Assess the Success of Your Development Operations



Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

Registration for Webinar has closed

April 10, 2018 • 3 PM ET

The success of your development efforts requires the capacity to establish data-informed objectives, measure your progress, and perform as a unified team. This webinar provides a teaching framework and assessment tool to evaluate your operations and develop a plan to build on strengths, address challenges, and take advantage of opportunities.

The ISM Development Assessment tool is organized around two primary success predictors—consistent donor engagement and effective Development Office management. This webinar, which includes ISM’s unique set of metrics, allows you to analyze the state of your operations and establish a baseline. Then you’ll have the perspective (data?) you need to implement best practices, strengthen your team’s capacity, and report on development operations to your School Head, Board of Trustees, and school community.


  • Examine how you identify, engage, evaluate, solicit, recognize, and steward your donors and prospects to foster and sustain a philanthropic culture
  • Determine how well you know and attend to your donors
  • Examine specific office management practices critical to high-performing operations
  • Assess your operations using a clear set of metrics to identify strengths and challenges
  • Set your priorities to begin to create a plan of action going forward

Run Time:
Total run time is 60 minutes. The presentation will run approximately 45 minutes with15 minutes designated for Q&A.

Who Should Attend:

This webinar is appropriate for Development professionals at all levels.

staff photo paula schwartz

Paula Schwartz, Ed.D., IAP-L

ISM Senior Consultant | Director of Fundraising Group | Advancement Academy Convener


Paula joined ISM in 2002 after nearly 20 years working with various educational institutions to plan and execute their development, communications, and research programs. She provides services in the areas of annual, capital, endowment, and major gifts fundraising.

Current Role

As Senior Consultant and Director of ISM’s Fundraising Group, Paula:

  • Consults in development assessments, planning exercises, feasibility studies, case statements, campaign coaching, prospect research, and database management and utilization
  • Has advised and worked on-site with more than 150 schools across North America, many of them more than twice
  • Writes for ISM’s publications, including Ideas & Perspectives
  • Leads leadership and Board retreats, and coaches professional and volunteer leaders
  • Conducts workshops and webinars on annual giving, capital and endowment campaigns, major gifts programs, advancement staffing, and performance evaluation
  • Keynotes and speaks at education conferences including AMS, AISNE, CASE, FCIS, SAES, NCAIS, and CAPS
  • Convenes ISM’s Advancement Academy for expert practitioners in the areas of admission, enrollment management, development, and marketing communications
  • served as co-architect of ISM’s International Advancement Certification Program for advancement professionals in private-independent schools

She holds the Leader Certification through ISM’s International Advancement Program (IAP-L).

Prior Experience

Before joining ISM, Paula was a Vice President with Waters Pelton Ostroff & Associates, Inc., a fundraising consulting firm. In that capacity, Paula conducted numerous development assessments and capital and endowment campaign feasibility studies, totaling more than $65.5 million.

Previously, Paula was Director of Development for the Delaware Symphony Orchestra; Director of Corporate Relations at the World Affairs Council of Philadelphia; and consultant to the Children’s Television Workshop, WNYC-TV, and the New York City Office of the Mayor. She headed and taught at four international institutes established at Duke and Columbia Universities, and for the Council on International Educational Exchange.


Paula earned her doctorate in education from Teachers College, Columbia University, NY. She also holds two master’s degrees, in TESOL and in education, also from Teachers College. She earned her bachelor’s degree from Grinnell College, IA.

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