
MEMORANDUM
NAME: Sharon D. Baker
TITLE: Advancement Services Manager
Office of University Advancement
![]()
List objectives for Advancement services
A. Engaged in fund raising projects to document and automate the Office of University Advancement activities, functions and programs to increase productivity and improve efficiency.  Some of those activities include reviewing information that will create a centralized and controlled atmosphere where data is stored to improve the overall fund raising activities performance.
B. Establish a research
division that utilizes technology to retrieve information form various sources
on Prospects. The objective of the
Office of University Advancement is to improve communication, and document the
planning, development and administration for the Office of University
Advancement.
C.
Identify strategic
approaches that will improve University Advancement standard operating
procedures by creating standardized reports, forms and
documents.
D.
Interact between the Office
of University Advancement and its entities (Office of Communications -- Cable
Station, Marketing, Public Affairs, Recruitment and Website; Office of
Philanthropy/Development -- NASA/NAFEO, Sponsored Programs; Office of Alumni
Relations -- Alumni Programs and Alumni Communications; and Advancement
Services) to work in close coordination with units within the
University.
E. Increase the efficiency and
effectiveness of all University advancement programs, especially the
coordination between them and the rest of the campus by reviewing, documenting,
automating and evaluating the business processes, policies, procedures and
protocol matters associated with the University Advancement's mission. This will allow for a Standard Operating
Procedures Manual, a Style Guide that will improve UDC's image, and a Training
Manual that will identify the areas in technology necessary for personnel to
execute their assignments.
II.
What were the biggest
challenges?
A. No computer with appropriate
hardware and software to document the Office of University Advancement and its
department's activities.
B. No access to the network to
properly perform research activities or communication
procedures.
C.
Inability to create a
centralized database or establish appropriate protocol of access to each
user.
III.
What resources, if any,
would serve to mitigate or eliminate those challenges?
A. Assign the necessary
computer equipment and software programs
B. Increase interaction with
UDC's Technology Center
C.
Purchase the necessary
documentation and search engines.

STEP
1:
CREATING THE
DATABASES

UNIVERSITY ADVANCEMENT
PROJECT
The Office of University Advancement develops and fosters strong relationships with internal and external partners to increase support for the University of the District of Columbia (UDC). The Office of University Advancement establishes and implements overall advancement programs through several departments:
Communications Department Development/Philanthropy Department
Cable Station NASA/NAFEO
Marketing Sponsored Programs
Public Relations UDC Foundation
Recruitment
Website
Alumni Relations Advancement Services
Alumni Communications
Office of University
Advancement
Alumni Programs
Each department is treated as an autonomous department based upon its mission in coordinating fund-raising, communications, government and community relations, marketing and alumni programs.
All departments make contacts and record the information on a Contact Report. The Office of University Advancement also follows-up on this information to cultivate potential prospects for gifts. The prospects are located on and off the UDC campus.
The University Advancement staff is assigned to certain departments based upon their expertise. No employee can be assigned to more than one department, but a department may be the location for one or more employees. The department is considered unique. Each employee has an immediate supervisor who is considered an employee. Not all employees report to other employees, some report directly to the Vice President, University Advancement. Everybody receives a personnel evaluation.
It has become important to track fundraising activities. Each department has a need to know about each event in different capacities. Fundraising activities could involve internal giving, alumni giving, and annual giving events.
rem
rem
*************************************************************
rem
rem UNIVERSITY_tables.sql : This script will
create the tables used
rem in University Advancement and populate
the tables with sample data
rem using Oracle PL/SQL scripting
language. This is a sample
database
rem drawn from a revised version of the ERD
that is attached and is for
rem review purposes only. These tables are under review and
approval
rem process.
rem
rem copyright
(c) 2001
rem University
of the District of Columbia
rem 4200
Connecticut Avenue, N.W.
