Workshop: Phonathon

POSTPONED

Overview


For most educational institutions, student phonathons remain a core component of annual giving efforts. However new media and advances in technology have dramatically impacted the way calling programs are structured and used. Understanding the timeless best practices–along with today’s newest strategies and techniques–will help prepare both your team and your program for success.

Join us on August 18th for a one-day interactive workshop that will equip you with tools and strategies to manage your student phonathon program in today’s rapidly changing world.

Participants will have an opportunity to:

  • Learn about best practices and latest techniques in phonathon management
  • Participate in interactive exercises and focused small-group discussions
  • Network with peers to share examples, ideas, and experiences
  • Obtain workshop handouts and other materials
  • Earn CFRE credit
  • And more!

This event is ideal for advancement professionals at educational institutions who wish to improve their understanding and application of best practices in student phonathon management.

  • AGN Members save an additional 20%
  • Receive further discounts when registering multiple attendees from one institution

Program

(all times are EDT)


10:50am - Workshop Sign-In Begins

11:00am - Welcome/Overview of the Day 

11:15am - Planning Your Activities (15 minutes)

Learn how to set goals and develop a schedule to guide your efforts throughout the year.

11:30am - Small Group Breakout #1 (45 minutes)

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.

12:15pm - Short Break (15 minutes)

12:30m - Recruiting Strong Student Workers (15 minutes)

Explore ways to identify, interview, and hire an ideal team of students to work in your program.

12:45pm - Small Group Breakout #2 (45 minutes)

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.

1:30pm - Break (30 minutes)

2:00pm - Training Students to Conduct Outreach (15 minutes)

Discover how to prepare your students to be effective ambassadors for your institution.

2:15pm - Small Group Breakout #3 (45 minutes)

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.

3:00pm - Short Break (15 minutes)

3:15pm - Monitoring and Evaluating Performance (15 minutes)

Find out how to best measure the productivity of individual students and of your efforts overall.

3:30pm - Small Group Breakout #4 (45 minutes)

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.

4:15pm - Bringing It All Together

Conclude the day with a summary of lessons learned and opportunities to continue learning.

4:30pm - Workshop Ends

Faculty


Adam Bradley 

Adam is a leader in the field of annual giving and an expert on phonathons, giving days, and fundraising analytics. With over twenty years of experience, he has led programs at The University of Michigan and Qualigence International. He holds a B.B.A. in Marketing from the University of Michigan and a certificate in strategic leadership from the Ross School of Business. Outside of work Adam enjoys watching movies, reading, and spending time with his family and pets. His philosophy is that everything has a purpose.

 

Samantha Hill 

Samantha is a phonathon expert, with more than a decade of experience in phonathons and student engagement. She has led programs at Duke University and UNC Greensboro after learning the ropes as a student caller herself. Samantha has a B.A. in Liberal Arts and Sciences, General Studies and Humanities from the University of North Carolina at Greensboro.

 

Dan Allenby Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for more than 25 years to improve their fundraising results. An internationally recognized expert on annual giving, he is a CASE Laureate and recipient of the prestigious Crystal Apple Award for Teaching Excellence. His book Ideas for Annual Giving offers designs for helping organizations increase their levels of sustainable philanthropic support.

Dan has led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society. He also served on the faculty for CASE’s Summer Institute in Educational Fundraising and chaired its Senior Annual Giving Professionals Conference and Annual Giving Workshop for five collective terms. He holds a B.A. in History from James Madison University and a M.B.A. from Boston College. Outside of work, Dan enjoys spending time with his family, writing songs, and getting away to the beaches of Cape Cod. His philosophy is that success comes from focusing on what’s right in front of you.


For more information about this workshop, please contact us at 888.407.5064 or [email protected].