Using Alumni Data to Drive Change Throughout the Universityeo2.commpartners.com/users/case/downloads/151022_Presentation... · 10/22/2015 1 Using Alumni Data to Drive Change Throughout

10/22/2015

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Using Alumni Data toDrive Change

Throughout the University

2015 Webinar

Kelly Redder Robert Shoss

Hypothetical question.

If Warren Buffet and Bill Gates gave RIT

$50 BILLION

would RIT still need

alumni relations?

�Yes

�No

�I don’t Know

�I have a Personal Relationship with Warren and Bill…

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History/Research

�RIT History

�Evolution of corporate driven to alumni driven

�Alumni attitudes evolution

�Data driven decision making

�Strategic Planning Process

Evolution of the RIT Mission

Mission – 1960

Education for the Making of a Living and for the Living of a Life, Not as Two Processes but as One

Mission – 2000

The RIT community engages and motivates students through stimulating and collaborative experiences. We rigorously pursue new and emerging career areas. We develop and deliver curricula and advance scholarship and research relevant to emerging technologies and social conditions.

Our community is committed to diversity and student centeredness and is distinguished by our innovative and collaborative spirit. Internal and external partnerships expand our students’ experiential learning.

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Current Mission

RIT’s mission is to provide a broad range of career-oriented educational programs with the goal of producing innovative, creative graduates who are well-prepared for their chosen careers in a global society.

The RIT community engages and motivates students through stimulating and collaborative experiences. We rigorously pursue new and emerging career areas. We develop and deliver curricula and advance scholarship and research relevant to emerging technologies and social conditions.

Our community is committed to diversity and student centeredness and is distinguished by our innovative and collaborative spirit. Internal and external partnerships expand our students’ experiential learning.

RIT is committed to mutually enriching relationships with alumni, government, business, and the world community. Teaching, learning, scholarship, research, innovation, and leadership development for promoting student success are our central enterprises.

Evolution of the RIT Mission

Strategic Planning Process:6 dimensions initially explored

1. Student Success

2. Research and Graduate Education

3. Diversity

4. Global Engagement and International Education

5. Curricular Innovation and Creativity

6. Organizational Agility

7. Alumni Engagement

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Importance of asupportive alumni body

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

90.00%

100.00%

RIT Success Continuity

Somewhat or Not

Important

Important or Very

Important

Source: RIT Strategic Plan Alumni Survey 2014

RIT for Life

The overarching concept ofAlumni Engagement

is now encapsulated in the concept

“RIT for Life”In order to accomplish this evolution in RIT’s

history, a significant cultural shift must

occur, and occur across all university

constituencies including:

alumni, students, faculty, and staff.

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Addressing Culture

Goal: RIT will establish a campus-wide culture that embraces alumni and incorporates alumni into the daily operation of the university

Tactics:�Incentivize campus community to engage with alumni

�Cultivate a sense of lifelong belonging

�Establish a centralized campus-wide alumni/student mentoring program

�Expand Advisory Board volunteer opportunities

�Establish an Alumni Loyalty Program

Lifelong Learning

Goal: RIT will be a catalyst for lifelong learning and provide a lifetime of career preparation by offering online courses (free of charge) and certifications (at a discounted rate) to alumni

Tactics:

◦Offer a limited number of credit hours and limited number of slots in online courses for free

◦Alumni Academy

◦Conduct a communications campaign directed at alumni on available lifelong services

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Global Service

Goal: Increase alumni engagement nationally and globally by inviting alumni to participate jointly in family-friendly charitable activities

Tactics:�Establish RIT’s Global Day of Service

�Incorporate service learning aspects for current students

Alumni Attitudinal Study©

�Comparing ourselves to ourselves longitudinally; comparing ourselves to others� Cooperative development of the instrument (11 founding institutions)

� Survey completed by over 250,000 alumni at 230 universities and colleges over the last 9 years

� Instrument 85% the same as originally developed

� Instrument was branded to reflect University

�Core survey questions divided into five areas:� Demographics

� Loyalty

� Overall experience

� Student experience

� Alumni experience

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Young Adult/Discovery

26 to 30

Stable/Mid-Life

45 to 62

Building/Growth

31 to 44

Mature/Contemplative

63 and older

Age��

Recent Graduates

21 to 25

Grad Year��

ERA

LIFEC

YC

LE

Foundational ConceptsAlumni Segmentation Model©

Learning About What Matters Most to Alumni

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0

10

20

30

40

50

60

Poor Fair Good Excellent

RIT 2009 RIT 2011 RIT 2014

Which of the following best describes your overall current opinion of RIT?

