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How do you structure a strategic plan?
For an alumni relations department at a college or a university, a typical 5-year strategic
plan includes:
Goals
Objectives
Action Plan
Timeline
Let’s look at how to plan for each to create a well-structured alumni relations plan.
You can use the same template to craft a plan that is anywhere between one to five years
long.
Goals
What is the overarching goal you aim to achieve? Goals are qualitative targets and
define the end purpose of your plan.
An example of a goal for an alumni association strategic plan is: Creating a sustainable
outreach effort that drives meaningful alumni engagement.
To finalize the goal(s) of your alumni association strategic plan, follow these steps:
Start with scripting the vision, mission, and values of your alumni association department.
Identify how alumni relations fit into this?
Understand what your overarching mission is to strengthen or maintain alumni relations?
You can take inspiration from this 5-year strategic plan of Pepperdine University in
California (2018-2022).
S
ource: Pepperdine.
To identify and cultivate partnerships with alumni and enhance the impact of the college
alumni community globally.
Evaluate the needs, expectations, and attitudes of various alumni groups, and segment
them into appropriate groups for better engagement.
To identify engagement opportunities beneficial for alumni as well as the university and
cash in on them.
To create a community that encourages participation, philanthropy, and engagement to
further the mission, values, and prospects of the university or college.
These broad goals are further split into smaller, shorter objectives. While your plan’s goal
talks about the end-result in a qualitative, subjective manner, objectives are quantitative and
can be calculated, or studied definitively.
Objectives
What are the specific objectives that will help you measure the success of your
alumni engagement plan? Objectives are tangible and talk about particular outcomes that
your action plan needs to achieve.
For example,
Jot down specific short-term targets that correlate with and work towards your main goal.
Note the desired outcomes of each of these targets. These are your objectives.
Divide the objectives by team, skillset, deadlines, and chronology (what objectives must be
prioritized to allow the next set to operate).
For instance, if your main goal is to create a sustainable outreach effort that drives
meaningful alumni engagement, your objectives can be:
2. To create an outreach effort that learns from these findings and helps with future
networking.
3. Identifying x top engaged players and leveraging their influence for outreach.
For automated, personalized communication at scale, check out CallHub’s tools tailored for
higher education institution needs: Calling And Text Marketing For College And Universities.
Here’s an example of objectives set by Tulane University in New Orleans for their 3-year
alumni relationship plan:
Source: Tulane University.
Your objectives simplify your cadence and set the foundation for what activities you will
undertake to achieve the overarching goal. Once you finalize the objectives and sub-
objectives, the next course of action is to strategize an action plan.
Action Plan
How do you plan to meet the objectives of your alumni relations strategic plan? Your
action plan should cover all the day-to-day activities and tactical ideas that the team will
undertake.
Communication: What do your members prefer? Start with asking the existing members
how they would like to communicate with the university and then use a multi-channel
approach for outreach. Your action plan regarding communication must include who
you reach out to, when, and how.
A 2018 study about communication preferences pertaining to loyalty programs (similar to an
alumni network) discovered that
Taking inspiration from these numbers, you can start with sending out emails and texts to
ask for their preferences and then move on to specific channels that they prefer.
Related Reading: Contacting Alumni Email Sample and Tips To Enhance Your Interactions
Incentives: How do alumni benefit from being a part of your network? Setting and
conveying the incentives that come with being a part of your esteemed alumni network can
increase positive responses and sustained engagement. Examples include: access to
campus facilities, event passes, career opportunities.
Events: An alumni event can be a reunion, fundraiser, seminars that benefit current
students, career events, etc.
These events are high-investment, high-reward nature, and reflect high engagement levels
among participants and respondents (individuals who RSVP, even if they can’t attend).
Keeping a note of such alumni can help you with leads for future communications, donation
appeals, and peer-to-peer networking.
Related Reading: Alumni Engagement Metrics: Why Responses Are a Better Success
Measure Than Participation
Marketing: An alumni relations action plan is incomplete without a strong marketing
campaign. Marketing includes:
– Sending emails and text messages as the first touchpoint to your lists.
