Item 3.N-August 8, 2014 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 Faculty HR at 682-6114 INSTRUCTIONS: See http://www.unr.edu/hr/compensation-and-evaluation for complete instructions. Incumbent(s) Name (if applicable): Lynda Buhlig; New Position #(s): 10808; New Current Title: Executive Director, Development Current Range: 5 (JCC:77326) Department: Development and Alumni Relations College/Division: Vice President, Development and Alumni Relations Account #(s): 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 (Current or new 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 Vacant, Asst Vice President, Development Date ____________________________________________________________ Director/Chair/Dean Bruce Mack, AVP, Development and 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 Provost/President (Completed by Faculty HR): 77326 Range: 5 Pos #(s): 10808; New JCC: EEO: 1B Eff: 8/1/2014 Approved Title: Executive Director, Development Employee signs on “final” stamped approved PDQ and sends to HR for personnel file. Employee Signature:_______________________________________________ __________________ Date Printed Name: ____________________________________________________ Rev: 10/1/2012 Position Description – Executive Director, Development 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 Executive Director of Development (EDOD) works closely with and reports to the Assistant Vice President of Development (ASVP). The EDOD is responsible for managing the unit development activities necessary to identify and track prospects, potential and current, to support the University’s development and campaign efforts at all levels of giving as it pertains to prospect identification, research, management, tracking and screening. The position works with all areas of Development and Alumni Relations (DAR) to focus on the identification, cultivation, solicitation and stewardship of prospects. 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% - Human Resources Management Supervise the Directors of Development, Associate and Assistant Directors of Development (DOD/ADOD/ADOD) in some or all of the following Colleges/Schools/Units: Agriculture/Biotechnology/Natural Resources; Business; Cooperative Extension; Education; Engineering; Intercollegiate Athletics; Journalism; KUNR, Liberal Arts, Libraries; School of Medicine, Division of Health Sciences, Science and central DAR to include, but not be limited to, University Scholarships Work with the Prospect Research staff on screening, prospect identification, assignment, management/tracking and related issues Work with each DOD/ADOD/ADOD on a bi-monthly basis to review and discuss the overall plans of the College/School/Unit/Program to ensure that prospects are being contacted in all phases of the prospect management system (initial, cultivation, solicitation and stewardship), proposals are being submitted, planned gifts are being solicited, college/school/unit/program yearly goals are being met, individual monetary goal is being attained and surpassed, number of assesed meetings are achieved. Work with each DOD/ADOD/ADOD to ensure that prospect contacts and strategies are being entered on the central database, that prospects are assigned to the DOD/ADOD/ADOD and that prospects are being moved along accodingly in terms of the prospect management system for cultivation and solicitation purposes Evaluate the DOD/ADOD/ADODs, no less than once a year, according to the set metrics that have been thoroughly explained do the DOD/ADOD/ADODs and outlined in their IPOs. Read and provide an assessment score on a monthly basis for each DOD/ADOD/ADODs meeting Actions entered in the central database Work with the Dean/Directors of the Colleges/Schools/Units/Programs on their fund-raising plans and overall prospect work 30% - Employee Development Work closely with the ASVP and AVP on issues and needs related to the central development services - Alumni Relations; Annual Giving; Corporate/Foundation Relations; Donor Relations; Planned Giving; University Events; IT, and UNR Foundation - as it relates to the prospect management system With the ASVP, the EDOD develops a process and plan to educate and train the DOD/ADOD/ADODs o be sure they are knowledgeable about the University and fund-raising process and techniques Position Description – Executive Director, Development Page 3 10% - Reports Administration Provide reports to the President, Vice President of Development & Alumni Relations, Associate Vice President of Development & Alumni Relations, Assistant Vice President of Development, Directors, Associate and Assistant Directors of Development and others as needed 10% - Event Facilitation Work with other departments within the Division to strategically have prospects, both potential and current, participate in appropriate events such as dinners, athletic events, tailgates, concerts, lectures, etc. so they become better acquainted with the University and how their philanthropic support can have a positive impact on the faculty, programs and students Facilitate between the DOD/ADOD/ADODs , the ASVP,and the University’s Annual Fund program the most productive division of each areas alumni to strategically pinpoint giving 5% - Prospect Management System Design, execute and monitor effectiveness of a prospect management system to track prospects from identification, initial contact, cultivation, solicitation and finally into stewardship to provide a reasonable assurance that operations are effective and efficient and information on prospects is reliable Support efforts within Development & Alumni Relations to meet fundraising goals and other development objectives 5% - Gift Solication Cultivate and solicit majors gifts of $50,000 or more 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: The EDOD possesses mid-level autonomy in decision-making related to the University of Nevada, Reno’s development program. In conjunction with the VP of DAR, AVP of DAR, ASVP of DAR, Deans, Senior Administration and faculty/staff across the University, this position coordinates, manages, and strategically oversees fundraising goals, projects, policies and procedures specifically related to the DOD/ADOD/ADODs. The EDOD has public visibility; and the decisions and judgments made impact the reputation and credibility of the University, DAR and the University Foundation. Impact: The identification and management of prospects is essential for the development process to be successful. All departments within DAR utilize the prospect management and research system to strategically identify, cultivate, solicit and steward prospects. The Executive Director of Development manages the DOD/ADOD/ADODs, sets the metrics, in partnership with the ASVP, by which the DOD/ADOD/ADODs are evaluated. The decisions and judgments made by the EDODdirectly impacts the fundraising process. Fundraising’s success provides the University with the necessary support to provide an outstanding educational environment for its students and to uphold its reputation as a national Tier 1 University with its students, parents, alumni and friends. Position Description – Executive Director, Development Page 4 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: Development office management including capital campaigns, major gifts, annual giving, prospect management and research Strategic planning Data management Comprehensive financial accounting skills including cost accounting, accounts payable and receivable systems, budgeting, cash management and financial forecasting Higher education environment Skills: Human resources supervision/management Teaching and training skills Leadership Excellent oral and written communication skills Interpersonal and human relations Time management and task management 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) as well as Razor’s Edge program Electronic reporting and data collection Report writing and generation Ability to: Maintain confidentiality of sensitive information Work well in a service-oriented team environment Assist staff with coordination of work efforts Understand and interpret formalized policies, guidelines, rules, and regulations Manage, prioritize, and complete multiple projects/tasks in an efficient and timely manner while maintaining focus on organizational goals Be flexible and work independently under minimal supervision with considerable latitude for initiative and independent judgment Train users in the most effective use of software Learn, interpret and apply complex computerized processes with minimal guidance Create and oversee complex management systems that accurately reflect the university’s fundraising process and to implement policy that ensures its use Share ideas and convey them in an efficient manner Travel and work evenings and weekends 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 President, Vice presidents, Associate Vice presidents, Deans, Faculty and Staff Reason for Contact To discuss prospect management and research Position Description – Executive Director, Development External Community leaders, foundation trustees, Alumni Associate Board members, donors and volunteers Page 5 Reason for Contact To promote the University foundation and solicit funding 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 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 eight years, or a Master’s Degree and five years, of progressively responsible professional experience in areas of development, prospect management and research, strategic planning and data management including four years of supervisory experience Preferred License and Certifications: None c. Indicate any license or certificate required for this position. None