rem
Washington, DC
20008
rem Phone:
(202) 274-5123
rem fax:
(202)274-5123
rem
*************************************************************
CONNECT
system/manager;
DROP
USER sharon CASCADE;
CREATE
USER sharon
IDENTIFIED BY
pwd
DEFAULT
TABLESPACE USERS
TEMPORARY TABLESPACE
TEMP;
GRANT
CONNECT, RESOURCE
TO
sharon;
CONNECT
sharon/pwd;
rem
******* BEGIN CREATE CLASS TABLES
SET
ECHO ON
CREATE
TABLE contact (
contact_id
NUMBER(5),
dept_name
VARCHAR2(32) CONSTRAINT contact_dept_name_ck
CHECK(dept_name IN('Cable Station',
'Marketing', 'Public Relations', 'Recruitment', 'Website', 'NASA/NAFEO',
'Sponsored Programs', 'UDC Foundation', Alumni Communications', 'Alumni
Programs', 'Advancement Services', 'Office of University Advancement',
'Other')),
date
DATE CONSTRAINT contact_date_nn NOT NULL,
time
TIME,
place
VARCHAR(35),
overview
BLOB,
contact
VARCHAR2(20),
contacted_by VARCHAR2
(20),
cluster_contact BLOB,
contact_desc
VARCHAR2(32) CONSTRAINT contact_cntct_desc_ck
CHECK(contact_desc IN('Alumni',
'Faculty', 'Prospective Media Guest', 'Prospective Student', 'Prospective
Donor')),
narr_details
BLOB,
action_plan
BLOB,
other
BLOB,
CONSTRAINT contact_contact_id_pk
PRIMARY KEY(contact_id));
CREATE
TABLE ingiving(
ingiving_id
NUMBER(5),
first_name
VARCHAR2(32),
last_name
VARCHAR2(32) CONSTRAINT ingiving_last_name_nn NOT
NULL,
address
VARCHAR2(100) CONSTRAINT ingiving_address_nn NOT
NULL,
city
VARCHAR2(32) CONSTRAINT ingiving_city_nn NOT NULL,
state
VARCHAR2(2),
zip
NUMBER(5),
phone
VARCHAR2(15),
gender
CHAR(1),
mailing_list
CHAR(1),
CONSTRAINT ingiv_ingiving_id_pk
PRIMARY KEY(ingiving_id));
CREATE
TABLE algiving(
algiving_id
NUMBER(5),
first_name
VARCHAR2(32),
last_name
VARCHAR2(32) CONSTRAINT
algiving_last_name_nn NOT NULL,
address
VARCHAR2(100) CONSTRAINT algiving_address_nn NOT
NULL,
city
VARCHAR2(32) CONSTRAINT algiving_city_nn NOT NULL,
state
VARCHAR2(2),
zip
NUMBER(5),
phone
VARCHAR2(15),
gender
CHAR(1),
mailing_list
CHAR(1),
CONSTRAINT algiv_algiving_id_pk
PRIMARY KEY(algiving_id));
CREATE
TABLE angiving(
angiving_id
NUMBER(5),
first_name
VARCHAR2(32),
last_name
VARCHAR2(32) CONSTRAINT angiving_last_name_nn NOT
NULL,
address
VARCHAR2(100) CONSTRAINT angiving_address_nn NOT
NULL,
city
VARCHAR2(32) CONSTRAINT angiving_city_nn NOT NULL,
state
VARCHAR2(2),
zip
NUMBER(5),
phone
VARCHAR2(15),
gender
CHAR(1),
mailing_list
CHAR(1),
CONSTRAINT angiv_angiving_id_pk
PRIMARY KEY(angiving_id));
CREATE
TABLE prospect(
prospect_id
NUMBER(5),
first_name
VARCHAR2(32),
last_name
VARCHAR2(32) CONSTRAINT prosp_last_name_nn NOT
NULL,
address
VARCHAR2(100) CONSTRAINT prosp_address_nn NOT NULL,
city
VARCHAR2(32) CONSTRAINT prosp_city_nn NOT NULL,
state
VARCHAR2(2),
zip
NUMBER(5),
date_of_birth DATE CONSTRAINT
prosp_dob_nn NOT NULL,
phone
NUMBER(15),
title
VARCHAR2(15),
gender
CHAR(1),
mailing_list
CHAR(1),
CONSTRAINT prospect_prspt_id__pk
PRIMARY KEY(prospect_id));
CREATE
TABLE donation (
donation_id
NUMBER(5),
prospect_id
NUMBER(5),
amount
NUMBER(7,2) CONSTRAINT donation_amount_nn NOT NULL,
donation_date DATE
CONSTRAINT donation_date_nn NOT NULL,
donation_type
VARCHAR2(25),
CONSTRAINT donation_don_pros_id_pk
PRIMARY KEY (donation_id, prospect_id),
CONSTRAINT don_pros_id_fk FOREIGN
KEY(prospect_id)
REFERENCES
prospect(prospect_id);
CREATE
TABLE financial(
financial_id
NUMBER(5),
salary
NUMBER(7,2),
stock
NUMBER(10,2)
low_limit
