Speakers:

Making the Most of Alumni Relationships

Higher Education

Shane Sugino & Scott Whitaker

Kellogg School of Management, Northwestern University

Shane Sugino

Associate Director

Career Management Center

Scott Whitaker

Associate Director

Levy Institute for

Entrepreneurial Studies

The Kellogg Salesforce.com world

Heizer Center for

PEVC

Real Estate

Career Management

Center

Zell Center / AMP

Levy Institute

Alumni Rel/Dev

Corp Partner-ships

Social Enterprise

HEMA

The Kellogg story…a legacy of feudalistic autonomy

Natural state of affairs:• Information/data not naturally shared

across departments• Activities are often duplicated• Manual processes: Highly inefficient

use of scarce resources• Not an ideal way to run a professional

relationship-driven organization

The alumni experience:• Duplicate outreach• Lost alums / Ignorant of changes in

careers• Inundating “go to” alums for events• Reliance on “memory” or “who you

know” for participation• Ignorant of alumni campus activities

From ideation to reality

Career Management

Center

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?Zell

Center/Asset Management

Levy Institute - Entrepreneur

Real Estate

Heizer Center for PEVC

Strong similarities among the “Fab 5”:

• Cross–pollination of alumni population (e.g. Real Estate PE)

• Relationship building mentality

• Heavy event planning or support activities

• High net-worth alumni population

Kellogg Salesforce demo

Best practices and challenges

Best Practices•One champion who gets CRM•Plan for generational gaps among staff e.g. differing comfort levels of technology adoption (see next bullet)

•Start simple and easy!•Find stakeholders with similar client populations and organizational goals

•Open architecture is key

Challenges ahead:•Adoption – drive usage!•Technology creep• Integration with or replacement of legacy systems

•Building expertise across different users and admins