1 Up to Speed in a Heartbeat: Strategies for Onboarding Success Kimberly Ordunio & Lauren Binney Claremont McKenna College May 17, 2019
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Up to Speed in a Heartbeat:
Strategies for
Onboarding Success
Kimberly Ordunio & Lauren Binney
Claremont McKenna College
May 17, 2019
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– Onboarding Case Study
– Training Strategies & Roadmap• Training Preparation, Format & Checklist
• Management Insights for Onboarding Success
• Samples of Successful Collaborative Projects
• Challenges & Opportunities Ahead
– Q & A– Disclaimer…
Session Goals
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Claremont McKenna College (CMC)Mission: Claremont McKenna College's mission is to provide students with a superior liberal arts education that prepares them for leadership in business, the professions, and government.
Some Stats:• Ranking: #9 National Liberal Arts College (2019)
• Finance, Economics, Political Science
• Acceptance Rate: (584/6,272): 9.3%
• Tuition: USD$54,405 (2018)
• Undergraduates: 1,324 (2018-19)
• Enrollment: 1,327 (2018-19)
• 28,000 living alumni
Introductions
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Advancing the Mission
Development & External Relations– Small, but Mighty!
– Fundraising Stats
– Campaign for Claremont McKenna
(2008-13, Goal: $600M / Raised: $635.2M)
– Campaign Feasibility Hyper Drive – 2017 –present
Introductions
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Director’s Perceptions:
History of Prospect Research @ CMC
– “Research Analyst’s Dream”
– Rich Archive
– Sep 2016 (Director’s Arrival)
– Analyst Vacancy: Sep 2017 – Mar 2018
– March 2018 (Lauren’s Arrival)
Introductions
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Training Format
Training Preparation
Set Up Resource Share Drive Folder – Resource & “101” Presentations & Guides (CARA, APRA, Internal)
– Wealth Screening & Rating Presentations (CMC & APRA)
– APRA Ethics Toolkit
– CMC Research Analyst Job Description
– The Trustee Booklet
– Profile Templates / Samples
SESSION ATTENDEES: Sharing a Few of These Key Resources in Google Drive
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Training Format
Four 1:1 Sessions over 2 Weeks
1 – 1.5 hrs. each
Office w/ Dual Monitors
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Training Checklist
Prospect Research @ CMC : Who, What, Where, When, Why & How!
Professional Development First Things First: Join CARA / APRAWebsites & Resources APRA & CARA Educational Opportunities Volunteer & Network!Mentorship Reflections & Impact
Management Tip: Calm Before the Storm Allow Time for Hire to Settle In & Digest Training Materials &
Resources
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Training Checklist
Prospect Research @ CMC :
Who, What, Where, When, Why & How!
Overview of Advancement Landscape
Research Clients / Staff Introductions
Lay of the Land / Current Climate
Management Styles: Mine & Others
Management Tip: Share your perceptions of your management style & feedback from previous direct reports.
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Training Checklist
Prospect Research @ CMC Who, What, Where, When, Why & How!
Resource Overview Insuring Internal Access: CRM, Subscription Resources,
Share Drive Folders, etc. Resource Checklist Free & Subscription Resource OverviewHidden Internal Gems
Management Tip: Conduct 1:1 Hands-On Resource Training
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Training Checklist
Prospect Research @ CMC
Who, What, Where, When, Why & How!
Research Deliverables & Services
Reactive v. Proactive Research @ CMC
Request Process
Outlook Task Queue
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Training Checklist
Prospect Research @ CMC Who, What, Where, When, Why & How!
Projects: Recurring, Regular & Recent Bread and Butter Projects – Day In & Day OutNominating ProfilesBatch Wealth Screenings, Verification, & DistributionProjects in Support of Campaign Feasibility Net Worth Estimates
APRA Ethics Handbook Statement on Estimating Net Worth
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Training Checklist
The Big Why! – What Makes a Prospect?
– Henry “Hank” Rosso’s LAI Principal (“Linkage, Ability and Interest”)
– Kim Klein’s ABC Principal (“Ability, Belief and Contact”)
– Capacity, Interest, and Connection
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Training Checklist
The How: Insights for SuccessContent v. Form
The Research Interview
Rush Requests • Management Tip: “Be Nimble…Unflappable”
The Art of Negotiation
The Art (& Danger!) of “Scaling Down”
Setting & Clarifying Expectations
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Training Checklist
The How: Insights for SuccessOpen and Transparent Communication
Open to New and/or Alternative Methods of Doing Things
Challenge the “TWWADI-SM” Mindset (“The Way We’ve Always Done It!” – Carroll Stevens, VP)
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Training Checklist
The How: Insights for Success
Advocate from the Starting Gate!
Exempt Status
Wellness
Most Importantly: A Seat at the Table!
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Sample Collaborative Projects
• Wealth Screening Implementation – Translating Vendor Ratings for the Frontline
• Growing Responsibilities: Relationship Management and Portfolio Review Sessions
Management Tip: Be Open To and Appreciate New Perspectives; and, of course, Preparation is Key!
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Challenges and Opportunities
• To Allow Write Access or Not Allow Write Access? That is Still the Question
• Inherited Templates
• The Campaign “Cha Cha Cha”
• When Research v. Relationship Management becomes Research & Relationship Management
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Thank you!
Q & A
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