Department of Human Resources Exempt Job Description Job Title: Job Number: Band: NOC: Department: Supervisor Title: Director, Alumni Affairs X-065 8 0124 Alumni Affairs Vice President, External Relations & Advancement Last Reviewed: October 8, 2010 Job Purpose The Director of Alumni Affairs is responsible for promoting and enhancing lifelong relationships between Trent University and its more than 37,000 alumni. Through strategic communications and innovative chapter and regional programming, the Director builds ties with the university and assists Trent in achieving its mission, including advocacy, fundraising and community relations in support of university priorities. Reporting to the Vice-President, External Relations and Advancement (ER&A), the Director serves as a senior adviser to university leadership on alumni matters and is a key member of the ER&A portfolio’s senior team. In close collaboration with Trent University Alumni Association (TUAA) leaders and volunteers, the Director develops, implements and evaluates a multi-year strategic plan to engage alumni in the life of the university. The Director oversees Alumni House and leads a team of three full-time staff as well as student interns and employees. He or she leverages affinity and core budgets in order to provide opportunities for information, participation, education, special events, philanthropy, and specialized benefits to alumni. Through regular travel and visits to alumni, volunteers and donors, the Director also maintains primary contact with a number of key relationships on behalf of the university. Key Activities 1. Strategic Planning: In collaboration with the TUAA and the ER&A portfolio senior team, develops, implements and evaluates an annual/multi-year alumni relations strategy as part of the University’s integrated planning process, including budget and resource management and key performance indicators. 2. T.U. Alumni Association (TUAA): Engages with, supports and counsels the work of the Alumni Council and its committees through meetings, retreats, and strategy sessions. Assists the Council in identifying and recruiting excellent volunteers to maintain the Job Number: X-065 Page 1 of 7 Last updated: January 31, 2011 3. 4. 5. 6. 7. 8. vitality of the organization. Advocates on behalf of the association and its mission to alumni, Trent and other audiences at every opportunity. Alumni Chapter Relations and Regional Programming: In order to foster support and engagement for Trent, cultivates alumni where they live through a program of chapter and regional outreach – building enduring relationships with key alumni through: program content development, implementation and evaluation; event planning; personal contact; and strong volunteer management practices. Alumni Major Gifts and Stewardship Officer: In collaboration with the advancement team, strengthens Trent fundraising through upper-level personal alumni solicitations and high-touch strategic relationship management with key supporters. Responsible for developing and implementing strategies and plans for a rolling portfolio of individual prospects: participates in prospect clearance and qualification with the advancement team; proactively secures meetings with prospects to discuss their links, interests and opportunities to give; acts as a lead or co-solicitor with volunteers or staff as assigned or required; and ensures appropriate recognition and ongoing stewardship as appropriate. Strategic Communications: Trent Magazine: As Executive Publisher of the Trent Magazine, oversees the Alumni House & Services Coordinator in the production of 3 magazines annually. Ensures consultation with editor, editorial board, communications committee and the Marketing and Communications Dept. to present a balanced magazine. As required, makes final editorial, design and content decisions. E-Media and Social Media: Designs, implements and evaluates an annual strategic plan to leverage social media and e-communication channels (including broadcast email) to engage alumni in the life of the TUAA and the university. Campus Relations: In collaboration with TUAA, builds awareness, support and cooperation with administration, staff, faculty, board, students; promotes and enhances alumni campus outreach programs including support for student recruitment, student enrichment and recognition, college and department relations, staff and faculty relations. Alumni Database & Membership Services: Affinity Programs: In order to provide benefits and privileges to 25,000 contactable alumni, oversees the Alumni House & Services Coordinator in managing a program of group benefits products (home, auto and life insurance, extended health, critical illness, mortgage), internet access, RESP’s, auto leasing, affinity credit card, merchandise. Negotiates contracts and royalties, manages supplier relations and income generation yields. Alumni Database - In order to ensure TUAA goals and priorities are being served, provides strategic guidance to Manager of Administrative and Information Services related to alumni constituents, database protocols and standards, privacy and confidentiality. Provides leadership on collaborative research and data management activities. Signature Events: Oversees the Alumni House and Services Coordinator in managing or collaborating on an annual calendar of quality “signature events”, including: Homecoming/Head of the Trent – Collaborates with Manager of Convocation and University Functions Alumni Awards Alumni Golf Tournament Job Number: X-065 Page 2 of 7 Last updated: January 31, 2011 9. 50th Anniversary: Provides leadership to university and alumni planning and initiatives in relation to university’s anniversary in 2014 and milestone events leading up to it. Analytical Reasoning High level of analytical reasoning is required as a member of the External Relations & Advancement senior team, on behalf of the Vice President, and in providing support to the Alumni Association Complex analytical reasoning is applied to: strategic planning and management, including key performance indicators (KPIs); budget and human resource allocations and management; risk and issues management; philanthropic negotiation and management; and general administration. Examples: Developing and reviewing the Alumni Association strategic plan Developing and analysing budgets Event planning, selection of award recipients, etc. Development of magazine themes and content Recruitment, orientation, management and evaluation of personnel and volunteers Cultivation and negotiation of donor interests and philanthropy Affinity partnership contract negotiation Policy development Decision Making Complex decision-making on a daily-basis in all the areas identified under analytical reasoning. Negotiation and decision-making with volunteers, donors, stakeholders, affinity partners and suppliers Experience, discretion, tact, and judgment are required. Examples: Lead in assigned areas of responsibility Editorial functions for magazine Event execution Strategic decision-making on budget allocations and human resources Defining job descriptions and contract needs; selection and evaluation of staff, consultants and suppliers Defining policies and procedures within area of responsibility Ensure privacy management and confidentiality Impact Actions or decisions taken by the Director impact upon the accomplishment of Alumni Affairs objectives Impact upon reputation of university with senior volunteers and community members Examples: Reputation & fundraising: engagement with alumni, donors and volunteers Job Number: X-065 Page 3 of 7 Last updated: January 31, 2011 Education Required Honours University Degree (4 year). Experience Required 1. Minimum 8 years’ experience in community relations, association or membership management, volunteer management, fundraising, marketing or communications, preferably at the director level with a large public sector organization, corporation, or agency. 