Events and Registration Guidelines

July 20th, 2015

Merger has brought into sharper focus organizational priorities. Further, with nearly one year of operating with new project submission and workflow processes, there is additional information and greater clarity about work volume and capacity of internal systems.

The result is a revised approach to determining what type of engagement activities are in scope for WFAA event and registration team support, particularly those projects that are requested from campus partners. The goal is to provide guidelines for internal colleagues and campus partners about the resources available to support campus unit efforts.

The following principles are consistently applied. Supported projects:
Meaningfully engage alumni and donors with university and/or with each other;

Support achievement of engagement, development and advancement objectives;

Optimize use of resources for maximum return.

When considering project requests, the following are considered:

Key Question Support
Audience Who is the intended and likely audience for the activity? Primarily UW Alumni and Donors
Intent What is the primary / secondary purpose of the activity? Support established engagement, development or advancement objectives of the unit
Return What are the WFAA, university and/or unit outcomes of the activity? Outcomes will yield positive returns (engagement, prospect identification, donor cultivation, stewardship) on the investment of staff time
Other factors What special considerations need to be taken into account? The activity will enhance key relationships and/or partnerships; the opportunity is unique; special request by senior leaders

Each request is considered individually, with follow-up conversations occurring with development and campus unit staff to clarify audience, intent, outcomes and context. Based on past experience, the following activities likely would be out of scope:

Activities for which the primary audience is students or non-alumni

Professional development activities not targeted at a primarily alumni audience

Activities without an identified “program owner” from development or campus unit