Summary Benchmarking Report from CASE Insights on Alumni Engagement, 2022

Prepared for Sample Institution

June 2023

Summary Benchmarking Report

THIS SAMPLE REPORT USES SIMULATED DATA FOR DEMONSTRATION PURPOSES

About This Report

This presentation outlines your institution’s data from the Alumni Engagement survey alongside aggregate data from the overall survey population and your CASE Peers.

Once you have reviewed results, please see the Next Steps section for suggestions about how to get the most out of these results. For more in-depth analysis, consider ordering a Strategic Benchmarking Report with detailed data for up to 20 peers of your choice, over 20 indicators, and a presentation call with a CASE Insights team member.

If you have any questions about this report, please feel free to email CASE Insights. On behalf of the whole CASE Insights team, thank you for your participation!

What is a Summary Benchmarking Report?
The Summary Benchmarking Reports (formerly the GPS Reports) are new reports from CASE Insights which provide a complimentary overview of your institution’s responses to the survey, responses from other institutions similar to you, and responses from all survey respondents. These reports are a great launching point for using comparison benchmarks. Please explore our new customized Strategic Benchmarking Report to unlock more in-depth analysis for your institution and up to 20 self-selected peers, including a review call with CASE Insights! If you are ready to order to strategic benchmarking report, please complete this form.

What is CASE Insights?
A new name for AMAtlas and a new way to access the free data, standards, and research benefits available to you as a CASE member. This new name reflects the deeper understanding — the insights — that CASE knows you need to do your best work in advancement. Wherever you are in your career or whatever your professional focus area, the wide range of data, standards, and research from CASE Insights will help you discover the many ways to can contribute to your institution’s success through deeper understanding of your advancement operation, data-informed decisions, and more strategic impact to your goals.

About the Survey

In 2019, CASE launched a new Alumni Engagement Metrics (AEM) survey to enable institutions to measure alumni engagement across four “modes”: Communications, Experiential, Volunteerism, and Philanthropic. 349 institutions from 17 countries took part. The survey framework was created by a volunteer task force of alumni relations professionals and defines alumni engagement as “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.

A full report of key survey findings is available for download from the survey website. You can also access the Guidance Document for specific inclusions and exclusions across the four modes of alumni engagement.

Report Navigation

If you wish to print this report, please note you may need to adjust your printer settings to achieve the desired layout of the printed document.

The charts in this report are interactive, allowing you to:

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  • Single click on a legend item to hide that item. Single click again to unhide the item
  • Toggle between displaying Peer Selection CASE Peers and Peer Selection All Higher Ed charts

Some tables in this report are also interactive, allowing you to:

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  • Search within the table
  • Sort the table columns ascending or descending by clicking on the column header
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CASE Peers

The visualizations in this report show trends in your institution and institutions similar to yours (CASE Peers). Select the Peer Algorithm tab to learn more about how your institution’s CASE Peers were selected.
CASE Peers, Sample Country/Region, and All Respondents results are presented as median figures in this presentation.

CASE Peers

Peers
Sample Peer 1
Sample Peer 2
Sample Peer 3
Sample Peer 4
Sample Peer 5

Peer Algorithm

CASE Peers are determined using a combination of core data points from the Alumni Engagement Metric survey and additional appended variables.2 These data are used in an algorithm to select the five institutions most similar to yours for fiscal year (FY) 2022. Data used to select the institutions most similar to yours are shown on the left by size of weighting in the algorithm and include:

  • Total Funds Received (in US dollars)
  • Cluster Analysis (if UK or Ireland)
  • Institution Type
  • Presence of a hospital at institution (if US or CAN)2
  • Country
  • Public or Private classification on institution2
  • Number of Total Contactable Alumni
  • Number of Enrolled Students
  • Percent Engaged ANY Mode
  • Alumni Association dues? (Y/N)
  • Percent Alumni Engaged through Communication
  • Percent Alumni Engaged Experientially
  • Percent Alumni Engaged as Volunteers
  • Percent Alumni Engaged Philanthropically
  • Alumni Relations Staff Count

1 Scroll down to the Next Steps section for information about selecting your own peer institutions for comparison as well as suggestions about how to implement data-driven strategies using these results.

