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Chief Executive Officer
University of Minnesota Alumni Association
On behalf of our client, the University of Minnesota Alumni Association, KeyStone Search has been retained in the recruitment of a CEO for the University of Minnesota Alumni Association.
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THE UNIVERSITY OF MINNESOTA
Founded in 1851, the University of Minnesota is one of the most comprehensive public universities in the world. It is both the state’s land-grant university and its flagship research institution. The University’s mission is to inspire students, pursue breakthrough discoveries, and share knowledge with the state, country and world. With five campuses, approximately 69,000 students and 18,000 employees, the University of Minnesota has an economic impact of $8.6 billion on the Minnesota economy annually. The University of Minnesota system includes five campuses located in the Twin Cities, Crookston, Duluth, Morris and Rochester. Field stations, research and outreach centers are also part of the institution. It is spread across over 27,000 acres, 863 buildings, and 29 million gross square feet of building area. Of the University’s $3.7 billion annual operating budget, more than $600 million is from competitive grants and other federal program funds, more than $800 million is from tuition and required fees and more that $550 million is from appropriations from the Minnesota Legislature. Advocacy for the University’s interests in the state legislative process, support for its efforts in competing for federal grants and other funds, and coordination with other national education institutions in encouraging support for higher education and research are important parts of the University’s efforts. The University is governed by a Board of Regents. The Minnesota State legislature elects one Regent from each of Minnesota's eight congressional districts and four from the State at large, including a current student. The president of the University is ex officio president of the Board. The University of Minnesota named Eric W. Kaler its 16th president in 2011. President Kaler has outlined new initiatives that touch on each aspect of the University’s mission – teaching and learning, research, and outreach and engagement. One of President Kaler’s top priorities is operational excellence, which he describes as “a long-term commitment to work smarter, reduce costs, enhance services, and generate new sources of revenue.” Advocacy and impact are critical components for President Kaler and a focus of his administration. To achieve operational excellence, the University continues to build an administrative backbone that is effective in supporting teaching, research, and public engagement and that creates culture change to better collaborate, identify and solve problems, and to move forward together.
Students at Twin Cities Campus
TCF Bank Stadium
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THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION
Over 400,000 people call themselves alumni of The University of Minnesota. The Alumni Association is a non-profit membership organization dedicated to connecting alumni, students, and friends in lifelong support of the University of Minnesota and each other. The University of Minnesota Alumni Association is a dues-supported nonprofit association, governed by an independent volunteer board of directors, and through a memorandum of understanding, it also serves as the University of Minnesota's organization for managing alumni relations for the Twin Cities campus. Founded in 1904, the Association incorporates 21 collegiate societies, and approximately 70 geographical area chapters. Recent plans and initiatives have focused the organization on effective advocacy, financial vitality, strong partnerships and optimized engagement. Implementing the organization’s strategic planning in 2013 and beyond will be an on-going priority for the new CEO. The UMAA supports the University by enabling its members to act as ambassadors and also through advocacy, communications, mentoring programs, and events. Members also have exclusive access to many benefits, including discounts on cultural activities, continuing education, Gopher apparel, online access to two U of M library databases, and more. Finally, membership enables alumni to stay connected to the University through a variety of communication vehicles, including a subscription to the Association’s award winning Minnesota magazine. Located in the McNamara Alumni Center, an award-winning structure known for its graceful beauty and architectural excellence, the UMAA currently has a staff of 24 and an operating budget of $4.25 million. The UMAA is governed by a volunteer board comprised of approximately 45 alumni. The CEO works hand-in-hand with the volunteer national President who serves for one year and with an executive committee to guide the Association’s activities.