NUMBER(3),
high_limit
NUMBER(3),
property
CHAR(1),
inheritance
CHAR(1),
lifestyle
BLOB,
CONSTRAINT fin_financl_id_pk
PRIMARY KEY(financial_id));
CREATE
TABLE positions(
positions_id
NUMBER(5),
manager_id
NUMBER(5),
duties
BLOB,
knowledge
BLOB,
guidelines
BLOB,
complexity
BLOB,
scope
BLOB,
personal_contacts
BLOB,
physical_demands
BLOB,
work_environment
BLOB,
CONSTRAINT positions_id_pk PRIMARY
KEY(positions_id));
CONSTRAINT class_instructor_id_fk
FOREIGN KEY(instructor_id)
REFERENCES
employee(instructor_id));
CREATE
TABLE employee(
employee_id
NUMBER(5),
contact_id
NUMBER(5),
instructor_id
NUMBER(5),
manager_id
NUMBER(5),
salary
NUMBER(7,2) CONSTRAINT contact_person_salary_nn NOT NULL,
commission
NUMBER(7,2),
gender CHAR(1),
start_date
DATE CONSTRAINT class_start_date_nn NOT NULL,
location
VARCHAR2(32),
CONSTRAINT empl_emp_id_pk PRIMARY
KEY(employee_id),
CONSTRAINT empl_contact_id_fk
FOREIGN KEY(contact_id)
REFERENCES
contact(contact_id),
CONSTRAINT empl_instructor_id_fk
FOREIGN KEY(instructor_id)
REFERENCES
employee(instructor_id)
CONSTRAINT empl_manager_id_fk
FOREIGN KEY(manager_id)
REFERENCES
positions(manager_id));
rem
********** END CREATE PROSPECT TABLES
rem
********** BEGIN CREATE CONFIDENTIAL TABLES
CREATE
TABLE prospect_confidential(
confidential_id
NUMBER(5),
prospect_id
NUMBER(5),
ssn
NUMBER(9) CONSTRAINT prosp_confid_ssn_nn NOT NULL,
mobile_phone
VARCHAR2(15),
pager
VARCHAR2(15),
spouse_name
VARCHAR2(32),
spouse_date_of_birth DATE,
CONSTRAINT
prosp_confid_confidential_id_pk PRIMARY
KEY(confidential_id),
CONSTRAINT
prosp_confid_confidential_id_fk FOREIGN
KEY(confidential_id)
REFERENCES
prospect(prospect_id));
CREATE
TABLE corp_prospect(
corp_prospect_id
NUMBER(5),
company_name
VARCHAR2(32) CONSTRAINT corp_prospect_name_nn NOT
NULL,
company_industry
VARCHAR2(30)
contact_name
VARCHAR2(34) CONSTRAINT customer_contact_name_nn NOT
NULL,
title
VARCHAR2(20),
assistant_name
VARCHAR2(32),
assistant_phone
VARCHAR2(15),
address
VARCHAR2(100),
city
VARCHAR2(32),
state
VARCHAR2(2),
zip
NUMBER(5),
phone VARCHAR2(15),
board_membrship
BLOB,
Professional_affl
BLOB,
CONSTRAINT
corp_prospect_cprosp_id_pk PRIMARY KEY(corp_prospect_id));
CREATE
TABLE contact_person (
contact_person_id
NUMBER(5),
last_name VARCHAR2(32) CONSTRAINT
contact_person_last_name_nn NOT NULL,
first_name
VARCHAR2(32),
phone
VARCHAR2(15),
CONSTRAINT contact_person_id_pk
PRIMARY KEY(contact_person_id));
CREATE
TABLE philanthropy(
philanthropy_id NUMBER(5),
charitable
VARCHAR2(32),
charity_gifts
BLOB,
volunteer
BLOB,
CONSTRAINT phil_phlthropy_id_pk
PRIMARY KEY(philanthropy_id));
CREATE
TABLE civic
civic_id
NUMBER(5),
board_membr
BLOB,
awards
BLOB,
social_clubs BLOB,
CONSTRAINT civic_id_pk PRIMARY
KEY(civic_id),
CONSTRAINT civic_bdmbr_id_fk
FOREIGN KEY (board_membr)
REFERENCES
corp_prospect(board_member));
CREATE
TABLE education(
education_id
NUMBER(5),
class_id
NUMBER(5),
under_degree
BLOB,
grad_degree
BLOB,
post_degree
BLOB,
honorary_degree BLOB,
CONSTRAINT education_edu_id_itm_pk
PRIMARY KEY (education_id),
CONSTRAINT education_class_id__fk
FOREIGN KEY (class_id)
REFERENCES
corp_prospect(class_id));
rem
********* end create confidential tables

STEP
2:
DEVELOPING THE STRUCTURE

MEMORANDUM
TO: Sharon Minor King, Ph.D.
Vice President, Office of University Advancement
FROM: Sharon Baker
Advancement Services Manager, Advancement Services
