Measuring success alumni impact survey webinar 8_20_2013

© 2013 Measuring Success, LLC 1info@measuring-success.com
Measuring Success: Alumni Impact Survey
Summer/Fall 2013
Andrew Foote, Analyst, Measuring Success

Webinar How To
Questions are welcome!
• Type in questions or technical difficulties chat box
• “Raise hand” button during open Q&A to ask
questions
All slides will be distributed after the webinar

Agenda
Timeframe Topic
10 min Welcome and introduction of Measuring Success
15 min Review of benefits and lessons learned from Alumni Impact Survey
5 min Question and answers
15 min Features of the survey and details about participating
10 min Questions and answers

Measuring Success’ mission
Why? Help non-profit
communities increase
their impact
What? Data-driven
decisions
How? Surveys,
Assessments,
consulting/training

Introductions
Name
School
Geographic location
Role within school

Measuring Success collaborations
 Together with our partners we have worked with
over 600 independent schools!
 Measuring Success develops, delivers, and supports
a range of customized data toolsets that enable
client organizations to achieve new levels of
performance:
 Sophisticated financial modeling
 Comprehensive survey execution and
consultation
 Cutting edge CRM database and tracking
 Performance benchmarking
 Behavior tracking
 Evaluation instruments

Sustainability, a delicate and complex balance of:
Growth
Time
Limited
time and
resources

Important to focus on anecdotes substantiated by data
80% of assumptions are not
substantiated by data (anecdotes,
gut, emotion)
Road from anecdote to data-driven
decision making in nonprofits can be
bumpy
But critical given limited resources
and time

Alumni survey assists with multiple initiatives
1. Determine
Impact
2. Identify
Areas for
Improvement
4. Strengthen
Connections
3. Improve
Alumni
Database

What can we learn about perceived value and
engagement from each stakeholder group?
• Graduate preparedness
(academic, social, emotional)
• Establish alumni connections
Recent Graduates
(within 4 years)
• Long-term impact of school
• Development and fundraising
Older Alumni
(more than 4 years)
• Perceived quality of child’s
education
• Overall child development
Recent Past Parents
(within 4 years)

Story from Ken Barlow of Cathedral High School
• Ken Barlow, VP of Constituent Relations
• Surveyed all 3 alumni groups in 2012
• Indianapolis, Indiana
• 1,253 students
• Grades 9-12
What did you learn from one of your alumni groups
and how are you beginning to act on the data?

Strong predictors of increasing alumni likelihood to
recommend (LtR)
Perceived
value (LtR)
1.
Character
Development
2.
Social
Connections
3.
Academic
Preparedness

Character Development: School found out that it
needed to improve leadership training
61%
46%
34%
20%
26%
24%
20%
35% 35%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1. T-Sinai 2.X 3.X 6. Jeremiah 4.X 5.X 6.Jeremiah Peer All1.Abc 2. 3. 7. Your School 5. 6. 7.
Relative to your peers at [Emory University] how well prepared do you feel by ABC Academy in
taking on leadership roles
By % much stronger

Alumni giving is a reflection of strongly recommending
the school plus continued engagement
Perceived
value
Engagement
Giving

How do your alumni want to be engaged?
Please tell us if each of the following opportunities
would be attractive to you:
No Maybe Yes
Student mentoring & career education ⃝ ⃝ ⃝
Pro bono work with the school in my area of
professional expertise
⃝ ⃝ ⃝
Recruiting or speaking to interested families ⃝ ⃝ ⃝
Coaching students in one of my skill areas ⃝ ⃝ ⃝
Educational events taught by school faculty ⃝ ⃝ ⃝
Professional networking with alumni ⃝ ⃝ ⃝
Social events: reunions, homecoming, and socials ⃝ ⃝ ⃝
Fundraising on behalf of the school ⃝ ⃝ ⃝
Serving on board, committee, or alumni association of
the school
⃝ ⃝ ⃝

Using the data: Engagement strategies
Improving local community perception of your school
• Identify alumni that are promoters and that are interested in
speaking recruiting and speaking to prospective families
Bringing in more fundraising dollars from older alumni
• Plan an engagement that these alumni are most interested in
Quality is always key!
• Relationship between likelihood to recommend and giving priority

Questions and Answers (Features of survey to come..)

