Engagement Strategies: Creating Your Plan September 25, 2015 - - PowerPoint PPT Presentation

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Engagement Strategies: Creating Your Plan September 25, 2015 - - PowerPoint PPT Presentation

Engagement Strategies: Creating Your Plan September 25, 2015 Agenda OSUAA Strategic Plan Overview History of OSUAA Engagement Efforts through Programming Creating Your Plan Group Activity Sharing of Best Practices Q&A


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Engagement Strategies: Creating Your Plan

September 25, 2015

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Agenda

  • OSUAA Strategic Plan Overview
  • History of OSUAA Engagement Efforts

through Programming

  • Creating Your Plan
  • Group Activity
  • Sharing of Best Practices
  • Q&A

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SLIDE 3

OSUAA Strategic Plan and Goals

OSUAA goal

Over the next five years, the Ohio State University Alumni Association will broaden and deepen constituent engagement with the University, developing more meaningful relationships with Ohio State’s alumni, friends, and students.

OSUAA objectives

  • Strengthen ongoing relationships with alumni and friends through improved

volunteer engagement.

  • Increase annual giving to Ohio State.
  • Design a regional strategy to engage alumni and friends around the world.
  • Create an early engagement strategy to strengthen the bond between Ohio State

and its students and young alumni.

  • Develop shared engagement strategies aligned with college, unit, and institutional

priorities and shared engagement services that assist with the work of colleges, units, and volunteers.

  • Strengthen and grow our culture and team.

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History of OSUAA Engagement Efforts

  • Buckeye Bashes
  • Girls’ Night Out/ Women and Wheels
  • Some partnerships were formed
  • Key to growth was using data and

segmenting audience

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The Alumni Life Cycle

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Young (graduates in the last ten years) Second (ages 32-42) Mature (ages 42-62) Legacy (ages 62+)

  • Millennials
  • Networking
  • pportunities
  • Social
  • pportunities
  • Connected

through social media

  • Peer-to-peer
  • Gen X
  • Family

programming

  • Career

change

  • Graduated in

~1995-2005

  • Baby Boomers
  • Some family

programming

  • Traditional

programming

  • May be empty

nesters

  • Graduated

~1975-1995

  • Baby

Boomers/ Traditionals

  • Traditional

Programming

  • Lifelong

learners

  • Service

component

  • Diversify

timing of programs

  • Graduated

~before 1975

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Current Engagement Efforts

  • Buckeye Smart Series
  • Family Programming
  • Football Fridays
  • Alumni House Cinema
  • Young Alumni Programs
  • Buckeyes After Work
  • Buckeyes Who Brunch
  • Young Alumni Academy
  • Student Programming
  • Financial Wellness Workshops

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Creating Your Plan Step #1 - Set a goal.

  • What is your strategic plan?
  • How do your goals feed into the strategic

plan of your organization?

  • Why do your goals matter to the bigger

picture (college, OSU, etc.)?

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Creating Your Plan Step #2 - Know your audience.

  • Who are they?
  • What do they want from your group?
  • Why should they join/engage?

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Creating Your Plan Step #3 - Know your data. What data do you have on constituents?

  • Location?
  • Age?
  • Major?
  • Past event attendees?
  • Email? Or Snail mail?

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Creating Your Plan Step #4 - Use your data to segment the audience.

  • By age
  • By major/degree
  • Past/ repeat attendees
  • Past members
  • “Enthusiasts”
  • Programming interests
  • How else might you segment?

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Creating Your Plan Step #5 - How will you tell your audience about what you’re doing? (what tools are at your disposal)

  • Newsletters
  • Emails
  • Social Media
  • Peer-to-Peer
  • USPS
  • Magazine

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Creating Your Plan Step #6 - Diversify your programming or

TAKE A RISK AND LISTEN TO YOUR AUDIENCE!

  • Community Service
  • Scholarship

Fundraiser

  • Networking
  • Special Interest

Event

  • Cultural/Arts
  • Lifelong learning
  • Student/Alumni

Retention

  • Social
  • Family
  • Sports/Game

Watches

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Creating Your Plan Step #7 - Assess what you’re doing.

  • Post-event survey (We can help with post-

event surveys!)

  • Are you meeting your goals? (see step #1)
  • Revaluate and adjust your strategy and

tactics as needed.

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Taking your group from good to GREAT!

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15

BREAK

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Around the Room

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Best Practices of Alumni Engagement

  • 1. Plan Ahead!!!
  • 2. Gather data on attendees
  • 3. Enter data into TAS
  • 4. Create a communications plan for your

group

  • 5. Diversify programming
  • 6. Segment your audience
  • 7. Assess your programs

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Q & A

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Thank you

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Sarah Kelly Manager, Alumni and Constituent Engagement kelly.1206@osu.edu Lauren Luffy Manager, Student Engagement luffy.2@osu.edu Nikki Kanakkanatt Manager, Young Alumni Engagement Kanakkanatt.1@osu.edu