2015 ACCT Leadership Congress Congress... · October 16, 2015 2015 ACCT Leadership Congress ... PRESENTATION OBJECTIVES To share a model that Aligns Institutional Priorities and Foundation

GROWING LEADERS Opportunity. Engagement. Achievement. www.hartnell.edu

October 16, 2015

2015 ACCT Leadership Congress Aligning Institutional Priorities with your Foundation’s Funding Plan Erica Padilla-Chavez, President, Board of Trustees Alfred Diaz- Infante, President, Foundation Board Willard Lewallen, Superintendent/President Jackie Cruz, Executive Director of Advancement/Foundation


PRESENTATION OBJECTIVES

To share a model that Aligns Institutional Priorities and Foundation Efforts Provide a step-by-step description of the President’s Task Force model and the tools used that connect foundation efforts to institutional priorities. To describe the role of external and internal stakeholders in creating a well-aligned, five-year funding plan that meets both foundation and institutional priorities and goals.


THE HARTNELL COMMUNITY COLLEGE DISTRICT


THE HARTNELL COMMUNITY COLLEGE DISTRICT

ALISAL CAMPUS –

EAST SALINAS

KING CITY

EDUCATION CTR

MAIN CAMPUS –

SALINAS


THE HARTNELL COMMUNITY COLLEGE DISTRICT – STUDENT PROFILE

16,000 students annually

(unduplicated headcount)

In 2014-15, over 700 “Dreamer” students

enrolled (291 enrolled in 2010-11)

56% first generation students (5th highest

of 113 California community colleges)

85% receive financial aid

68% of students are Latino/Hispanic

90% unprepared for college level math

85% unprepared for college level English


COMMUNITY PROFILE

Less than 13% of adults in District have a bachelor’s

degree or higher

39% of adults over 25 years old do not have a

high school diploma

Our Largest Industry is Agriculture

Post secondary education High School Education Economic Development


COMMUNITY PROFILE

East Salinas was found to be one of the most dense

zip codes in the U.S.

14% of Monterey County population is

undocumented

Annual family income in East Salinas - $11,000

Source: Institute for Community Collaborative Studies, CSUMB 2012

Density Undocumented Income


THE HARTNELL COMMUNITY COLLEGE DISTRICT – STUDENT PROFILE

Students who have “grit”

A Foundation and a College that are totally aligned, focused, and committed to student success for these amazing students

Against this backdrop of

enormous socio-economic

challenge and education

disadvantage…


The Hartnell College

Advancement

&

Foundation Team

Foundation

Board

Funding

Committees

Communications

Government

Relations

Marketing

Sponsored

programs

Corporate/B

usiness

Grants

Public Grants

Foundation

Grants

Foundation and Advancement


Create a sense of team Develop vision Identify our resources; our capacity Provide a respectful environment People centered Resource the faculty and the students

Respond to community needs People leave our offices feeling better

than when they arrived Communicate, communicate,

communicate Bring in the money $$$$

Advancement & Foundation- our philosophy


Jackie Cruz

Executive Director of Advancement and Hartnell College

Foundation

Terri Ugale

Executive Assistant

Revised 10/2015

Foundation Board of Directors

Esmeralda Montenegro Owen

Director of Communications

Karen Hagman

Director of Philanthropy

Loyanne Flinn

Director of Public Grants Development and

Operations

Cristina Westfall

Administrative Assistant II/ Database

Manager

Kira Bona

Accounting Manager

FTE 40 hours per week: 5 (including ED) PTE 32 hours per week: 1 PTE 12 hours per week: 1 Total Foundation EE: 3.5 Total Advancement EE: 2.5

ADVANCEMENT & FOUNDATION STRUCTURE


Advance the College Be a Catalyst for Innovation and

Student Success Create Partnerships with individuals,

organizations and corporations Increase number of donors Strengthen board membership and

committee membership Increase Public Funds for the college Meet or Exceed President’s Task Force

comprehensive Funding Plan of $14.159 in 5 years

OVERALL ADVANCEMENT & FOUNDATION GOALS


COMMUNITY ENGAGEMENT AND LEADERSHIP


THE PERFECT STORM

Leadership Transition & More

New President- June 2012 New Executive Director of Foundation and Advancement- January of 2012 New Foundation Board President- January 2012 Accreditation Probation- Spring of 2013

So what did we do about it??



