2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results ABOUT THE STUDY The Alumni Attitude Study© is a national, multi-university research study conducted annually to measure alumni perceptions and attitudes about the university they attended, their experience as a student, and their experience as an alumnus/a. The study is conducted primarily via email. Individuals from each participating institution are selected randomly for inclusion in the study; however, many institutions include paper and phone surveys to control for response and selection bias. For the web-based surveys, each individual alumnus/a is sent an email invitation to participate in the study, and those who elect to participate access the survey instrument via a hyperlink included in the email message. To better foster the partnership between participating schools and their alumni base the email and the survey instrument are customized for each participating institution – using its logos, colors, and other characteristics that would be recognized by the individual alumnus/a. Some institutions expand the distribution to include lapsed members and those who have never been a member, in order to explore differences in perceptions across all three cohorts. University of Baltimore elected to do that with the 2009 Study©. Following are highlights and significant findings from the 2009 University of Baltimore alumni survey. Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 2 of 14 DEMOGRAPHICS A total of 9,683 email invitations were successfully distributed, and 622 alumni responded. Additionally, we had 227 responses from a parallel survey that was conducted via mail. This parallel survey was conducted for the purpose of checking for selection bias. In reviewing the results, we concluded that that this bias was not present. The overall survey project resulted in a response rate of 6.42%. Comparison group University of Baltimore’s 2009 results are compared to an all school average consisting of 65 universities and colleges who used this instrument with their alumni over the last 4 years and a group of “comparable” universities listed below: Arizona State Metropolitan State College of Denver California State University at San Bernardino California State University at San Marcos University of Cincinnati University of Houston Widener University Wisconsin LaCrosse Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 3 of 14 University of Baltimore had a good distribution of respondents across age and gender Distribution and Response By Era 30 Percentage of Respondents 25 20 15 10 5 0 WWII/Post WWII Woodstock/ Vietnam All School Post-Watergate Yuppie/End of Cold War Baltimore Electronic Revolution/DotCom Post 9/11 UB Comps Slide 1 Sixty percent of the University of Baltimore respondents were male; forty percent female. A higher percentage of men are Current and lapsed givers while the percentage of men for never givers is only 50%. Approximately 5% of the respondents are from the WWII (Mature) generation (graduated prior to 1963); 13% Woodstock/Vietnam era (graduated from 1964 to 1974); 15% Post-Watergate era (graduated from 1974 to 1980); 26% End-ofCold-War era (graduated from 1981 to 1993); 14% Electronic Revolution/DotCom era (graduated from 1994 to 2000); and 27% Post-911 Graduated from Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 4 of 14 2001 to now). Slide 1 shows the percentage of responses for each comparison group within that era. Contribution patterns for University of Baltimore are markedly similar to other institutions Distribution and Response By Intent to Participate Financially vs. Willingness to Promote Might contribute in the future Non-contributors 70 28% Contributors 29% Percentage of Respondents 60 50 40 30 20 10 0 Never/do not plan to Have/do not plan to Have never but plan Currently and plan to Currently and plan to to increase Never Occasionally Regularly All the time How often do you promote University of Baltimore to others? Slide 2 Forty-three percent of University of Baltimore’s respondents say they intend to financially participate with the university (contributor), and plan to continue (or increase) their financial contributions to the school (vs. 58% on average for all institutions in the study). However, among the 33% who identified themselves as “non-contributors,” 28% of the group that has never financially supported the university and does not plan to in the future still promotes the university regularly or all the time. The percentage of people promoting the university regularly or all the time is 29% for those who have financially supported the university in the Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 5 of 14 past but have no plans to do so in the future (see Slide 2). These percentages are consistent with the national averages, which are 28% and 38% respectively. These patterns indicate that University of Baltimore should continue to communicate to as broad a group of alumni as possible. Even those who say they are not inclined to financially participate are promoting the university to others and could become important contributors in the future. KEY FINDINGS Overall, University of Baltimore alumni appear pleased with their experience of the school Similar to other universities (97%), approximately 93% of the UB respondents rated their decision to attend University of Baltimore as “good” or “great.” In addition, 42% rated their student experience as “excellent,” while another 51% said that it was “good.” The overall current opinion of the University is reported to be either “good” or “excellent” by 91% of respondents. However these perceptions drop off somewhat when asked about experience as an alum. Only 57% say their experience as an alumnus/a is “good” or “excellent,” which is low when compared to the national average of 69%. Two groups of survey questions involved rating both importance and satisfaction/performance. First, a series of questions about the student experience was asked. Second, a series of questions about what alumni should do (the proper role of an alumnus/a), and how well the university or alumni association supports alumni in doing those things were asked. It is desirable to look at both importance and performance because of the inter-relationship between the two. The extent to which an individual perceives something to be important is, at least in part, a function of whether or not they also perceive that service/delivery of that item met their expectations. How well a person is being served relative to his/her expectations will influence how important that issue is to him/her. Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 6 of 14 The relationship or difference Importance/Performance Example between importance and performance A salesperson whose clients are not dependent on his communications in any kind of emergency situation has traditionally been very responsive to calls from his clients. Generally, the salesperson returns the phone calls of his clients within an hour and has followed this pattern for some time. Suddenly, the client begins noticing that the salesperson is taking 2 to 3 days to return his/her phone calls. This delay in response has no real influence on the ultimate service or delivery of the product being sold. However, after six months of this behavior and upon receipt of a “satisfaction survey,” the client indicates that returning phone calls in a timely manner is extremely important to them, and that current performance was very low. Upon seeing these results and having a conversation with his manager, the salesperson resumed his old behavior of returning phone calls within an hour. When the next survey went out the next year, the salesperson’s clients now indicated that returning phone calls in a timely manner wasn’t so important (about halfway up the scale), and performance was currently above average. The perception of importance was a function of performance. When the client was not agitated importance and performance went to a neutral position. When agitated by bad service importance went up in proportion to the perceived lack of performance. is an indicator of agitation. This “agitation gap” reflects the level of irritation that exists when performance isn’t living up to expectations. PEG’s previous research has indicated that one’s perception of importance increases as agitation increases and declines once performance meets or exceeds expectations. University of Baltimore must strive to better connect and be relevant to alumni, especially more recent graduates In this instrument we asked about the importance and performance of communication efforts, programs, and elements of the student experience. The chart below looks at the relationship between importance and performance for communications segmented by Era. Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 7 of 14 For each of the communication methods listed below, please tell us how important that method is to you and also rate the University’s effectiveness in utilizing that method. Gap Analysis By Era Importance exceeds Performance Performance exceeds Importance Alumni magazine Electronic newsletter Invitations to University of Baltimore activities Invitations to alumni activities University of Baltimore web site Email Communication regarding your services or benefits Periodic informational communications Alumni web site Reunion mailings Viral videos/YouTube/Online Networking WWII\Post WWII Woodstock\Vietnam Post Watergate Yuppie\End of Cold War Electronic Revolution\Dot-Com Post 9/11 Slide 3 There is, in many areas, a linear relationship between Era of graduation and the perceived effectiveness of communications between the University and alumni. The younger alumni seem more concerned about genuinely being in the communications loop. These issues are less important for older graduates, and from Slide 3, it appears that targeting communications directly to the younger alumni would generate increased perceptions (if not realities) of engagement. This is especially true for communications about the services and benefits of membership in the alumni association, the alumni website, invitations to alumni activities, and the university web-site. Additionally, respondents identified time constraints, geographic distance, and family/job commitments as the three largest barriers to their participation in Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 8 of 14 alumni activities. Value/cost of an event, type of event, and not knowing anyone were the next grouping of barriers. This is even truer for young alumni. Out-ofstate alumni overwhelmingly indicated that they believed geographic distance to be a major barrier to participation. In these days of electronic communication, distance learning, and other such technologies, it seems reasonable that the University could establish mechanisms to minimize the “distance” felt as a result of geographic separation. The “student experience” holds opportunities for the University We occasionally find some small resistance in the design phase of the survey process to the notion of asking people about their student experience. It is important to note that these questions are not intended to discover frequencies, nor even whether or not the activities are considered worthwhile. Rather, we are looking for elements of their student experience that alumni best remember and that they want to see improved. This information allows us to know where to best engage future alumni on campus in a way that will have the greatest impact. Also, this information lets us know where alumni are focused regarding oncampus activities and in which areas they want to know about past and future improvement. The items included in this section deal with the programs and activities most commonly associated with life on campus. Forty percent of the University of Baltimore respondents indicated they had participated in “professional or careerrelated” activities during their tenure as students (compared to about 35% for the UB Comparable Institutions). This suggests that the University could profit from establishing more connections (brand identity) to or affiliation with those programs. Finding ways for alumni and the alumni association to become more associated with these activities on campus will enhance the alumni relations Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 9 of 14 brand and image among students. This suggests even greater potential for University of Baltimore (than other schools) to realize increased affinity among students prior to graduation by becoming more affiliated or otherwise associated with those activities. In regard to the student experience, we asked about some issues from both “importance” and “school performance” perspectives. How important was each of the following to your experience as a student, and how well did the University do at providing them? Not Important Poor Somewhat Important Fair Very Important Good Critically Important Excellent Academics and classes Skills and training for career Relationship with faculty Traditions or values learned on campus Opportunity to interact with alumni Attending athletic events Importance Performance Slide 4 Like most schools, University of Baltimore respondents identified the activities which are life-preparatory as the most important issues (see Slide 4). And, while “academics and classes,” “skills and training for career,” and “Relationship to faculty,” rose to the top of the importance scale, “skills and training for career” reveals the most agitation (“importance” outweighing “performance”). Alumni Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 10 of 14 want to know