Pe

rce

nta

ge o

f R

esp

on

de

nts

Which of the following best describes your overall current opinion of RIT?By year era

Slide 16

Pe

rce

nta

ge o

f R

esp

on

de

nts

0

10

20

30

40

50

60

70


Woodstock\Vietnam and prior Post Watergate Yuppie\End of Cold War

Electronic Revolution\Dot-Com Post 9/11 Post Great Recession

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How would you rate your decision to attend RIT?

Slide 17

Pe

rce

nta

ge o

f R

esp

on

de

nts

0

10

20

30

40

50

60

70

Bad decision Fair decision Good decision Great decision

RIT 2009 RIT 2011 RIT 2014

How often do you promote RIT to others?

Slide 18

Pe

rce

nta

ge o

f R

esp

on

de

nts

0

5

10

15

20

25

30

35

40

45

50

Never Occasionally Regularly All the time

RIT 2009 RIT 2011 RIT 2014

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Q04. Which of the following best describes your experience as an alumnus/a?

Slide 19

Pe

rce

nta

ge o

f R

esp

on

de

nts

0

10

20

30

40

50

60


RIT 2009 RIT 2011 RIT 2012 Brand Survey RIT 2014

Satisfaction Index (Loyalty)

Slide 20

The Satisfaction Index is calculated as the average of:

Q01 How would you rate your decision to attend the Vanderbilt University?

Q02 How often do you promote the Vanderbilt University to others?

Q04 Which of the following best describes your experiences as an alumnus/a?

Q05 Which of the following best describes your overall current opinion of the Vanderbilt University?

Expressed as a percentage

[Index = ((Q01 + Q02 + Q04 + Q05) / 4) / 4]

All School Average= 79%

RIT Average= 80%

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Slide 21

Pe

rce

nta

ge o

f P

art

icip

an

ts

12

46 6

12

15

2019

9

7

0

5

10

15

20

25

0 1 2 3 4 5 6 7 8 9 10

On a scale from 0 to 10, with 0 being the lowest, how connected do you

feel to your Alma Mater?

Slide 22

Pe

rce

nta

ge o

f P

art

icip

an

ts

0

5

10

15

20

25

0 1 2 3 4 5 6 7 8 9 10

Current Lapsed Never



By Donor Status

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Slide 23

Pe

rce

nta

ge o

f P

art

icip

an

ts

12

46 6

12

15

2019

9

7

0

5

10

15

20

25

0 1 2 3 4 5 6 7 8 9 10



55%

Academics and classes

Skills and training for career

Relationship with the faculty

Traditions or values learned on campus

Opportunity to interact with alumni

Attending athletic events

Importance Performance

How important was each of the following to your experience as a student, and how well did RIT do at providing them?

Slide 24

Not

Important

Poor

Somewhat

Important

Fair

Very

Important

Good

Critically

Important

Excellent

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Academics and classes

Skills and training for career

Relationship with the faculty

Traditions or values learned on campus

Opportunity to interact with alumni

Attending athletic events

WWII\Post WWII Woodstock\Vietnam Post Watergate

Yuppie\End of Cold War Electronic Revolution\Dot-Com Post 9/11

Importance exceeds

Performance

Performance exceeds

Importance

How important was each of the following to your experience as a student, and how well did RIT do at providing them?Gap Analysis by Era

Correlation AnalysisHighest correlation to “loyalty” across all questions

Slide 26

.00 .05 .10 .15 .20 .25 .30 .35 .40 .45 .50 .55

*How well did RIT prepare you for the course of your career thus far?

