Advancement Services as Collaborative Hub

Date

Jun 29 2021

Time

2:30 pm - 3:30 pm

Speakers

At Mount Royal University, Advancement Services works with and across University Advancement teams to support our collective engagement goals and related outcomes. We provide support to our colleagues ranging from data capture and analysis to donor stewardship, from engaging our annual donors to major gift compliance and processing.

Strong collaboration and communication was key to our ability to successfully (and remotely) launch a new CRM and provide a seamless and consistent transition for all end users.

Learning Objectives
  • Understanding the challenges of managing big projects – remotely
  • Understanding the role subject matter expertise can play in client support and project management
  • Understanding how to remotely prepare users for new policies, procedures, and processes