Diane M. McKeever Senior Vice President, Philanthropy Chief Development Officer Rush University Medical Center Chicago, Illinois Allen Peckham Chief Development Officer Partners HealthCare Boston, Massachusetts
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Recruitment, Retention, Succession 3
4 Role of the Chief Development Officer Staff Leadership Board, Leadership, Faculty, Donors Time
5 Rush University Medical Center Small to medium shop of 45, and growing No dedicated development HR or Talent Management staff Just completed a $390 million Campaign Working to build base and capacity Refocusing priorities from new facilities to research and scholarship
6 Strategies 1. Take Advantage of Institutional Resources New Talent Management Program: SVPs>VPs>AVPs>Directors> Competencies Assessment 360s Personal Development Plan Succession Planning Employee Engagement Survey Departmental Level results Focus Groups Action Plan LEAP dollars (Employee Development and Education) Encourage staff to use their allocated training/education $$ Coaching and other training workshops
7 Strategies (continued) 2. Departmental Resources: How to Structure and Communicate Competitive Salaries and Benefits Campaign Bonus Program Flexible schedule accommodations for high performers Talent Management Performance Evaluations: Require discussion of career goals and plans Develop (again) career ladder, clear organizational chart Flexible organizational chart structure around talented people Emphasis on internal promotion Senior team identifies high potentials and develops plan and growth opportunities
8 Strategies (continued) 2. Departmental Resources: How to Structure and Communicate (continued) Training Encourage membership in professional organizations Generous conference and travel budget Brown bag lunches Webinars Guest speaker series Participate in Development Leadership Consortium
9 Strategies (continued) 2. Departmental Resources: How to Structure and Communicate (continued) Culture: I CARE values (Innovation, Collaboration, Accountability, Respect and Excellence) Provide meaningful recognition Cross team collaboration Generous crediting policies Accountability- goal driven, challenging environment Access to CDO, CEO, Board Diversity Peer Learning program Social opportunities book group, celebrations of success Encourage innovation, new ideas, experimentation
10 Partners HealthCare Boston-based health care system founded by Massachusetts General and Brigham and Women s hospitals 275 development staff across 10 affiliates 2.5 staff dedicated to Talent Management program System raises $300M annually Currently conducting 7 campaigns ranging from $5M to $1.5B
11 Talent Management Concept Talent Strategy & Planning Coordinated recruitment Info Sessions Career Coaching Transfer Guidelines Recruitment & Engagement Council Professional Development Advisory Board Employee Engagement Survey Professional Development Survey Affiliate Org Assessments & Staff Plans Compensation Workforce Change/ Salary Survey Benchmarking with other institutions HR Partnerships Sourcing & Recruiting Leadership Development Performance Management Goal Setting Metrics and Accountability Coaching Feedback Succession Planning (PENDING) Learning & Development Learning Programs Introduction Fundraising 101 Fundraising 201 All All Brown Bags/Webinars Councils Consulting to affiliate teams and organizations Leadership Development Institute CDO Council Partners HealthCare
12 Professional Development Career Counsel Coordinated Recruitment Info Sessions Fundraising 101 PHS Introduction All-All Brown Bags Webinars Breakfast with Allen Employee Engagement Survey Professional Development Survey Partners HealthCare
13 Professional Development (continued) Councils Annual Fund Communications Corporate & Foundation Events Gift Processors Major Gifts & Planned Giving Performance Management Recruitment & Engagement Research Stewardship Raiser s Edge Usage Training Boston Healthcare User Group (BHUG) Fundraising 201: Evolving Your Working Relationship with Physicians to Achieve Philanthropic Goals Leadership Development Institute CDO Council Strategic Talent Management Advisory Council Systems & BBNC Partners HealthCare
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