DATE: November 19, 2001
SUJECT: Recommendations on Office Automation Procedures for the Office of University Advancement
The purpose of this memorandum is to express my observation that will improve the Office of University Advancement's productivity. I am in the process of creating charts, graphics and information for making a successful systems implementation that is in sync with increasing University Advancement's overall goals. I believe that this process should be done in several phases while keeping in mind the importance of connecting each Department/Division that will improve not only communications but also increase awareness about productivity activities.
The first section will illustrate how University Advancement and its components interact electronically with each other. I have enclosed a Computer Assessment Survey, which is the first step in discovering the best method for each of its components to interact electronically with each other. I am also drafting an analysis of this Office's current communications methods that will include:
There will be a detailed information section describing the shared software requirements necessary to provide information, retrieve information and store information. It will also establish the standard operating procedure for office automation, administrative functions and document preparation. The identifying and implementing of this information system structure will perhaps be ongoing because the documenting, feedback and approval process is part of evaluating the present and future scope of University Advancement operations.
The second phase is a recommendation to build an Intranet group to create an online information and communication channel for University Advancement with all its components. Some immediate benefits of connecting this office to an internal communication network would include a means for transmitting information faster and more efficiently, simplifying data collection, speeding up transactions and providing more information on UDC's catalogs, newsletters, reports, marketing brochures and hyperlinks to the departments. This could be the necessary link to free University Advancement personnel up from mounds of paperwork and allow them to promote UDC more effectively to the community.
The final phase is the implementing and documenting phase. One recommendation is to create a Training Manual not only for software but for standard document processing and data collecting activities. The Training Manual will be used as an ongoing reference with a series of instructional tasks designed to help the University Advancement staff understand the changing technology requirements and any other necessary information that is key in keeping their productivity levels in an exemplary status.
This is a preliminary overview of my assessment for bringing University Advancement up-to-date with the current technologies available to them. If you have any questions about this material, please contact me at sbaker20012000@yahoo.com.
/sdb

STEP
3:
DEVELOPING THE DONOR
INFORMATION
This page is reserved for
the Excel version of
the Contact Report. The data source is linked to the
database table CONTACT using Oracle 8i to store all information entered from
the
electronic version by an end
user. A copy of this form and any
information could not be included with this report.