2. Excellent interpersonal and verbal communication skills. Demonstrated ability to interact, collaborate and negotiate comfortably, tactfully, professionally and effectively with a wide range of internal and external constituencies and stakeholders, including alumni, volunteers, donors, faculty and staff, and community members. 3. Experienced in constituency relations and volunteer management. Demonstrated ability to lead and motivate alumni, volunteers and donors. Understanding of complex stakeholder groups and diverse audiences. 4. Excellent written communication skills. 5. Experienced in proof-reading, editing and in managing publication projects 6. Strategic event design and management experience 7. Demonstrated ability to develop strategic and tactical plans, establish goals and accomplish them as part of an organizational plan. 8. Excellent organizational, planning and time management skills, with demonstrated ability to manage multiple tasks and flexibility in meeting shifting demands and priorities. 9. An entrepreneurial spirit and ability to think creatively to solve problems. 10. Demonstrated ability to work independently and as part of a team. 11. Judgement, initiative, tact, diplomacy and discretion; experienced in managing confidential information 12. Excellent customer service approach 13. Proficiency with MS Office (Word, Excel), internet research, databases. 14. Flexibility to work occasional evenings and weekends. 15. Must be willing and able to travel locally, regionally, and occasionally nationally. 16. Must have a valid class ‘G’ driver’s licence to meet the travel requirements of the job. 17. Criminal Records Check (dated within the last 6 months) will be required as a condition of employment. Responsibility for the Work of Others Direct Responsibility for the Work of Others: Chapter Relations & Alumni House Coordinator Alumni Affairs Assistant Alumni House Student Intern Student Writer Indirect Responsibility for the Work of Others: Manager of Information and Administration Services Job Number: X-065 Page 4 of 7 Last updated: January 31, 2011 Editor of Trent magazine Managing Editor of Trent magazine Executive of TUAA Communication Internal: Office of President- re: President’s itinerary, alumni perspective, development issues, represent University Purchasing- process and clarify purchase orders/ payments Print shop- requests for printing TIP advisory- member of committee Director Athletics- planning alumni and joint activities Director Marketing and Communications- planning Trent Magazine, alumni perspectives, alumni data Student President, joint initiatives, information exchange Other student leaders: TBSA, College cabinets, etc. Planning giving officer- joint initiatives, data Faculty and staff- recruit for alumni relations opportunities External: Association President- manage association business, book appointments, discuss progress, plan initiatives Association executive- as above Trent Magazine editor- plan editorial meetings, review content, schedule production Alumni donors- cultivate, inform, interest, involve by phone, email, in person Suppliers- affinity plans, magazine printer, mail house Board of Governors and former Board members- committee work, special requests, ongoing outreach TUARP and retired colleagues Motor/ Sensory Skills Dexterity - Data inquiry, web inquiry, e-mail Coordination - Special events logistics and interaction Driving - Frequent and lengthy road trips to visit alumni throughout Ontario and beyond Hearing - Listening to alumni with care and precision Touch - Interpersonal alumni relations- introductions & appropriate engagement Seeing - Personal contact with alumni- body language Effort Mental: Concentration - Proof reading and editing of alumni publication, other reports, letters, memos, communications Job Number: X-065 Page 5 of 7 Last updated: January 31, 2011 Memory/ recollection - Remembering names, occupations, spouses, children, interests of alumni in order to provide an enriched personal contact Physical: Events - Prolonged standing, interaction, logistics and coordination at alumni special events (see summary of events and travel below). Driving - Due to meeting times, travel may be required at exceptionally early or late hours of day, frequently during rush hour traffic. Travel is often stressful due to weather implications such as snow, rain or wind. The hours spent in the car range from 2-5 hours depending on the location and the conditions. It is highly encouraged that this position be on the road as much as possible. Typically, longer drives occur several times per month. These trips often extend outside the normal work day hours (see summary of events and travel below). Working Conditions Physical: Frequent travel (often outside the hours of a normal work week), primarily by car, demands flexibility and impacts upon personal scheduling (see summary of events and travel below) Events require prolonged standing, interaction, logistics and coordination at alumni special events (see summary of events and travel below) Events Held Outside Office Hours (2010 figures) Evenings during the week-57 Weekends-16 Travel (2010 figures) More than 15,000 km traveled by car annually, in addition to air travel, for the following trips: Toronto/GTA-19 Oshawa-6 Ottawa-4 Montreal-4 Cobourg-1 Belleville-2 Kingston-2 Brighton-1 Picton-2 Halifax-1 Victoria, Vancouver-1 Kitchener-Waterloo-1 Burlington-1 London, ON -1 Psychological: Changing deadlines/ time pressures Multiple competing demands complicated by frequent travel Job Number: X-065 Page 6 of 7 Last updated: January 31, 2011 Alumni criticism of Association or university issues/ events Job Description Approved by Human Resources Name (print): Signature: Date: Signatures - indicating that the job description has been read and understood: Incumbent Name (print): Signature: Date: Immediate Supervisor: Name (print): Signature: Date: Department Head/ Dean: Name (print): Signature: Date: Job Number: X-065 Page 7 of 7 Last updated: January 31, 2011