ESF Alumni Association Strategic Plan 2011-2016 Adopted June 2, 2011 Revised June 2014 1 MISSION STATEMENT • The College of Environmental Science and Forestry Alumni Association is a group of individuals concerned with the promotion, achievements and heritage of the College. • The Association, working as a partner with the College, assists and promotes the College in the attainment of its objectives. • The Association serves to cultivate friendship and cooperation among the alumni and to assist them however appropriate within the capabilities of the Association. • The Association represents the alumni in the affairs of the College by acting as a facilitator between and among alumni, students, faculty, staff and administration. • The Association provides programs and services to benefit alumni, ESF students and the College. Adopted by the ESF Alumni Association Board of Directors date: December 22, 1995 (Amended June 10, 2014) 2 VISION STATEMENT The twenty-first century is here and the College is in its second century. The demands placed on the College of Environmental Science and Forestry Alumni Association continue to increase. This increased responsibility results from changes in New York State support for education, and from the realignment of the College as it responds to the ever increasing global demands for renewable resources. We, as an organization, must be postured to evolve with the College and our expanding worldwide alumni base. We have to anticipate that change is inevitable, embrace it, and provide prudent direction for our Association. In order to assist the College in fulfilling its mission, we will be called upon to serve as volunteer leaders, fund-raisers, donors, career consultants, student recruiters and role models. Our concerted effort will help to sustain the tradition of excellence associated with the College of Environmental Science and Forestry. We shall strive to enhance the lives of our members. We shall seek greater interaction between alumni within the organization, and between alumni, faculty, staff, administration, students, and the College. By facilitating such interactions, we can all prosper. 3 BASE PLANNING ASSUMPTIONS 1. The Association will coordinate its goals and strategies with the College’s strategic plan. 2. The Association's strategic plan must be approved by the Alumni Board. 3. The Strategic Planning Committee will create a yearly action plan (Appendix 1) based on the five-year strategic plan and the Institutional Goals established by the SUNY-ESF Cabinet. The annual action plan will be presented to the Executive Committee for review and amendment and then submitted to the Board for approval at the June Board Meeting. 4. The planning process will involve the alumni and college community (faculty, professional staff, administrative staff, students and operations staff) for their review and input. 5. Up-to-date demographic data on alumni will provide base support for planning activities. 6. The Alumni Association administrative staffing will reflect the needs of the Alumni Office and the financial capabilities of the Association. 7. The Alumni Association represents all academic majors. 8. The Alumni Association will remain financially sound. 9. The Association will raise operating funds via dues and other means. It will also continue to encourage charitable contributions from the alumni population for the College. All of this will be done in cooperation and coordination with the College Foundation. 10. As challenges or opportunities arise, this plan may be revised with approval of the Alumni Board. 4 GOALS 1. Remain financially sound. 2. Cooperate and coordinate with the College Foundation to advance the College. 3. Increase the visibility of the Alumni Association through the publication of the Alumni News and E-news, an increased presence on social media and other communications, and the recruitment and retention of qualified students. 4. Increase alumni recognition, especially those with outstanding achievements. 5. Maintain an up-to-date database on alumni as a basis for communications and action planning. 6. Increase the engagement of the Alumni Association with student affairs and student organizations. 7. Create a leadership framework of an actively involved Alumni Board and alumni population. 