Current work status

Further graduate education

Responding to new career opportunities

Deepening my understanding and commitment to personal development

Contributing to my community

Commitment to continuous education

Getting a job/graduate program I wanted soon after I graduated

History and tradition

*Overall, how satisfied are you with the course of your career thus far?

Accomplishments of alumni

Outreach to community

Value and respect for degree

Accomplishments of students

Accomplishments of faculty

Media visibility (e.g. newspaper, magazine articles, etc.)

School rankings (e.g. U.S. News & World Report)

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Current work status

Getting a job/graduate program I wanted soon after I

graduated




Deepening my understanding and commitment to personal

development


All School RIT 2009 RIT 2011 RIT 2014

How well did the highest education from RIT prepare you for each of the following?

Poor

preparation

Fair

preparation

Good

preparation

Excellent

preparation

Current work status

Getting a job/graduate program I wanted soon after I

graduated




Deepening my understanding and commitment to

personal development


Dissatisfied Satisfied Extremely Satisfied

Poor

preparation

Fair

preparation

Good

preparation

Excellent

preparation

How well did the highest education from RIT prepare you for each of the following?Q17 by How satisfied alumni are with the course of their career so far

Slide 28

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Learning About Their Career/Life and Their Satisfaction

4

33

62

0

10

20

30

40

50

60

70

Poorly Adequately Very well

How How How How well did RIT prepare you well did RIT prepare you well did RIT prepare you well did RIT prepare you for the course of your career thus far?

Slide 30

Pe

rce

nta

ge o

f R

esp

on

de

nts

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3

68

4

69

7

49

-

10

20

30

40

50

60

70

80

Poorly Adequately Very well

Woodstock\Vietnam and prior Post Watergate

Yuppie\End of Cold War Electronic Revolution\Dot-Com

Post 9/11 Post Great Recession

How How How How well did RIT prepare you well did RIT prepare you well did RIT prepare you well did RIT prepare you for the course of your career thus far?By year era

Slide 31

Pe

rce

nta

ge o

f R

esp

on

de

nts

9

4644

0

5

10

15

20

25

30

35

40

45

50


Overall, how satisfied are you , how satisfied are you , how satisfied are you , how satisfied are you with the course of your career thus far?

Slide 32

Pe

rce

nta

ge o

f R

esp

on

de

nts

10/22/2015

17

60

33

-

10

20

30

40

50

60

70


Woodstock\Vietnam and prior Post Watergate

Yuppie\End of Cold War Electronic Revolution\Dot-Com

Post 9/11 Post Great Recession

Q17. Overall, how satisfied are youhow satisfied are youhow satisfied are youhow satisfied are you with the course of your career thus far?By year era

Slide 33

Pe

rce

nta

ge o

f R

esp

on

de

nts

Diving Deeper into the Role of RIT in the Alumnus/a Lifetime Well-Being

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An innovation university

Where learning occurs through real life

experience

A place of creativity

Where entrepreneurs come from

A vocational university

A research university

A traditional Arts and Sciences university

To what degree does each of thefollowing portray RIT:

Not at all A little A lot Completely

An innovation university

Where learning occurs through real

life experience

A place of creativity

Where entrepreneurs come from

A vocational university

A research university

A traditional Arts and Sciences

university

WWII\Post WWII Woodstock\ Vietnam

Post Watergate Yuppie\End of Cold War

Electronic Revolution\Dot-Com Post 9/11

To what degree does each of the followingportray RIT: By Era

Not at all A little A lot Completely

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Understanding the Elements of Preparedness

Civic knowledge and engagement

- local and global

Global awareness and cross-cultural

understanding

Creative and innovative thinking Leadership

Critical thinking Lifelong learning

Diversity and inclusion Problem solving

Effective oral communication Quantitative reasoning

Effective writing Sustainability development and

practices

Entrepreneurship Teamwork

Ethical reasoning and action Technological literacy and

proficiency

Problem solving

Critical thinking

Teamwork

Effective oral communication

Technological literacy and proficiency

Creative and innovative thinking

Ethical reasoning and action

Effective writing

Lifelong learning

Leadership

Quantitative reasoning

Diversity and inclusion

Global awareness and cross-cultural understanding

Sustainability development and practices

Entrepreneurship

Civic knowledge and engagement - local and global

Importance Performance

Please indicate how important the following educational outcomes (knowledge, skills, and characteristics) have been to your professional or personal life since college and how effective RIT was in supporting your development in these areas?

