Performance Characteristics for Advancement Professionals

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Status: RECORDED on NOV 09, 2016
Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

By ISM’s definition, advancement refers to the strategic process by which a school advances its mission through the integration of its admission, development, and marketing communications programs. Each specialty area within the advancement area has particular performance characteristics needed to carry out the function with great effectiveness. Identifying the characteristics most pertinent to each role in your advancement area will guide your school in hiring outstanding professionals. This Webinar will identify those characteristics and demonstrate how they help you in coaching, mentoring, and supporting those already at your school toward their greatest effectiveness and impact.

You’ll Cover These Topics:

  • Sample advancement staffing configurations depending on the size, scope, and history of your school’s advancement efforts
  • Deciding what works best for your school
  • Identifying performance characteristics pertinent to each advancement area, regardless of staffing configurations
  • Performance characteristics that tie into sample job descriptions
  • Characteristics that provide a framework to coach and mentor your team, individually and as a team

Run time: 60 minutes total. Webinars typically run 45 minutes with 15 minutes of Q&A time.

Who Should Attend: Advancement Professionals and School Heads.

staff photo paula schwartz

Paula Schwartz, Ed.D., IAP-L

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

Expertise

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.

Education

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.

If several of us at the school want to attend the Webinar, do we each have to register and pay?

If two or more people at your school want to attend the Webinar in the same location (for example, in a conference room with one monitor) then you only need to register and pay for one person who will receive the email and link. If you have people in remote locations, each person will need to register and pay separately. Essentially, a registration and payment gives you one link to the Webinar.

Will I receive a reminder about the Webinar I’ve just purchased?

Yes. A message will be sent to the e-mail address you registered one or two days before the run date. You will receive a link to the Webinar Website as well as PDF slides of the presentation you will be attending.

What happens if I miss my Webinar? Will the fee be refunded?

If you’ve missed your scheduled Webinar, don’t panic—you will automatically receive a link to the recorded Webinar, barring any technical difficulties that prevent us from recording the session.

Will I receive the recorded version of the Webinar I just attended?

You will receive a personalized link to the recorded version which is included with the live Webinar pricing. You may watch this as many times as you need; however, you will not be able to share this link. If you would like to share the recorded version, you will need to purchase a download. Check the archived Webinar library about two weeks after your live Webinar.

What if I have questions about the presentation? Whom do I contact?

During the Webinar, you will be able to type questions, thoughts, and concerns in the communication box. Each Webinar allows 15-minutes for answering these.

I've purchased a Webinar from the e-Learning Recorded Library but have not been emailed the file.

When you purchased your webinar from the Recorded Library, you were forced to create an account with our shopping court. This makes it possible to track your purchases and also to download electronic products (pre-recorded webinars, collections, or ebooks). You access all of your electronic products by logging in and clicking on Account>Downloads.

What is the difference between single-topic Webinars, Webinar clusters, and Webinar courses?

Single-topic Webinars: These are basic, 60-minute Webinars (typically 45 minutes long with a 15 minute Q&A session), covering various timely concerns and/or situations. Our calendar is updated monthly, and sometimes weekly, as these sessions are designed to tackle a current need within the private-independent school world.

Webinar clusters: These are Webinar sessions covering one topic, but divided into multiple sessions over several days so that the topic can be explored in more detail without overwhelming the attendees. They are designed both for timely topics, such as an update on recent federal laws, and for more general concerns, such as designing your employee medical package to meet both your budget goals and your school’s unique culture.

Webinar courses: These Webinars are designed to function as an ISM workshop but are done remotely. Since they are remote you will not need to travel and incur additional expenses due to that travel. Webinar courses are broken into smaller segments than typical on-site workshops so you won't need to sit in front of your computer for days on end. In fact, Webinar courses can extend over months giving you time to work on projects that a workshop leader may require.

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