Office of University Advancement Logo
Fund Raising Ideas
Office of University Advancement Project

MOVING THE CHEESE

What has Advancement Services accomplished?


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

 

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