The Contact Report is a
major piece of documentation in the Office of University Advancement. It involved all departments and division
to collaborate on all events as data was collected, monitored and
stored.

STEP
4:
WRITING THE POLICY &
PROCEDURES MANUAL
STEP
5:
WRITING THE PERSONNEL
EVALUATION FORMS
![]()
Office of UNIVERSITY Advancement
Standard Operating Procedure Manual
Drafted by Sharon Baker, Advancement Services Manager
ã University of the District of Columbia
12345 Van Ness Street • Suite 301P
Washington, DC 20001
Phone 202.254.3456 • Fax 202.254.7890
The Standard Operating
Procedures Manual and its Table of Contents consisted of major piece of
documentation that the Office of University Advancement deemed of confidential
nature. It involved all departments
and division to collaborate on all events and was decided not be
reviewed.
UNIVERSITY OF THE DISTRICT OF COLUMBIA
Office
of University Advancement
Fund-Raising Style Guide
Drafted by Sharon D. Baker, Advancement Services Manager
ã University of the District of Columbia
Office of University Advancement
4200 Connecticut Avenue, NW • Building 38, Room 301N
Washington, DC 20008
Phone 202.274.5550 • Fax 202.274.5550
Table of Contents
Introduction i
Chapter 1 (GRAMMATICAL ISSUES)
1.1 Sentence Building Blocks 1
1.2 Finding and Correcting Sentence Fragments 6
1.3 Finding and Correcting Fused Sentences
And Comma Splices 7
1.4 Avoiding Misplaced and Unclear Modifiers 9
1.5 Maintaining Parallelism 11
1.6 Avoiding Verb Tenses And Voices Shifts 13
1.7 Subject And Verb Agreement 14
1.8 Making Verbs Agree With Compound
Subjects 16
1.9 Working With Phrases And Clauses
Between Subjects And Verbs 17
1.10 Maintaining Agreement When Using
"One", "Body" and "Thing" Indefinite
Pronoun Words 17
1.11 Maintaining Agreement When Using
"Either/Or", "Neither/Nor" 18
1.12 Maintaining Agreement Using
Collective Nouns 20
1.13 Maintaining Agreement Between
Pronouns And Their Antecedents 22
1.14 Avoiding Sexist Pronouns 22
1.15 Mastering The Past, Present And Future
Tenses Of Regular And Irregular Verbs 25
1.16 Learning The Perfect And Progressive
Tenses 28
1.17 Using Linking Verbs, Helping Verbs,
Gerunds And Infinitives 29
1.18 Keeping Verb Tenses Consistent 30
1.19 Learning The Indicative, Imperative,
Subjunctive And Conditional Verb
Tense Moods 32
1.20 Learning The Active And Passive
Verb Tense Voices 34
1.21 Learning Five Pronoun Types 35
1.22 Using Correct Pronoun Case 37
1.23 Mastering Special Pronoun Problems 41
1.24 Making Pronouns Refer To Nouns 43
1.25 Learning To Identify Adjective Types 44
1.26 Learning To Place Adjectives In Sentences 45
1.27 Learning To Compare Adjectives
In Sentences 46
1.28 Learning To Use Participles In Sentences 49
1.29 Learning To Use Adverbs In Sentences 50
1.30 Avoiding Sexist Language In Sentences 51
1.31 Including Necessary Words 53
1.32 Using Appropriate Tone 54
1.33 Avoiding Clichés 56
1.34 Using The Correct Word 57
1.35 Learning End Punctuation With
Four Sentence Types 60
1.36 Using Commas In Compound Sentences 62
1.37 Using Commas After Introductory Elements 63
1.38 Using Commas To Separate Items
In A Series 65
1.39 Using Commas Around Nonrestrictive
Modifiers And Sentence Interrupters 66
Chapter 2 (PUNCTUATION FORMS)
2.1 Using Commas Between Coordinate
Adjectives 67
2.2 Using Commas In Dates, Addresses,
Numbers, Names, Titles And Degrees 67
2.3 Using Commas For Special Purposes 68
2.4 Learning When Not To Use A Comma 70
2.5 Learning Three Uses for the Semicolon 71
2.6 Learning Four Uses For The Colon 72