For details on how to strategize your marketing campaign, read A Quick Guide To Essential
Nonprofit Marketing Strategies
Appeals: Whether you are making a low-engagement appeal (e.g., following on Facebook)
or high-demand requests (e.g., donating), three things are absolutely essential:
1. An effective call to action.
2. The CTA framed in the right manner.
3. Appropriate timing for the appeal.
Adding ‘appeals’ as part of your action plan will give you adequate time to intelligently and
effectively strategize them.
Tracking and Analysis: A one, three, or five-year plan cannot succeed without constant
monitoring of progress, success points, and improvement opportunities. Use software and
human resources to continually check:
1. How far along each activity has come in achieving its targets.
2. If you need to evolve or dissolve strategies.
3. When one action concludes successfully, how and when you transfer to the next.
For more on how to effectively set your action plan, read Alumni Engagement Strategy &
Best Practices: 9 Top Ways to Nurture Your Network.
Timeline
When should each action take place, and what deadlines should your objectives
follow? A set timeline will help you divide your action plan into segments and make the end
goal more manageable.
Once you have allotted specific tasks to team members, you need to pencil down a timeline
for them to follow. A 5-year strategic plan gives you ample time to divide the months and
dedicate them to specific objectives.
Once you set up a timeline for all action points, your alumni relations strategic plan is
complete on paper. Now you only have to build a list of prospects and put your plan into
action. One best practice that improves engagement and makes alumni outreach more
effective is personalization.
For personalizing communication, marketing campaigns, and appeals, you need to start
building a good contact list with a lot of data on your alumni. If you are unsure how to start,
here’s our guide to help you weed out old and inefficient techniques and replace them with
methods that work phenomenally: List Building– New Inbound Marketing Channels You
Cannot Ignore!
Feature Image Source: Nick Morrison/Unsplash.
Planning the Perfect Class Reunion
The following is meant to serve as a guide in planning your reunion. No two reunions are alike but every reunion
requires upfront planning to be successful.
When do we start?
Some reunion committees begin forming and start planning up to two years in advance of their reunion. The amount
of lead time you need really depends on how elaborate of an event you are planning but generally speaking the more
time you give yourselves the better! Whether you are planning a simple family picnic or a formal event you will
minimally want to start planning at least 12 to 16 months in advance. Don't expect to pull off a successful reunion if
you start planning just 6 months before the event as many of your classmates will need significant lead time in order
to participate especially those living far away. Another consideration is that prime locations and other services you
need for your reunion may require 1-2 year advance booking.
date selection
determine event venue and format
event program (speakers, tributes, etc)
event location / lodging selection
financing
classmate contact listing
o postal addresses, email addresses, phone numbers
o search for missing classmates
web site development / maintenance
decorations
entertainment
photographer
registration & name tags
momentos
o reunion / memories booklet
o novelties
o prizes / awards
marketing & communications
o mailers, emailings
o newspaper and internet advertising
deceased classmates tribute
additional reunion activities
o school tours, pre & post reunion events
class gift to your school
Stationary supplies
Postage
Printing (reunion booklets, name tags)
Gifts / novelties
Decorations
Web site development & hosting
Liability insurance
Reunion facilities deposit
Entertainment deposit
Deposits for additional activities (tours, etc)
Friday night
Many classes kick off their reunion activities with an informal Friday night get together that are referred to as
'Mixers', 'Warm Ups' or 'Icebreakers'. As these names imply this event is intended to loosen classmates up in an
informal, neutral and relaxed atmosphere prior to the grand event. Typically these are held at a local restaurant or
bar. Usually light Hors d'houevres are served and classmates pay for their own cocktails at these gatherings. Keep
this event simple. Don't put a lot of undo stress on yourselves as you need to direct most of your energies toward
planning the big event. If such an event is not offered, consider getting together informally on your own with some
classmates you were close with in high school. It gives you extra time with those you were closest with.
Saturday
While the night is typically reserved for the big event, consider adding some daytime events. One of the most
popular events you might want to consider arranging is a tour of your old high school. After 10, 20, 30... years this
can be a wonderful rejuvenating experience to once again walk the hallowed halls of your youth. If your event
happens to coincide with your school's homecoming or a school football game, encourage classmate participation
and try to organize special seating arrangements so your class can all sit together. Some classes also organize
activities like a morning golf outing, local site seeing tour or a group shopping trip.
