Director, Board of Trustees Operations

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Item 9.A-Aug. 20, 2010
ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to
marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR-HR at 682-6114
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INSTRUCTIONS: See http://www.unr.edu/vpaf/hr/compensation/placement.html for complete instructions.
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Incumbent(s) Name (if applicable): Crystal Parrish
Position #(s): 11755
Current Title: Director, Board of Trustees Operations
Current Range: 4
(JCC:76992;3D;CM8509;CC043;E)
Department: Development and Alumni Relations
College/Division: Development and
Alumni Relations
Account #: 1101-103-0001
Action Proposed: (check all that apply)
( ) New position: Proposed Range:
Proposed Title:
( ) Title Change, Proposed Title:
( ) Proposed Reassignment from Range
to Range
(X ) Revised PDQ only (no change in range or title)
( ) Line of Progression (show titles below)
Range:
JCC (HR assigned):
I certify that the statements in this description are accurate and complete to the best of my knowledge.
____________________________________________________________
Employee’s Signature
__________________
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
____________________________________________________________
Immediate Supervisor’s Signature
__________________
Date
____________________________________________________________
Director/Chair/Dean
Bruce Mack
AVP, Development & Alumni Relations
__________________
Date
Approved for Salary Placement Committee review.
____________________________________________________________
__________________
Pres / Vice Pres / Vice Prov Signature John Carothers
Date
Vice President, Development and Alumni Relations
Action Approved by the President (Completed by Faculty HR):
Position #: 11755
EEO Code: 3D
CUPA Code: CM8509
Exempt: Yes or No Census Code: 043
Job Class Code: 76992
Range: 4
Effective Date: 8/1/2010
Approved Title:
DIRECTOR, BOARD OF TRUSTEES OPERATIONS
____________________________________________________________
__________________
Employee Signature
Date
(Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval)
Rev: 12/1/2008
Position Description – Director, Board of Trustees Operations
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Director, Board of Trustees Operations, facilitates and manages the overall operations and
business of the University of Nevada, Reno (UNR) Foundation Board of Trustees. This position
nurtures and cultivates support for the University by involving trustees and emeriti trustees in
University programs and projects. This position reports to the Vice President for Development and
Alumni Relations (DAR), who also serves as Executive Director of the Foundation, and assists in
implementation of Board activities. In addition, this position works closely with the Vice President for
Development and Alumni Relations and the University’s fund raising staff in order to accomplish the
University’s fundraising goals.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information).
40% - Foundation Meeting Management
 Coordinate and present meetings, agendas and material in support of full board meetings,
executive board meetings and committee meetings
 Request materials from the DAR directors and college Development Directors to meet the
directives of the Trustees, President, Vice President and Associate Vice President
 Manage professional and clerical staff assigned by the Vice President to assist in the logistics
of preparing materials and making meeting arrangements
 Administer Trustee Operations budget
30% - Foundation Member Relation and Solicitation
 Act as operational contact for Trustees who are among the most influential member of our
state and nation
 Work with Trustees and, along with the President and Vice President for DAR, cultivate and
solicit gifts
 Take an active role in all Foundation committees (Audit and Finance, Development,
Governance, Investment, Nominating, Programs and Special Events, Public Affairs and
Advocacy), including participation and facilitation of peer solicitations
 Take the lead staff role in managing the Trustee segment of the Silver and Blue Society’s
effort to increase unrestricted gifts to the Foundation as Trustees are UNR’s most important
donors. Work with Development Chair and Vice President to ensure solicitations and calls are
made in a timely manner.
 Record actions in Raiser’s Edge from conversations with Trustees and Emeriti Trustees.
 Serve as editor of weekly DAR Briefs e-newsletter
 Conduct interviews and write articles on Trustees and Emeriti Trustees for Nevada Silver &
Blue magazine as needed
20% - Board Development
 Work with the Chair of the Board, Chair of the Nominating Committee and the Vice President
to support their identification and cultivation efforts in attracting top candidates to the
Foundation’s board and determine succession plan for Executive Committee
Position Description – Director, Board of Trustees Operations
Page 3
10% - Policy and Procedure
 Work closely with the Foundation Board Chair , Governance Committee Vice-Chair, and Vice
President to develop and write policy and procedures for the operation of the Foundation and
to monitor compliance with these procedures by the Foundation
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
Level of Freedom:
This position requires ability to be a self-starter and initiate action and decisions regarding Board
activities. There is a high level of freedom, but maintain strong collaboration and communication with
Vice President and Board officers. This position requires a high level of professional judgment to deal
independently with Foundation Trustees, alumni, and other constituents.
Impact:
This position’s extensive interaction with Board members (who are also donors and key community
and national leaders), and University administrators, is crucial to the success of fundraising and public
relations efforts.
Working at the direction of the Vice President for DAR, exercising sound/good decisions and
judgment will reflect positively on the University. Decisions, judgments and programs designed by the
position will have an impact on generating more support for the university.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity and
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 Public relations practices, fund raising, volunteer administration and training, marketing and
development systems
 Higher education systems and how they work
 Good understanding of community activity and the role that plays in reaching the Foundation’s
goals
 Revenue generation/fund raising techniques
 Endowment development
 All aspects of fundraising, including capital campaigns, major gift solicitation and cultivation,
planned giving, proposal and grant writing, annual fund solicitations, development events and
alumni relations events
 Fundraising terminology and processes
 Relational databases
 Accounting and its effect on the data and the accuracy of reporting within the various
databases
Skills:
 Proficiency in use of a personal computer and current software applications including but not
limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email), Adobe CS,
Raiser’s Edge
 Attention to detail
 Strong interpersonal skills (including tact and discretion, sensitivity, and patience) to work
effectively with a broad spectrum of people including student, staff, faculty, deans, donors,
community leaders, volunteers,university officials, and Regents
 Solid organizational skills
Position Description – Director, Board of Trustees Operations


Page 4
High level of initiative, creativity, collaboration and confidentiality
Excellent oral and written communication
Ability to:
 Effectively manage individuals and programs
 Work within a budget
 Set priorities
 Manage a variety of projects simultaneously
 Work with volunteers
 Travel as needed
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
Internal
Vice President for Development
and Alumni Relations and
Associate Vice President for
Development and Alumni
Relations
Deans, development directors
and central directors
Staff
President’s Office
NSHE Office
External
Board Officers
Board/Committee members
Reason for Contact
To create and formulate strategies, discuss progress, execute
directives, identify and address issues and provide resolutions,
determine project assignments, maintain communication, and
identify goals with measurable results
To coordinate efforts and programs, develop strategy,
communicate information under the supervision of the Associate
Vice President
To discuss assignments and communicate relevant and pertinent
information
To discuss information, meeting priorities, and Trustee-related
events
To submit/discuss UNR Foundation-related items for approval at
annual Board of Regents meeting in November/December
Reason for Contact
To act as an ambassador of the university, develop strategies,
discuss progress, identify and address issues and their resolution,
maintain communication
To act as an ambassador of the university, communicate
responsibilities, report progress, influence involvement, request
input and feedback, and solve problems
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution
Position Description – Director, Board of Trustees Operations
Page 5
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s Degree and four years or a Master’s Degree and two years of comparable
professional experience
Preferred Licenses or Certifications: None
c.
Indicate any license or certificate required for this position.
None
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