University Advancement
Development Office Strategic Planning

MISSION STATEMENT

The Development Office strives to acquire resources, promote stewardship of the University, cultivate relationships, implement programs, and educate our internal and external communities.  These efforts to secure the future of PLNU will ultimately create opportunities for students to grow spiritually, personally, academically, and professionally through the Point Loma educational experience.

STRATEGIC GOALS

University Strategic Goals That Impact The Development Office

1. To strengthen relationships with key constituents.
2. To expand the University’s donor base and increase the level of major giving.

Unit-specific Strategic Goals

1. Develop and implement prospect management system
2. Complete and implement donor-tracking system
3. Develop and implement local community leaders program
4. Educate all constituents of necessity of stewardship of university
5. Data driven operational and strategic decision making
6. Develop Business Leaders’ Forum

INITIATIVES

University Strategic Initiatives

• To expand the annual giving donor base.
• To expand the capital campaign and enhance major donor development.
• To develop relationships and aggressively submit proposals to regional and national foundations and funding agencies.

Unit-specific Strategic Initiatives

1. Develop and implement prospect management system
   • Web Advance fully functional
   • Hire full-time prospect researcher
2. Complete and implement donor-tracking system
   • Renewal letter to donor 11 months after previous gift
   • ITS supported tickler system for automation of renewal
3. Wide acceptance of stewardship responsibility of university within the San Diego community
   
   • Develop business leaders program
   • Develop program to educate community leaders
4. Educate all constituents of necessity of stewardship of university
   • Continue to redefine all other constants for more accurate definition of constituent relationship with university
   • Continual education of why their giving matters
   • Stewardship education begins while future alums are students
5. Data driven operational and strategic decision making
   
   • Parent Satisfaction Survey
   • Donor market research
   • Data analysis of response to appeals
6. Develop and implement Business Leaders’ Forum
   
   • Invite top business speakers to campus

 

Strategy Development

Goal: Develop and implement prospect management and research system

Initiative:	Strategies	Resp.	Target	Resources	Assessment	Status
Develop Prospect Management System       Prospect Research System	·  Web Advance fully functional         ·  Interim – split and focus  Michelle’s work between prospect research and grant writing ·  Hire full time prospect researcher	Dev. Ofc.	02-03           02-03	·  Web based research tools               ·  Dedicated prospect researcher		TBS
	·			·

Goal: Develop and implement donor tracking system 

Initiatives	Strategies	Resp.	Target	Resources	Assessment	Status
Refine and implement donor renewal system	·  Renewal invitation one month before expiration of pledge/monthly giving or 11 months after previous gift ·  ITS supported tickler system		02-03	ITS

Goal: Wide community acceptance of responsibilities of advocacy and stewardship of PLNU within San Diego community

Initiatives	Strategies	Resp.	Target	Resources	Assessment	Status
Develop & Implement SD Community Leader’s Program	·  Invite CEO’s of top 1000 Bus. In SD County to campus for lunch with President ·  Offer additional information ·  Provide DVD video	Joe

Goal: Educate all constituents of necessity of stewardship of University

Initiatives	Strategies	Resp.	Target	Resources	Assessment	Status

Goal: Data driven operational and strategic decision making

Initiatives	Strategies	Resp.	Target	Resources	Assessment	Status
Data Driven Decision Making	·  Data analysis and review of all appeals ·  Market surveys ·  Parent Satisfaction Surveys	Lance   Lance & Joe Kristen & Joe	02-03   02-03 7/02 & 9/02	·  KPI’s   ·  Harry Watkins		OS

 Goal: Business leaders speakers’ forum

Initiatives	Strategies	Resp.	Target	Resources	Assessment	Status
Business Leader’s Speakers Forum	·					TBS

MEASURABLE GOALS

• Increase Parent Giving
• Develop $50K annual Bresee givers
• Foundation Grants - - Dollars received
• Staff giving percentages similar to faculty
• Donors renewed—donors upgraded
• Increase number of community business leaders to visit campus
• Donor acquisition numbers increased
• Alum and student giving increase