2.7 Learning To Use Quotation Marks 74
2.8 Learning To Use A Dash And Parentheses 75
2.9 Mastering the Apostrophe 77
Chapter 3(FUNDRAISING
TECHNICAL AND NON-
TECHNICAL TERMS)
Fund-Raising Technical Terms 79
Fund-Raising Non-Technical Terms 79
Chapter 4(OFFICE OF
UNIVERSITY
ADVANCEMENT
SYNTAX AND STYLE
FORMATS)
Proper Syntax 80
Style Acceptance 80
Abbreviations 80
Numbers as Figures or Words 80
Word Choice 80
APPENDIX (RESEARCH
AND
ELECTRONIC SOURCES)
Etymology Books A-10
Dictionaries A-11
Thesauruses A-12
Fund-Raising Directories A-13
Books of Lists A-14
Almanacs A-15
[NOTE: Revisions to the Table of Contents were extensive. Need to condense for final edition. Original Table of Contents removed in Second Revision. This is the Fifth Revision.]
This following page contains
the Excel version of
the Personnel Evaluation
Form. The data source is linked to
several database tables using Oracle 8i to store all information entered from
the
electronic version by an end
user.
The Personnel Evaluation is
a major piece of documentation in the Office of University
Advancement.
Employee ID 1
Last Name
Davolio
First Name
Nancy
Title
Sales
Representative
Title Of Courtesy
Ms.
Birth Date
08-Dec-1968
Hire Date
01-May-1992
Addres
507 - 20th Ave.
E.
City
Seattle
Region
WA
Postal Code
98122
Country
USA
Home Phone
(206) 555-9857
Extension
5467
Photo
(Optional)
Notes
Education includes a BA in psychology from
Colorado State
University. She also completed "The Art of the Cold
Call." Nancy is
a
member of Toastmasters
International.
Reports To
Fuller, Andrew
Job Description
Responsible for advising the Web Team of best technical
connection

STEP
6:
INTERNAL AND EXTERNAL
DOCUMENTATION
This following page contains
the Microsoft Word version of
the Executive Summary
Report. The data source is linked
to several database tables. It
involved all departments and divisions collaborating on all events as data was
collected, monitored and stored.

|
EXECUTIVE
SUMMARY |
Marketing Department is capable of hosting UDC’s 174th Annual Historical Gala, with a confirmed reservation at the Grand Hyatt Hotel Grand Ballroom, for a total cost of $75,000.
To meet the above responsibilities, we have moved forward on the following assumptions:
|
ANNUAL
HISTORICAL GALA |
No
provisions have been made to block rooms at a special discount for out-of-town
guests. Only those identified on
the RSVP list have confirmed rooms.
The project will be completed within a three-month period after the
signing of the hotel contract, which is in review.
Scope
of Services
There
is a detailed list of services provided by the hotel with discounts on
entertainment and food. Since we
have a confirmed 3,500 people attending with 200 confirmed rooms we have
received additional discounts on the rooms. The total for the rooms, food and grand
ballroom is $18,000.00 that is included on the proposal
sheets.
The
major cost for the event is contained in the program and the gifts for the
honorees totaling $22,500.00. The cost for printing the programs and tour events
were also discounted and totaled $5,000.00. The remainder is being used for the
scholarship presentations totaling $30,000.00.
There
were sponsorship donations totaling $250,000 to be given to the UDC Foundation
at the conclusion of the ceremonies.
Personnel
working on this project are as follows:
Jane
Doe
Project Leader
Jennifer
Doe Alumni
Services
Jackie
Doe
UDC Foundation
Jessica
Doe President’s
Office
Jeremiah
Doe Marketing
Department
Joseph
Doe Public
Relations Department
James
Doe
Procurement Office
John
Doe
University Advancement