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    CASE Insights Survey

    CASE Insights on Alumni Engagement

    CASE Insights on Alumni Engagement
    • Documentation and Support
    • Findings and Reports
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    Key Dates

    • FY2022 Survey Open September 15, 2022 - January 31, 2023
    • FY2022 Survey Open (Australia & New Zealand) September 15, 2022 - February 24, 2023

    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.

    In 2019, CASE launched a new Alumni Engagement Metrics survey (now called CASE Insights on Alumni Engagement), enabling institutions to measure alumni engagement across four “modes”:  Philanthropic, Volunteer, Experiential, and Communications, with the goal of providing a simple way to capture various types of alumni engagement on an annual basis. These metrics can be applied across the broad range of CASE member institutions in more than 80 countries. 
     

    The survey results:
    • Provide data to inform unified measures of alumni engagement, such as the percentage of alumni engaged in at least one mode.  While CASE seeks to build a methodology for comparison, engagement may include indicators beyond what is included here as well as activities that may never be collected in your system.  Therefore, measures of engagement are indicative rather than definitive.
    • Provide longitudinal data sets as surveys continue.
    • Enable participating institutions to measure and compare metrics across global and aspirational peers year-over-year.
    • Provide data to inform initiatives supporting educational advancement.
    • Help institutional leaders set goals, assess performance, build capacity, and make informed, strategic decisions regarding investments in advancement.
       
    Access to Data  

    CASE member institutions can access and analyze data using the CASE Insights data portal application as a benefit of their CASE membership and will also receive a summary benchmarking report, which provides visualizations and comparisons to like institutions. CASE member institutions who complete the survey may purchase additional services designed to dig deeper into the results, such as strategic benchmarking reports and benchmarking cohorts.  
     

    Support Documentation

    This page includes resources to help you get started, including FAQs and links to three key items: the original Whitepaper describing the framework, the new Guidance Documentation for completing the survey, grids for both versions of the survey to help you organize and store responses.

     

    Contact Staff

    Email [email protected] with questions and/or to let the CASE staff know you want access to the survey and/or the CASE Insights data portal.  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.

    Take the next steps:

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    CASE Insights summary benchmarking reports

    The summary benchmarking report provides a visual representation of year-over-year trends in comparison data. By participating in a survey, CASE members gain easy access to personalized reports with peer comparisons for several surveys, along with detailed data and additional options.

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    Survey Result
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    CASE Insights strategic benchmarking report

    The CASE Insights Solutions team will help you unlock more in-depth resources and learn the stories behind the data with strategic benchmarking reports (formerly known as the Made-to-Order GPS report).

    • Advancement Services
    • Data Mining
    • Fundraising
    Survey Result
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    CASE AMAtlas Facilitated Cohorts

    AMAtlas Faciliated Cohorts provide benchmarking aligned around the practice areas of Philanthropy, Alumni Relations, and Communications and Marketing.

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