5 GOAL 1 - REMAIN FINANCIALLY SOUND. The Alumni Association began in 1925 when it adopted a constitution and began to function as a semi-independent organization. Alumni were asked to pay modest dues with the College assisting in large measure to assure its existence. This was accomplished primarily by paying for the Association's largest expense, the Alumni News. Things have changed. Instead of a few graduates whose addresses were kept in a card file, the Association today represents nearly 22,000 known alumni. A full-time Director, a full-time Assistant Director, a nearly full-time administrative assistant and a bookstore coordinator keep up with this large population. The Director's, Assistant Director’s and 50% of the Administrative Assistant’s salaries are paid via State funds, and the remaining 50% of the Administrative Assistant’s and the Bookstore Coordinator’s salaries are paid from Association resources. Other Association costs include the publishing and mailing of the Alumni News, alumni activities in Central New York and around the country to assist in development efforts, student programming, scholarships, office supplies, etc. A review of the Association's annual budget indicates incomes and expenses of approximately $350,000 per year. In order to function independently, the Association must be conservative in its spending plan and innovative in its income generation. Dues remain the backbone of the Association's funding but must not be so expensive as to lose members or to interfere with the Annual Fund. The sale of College memorabilia in the Bookstore will serve as a secondary source of income and continued development of the store with expanded merchandise will continue. Though this began as a small supplement, the Bookstore has become an important part of the Association's income and visibility program with the College community. The Reserve Account, residing in the College Foundation, made up of life memberships and bequests will continue to supplement the operating costs of the Association. Investments must be safe, yet return adequate results for the future. Other innovative funding sources need to be explored to continue to generate new sources of income, especially as expenses increase. STRATEGIES 1. 2. 3. 4. 5. 6. Dues are critical to remaining financially sound and must reflect the cost of doing business. However, if dues are insufficient, the Association must continue to investigate replacement of dues with a Student Fee, while also investigating other revenue sources. The Board will have a target of 2% annual increase in the number of dues paying members, until it is deemed that target be more or less, or, the target eliminated if dues payment ceases to exist, and/or is replaced by a Student Fee. In order to monitor the Association's Reserve Account, the investment results of the College Foundation will be reviewed semiannually at Board Meetings. The Association will review and investigate other revenue sources such as Bookstore and related revenue, revenue sharing from the Annual Fund, the Liberty Mutual Affinity Program and other Affinity programs, among others. The operation of the physical Bookstore and Virtual Bookstore shall be reviewed annually including a review of income, expenses and inventory. The Association shall review and make recommendations for use of the funds in the Association's Reserve Account. 6 GOAL 2 – COOPERATE AND COORDINATE WITH THE COLLEGE FOUNDATION TO ADVANCE THE COLLEGE. The College Foundation is responsible for the Annual Fund and also the solicitation of other gifts for the College. The Foundation’s focus is the advancement of the welfare and development for the future of the College, primarily via fund raising. The Alumni Association's primary responsibility is the development of alumni relations activities and other means to keep alumni connected to the College. The Alumni Association needs to continue to provide alumni with a clear understanding of the Foundation and its activities and, its relationship with the Association. The Association must also assist and support the Foundation as it attempts to achieve the financial goals set within the College's strategic plan. STRATEGIES 1. Ensure communication between members of the Foundation and the Alumni Association, through participation in monthly meetings and joint participation in their respective functions and other activities. 2. Support and follow up on the Annual Fund and other special fundraising efforts that are initiated including Alumni Association Board Member participation in the Centennial Campaign. 3. Increase the awareness of the alumni about the purpose of the Foundation and its activities through active promotion of the goals and strategies of the College. 4. The Association will, in cooperation with the Foundation, seek and share in gifts and bequests from alumni who feel a great affection for the Alumni Association and/or the College. 5. The Association will develop more events that can be co-sponsored with the College Foundation. 7 GOAL 3 - INCREASE THE VISIBILITY OF THE ALUMNI ASSOCIATION THROUGH THE PUBLICATION OF THE ALUMNI NEWS AND E-NEWS, AN INCREASED PRESENCE ON SOCIAL MEDIA AND OTHER COMMUNICATIONS. The Alumni Association has worked diligently to establish itself as an entity comprised of accomplished individuals. Though many perceive that the focus of the Association is to be a social vehicle, it is important to make the College and Alumni Community more aware of the Association and its broader goals. For its future growth, the Association must continue to make its existence known to students, faculty, the College community, the local community and to alumni worldwide. The Association must develop opportunities to meet and relate with students while they are on campus. Opportunities