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BREAK DOWNTHE SILOS
LIFETIME ENGAGEMENT
Fran Zablocki
June 5, 2013
Strategist, mStoner
Tuesday, June 11, 13
HI, I’M FRAN.
Strategist & Project Manager, mStoner
Alumni Relations, SUNY Geneseo
Marketing and Communications, Nazareth College
Undergraduate Admissions, University at Buffalo
Residential Life and Athletics, Nazareth College
Tuesday, June 11, 13
LIFETIME ENGAGEMENT
MANAGEMENT?
Tuesday, June 11, 13
WHAT’S IN A NAME?
Lifetime or Lifelong or Lifecycle
Relationship or Engagement
Tuesday, June 11, 13
LIFETIME
Tuesday, June 11, 13
IT'S ALL ABOUT
RELATIONSHIPS
Tuesday, June 11, 13
LIFELONG RELATIONSHIPS
You have my attention.
I want to know more.
We should see more of each other.
Do I know you?
I swear I'm only seeing you.
No really, I'm yours.
Inquiry
Prospect
Applicant
Enrollee
Visitor
Open
Tuesday, June 11, 13
EMOTIONAL RELATIONSHIPS
The world is hard. I need your help.
We used to be so close.
I laughed, I cried, you changed my life.
Alum
Graduate
Recent alum
You've done so much, I want to return the favor. Donor
I want others to have this relationship. Bequest
I can't imagine being without you. Matriculant
Tuesday, June 11, 13
THESE ARE PEOPLE
Not just labels.
Tuesday, June 11, 13
NOT SEEING
EYETO EYE
Tuesday, June 11, 13
DIFFERENT
PERSPECTIVES
Tuesday, June 11, 13
PERSPECTIVE ON
CONSTITUENTS
Tuesday, June 11, 13
Me
Inquiry
Prospect
Applicant
Enrollee
Visitor
OpenMe
Me
OUTSIDE INSIDE
Me
Me
Me
Tuesday, June 11, 13
Me
Alumnus
Matriculant
Bequest
Donor
GraduateMe
Me
OUTSIDE INSIDE
Me
Me
Tuesday, June 11, 13
PERSPECTIVE ON INSTITUTION
Tuesday, June 11, 13
My University
Bursar
Admissions
Advising
Academics
Alumni
Financial aid
Student LifeMy University
My University
OUTSIDE INSIDE
My University
My University
My University
My University
Tuesday, June 11, 13
My University
Me
Tuesday, June 11, 13
One
One
Tuesday, June 11, 13
LIFELONG RELATIONSHIP
LIFELONG REPUTATION
Tuesday, June 11, 13
THE CYCLE REPEATS
Tuesday, June 11, 13
STUDENT
PARENT
STUDENT
Tuesday, June 11, 13
MANY LIFETIMES
Tuesday, June 11, 13
LEGACY
GENERATION
GENERATION
Tuesday, June 11, 13
INHERITED RELATIONSHIPS
Tuesday, June 11, 13
LIFETIME
ENGAGEMENT
Tuesday, June 11, 13
Phone conversation
Word of Mouth
Planned event
COMMUNICATION
Mail / Email
Brochure
Tour
Website
Me
Viewbook
Tuesday, June 11, 13
Admissions counselor
President
Secretary
COMMUNICATOR
Area director
Major gifts officer
Tour guide
Web content manager
Me
Pretty much anyone
Tuesday, June 11, 13
THE WEAKEST LINK
Tuesday, June 11, 13
SHARED REPUTATION
Your audience doesn’t know who made it.
Tuesday, June 11, 13
It's everyone's job, but it's
nobody's job.
Tuesday, June 11, 13
CHANGING
THE MINDSET
Tuesday, June 11, 13
NO MORE
US vs.THEM
Tuesday, June 11, 13
Never assume that something isn't
your job. It is always your job.
You are part of team ‘university’
and you represent the entire
university to everyone.
Tuesday, June 11, 13
GOAL
Consistency of Quality
Tuesday, June 11, 13
GOAL
Consistency of Message
Tuesday, June 11, 13
GOAL
Consistency of Data
Tuesday, June 11, 13
ULTIMATE GOAL
Consistency of Affinity
Positive
Specific
Actionable
Measurable
Tuesday, June 11, 13
ARETHERE
TECHNOLOGY SOLUTIONS?
Tuesday, June 11, 13
CUSTOMER RELATIONSHIP
MANAGEMENT (CRM)
Tuesday, June 11, 13
Most solutions still focus primarily on
one stage of the cycle.
Tuesday, June 11, 13
Examples:
Inigral - Enrollment & Retention
Evertrue - Alumni
iModules - Alumni & Advancement
Tuesday, June 11, 13
Systems focused on the entire cycle
are emerging.
Existing systems are expanding.