Exterior of the McNamara Alumni Center
Memorial Hall inside McNamara Alumni Center
OVERVIEW OF THE POSITION
The Chief Executive Officer of the University of Minnesota Alumni Association reports directly to the Alumni Association’s Board of Directors and indirectly to the Office of the President of the University and is responsible for overall strategic and operational direction
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to the organization. In addition, the CEO acts as the chief spokesperson and advocate for the organization within the University and with multiple external constituents. The ideal candidate will be a visionary, strategic, and inclusive leader who is committed to the highest standards of excellence, integrity, accountability, and stewardship, who possesses a reputation for working collaboratively with internal and external constituencies, and who has demonstrated an ability to inspire commitment, foster innovation, and deliver results. The CEO works in partnership with the University President and other institutional leaders to understand the changing needs of the enterprise, ensuring the requisite services are provided efficiently and effectively to support the alumni of one of the world’s most renowned public research universities. The CEO has leadership and oversight responsibility for the staff at the University of Minnesota Alumni Association. Direct reports include: • Interim Vice President of Communications • Vice President, Membership and Marketing • Vice President, Outreach • Vice President and Chief Financial Officer • Senior Director, Office of the CEO There are several stakeholders that are of concern to the CEO: • UMAA National Board of Directors • University President and Leadership Team • CEO, University of Minnesota Foundation • Alumni of colleges and schools on the University of Minnesota Twin Cities campus • Alumni Association Chapters & Societies • Alumni throughout the world • Volunteers • Minnesota elected officials and other community leaders Vision To engage the University of Minnesota’s global alumni community to support and advance the University of Minnesota's passion for excellence. Mission The University of Minnesota Alumni Association fosters a lifelong spirit of belonging and pride by connecting alumni, students, and friends to the University of Minnesota and each other. The Alumni Association advocates for the University and its alumni with a credible, independent, and collaborative voice.
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Engage- Establish a market-driven approach to support alumni and constituent relationships throughout their lives, with emphasis on early lifecycle engagement Partner- Drive University and community partnerships through an integrated approach to building and strengthening alumni relationships with the University and each other Advocate- Develop and promote the “next generation” of advocacy, which is aligned and integrated with the University’s goals for local, state, and federal legislative and policy outcomes Innovate-Build a unique, industry best-practice innovation team that positions the Alumni Association at the forefront of technology and alumni programming Communicate- Become the communications portal between alumni and the University to deliver high-impact strategic communications, news and information, and easy access for lifelong alumni connectivity Manage- Develop and manage a business and financial model that sets the standard for “Alumni Associations 2.0” Great place to work- Develop a performance culture that attracts and retains the best talent and makes the University of Minnesota Alumni Association a “best place” to work
Core Values The U of M Alumni Association is committed to excellence in all its activities and is dedicated to the following core values: • Loyalty – Pride in and commitment to the future that we are creating together as a University and an alumni community, while honoring our history, traditions and achievements. Integrity – Transparency and ethical behavior in all of our interactions. Diversity – Recognizing and valuing differences and seeking alternative perspectives and inclusiveness in all that we do. Innovation – Striving to be an industry leader in alumni relations through a creative and transformational business model. Continuous Improvement – Pursuit of excellence through agility and responsiveness to stakeholders and the environment.
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Provide strategic leadership that builds and leverages the goodwill of alumni and the assets of the University. Execute the organization’s strategic plan supporting both long-range strategies and annual objectives of the Association and the goals of the University. Develop and administer programs that engage alumni, generate revenue and inspire all University of Minnesota alumni to connect with each other, with students, and in support of the University Ensure that the organization’s programs and services are delivered with excellence. Measure and evaluate the results of key initiatives. Increase engagement in the alumni base – the University’s best ambassadors – to effectively carry out the vision and mission of the Institution. Develop a national, volunteer alumni board that leverages the strength of the membership and maximizes support for the University and the Alumni Association’s goals.
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Manage the finances of the organization within budget constraints. Proactively and transparently communicate with the board and key stakeholders regarding financial issues. Lead and motivate a high performing, collaborative team with an entrepreneurial spirit. Leverage technology (website, social networking, etc.) to engage and attract alumni. Keep alumni informed on all matters of interest related to the University and Alumni Association programs, activities and services.
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Build personal relationships with alumni and community leaders and engage them in the work of the Association and the University. Serve as a liaison between the Association and the University; represent the Association on various University committees and at University-sponsored events. Lead the outreach initiatives to colleges and collegiate alumni relations functions within the University. Act as lead advocate for issues that are important to UMAA and its constituents.
