Office of Advancement
Office of Advancement

ALTogether Now

Vol. 5 - July 2, 2019

Advancement Leadership Team
Advancement Leadership Team: Steve Hornsby, Leigh Kalin, Scott Anderson, Karen Bertrand, Deanna Bennett, and Tom Hewitt

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By Steve Hornsby, Executive Director, Advancement Services

Steve Hornsby
Steve Hornsby, Executive Director, Advancement Services

In the last couple of years, Advancement Services has been working on several exciting foundational initiatives to enhance the way Advancement engages with donors, alumni, volunteers, and other stakeholders. 

Last November, we launched Insights Advancement — our comprehensive data visualization project — marking the beginning of our analytics journey utilizing Tableau software. 

To deepen our investment in a data-driven decision making culture, we established the Data Governance and Data Quality Unit to ensure the quality, availability, integrity, security, and usability of information.

The Prospect Research team has incorporated enhanced analytics into their faculty outreach meetings. 

A good number of you attended the inaugural Gift Services Support Sessions and shared valuable experiences and feedback.  

Shortly, we will introduce a new mechanism for accepting donations and issuing receipts for U.K. taxpayers. In support of this change, we will share updated documentation and revise the donor content on our websites.

The common thread to all these initiatives is that they benefit from a high degree of input and collaboration across Advancement. It is certainly gratifying to see the enthusiasm that has come to bear on these projects. While there are too many people to list, I would like to extend a thank you from all of us in Advancement Services for your insights and partnership.

As we look to the upcoming year, the collaboration theme continues as we focus on a number of key visualizations, process refinements, data quality projects, and a crucial effort to refresh our engagement software tools with Scott’s team (nope, no suggestions yet on a name).  

Thanks for your time. Enjoy your week, Steve

Data Governance

And so my fellow colleagues: Ask not what your data can do for you – ask what you can do for your data. 

While my take on a quote from JFK’s famous inaugural address has many applications for upcoming data collaboration, we are hoping you can help us with a little project in the near term.

With records management being a hot topic at Queen’s, the Data Governance team worked with the Records Management and Privacy Office to ink Advancement’s first Records Retention Schedule

One of the first steps on this journey is to address the cleanup and organization of the I-Drive. Yes, this is sort of like decluttering your closets — hard to face, but once you start, it’s very liberating. The Information Technology Management Team has set the pace and reduced their footprint by 14.1GB; eliminating 7,168 files, 1,426 folders and counting!  So, join several other units (yes, even some outside Advancement Services) who have signed up for electronic records-keeping training and get in on the fun. Contact Corrine Beckner for more information.

How can we help you?

With this first newsletter, the Advancement Services team would like to take an opportunity to gain some feedback through a short and simple survey. We would be interested in knowing what aspects of our unit you would like to know more about, or, perhaps there is a training topic you think would be valuable. The hope is that we could address some of your inquiries through future newsletters and offer new expanded Support Sessions that span our functional areas of Prospect Research, ITM, and Gift Services. We appreciate your participation.

News from the sector. CCAE (Canadian Council for the Advancement of Education)

Some of you who attended the recent CCAE national Conference in Ottawa would have been introduced to the new CASE-CCAE Survey of Charitable Giving to Canadian Higher Education. CCAE and CASE collaborated with input from an advisory group of Canadian advancement leaders to develop the first authoritative report on charitable giving to Canadian colleges, universities, and polytechnics. We are currently reviewing the analytics toolkit that will allow a deeper dive into the data and enable us to benchmark against peer institutions. More on this later.   

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Fun Facts

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Members of the Systems and Infrastructure Team: Simon Labbett, Paul Finn, Jon Bennett, and Shannon Fairchild