Duke Alumni Association DAA Board Training November 8, 2013 Duke Alumni Association Table of Contents November 8, 2013 1. Why It Matters 2. DAA Board Handbook 3. Expectations and Implications of Serving on the DAA Board 1. Professional School vs. At-Large Members 4. OTM Objectives and Work Schedule 5. Implementation Agenda for 2013-14 6. Implications for Staff Interactions 7. Discussion Topics and Reporting 8. Questions Duke Alumni Association Why It Matters November 8, 2013 Duke Alumni Association DAA Board Handbook November 8, 2013 DAA Board Handbook Where to find it, what is in it Duke Alumni Association Implications of Serving on the DAA Board (1/3) November 8, 2013 1. Act as ambassador 2. Sharing of best practice 3. Reporting/communicating to the regions and alums 4. Act as resource to alums with respect to Duke alumni programming 5. Recruiting and leadership development catalyzing Duke volunteers 6. Program leadership (remaining active as a leader of programs while on the DAA board) 7. Upholding standards (ensuring the quality of the Duke brand) 8. Assisting with fundraising identification and a spirit of Duke support 9. Representation of all alums Duke Alumni Association Implications of Serving on the DAA Board (2/3) November 8, 2013 Act as ambassador • Represent Duke and DAA in regions • Each staff member covers a major US region and a major international region Sharing of best practice • DAA is only structured forum for alumni leaders to interact Communicating to the regions • Board can be Duke’s most effective messaging tool • Crucial to “One Duke” ambitions Act as resource to alums • Board is the group with deepest/ broadest knowledge of options for alumni engagement Catalyzing Duke volunteers • DAA board must help identify and recruit new leaders Duke Alumni Association Implications of Serving on the DAA Board (3/3) November 8, 2013 Program leadership • Best way of staying connected to regions • Most effective way of spreading best practice Upholding standards • Duke stands for excellence • Alumni have expectations of Duke programming Assisting with fundraising • Everyone can do something • Many board members represent groups Duke needs to reach • Campaign is an “all-hands” effort Representation of all alums • Can’t do without engagement Duke Alumni Association Specific Board Expectations (1/3) November 8, 2013 1. Attendance at board meetings 2. Service on committee(s) 3. Attendance at regional events 4. Role in capital campaign and/ or with annual fund 5. Attendance at homecoming and/ or reunions 6. Program leadership (e.g., DAE, AAAC) 7. Regional training sessions 8. Development of regional leaders Duke Alumni Association Specific Board Expectations (2/3) November 8, 2013 Attendance at board meetings Service on committee(s) Attendance at regional events Role in capital campaign and/ or with annual fund • Stuff happens • But if you don’t want to/ can’t come back to Duke, why are you on board? • The real work • Happens between meetings • Vital for DAA to be effective • “Friendraising” – you know more alums than the average Annual Fund volunteer Duke Alumni Association Specific Board Expectations (3/3) November 8, 2013 Attendance at homecoming • DAA makes it easy and/ or reunions Program leadership (e.g., DAE, AAAC) • How many of us got here • Need to maintain to help build “One Duke” Regional training sessions • Best way of communicating Duke and DAA vision Development of regional leaders • Investing for the future • Keeping Duke and DAA vibrant Duke Alumni Association OTM Objectives & Work Schedule November 8, 2013 Committee action plan Duke Alumni Association Implementation Agenda for 2013-14 November 8, 2013 Board Development • Create process to use DAA board and AdCo to help develop future board • Coordinate formally with Development, Athletics, etc., to help identify future members • Create grid of desired representation and long-range prospects over defined time periods Board Structure • Recommendations on: • Size • Governance • Selection & representation *Dedicated committee to focus on this Board Education • Development of standard materials (as with DAE) • Best regional governance & finance practices • Best networking ideas • Initiate webinars for alum volunteers • Beta test first regional training session Reporting & Measurement* • Define metrics for regional performance • Define short, simple and consistent ratings criteria for events • Evaluate on how quickly and well survey data is collected? • Establish regional awards program to recognize success and create friendly competition • Establish practices for sharing data received Duke Alumni Association Implications for Staff Interaction November 8, 2013 • Increased reach • Especially to smaller and mid-sized regions • Work more closely with board to understand needs of regions • Rely more on board to highlight volunteers and successful events • Board members become “force multipliers” for staff: • • Meeting with regional volunteers • Reporting back to DAA • Representing staff at events • Delivering DAA's messages Board members serve as DAA liaison in regions to nurture new programs and initiatives Duke Alumni Association Discussion Topics November 8, 2013 How to keep board members fully engaged in their regions and acting as effective ambassadors? How best for DAA board members to facilitate dialogue with alumni? How does board most effectively assist/ leverage staff in the regions? How do we create a full and highquality pipeline of future board members? Duke Alumni Association Questions November 8, 2013