Slide 38

Not

Important

Poor

Somewhat

Important

Fair

Very

Important

Good

Critically

Important

Excellent

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Problem solving

Critical thinking

Teamwork





Effective writing

Lifelong learning

Leadership





Entrepreneurship


Importance exceeds

Performance

Performance exceeds

Importance

Please indicate how important the following educational outcomes (knowledge, skills, and characteristics) have been to your professional or personal life since college and how effective RIT was in supporting your development in these areas?

Slide 39

Slide 40

0

0.2

0.4

0.6

0.8

1

2 2.5 3 3.5 4

Q27. To what extent do each of the following contribute to

how well the University of Houston prepared you for your

career?

Co

rre

lati

on

to

Lo

yalt

y (I

mp

ort

an

ce)

Average

Significant

Contribution

Some ContributionA Little Contribution

Mapping Correlation to Effectiveness

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Correlation AnalysisHighest correlation to “Satisfaction Index” across all questions

Slide 41

.05 .10 .15 .20 .25 .30 .35 .40 .45

Lifelong learning

Problem solving

Critical thinking

Teamwork

Leadership





Entrepreneurship




Effective writing



Problem solving


Critical thinking

Teamwork



Lifelong learning



Effective writing

Leadership




Entrepreneurship


Please indicate how effective RIT was in supporting your development in these areas?

Slide 42


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Slide 43

Correlation to Satisfaction with RIT compared to how effective

RIT was in supporting alumni development in the areas below

a Critical thinking

b Ethical reasoning and action

c Effective writing

d Effective oral communication

e Quantitative reasoning

f Leadership

g Entrepreneurship

h Creative and innovative

thinking

i Civic knowledge and

engagement - local and global

j Global awareness and cross-

cultural understanding

k Diversity and inclusion

l Teamwork

m Problem solving

n Lifelong learning

o Sustainability development

and practices

p Technological literacy and

proficiency

0.20

0.25

0.30

0.35

0.40

0.45

2.20 2.40 2.60 2.80 3.00 3.20 3.40

ab

c

edg

f

h

m

i

j

k

n

l

o

p

Co

rre

lati

on

to

Lo

yalt

y (I

mp

ort

an

ce)

Average effectiveness

Strong

Emphasis on

Continued

Strength

Consider

less focused

attention

Pay

Attention to

Changes in

Importance

Show Efforts

to Improve


Slide 44

.05 .10 .15 .20 .25 .30 .35 .40 .45

Problem solving



Lifelong learning





Critical thinking

Effective writing

Leadership



Entrepreneurship


Teamwork

Woodstock\Vietnam and prior

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Problem solving

Critical thinking



Teamwork


Lifelong learning



Leadership

Effective writing



Entrepreneurship



Please indicate how effective RIT was in supporting your development in these areas?Woodstock/Vietnam Era

Slide 45


Slide 46



0.20

0.25

0.30

0.35

0.40

0.45

2.10 2.30 2.50 2.70 2.90 3.10

a Critical thinking


c Effective writing



f Leadership

g Entrepreneurship


thinking






l Teamwork

m Problem solving

n Lifelong learning


and practices


proficiency

a

b

c

e

d

g

f h

m

i

j k

n

l

o

p

Show Efforts

to Improve

Strong

Emphasis on

Continued

Strength

Consider

less focused

attention

Pay

Attention to

Changes in

Importance

Co

rre

lati

on

to

Lo

yalt

y (I

mp

ort

an

ce)


