assessments – there are multiple steps to consider before launching a campaign effort of any size.

In this session, we’ll discuss how to determine which metrics to elevate into publicly announced top line, institution-wide campaign goals. We will also dig into sub-metrics to consider across the whole institution, as well as at the school/unit level. Key considerations are how to measure and present the data, as well as audiences, internal and external.

Whether you are planning for a mini-campaign to support one initiative, or a billion-dollar comprehensive university-wide campaign, the steps to set goals, align priorities, refine your communications, and focus on the outcome remain the same. Together we will walk through the steps of creating by-in for the campaign priorities, eliciting feedback from all stakeholders, designing the case for support and communicating the need in order to create momentum and fundraising success. We will walk through a specific campaign priority and presidential initiative; the process for aligning this into the overall campaign plan; to soliciting support utilizing collateral; all while showing the impact this priority has for our organization.