2 Appended variables are highlighted in green; AEM survey variables in blue. Appended variables include institutional classifications from Integrated Postsecondary Education Data System (IPEDS) and the Carnegie Classification of Institutions of Higher Education by Indiana University Center for Postsecondary Research, and responses from CASE regional fundraising surveys where applicable.

Institutional Characteristics To access this analysis, order a customized Strategic Benchmarking Report.
Engagement and Giving To access this analysis, order a customized Strategic Benchmarking Report.
Engaged Alumni Who Give
Engaged Alumni Who Give by Mode
Engaged Alumni Who Do Not Give

Alumni

Legally Contactable Alumni by Degree To access this analysis, order a customized Strategic Benchmarking Report.

Proportion of Alumni who are Contactable and Engaged

Chart

Data

Staffing and Expenditures

Staff Full Time Equivalent

Alumni Relations Staff FTE includes full-time equivalents (FTEs) staff that are specifically identified as advancement staff with alumni relations function (regardless of where they report). Counts are allocated to alumni relations on a percentage basis, based upon the work they do. The Contactable Alumni per Staff FTE divides the count of contactable alumni by the number of Alumni Relations Staff FTE. Higher counts indicate a higher volume of alumni staff is responsible for engaging based on resources.
Institution(s) Staff FTE Contactable Alumni per Staff FTE
Sample Institution 6 37,570
CASE Peers 6.5 45,187
Sample Country/Region 5.9 12,722
All Respondents 5.9 17,396
Staff FTE by Contactable Alumni To access this analysis, order a customized Strategic Benchmarking Report.
Staff FTE by Alumni Engagement To access this analysis, order a customized Strategic Benchmarking Report.

Alumni Relations Expenditures

Expenditures include only the staff and non-staff direct costs involved in alumni relations activities. A response of 0 was still considered a response while a blank response indicated the answer was omitted. The expenditures are converted to your local currency in Sample Country. For grouped data, the median spending for each category was calculated and then were summed to obtain a total.

Chart

Reporting Details

Your institution completed 4 out of 4 categories. The table below shows the percentage of respondents by group who provided responses by expenditure category (Magazine, Salary, NonTech Cost, or Tech Cost).

Data

Alumni Engagement

Engagement ANY Mode

Percentage Engaged ANY mode is calculated as: \({\text{Count of alumni engaged in one of the four modes}\over\text{Count of legally contactable alumni}}\)

Review engagement by each mode for insight into how the 21,842 alumni were engaged with your institution. Percentage Engaged by any mode can vary based on the data your institution captures. Review Confidence Levels in the next section to see how your institution’s confidence in the comprehensiveness of data captured compares to peers and other survey respondents.

As you review, keep in mind that as nascent metrics, it is not uncommon to see large shifts as institutions capture additional data. Review the Engagement by Mode section later in this report to learn more about philanthropic, volunteer, experiential, and communications results.

Charts

Hover over each bar in the second chart to see percentage change in alumni engaged by mode.

Data

Engagement by Mode

You can explore engagement by alumni category in the CASE Insights Data Portal or in a custom Strategic Benchmarking Report.

Charts

Use the drop down menu to view engagement for each mode.

Data and Confidence Levels

Respondents were asked to provide a Confidence Level for each Communication, Experiential, and Volunteer modes of engagement. Responses indicate the level of confidence that the data captured is representative of institutional activities and events. Each data table shows the percentage of institutions who reported each confidence level for that mode of engagement.

Sample Institution indicated you were Somewhat confident in your Communications data, Not very confident in your Experiential data, and Confident in your Volunteer data.

Engagement Across Multiple Modes To access this analysis, order a customized Strategic Benchmarking Report.

Next Steps

Click on each box to learn more