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Ambassadorship . . . Make inspiring presentations reaching a variety of alumni and community audiences. Engage with diverse and multiple constituency groups. Be a positive and collaborative presence in bringing forward differing views. Represent the UMAA in meetings with Big Ten alumni directors and play an active role with national professional organizations such as CASE and CAAE.
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Manage premier events honoring distinguished alumni, faculty, students, volunteers, and legislators. Serve as an advocate and representative of UMAA and the University in the state legislature to ensure the voice of the alumni and the goals of the University are well represented and understood.
The candidate for this key position should be a visionary, strategic, and inclusive leader who is committed to the highest standards of excellence, ethical behavior, and accountability. The CEO must possess a reputation for working collaboratively with internal and external stakeholders, have a demonstrated ability to inspire commitment, foster innovation, and deliver results, and be able to work effectively in a highly visible and public position. It is critical that the CEO embrace the role of an alumni association in a major education and research setting and demonstrate an understanding of how that organization can support alumni, the community/region, and the mission and strategic priorities of the University. A minimum of at least ten years experience as a senior executive in a complex organization is required. Ideally, this experience will include work in an alumni relations, constituent relations or member organization. Some experience in an institution of higher education would be valued. A portion of this experience must include responsibility for the organization’s overall strategy and programmatic operations. While it is not a requirement that the applicant hold a degree from the University of Minnesota, it is strongly preferred that the candidate have a strong interest in and connection to the issues of the institution and this region. A baccalaureate degree is required from an accredited college or university; an advanced or professional degree is preferred. Knowledge of and experience in finance, financial development, human resources, public policy, as well as planning, and operations management also is required. Professional experience in managing in a professional staff environment is preferred. Other essential skills and experience include: Knowledge, Skills, and Abilities • Strong interpersonal skills with a demonstrated record of establishing effective working relationships with diverse populations and functions, both internal and external to the organization. • Committed, philosophically and operationally, to delivering quality services in an efficient manner while being sensitive and responsive to the service needs of the entire University and the concerns of external groups. • Experience and abilities in working with volunteers and a volunteer Board of Directors, including board development and board governance issues. • Ability to quickly understand and effectively communicate complex policy and operational issues to a variety of constituencies. • Documented achievement in resolving complex problems and controversial and high profile issues in a sensitive and timely manner. • Demonstrated commitment and contribution to fostering and advancing diversity and inclusiveness.
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Understanding of the interests and issues of college alumni and the role that alumni play in advancing institutions of higher education. Possesses both the wisdom and the political savvy to determine which initiatives are important enough to champion and which ones to relinquish. Knowledge of strategic management concepts, business practices and principles. Ability to apply a systems approach to planning and implementing strategic objectives. Ability to manage change within large, dynamic organization. Demonstrated excellent communications skills — interpersonal, written, and verbal.
Characteristics The CEO will be a confident and compassionate leader who exhibits the following characteristics: • A skill in strategic vision and strategic thinking • A commitment to the values of the University of Minnesota Alumni Association • A strong interest in higher education • An approach that both inspires and engages others • A bias for action and results orientation • A collaborative and team-oriented style • A unifier of people from various backgrounds and opinions • A belief in the good that comes from combined views and mutual efforts
The compensation package is highly competitive and attractive, including participation in the organization’s comprehensive benefits plan.
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FOR MORE INFORMATION, PLEASE CONTACT: Marcia Ballinger, PhD Principal 612-375-8895 email@example.com Lars Leafblad, MBA Principal 612-375-8989 firstname.lastname@example.org
“Because Culture Matters” KeyStone Search is a prominent Minnesota-based executive search firm with a special emphasis on corporate culture fit. KeyStone has specialized expertise in the recruitment of general management, sales/marketing, financial, technical/operations, human resources and non-profit executives.
KeyStone Search 105 Fifth Avenue South Crown Roller Mill Suite 512 Minneapolis, MN 55401 612-375-8900 www.keystonesearch.com
The University of Minnesota shall provide equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression.
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