*No matter what pre-reunion events you plan, don't underestimate their value in terms of making classmates more
comfortable attending the reunion event. They all serve as relaxers or anxiety reducers so to speak that can help
make the big event a smashing success.
Sunday
If your class isn't already burned out from Friday and Saturday festivities you might want to consider a wind down
event such as a Sunday picnic. This is a chance for any last minute catching up and to say your good byes in a less
hectic atmosphere. For younger classes, make it a family event with spouses and children invited.
Reunions are a great way to reconnect and mend old friendships. They
are great avenues to be updated with your classmates’ lives and they
create the perfect setting to just comfortably talk about life, career,
and family. It is also a good opportunity to build connections and
business networks.
A lower registration fee will encourage more people to join. Some may
be coming from other cities and will be paying for accommodation,
food, and transportation among others. Cutting down registration
costs will definitely be appreciated.
For example, you can have prom night as the theme to re-enact the
past. You can encourage participants to wear the same outfits they
wore on their prom night if they still have them. This will make the
reunion more memorable.
4. Pick a date
Class reunions are held all year round. Some of the popular choices
include early summer and Thanksgiving since they don’t clash with any
school classes and work commitments. But the most important thing
to consider is the availability of everyone.
School grounds are not only cheaper options but they create a more
intimate setting. What brings back nostalgia from school memories
better than walking through your school campus.
6. Finalize the program
With the help of the program committee, create and finalize the
program and the activities or performances that will be showcased.
Start to send invitations to potential speakers and performers to get
their availability.
Create activities that are engaging and fun. Think of creative ways
to engage attendees. One activity that we did in our high school
reunion was a “bring me” game. The mechanics of the game are very
simple. As the name suggests, you will be bringing whatever item the
emcee will be asking for. Some of the funniest asked items were our
high school IDs or an embarrassing picture with classmates.
“I’m setting up a reunion website for my high school with two paid
events -Friday cocktails and Saturday dinner. Will Event Smart be able
to present both choices so people can select Friday only, Saturday
only, or both days? We’ll use simple PayPal to get payments.”
Through Event Smart, you are able to sell tickets from events with
specific dates. Once participants purchase the tickets, you’ll receive
an email of confirmation to track sales.
Conclusion
Organizers and the planning committee should not be excluded from
the fun. Planning and organizing a class reunion could be easier and
more enjoyable when you follow a simple reunion planning checklist.
Just follow these ten simple steps from the class reunion checklist and
you’re good to go!
INDEX
Introduction
Part II: Money Matters
Part IV: Planning the Class Reunion
Introduction
Planning a reunion can be a challenging and daunting task, however armed with this
book, we guarantee to help make your job a lot easier. We will address all of the
elements that are critical to having a successful reunion from start to finish. You will
benefit from the information in this book whether you are only considering having a
reunion or if your planning is already well under way. In either case, you will find great
tips and ideas to make your reunion a success.
The suggestions in this book apply to a reunion with as little as 50 classmates or more
than 500, and they are valid if you are planning a 5-year reunion or a 50-year reunion.
Most reunions occur around milestone anniversaries such as the 10-year, 20-year or 30-
year mark, although odd-numbered years work as well.
In the following chapters, we provide you with critical information needed to keep you
on track and on budget so that you can have the best reunion possible.
Some of the things we will cover in this book include:
High school reunion planning in the 21st century has been greatly facilitated thanks to
the internet. The World Wide Web has made it much easier to search for classmates,
vendors, favors, and do all kinds of research to help plan the event. The Web has also
made communicating with classmates and collecting information so much easier than it
was prior to the internet age.
The best way to correspond with classmates is through a reunion website that acts as a
communications center where you can disseminate important reunion details, collect
information, sell tickets, create a buzz, and so much more.
In the past, creating a website required someone with the technical knowledge and skills
of an experienced computer programmer. Thanks to do it yourself reunion website
builders like the one at MyEvent.com, the task of creating a reunion website has been
made extremely easy. One of the chapters in this book will be devoted to getting the
most out of your website, and throughout the book we will throw in tips on how your
website can help with your reunion planning.