to participate in their education and coursework, in mentoring and guidance for careers and professions, and the chance to work with them while doing community service will strengthen their bond to the College after they have left. One of the best ways to touch alumni, regardless of where they live, resides in the publication of a print newsletter - the Alumni News. The newsletter will continue to be the key communication format for the Alumni Association. Because of importance of the Alumni News, it is imperative that two issues of the Alumni News are published per year with news of the College and alumni. Surveys of alumni have indicated they desire to read about College events while maintaining ties to classmates. Since it is mailed worldwide, the Alumni News is a natural vehicle for notices of Alumni Association events. The Alumni News must be sent to all alumni whether dues paying or not. It is clear that by informing alumni of College and alumni news, they stay "connected." While receipt of the Alumni News may not have an immediate impact on contributions to the Association or the College, alumni may make future monetary donations or even remember the College in their wills. Even if contributions aren't forthcoming from the alumni, it is unknown who else may read the Alumni News and thereby learn about the College. Additionally, while the impact on student recruitment cannot be quantified, it may be a possibility, particularly for relatives of alumni or others who may read the Alumni News. With the most recent alumni directory in 2013 and the enhancement of data storage, the Alumni Office sends an E-News approximately 10 times per year to alumni with e-mail addresses. The E-News is designed to be timelier than the Alumni News because of the rapidity afforded by electronic media. It is also designed to augment the Alumni News, not replace it, as surveys indicate the hard copy Alumni News is still cherished by the majority of alumni. The Association will continue to improve its visibility through the popular and evergrowing social media networks. 8 STRATEGIES 1. Survey, using the resources of the Career Services Office, graduating students as well as current alumni every two years in the Spring for input regarding the functions and visibility of the Alumni Association. 2. Communicate with students about the Alumni Association during their college career and expand upon what is available to alumni through the Association. This communication will be in electronic and hard copy form. The Alumni News will be delivered to Centennial Hall and elsewhere on campus after each publication. 3. Continue to expand the use of the Association website, e-mail and social media to provide information to alumni about the College and Association activities. 4. Evaluate the newsletter annually for suggestions and possible changes for the future by inserting a link to an on-line survey in an issue of the Alumni News. 5. Continue to publish and enhance the E-News, while gathering more e-mail addresses to ensure more and more alumni receive communication through this fast and inexpensive format. 9 GOAL 4 – INCREASE ALUMNI RECOGNITION, ESPECIALLY THOSE WITH OUTSTANDING ACHIEVEMENTS. Each and every alumnus is part of the living history of the College. By their actions and life's work, every alum is putting at least part of their education in action. The Association needs to recognize alumni who are high achievers in their professions, and alumni who have contributed outstanding service and commitment to the Association. In addition, the Association needs to recognize that many alumni do not earn a livelihood closely related with their ESF major; these people have been highlighted and will continue to be via articles in the Alumni News. STRATEGIES 1. Increase alumni recognition in the Alumni News and at Association events such as the annual CNY Dinner. 2. Continue the existing Alumni Awards Programs: the Graduates of Distinction and the Alumni Association Outstanding Service Award. 3. Honor an alumnus or several alumni annually for outstanding achievement. 10 GOAL 5 - MAINTAIN AN UP-TO-DATE DATABASE OF ALUMNI AS A BASISFOR COMMUNICATIONS AND ACTION PLANNING. It is critical to have an up-to-date database to ensure the Alumni News, E-News and other communications reach our alumni. STRATEGIES 1. Determine if the current printed Alumni Directory is meeting the objective of database maintenance. Explore various firms and options for this and other database services. 2. Work with the Foundation and other campus entities to gather data on alumni. 3. Continually update fields of information as more users of the database realize the potential that alumni bring to their particular functions. 4. Explore vendors to find lost alumni and update alumni data on known alumni. 