Features of the Alumni Impact Survey

Survey Benefits
• Data refutes about 80% of anecdotes
• Leadership can focus limited time/energy on 20% of anecdotes that are
supported by data
Schools can make decisions based off data – not anecdotes
• Establish baseline of survey results, and compare to other schools across
North America. Worked with over 8,500 alumni, 30,000 parents and 400
schools
• If survey is used again after 2-3 years, can compare to your own school
Set goals and measure improvement over time
• Results are highly representative
Average alumni response rate of 36%

Data interpretation, Using key benchmarks
• Older alumni, Recent alumni, Recent past parents
• Across demographic groups within own alumni
Across alumni/parent groups
• 8,500 response so far and growing: Divisions Served, Enrollment, Religious
Affiliation
Peer schools
• Alumni peers who graduated from other schools
Competition
• Upon repeat usage of alumni survey tool
Against own longitudinal history

Features of the project include…
• All you need to do is provide email address and talk up survey within your
community
• Confidential, professional survey yet appears to come from your leadership
and with your school’s name
• We handle all troubleshooting, reminders, technical questions
Full survey administration for your school
• Complete with analysis
• Benchmark, Distribution, Demographic Cuts, and Open Ended reports
Produce comprehensive, easy to interpret reports
• Review key findings
• Train on how to use the results for data and vision driven decision making
Consultation with leadership team

Hi-level
1.
Consultation
Report
Deeperdives
2. Data
Supplement
QualitativeTrends
3. Open-
Ended
Responses
Contact
4. Database
of alumni to
follow up
with
Integrate
5. Action
Plan and
Priority List
Post survey- Documents you will receive

High Level Planned Timeline
Task Date/Timeframe
Complete online registration form September 23rd
Call with schools to discuss marketing the
survey and how to get high response rates.
Early October
Send out initial letter to inform alumni and
parents that the survey is coming
Late October
Survey Data Collection - Officially open for 2
weeks, one additional week for “stragglers”
November 4th – November 25th
Check-in Call November 11th
Report and consultations (to be scheduled
individually)
January

Alumni Survey Cost
 Custom questions option for all plans: Additional $750 for 5 questions
Plan Cost
One Year Plan: All groups surveyed in one year with a four-hour in
person consultation
$9,000
Three Year Plan: One group surveyed per year for three years with a
four-hour in person consultation
*Option to do a two-hour webinar consultation
$7,000 per year
$5,000 per year

Questions and Answers

Thank you and Next Steps
 Thank you!
 Next Steps: Complete the registration form:
 http://www.surveygizmo.com/s3/1316660/Alumni-Impact-
Survey-Registration-Fall-2013
 Further questions, please email:
 andrew@measuring-success.com
 alumnippsurvey@yardsticksuite.org
 Follow us:
 Facebook: Measuring Success
 Twitter: @measuringsucces

Appendix

2. Hypotheses for Young (graduated in past 4 years)
and Older Alumni
Alumni Survey Sections Young Alumni Older Alumni
I. Academic Preparation X
II. Lifelong Learners and Habits of Mind X
III. Character Development and Values X
IV. Social Preparation X
V. School’s Contribution to my life X
VI. Overall Impact X X
Judaism (Jewish Schools only) X X
VII. Personal Connections X X
VIII. Opportunities for Involvement X X
IX. Communications X X
X. Demographics X X
XI. Open Ended Questions (optional) X X

2. Hypotheses: Recent Past Parents (had child graduate
in past 4 years)
Recent Past Parent Survey Sections
I. Student Development
II. School Community
III. Teaching Approach
IV. Overall Relationship with School
V. Academic Program Areas
Jewish Studies (Jewish schools only)
VI. Extracurriculars
VII. Student Services
VIII. School Administrative Departments
IX. Demographics
X. Open Ended Questions (optional)

Measuring success alumni impact survey webinar 8_20_2013

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