Woodstock/Vietnam Era

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Slide 47

.05 .10 .15 .20 .25 .30 .35 .40 .45 .50

Lifelong learning

Teamwork



Leadership


Critical thinking

Problem solving




Entrepreneurship




Effective writing

Post Great Recession

Problem solving


Critical thinking

Teamwork




Lifelong learning



Leadership


Effective writing


Entrepreneurship


Please indicate how effective RIT was in supporting your development in these areas?Post Great Recession

Slide 48


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Slide 49



a Critical thinking


c Effective writing



f Leadership

g Entrepreneurship


thinking






l Teamwork

m Problem solving

n Lifelong learning


and practices


proficiency

0.20

0.25

0.30

0.35

0.40

0.45

2.20 2.40 2.60 2.80 3.00 3.20 3.40

a

b

c

e

d

g

f

h

mi

j

k

n l

o

p

Co

rre

lati

on

to

Lo

yalt

y (I

mp

ort

an

ce)


Show Efforts

to Improve

Strong Emphasis on

Continued Strength

Consider

less focused

attention

Pay

Attention to

Changes in

Importance

Post Great Recession

Name Name Name Name one person who had a special impact on your experience as a student.one person who had a special impact on your experience as a student.one person who had a special impact on your experience as a student.one person who had a special impact on your experience as a student.

Slide 50

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What were you most passionate about at your alma mater?

Slide 51

EXAMPLE _ NOT FROM RIT SURVEY

What were you passionate about now?

Slide 52

EXAMPLE _ NOT FROM RIT SURVEY

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Foundation ConceptsAlumni Partnership Model

©

Show you care –use a high-quality

process

Let them know that you heard what

was said

Take action in a way that demonstrates

you care about their opinion

Solidify and institutionalize by checking back to

see what changed

Initiate the process

by asking their

opinion

Alumni feedback is

not a one-time event,

but rather an

ongoing process of

measurement,

action, and re-

measurement.

ImplicationsHighlighted issues and areas of focus

� Continue communicating to alumni how diploma is increasing in equity

� Provide job and career-related activities

� Branding presence on campus/globally

� Provide opportunities for alumni to provide feedback and engage in activities

� Institute RIT for Life – building relevance

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And now – this is what we’re doing…

�Using alumni opinions to help shape curricula

�Engaging Alumni Faculty/Alumni Staff

as a central core corps �Developing recognition program

�Engaging them in the process

�Visible activities:

�Tiger Walk

�Commencement

�Recognition Breakfast

�Business cards and name plates

�Mentor activities

�United voice in university initiatives


�Identifying discounted continuing education opportunities�Alumni Academy

�Certifications required for particular positions

�meRIT webinar series focus - concierge engagement; some examples:

� Financial planning by the decade

�Parents?!

�Working with Orientation/Student Affairs/Athletics/Academic Affairs/Osher Lifelong Learning�RIT for Life

�Once a Tiger, Always a Tiger

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�Co-op and Career Services�Concierge support

� Leads

�University-wide mentor programs� Identifying existing

�Closing the gap

�Global campuses� Starting point: community service

Open Ended Question Re: One Person Who Impacted Your Experience

�How did RIT use the information?

�2,000 individual responses

�3 or more mentions, personal letter to faculty or staff

�Results

� Improved faculty/staff interaction/recognition with Alumni Relations

and Development

�Created new webinar series, meRIT, highlighting favored faculty

� Faculty increased road trips/interaction with alumni in regions

� Faculty sponsored international trips/classes

�Communicated importance of alumni opinions to alumni

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Hypothetical question.

If Warren Buffet and Bill Gates gave RIT

$50 BILLION

would RIT still need

alumni relations?

�Yes

�No

�I don’t Know

�I have a Personal Relationship with Warren and Bill…

THANK YOU!

2015 Conference

Kelly Redder Robert Shoss

10/22/2015

31

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Using Alumni Data to Drive Change Throughout the Universityeo2.commpartners.com/users/case/downloads/151022_Presentation... · 10/22/2015 1 Using Alumni Data to Drive Change Throughout