Self Assessment: Phonathon

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Self Assessment: Phonathon

Step 1 of 2

50%

Read each of the following statements and rate your program according to the scale below. Don’t spend too much time thinking about each statement; your first instinct is usually the best one. If you’re not certain, make your best guess or go with your gut instinct.
1. The phonathon is viewed by the entire advancement team and campus partners as a valuable program and a vital resource.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. There are clear, realistic, measurable, and ambitious goals for the phonathon.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. There are sufficient metrics, reports, and processes in place to analyze phonathon performance.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. In addition to fundraising, the phonathon also supports alumni engagement, donor stewardship, prospect qualification, and research efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. The phonathon is regularly updated on and by units, groups, and partners across campus, so they have relevant information for conversations with alumni and donors.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. Other student programs (e.g., student clubs and organizations, student foundations, student-alumni association, senior class gift) are integrated with student phonathon efforts in a thoughtful and holistic way.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. The phonathon has sufficient staff and financial resources and is supported by vendors and volunteers as needed.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. The phonathon can operate a physical call center and/or remote calling and can adapt to unexpected circumstances as needed.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. A schedule and segmentation scheme for calling and related communications is developed before each semester and refined on an ongoing basis.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. Calling pools are segmented by constituency (alumni, parents, students, faculty, staff, and friends) and by donor type (recent donors, lapsed donors, non-donors, leadership donors/prospects).*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. Pre- and post-call communications include print mail, email, text, and video.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. Fulfillment of phone pledges is intentional, well-supported, and effective.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. Expectations for callers, supervisors, and program managers are clear and well-documented.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. There are good systems in place for advertising caller work opportunities and recruiting a sufficient number of callers each semester.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. Calling shifts are carefully planned to optimize phonathon needs and capacity.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. Scripts and talking points are clear, concise, and updated regularly.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. Matching gifts and challenges are included in scripts as appropriate.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. Calling is well-integrated with events, such as Giving Days and reunions.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. Callers receive adequate training and coaching that prepares and motivates them.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. Caller performance is monitored carefully, and processes are in place to promote and terminate as needed.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree

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