LEVERAGE COMMUNITY LEADERSHIP

We pulled together a great team of community leaders and college staff with three goals in mind:


Welcome Community BBQ in partnership with the largest Rotary club in Salinas Groundbreaking:

• Technical Building- Alisal Campus Family Science & Health Day Groundbreaking Athletics CSin3 Press Conference Welcome Reception at Rancho Cielo hosted by two influential and Key leaders in the community Chief Economist of COMERICA Developing Relationships with local elected officials, leaders Meeting with Congressman, Assembly members

STEWARDSHIP OPPORTUNITIES OUR PRESIDENT


Athletics VIP Luncheons VIP Reception for “8”

By Dustin Lance Black Party in the Library King City Education Center

10th Anniversary WELI Graduation The Western Stage Gala President Donor Reception Scholarship Donor Reception Major donor and stakeholder accreditation information session

STEWARDSHIP OPPORTUNITIES OUR PRESIDENT


LAUNCH OF THE PRESIDENT’S TASK FORCE

Aligning the College and a comprehensive funding plan Sometimes you have to go slow to go fast Getting the right people involved is key


Link to College

Strategic Priorities


LINK TO STRATEGIC PLAN

• Strategic Priority 1 - Student Access

• Strategic Priority 2 - Student Success

• Strategic Priority 3 - Employee Diversity and Development

• Strategic Priority 4 - Effective Utilization of Resources

• Strategic Priority 5 - Innovation and Relevance for Educational Programs and Services

• Strategic Priority 6 - Partnerships with Industry, Business, Agencies, and Education


THE PRESIDENT’S TASK FORCE PROCESS

Get buy in from the

core team

Be very strategic who you engage- create a

nominating committee

Survey the campus for needs and

high impact projects (3-

6 month process)

Invitation letters to

join the PTF and

response forms mailed

Follow up calls and

one on one meetings with key

community leaders


THE PRESIDENT’S TASK FORCE PROCESS

Initial Vetting and review of projects with

Executive Cabinet.

Prepare Projects for

presentation to the Task

Force Members.

Bring Task force together to review and

rank the projects (3 meetings).

Present the rankings, PTF to adopt goal and develop support from the task force to activate the

campaign.


BUILDING THE TEAM

PRESIDENT BOARD OF TRUSTEES AVANCEMENT/FOUNDATION BOARD & STAFF EXECUTIVE CABINET DEANS, CHAIRS, LEAD FACULTY AND DIRECTORS PHILATHROPISTS, FOUNDATIONS, COMMUNITY & BUSINESS LEADERS INCLUDING INFLUENTIAL ALUMNI


PRESIDENT’S TASK FORCE SURVEY

1. Give guidance 2. Provide Workshops- open to faculty and staff who are interested 3. Make process simple 4. Survey should be college-wide 5. Great way to build relationships with college faculty and staff


PRESIDENT’S TASK FORCE SURVEY


PROJECT PRESENTATION SAMPLE


President’s Task Force Survey Example


RANKING THE PROJECTS


FUNDING PLAN REPORT


Thank You

Questions?

FUNDING PLAN REPORT


REVENUE & IMPACT CHART-FOUNDATION


GRANTS DEVELOPMENT PROCESS


GRANTS DEVELOPMENT PROCESS


ALONSO’S STORY

http://vimeo.com/117443984

http://vimeo.com/117443984


Lessons learned and Q & A

Documents

2015 ACCT Leadership Congress Congress... · October 16, 2015 2015 ACCT Leadership Congress ... PRESENTATION OBJECTIVES To share a model that Aligns Institutional Priorities and Foundation