that the equity of their degree is improving and will improve more over time. All of these items are central to how University of Baltimore’s alumni define the equity of their degree, and are high-impact opportunities for communications. Enhancing the perception of “diploma equity” continues to be important Please indicate how much each of the following impacts your overall current opinion of the University: Percentage of respondents who chose top two choices 0 20 40 60 80 Value and respect for degree Accomplishments of faculty Accomplishments of students Accomplishments of alumni School rankings (e.g. U.S. News & World Report) History and tradition Providing scholarships Campus aesthetics All School Baltimore UB Comps Slide 5 All items included reflect a genuine influence on perceptions of University of Baltimore’s reputation, and “value and respect for degree” rises to the top of the list (see Slide 5). These results also reveal that one method for effecting enhanced value is to publicize more about the accomplishments of its faculty, students, and alumni. As in alumni responses about their student experience, these items are core to alumni definition of the value of their degree with the Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 11 of 14 difference that these are closer to talking points that can be embedded in other pieces as compared to topic headers. Programs at University of Baltimore How important is it for you and alumni in general to do the following and how well the University does at supporting alumni in doing them? Gap Analysis by Era Importance exceeds Performance Performance exceeds Importance Identifying job opportunities for graduates Providing feedback to the University of Baltimore re community perceptions Mentoring students Networking with other alumni Providing financial support for University of Baltimore Attending general alumni and University of Baltimore events WWII\Post WWII Woodstock\Vietnam Post Watergate Yuppie\End of Cold War Electronic Revolution\Dot-Com Post 9/11 Slide 6 Another important finding from the survey was alumni attitudes about programs, which ones are most important and where they would like to see the university do better. “Identifying job opportunities”, “Providing feedback to the university”’ and “Mentoring” rose to the top in importance We do not believe that alumni are asking the school to find them a job. Rather, we believe that they want to have a more effective job network resulting from their being an alumnus/a. This is especially true for younger alumni. Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 12 of 14 To the extent reasonable and practicable, gearing initiatives and programs to address these issues would likely serve to yield greater “return on investment” than programs which focus on “university and alumni events.” From Slide 6 you can see that these sentiments are, for the most part, more intense for younger alumni, though they ring true for all eras. Also, alumni energy on this issue is not necessarily an indication that they will attend. It is, however, an indication of interest and a desire to hear about successes in these areas. The leverage for this is in the communications about the events. Suggested Action Items for consideration In summary, the top 6 items to address as derived from the totality of the research are seen below in slide 7: Potential First Actions Highlighted issues and areas of focus • Feedback to the alumni • Career related programs for students and alumni • Programs and communications targeted to the minus-two/plus-three • Increase understanding of the benefits of being an Alumnus/a • Targeted communications focusing on successful outcomes from events • Build campus coalitions around alumni by sharing and discussing data Slide 7 Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 13 of 14 SUMMARY An expectation has now been established with those who received a survey and especially with those who responded. In good faith, University of Baltimore has asked these alumni for their time and opinions. raises for This the their action expectation that the University will “listen” to this input and implement change as a result. Ultimately, the only real way that alumni will know their opinions matter is to see visible signs of positive change in the association. It is incumbent upon the University to communicate the results of the study. Ideally, the response will take at least two forms. First, send a communication to the at-large alumni providing them with summary results of the study and your initial commitments to act on those results. It is also recommended that survey follow-up communications be tailored to specific segments. Secondly, take action on the results and publicize these actions as being derived from alumni feedback. When individuals are asked for and provide an opinion they are engaged in a conversation; a partnership of sorts. University of Baltimore has touched a lot of alumni through this process. Many alumni responded and provided a great deal of positive feedback. These are things to be encouraged by. There are also Prepared by: Performance Enhancement Group, Ltd. 2009 ALUMNI ATTITUDE STUDY© University of Baltimore – Summary of Results Page 14 of 14 indications that several issues need improvement. challenged by. These are things to be There are a lot of verbatim comments to be read through, discussions of things that mattered to the participants while they were students and which matter to them as alumni. To not take some action, to not give them some feedback on what was heard, is to lose a big opportunity. In cases where “affinity” is part of the equation, people overwhelmingly want to be heard. Surveys provide an efficient and effective means of obtaining that input. We believe, and know it to be the case across the country, that alumni are anxious to give their opinion and hope to engage in dialog with their alumni association through processes like this survey. Institutions that demonstrate that they are listening to the responses from these processes and taking action on the results are the ones that get the most value and most enhanced relationship with their core constituents. It is recommended that survey follow-up communications be tailored to specific segments. To the extent that there are already planned programs consistent with these findings or other programs that are initiated as a result, acknowledge that these initiatives are in part tied to alumni feedback. This is a real opportunity to enhance that relationship; to make alumni feel they are part of an interactive relationship. A key metric in survey work is response rate. Time after time the evidence presents itself: When people believe that their opinion matters, they participate in increasing numbers over time. Prepared by: Performance Enhancement Group, Ltd.