Today, more people are online than ever before. With the increasing popularity of social
networks such as Facebook, LinkedIn, and Twitter, there’s a whole new way of getting
the word out. We will explore social media in Part III Getting the Word Out.
The first step in planning your reunion involves evaluating if there is enough interest in having a
reunion. This requires that someone take the initiative to get the ball rolling (which is most likely
you, if you are reading this book!). This may seem like an obvious step, but some people
overlook it and jump right into the actual planning before having addressed this fundamental
point.
To know if you have the prerequisites for a successful reunion, you should know if you will be
able to form a committee. This is not absolutely necessary, but if you are planning a reunion
entirely alone you will need a lot of free time. Make a few phone calls to former classmates to
recruit potential committee members. We will examine the key elements in forming a committee
and what the committee does later in this chapter.
If you can get a committee together and you are commemorating a milestone reunion, your
chances are pretty good for generating a lot of interest in a reunion. There is a natural tendency
for people to want to reacquaint with old friends and see what paths people took since having
graduated from high school.
STEP 2: Create A Website
At this stage, you want to start to create some interest in the reunion. Build your website and start
uploading content. The more content that you can put on the website the better.
Classmates who visit the website will see it as a sign that you are serious about the reunion and
will help to spread the word.
Reunions are about nostalgia, so putting up a lot of pictures and stories from high school is
highly recommended. Include a page that reflects back to the time when you graduated. It’s very
easy to find pictures and information for the year that you graduated on sites like Wikipedia.com,
Brittanica.com, and other encyclopediarelated websites.
You should post a message that tells visitors you are in the early stages of planning the reunion.
Invite everyone who visits the website to register on the Classmates page and to tell their friends
about the website. Encourage people to come back often as there will be many updates in the
coming weeks and months.
STEP 3: Prepare Business Cards
If you are planning a reunion of a significant size, you may want to create business cards with
the name of the school, the reunion year, and your school mascot on them. Also include the
reunion website address, your name, telephone number, and email address. Business cards are
very inexpensive and are convenient to leave with old classmates that you meet face to face.
They are also good to leave with vendors and once again show a level of seriousness that usually
results in a well - attended and successful event.
STEP 4: Take A Trip To Your Old School
Going back to your high school will achieve several objectives, some of which will be
immediately useful and others that will help you later on. Make sure you do these things below:
Have this ready before your first committee meeting. (see Chapter 5.)
In step 1, you put out feelers to see who may be available to help plan the reunion. Now you
need to get more serious and get people to commit to the event. Pick a date for your first
meeting. Your committee can be as small as one person (if you have unlimited free time) or it
can consist of many people. It all comes down to the various tasks that you need to consider. The
more people you have, the more the tasks will get spread out.
You are looking to create a diversified group of people who weren’t all part of the same crowd
back in high school. This will help spread a wider net when trying to locate people, and when
encouraging people to attend.
STEP 7: Reunion Administration
Open a bank account and organize your paperwork. Create a file (on your computer or in a
notebook) to keep track of missing / located classmates, ideas for entertainment, venues,
vendors, Memory Books, ads, donations, who has RSVP’d, paid, etc.
STEP 8: Getting The Word Out
This is a task that will be shared to a certain extent by all committee members and each
classmate that is planning on coming to the reunion. (Detailed in Part III).
STEP 9: Planning The Event
You will want to assign particular tasks to committee members that have experience in that area.
There is a lot of planning needed for the event since it includes the actual reunion and everything
that happens that night (detailed in Part IV).
If you have other responsibilities on your list and you are unsure which team should take
them on, a good rule of thumb is: If the task involves spending money or the task is
related to something that can be seen at the event, send it to the Event Team (Planning
the Event). Conversely, if the task results in ticket sales or communicating with alumni,
assign it to the Promotion Team (Getting the Word Out).
It is important to note that although one team is responsible for finding classmates, all
committee members should be involved in the search. This is the most challenging and
time-consuming undertaking you will face. After an initial search, the Promotion Team
can assign the names of those still not found to the committee members deemed most
likely to locate the individual.
At the final meeting before the event, everyone becomes one team unit again. As you
map out the day of the event, assign individuals to each of the various tasks that require
preparation (eg. preparing registration lists, prepping name tags, decorating, setting up
displays, assembling registration kits, etc.).