Tuesday, June 11, 13
Examples:
Talisma - “Build Lifetime Relationships”
Varsity Outreach - Lifecycle focus
LinkedIn - Lifecycle career services
iModules - Enterprise edition
Tuesday, June 11, 13
SOLUTION:
PEOPLE AND CULTURE,
THENTECHNOLOGY
Tuesday, June 11, 13
PEOPLETOOLS
Open Communication and Collaboration
Brand & Style Guides
Content Strategy
Training
Tuesday, June 11, 13
LIFETIME
ENGAGEMENT
MANAGEMENT
Tuesday, June 11, 13
DISCONNECT ATTHE
TRANSITIONS
Tuesday, June 11, 13
ADMISSIONS
STUDENT AFFAIRS
ALUMNI & DEVELOPMENT
Tuesday, June 11, 13
PROBLEM: SILOS OF AWARENESS
Tuesday, June 11, 13
PROBLEM: SILOS OF DATA
Tuesday, June 11, 13
SOLUTION:
WE NEEDTO CHANGE
Tuesday, June 11, 13
CHANGE FROM
THETOP DOWN
Rob Zinkan,Vice Chancellor, Indiana University East
Tuesday, June 11, 13
Tuesday, June 11, 13
CHANGE FROM
THETOP DOWN
Cabinet-Level Champion (CMO)
Tuesday, June 11, 13
CHANGE FROM
THE BOTTOM UP
Starts With Each of Us
Tuesday, June 11, 13
PROBLEM: SILOS OF AWARENESS
Tuesday, June 11, 13
START SMALL
Have Coffee
Tuesday, June 11, 13
START SMALL
Tell Someone WhatYou Do
Tuesday, June 11, 13
START SMALL
Have SomeoneTellYou WhatThey Do
Tuesday, June 11, 13
THINK BIG
Internal Outreach and Knowledge Sharing
Tuesday, June 11, 13
THINK BIG
Shared Ownership and Success
Tuesday, June 11, 13
THINK BIG
Attend Another Department’s Meetings
Tuesday, June 11, 13
THINK REALLY BIG
Hybrid Employees
Tuesday, June 11, 13
THINK REALLY BIG
Holistic ManagementTraining
Tuesday, June 11, 13
THINK REALLY BIG
Collaborative Professional Development
Tuesday, June 11, 13
PROBLEM: SILOS OF DATA
Tuesday, June 11, 13
START SMALL
Make a List
Tuesday, June 11, 13
START SMALL
Identify What DataYou Can Offer and Who Needs It
Tuesday, June 11, 13
START SMALL
Identify What DataYou Need and Who Could Offer It
Tuesday, June 11, 13
THINK BIG
Institution - wide data definitions
Tuesday, June 11, 13
THINK REALLY BIG
Single Lifetime System Identity
Tuesday, June 11, 13
THINK REALLY BIG
As in, BIG DATA
Tuesday, June 11, 13
Polymaps for alumni population density
Tuesday, June 11, 13
Leveraging LinkedIn’s Big Data
Tuesday, June 11, 13
THE POTENTIAL
Tuesday, June 11, 13
THE POTENTIAL
Better Reputation
Tuesday, June 11, 13
THE POTENTIAL
More strategic communications
Tuesday, June 11, 13
THE POTENTIAL
More involved alumni
Tuesday, June 11, 13
THE POTENTIAL
More successful fundraising
Tuesday, June 11, 13
THETHREAT
Not being agile enough for the edupocalypse
Tuesday, June 11, 13
THETHREAT
Disconnected or Lost Relationships
Tuesday, June 11, 13
THETHREAT
Upset Alumni
Tuesday, June 11, 13
THETHREAT
Less Donors and Donations
Tuesday, June 11, 13
THETHREAT
Weakened Reputation
Tuesday, June 11, 13
THETAKEAWAY
Put yourself in your audience’s shoes
Tuesday, June 11, 13
THETAKEAWAY
Audiences see the institution as a single entity.
The institution needs to start acting like one!
Tuesday, June 11, 13
THETAKEAWAY
Work with admissions - every applicant is a future alumnus.
Tuesday, June 11, 13
THETAKEAWAY
Work with residential life - every sophomore could be a board member.
Tuesday, June 11, 13
THETAKEAWAY
Work with student affairs - every junior is your next major donor.
Tuesday, June 11, 13
THETAKEAWAY
Work with career services - every senior is an alumni mentor.
Tuesday, June 11, 13
THETAKEAWAY
Work with parent relations - every family has a legacy.
Tuesday, June 11, 13
THANKS!
QUESTIONS?
Tuesday, June 11, 13
FURTHER RESOURCES
Fran Zablocki
www.franzablocki.com
www.mstoner.com
@zablocki
HigherEdLive.com - Lifecycle Marketing in Higher Ed
www.emchat.net - #18 - Student Lifecycle
www.eduniverse.org
Tuesday, June 11, 13
Breaking Down Silos: Lifetime Engagement
Breaking Down Silos: Lifetime Engagement
Breaking Down Silos: Lifetime Engagement
Breaking Down Silos: Lifetime Engagement
Breaking Down Silos: Lifetime Engagement
Breaking Down Silos: Lifetime Engagement

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