11 GOAL 6 - INCREASE THE ENGAGEMENT OF THE ALUMNI ASSOCIATION AND ALUMNI WITH STUDENTS, THE OFFICE OF STUDENT AFFAIRS and STUDENT ORGANIZATIONS. Students who graduate from SUNY-ESF become alumni and, hopefully, become active supporters of the Alumni Association and the College. To get students to transition to their lifelong role as alumni, it is necessary to give students exposure to alumni programs and alumni, and to get them involved in the alumni programs. The Alumni Association currently awards student scholarships each spring to 5-7 students based on academic achievements. The Association also awards legacy scholarships to as many as 20 students annually. The Alumni Association conducts the ESF Annual Golf Tournament and all profits from this event are used for these scholarships. While these scholarships should help students become better engaged alumni, they only touch a few of the students each year. In addition to these efforts, the Association would like to promote and support other student programs on campus. Programs such as the welcoming “ice cream social” and pin distribution, and later the champagne toast for seniors are good at touching many more students, but more can be done. Ideas around co-sponsoring events such as the Family Fall Barbecue have gone a long way to get students to meet alumni. An annual poster session where students display their research has recently had the financial support of the Alumni Association as prizes are awarded for the top three students, and the judges for the undergraduate students have been alumni. The awarding of the Graduate of Distinction Award at December Convocation is also a superb way of teaching students that they will soon be productive alumni. Alumni have been, and will continue to be, of great assistance to the Admissions Office by participating in the recruitment of students for the College. In addition, many students, once they are on campus, continue to have questions about their curricula and future careers. Alumni can act as mentors for students and share their knowledge about various careers. STRATEGIES 1. Continue to award alumni scholarships. 2. Investigate student programs that the Alumni Association could co-sponsor. 3. Collaborate with the Office of Student Affairs, Career Services and student organizations to determine if events could be co-sponsored or otherwise involve the Alumni Association and our alumni. 4. Continue to co-sponsor the Alumni and Family Fall Barbecue events, the ice cream social, champagne toast, poster session, Festival of Places, athletic program trophies, tshirt design contests and other events. . 5. Provide current students the opportunity to participate through volunteering at alumni events. 12 6. Investigate opportunities for the Association to subsidize student participation in conferences, workshops, seminars and other such events related to the environment and/or their course of study. 7. Continue to have alumni assist in student recruitment as guest speakers at College recruitment receptions, and as active recruiters in their own localities if requested by the Admissions Office. 8. Work in concert with other offices and in particular, with the academic faculties and student groups. Provide alumni contact and employment information to current students for mentoring and advising opportunities. 9. Survey the College faculty regarding their desire to use alumni as educators/mentors. 10. Make the faculty aware of qualified alumni who are available for committees, panels or as guest lecturers by creating a “bank” of volunteers. Work to encourage faculty and others to use alumni as educators and mentors, specifically in the Alumni Ambassador Network. 11. Develop event(s) to start new students in a direction of lifetime alumni involvement. 12. Encourage participation of alumni with students in community service projects, particularly events associated with the natural environment, such as Arbor Day, Earth Day, etc. 13. Continue to host and expand alumni gatherings and networking events around the country and world. 14. Explore and implement means of highlighting student achievements. 13 GOAL 7 – CREATE A LEADERSHIP FRAMEWORK OF AN ACTIVELY INVOLVED ALUMNI BOARD AND ALUMNI POPULATION. Any volunteer organization rises and falls with the level of its leadership and the commitment of its members. The ESF Alumni Association, though assisted via professional staff, must always enlist the assistance of active alumni volunteers to remain strong and viable. Members of its Board must be informed of the structure, processes and business that the Alumni Association conducts and members must be trained, as required, to meet the obligations of this non-profit organization. Further, interaction of its Board with alumni and other Boards can pay big dividends as the Board guides the Association into new endeavors and as these interactions can produce fruitful ideas, while meeting Association goals. STRATEGIES 1. Promote and coordinate activities for alumni to meet and learn about the Board. 2. Prepare a means of educating new Board Members of the workings of the Alumni Association in 2014 and beyond. 3. Challenge Board Members and other College officials to get other alumni involved in the Association activities and to identify potential leaders. 14