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E EXECUTIVE BRIEF Executive Director, Development & Alumni Relations

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Page 1: EXECUTIVE BRIEFafptoronto.org/manage/img/uploads/5c180762d041f_Executive Brief … · The Executive Director will have overall responsibility for developing and executing a strategic

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EXECUTIVE BRIEF Executive Director, Development & Alumni Relations

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TABLE OF CONTENTS The Opportunity ................................................................................................................................... 3

About The University of Toronto Scarborough ...................................................................................... 4

The Ideal Candidate .............................................................................................................................. 5

Major Activities .................................................................................................................................... 6

Experience Competencies ..................................................................................................................... 9

The Development and Alumni Relations Office at UTSC (DARO) .......................................................... 10

Additional Information About DARO ................................................................................................... 10

Boundless – The Campaign for the University of Toronto..................................................................... 11

Additional Information About U of T ................................................................................................... 11

Wisdom Tettey Biography................................................................................................................... 12

David Palmer Biography ..................................................................................................................... 13

Organizational Chart: Principal’s Reports ............................................................................................ 14

Organizational Chart: DARO ................................................................................................................ 15

About Scarborough, Ontario ............................................................................................................... 16

APPLICATION PROCESS For more information, interested individuals are invited to contact Tara George, Partner/Lead, Search & Talent or Joanna Gray, Search Consultant via email at [email protected] by February 1st, 2019.

Candidates who are interested in applying for this position should please send a resume and letter of interest to the email address listed above. All inquiries and applications will be held in strict confidence. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide a seamless recruitment experience.

The University of Toronto Scarborough is strongly committed to diversity within its community and especially welcomes applications from visible minority group members, women, aboriginal persons, and persons with disabilities, members of sexual minority groups, and others who may contribute to the further diversification of ideas.

Canada’s leading teaching and research University, the University of Toronto is ranked one of the Greater Toronto’s Top 100 Employers 2017, and one of Canada’s Top Family-Friendly Employers for 2017. Committed to enhancing the diversity and experience of both staff and students, U of T offers employees challenging work, flexible family-friendly programs and opportunities for professional and personal development.

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Executive Director, Development & Alumni Relations University of Toronto Scarborough

THE OPPORTUNITY The University of Toronto Scarborough (UTSC) is seeking an experienced, collaborative leader to join our diverse cultural community in the role of Executive Director, Development and Alumni Relations. This is an exciting opportunity to work in a dynamic multicultural environment to bridge and leverage effective partnerships both within and outside of the University.

As UTSC’s advancement leader, the Executive Director will direct all fundraising, alumni, and community relations activities for the campus, and report jointly to the Principal and the Assistant Vice-President, Divisional Relations. The Executive Director will function in an advisory capacity to the Principal, sharing expertise on major gift fundraising and feedback on areas of priority and growth for the campus through interactions with faculty, staff, students, and alumni.

The Executive Director will have overall responsibility for developing and executing a strategic fundraising plan that includes the individual, corporate and foundation sectors, as well as managing their own portfolio of high net worth donors. In addition, as a member of the Executive Leadership team at UTSC, they will work seamlessly with Division of University Advancement (DUA), demonstrating a shared commitment to the culture, values and best practices that drive high-level performance. The successful applicant will also lead a growing development and alumni relations team and develop a network of senior volunteers to increase fundraising results for the Scarborough Campus.

More specifically, the Executive Director will provide professional leadership and long-range strategies for all aspects of campus advancement including fund development, community relations and outreach, communications, special events, alumni, and direct marketing programs. The Executive Director will also devise and implement a major campaign to fund capital items and endowments consistent with the academic priorities, mission, and objectives of the Campus and University.

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ABOUT THE UNIVERSITY OF TORONTO SCARBOROUGH As one of three campuses of University of Toronto, the University of Toronto Scarborough is recognized for excellence in research and teaching, and for innovations that connect students to real-world experience. An anchor institution in the eastern Greater Toronto Area, U of T Scarborough combines the intimacy of a close-knit campus with the breadth of disciplines in the humanities, natural sciences, and social sciences, which provide the depth and rigor of one of the world’s best research universities. Fostering a vibrant culture of community engagement, U of T Scarborough students cross academic, as well as geographic boundaries, in their pursuit of knowledge.

Our faculty-led discoveries and scholarship have a lasting influence on our world, from advances in agriculture and environmental protection, to disease prevention and the promotion of pluricultural communities. Countless graduates have gone on to make a positive contribution to their communities and work places as leaders, entrepreneurs, and committed citizens. To learn more about some of our featured alumni, please visit: https://www.utsc.utoronto.ca/alumni/featured-alumni.

Recent growth has transformed UTSC into a comprehensive, mid-size university campus and provided a platform on which we are redefining our path in post-secondary education. We are launching exciting and distinctive programs that will give our students a head start as scholars, scientists, and global citizens.

More than ever, our alumni and friends have a pivotal role to play in helping new generations of students benefit from this distinctive campus experience. Together, we can ensure that each and every student has the resources to succeed and the knowledge to help answer our world's toughest questions.

The dynamic campus life features more than 200 student groups. Located next to popular natural landmarks in Toronto’s greenest area, U of T Scarborough is situated in one of Toronto’s most diverse and multicultural neighbourhoods. New buildings by award-winning architects characterize U of T Scarborough's transformational growth. The Toronto Pan Am Sports Centre – a world-class fitness and training centre – represents Canada’s largest investment in amateur sport infrastructure. Opened to U of T Scarborough students and the community in September 2014, the Centre also hosted events for the 2015 Pan Am and Parapan American Games.

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THE IDEAL CANDIDATE With a naturally personable and collaborative nature, the ideal candidate will be excited by the opportunity to leverage and grow relationships for the benefit of the University of Toronto Scarborough campus and the broader local community. A committed and open-minded leader, the Executive Director, Development and Alumni Relations, will focus efforts on developing a significant major gifts fundraising program. With a proven track record in soliciting and closing six-figure major gifts, ideally while thriving in a complex organization, this seasoned fundraising professional will be high-performing, goal-oriented, and motivated by challenging fundraising opportunities and targets.

Confident and tenacious, the successful candidate will tactfully and respectfully bridge relationships across campus and on the larger University scale with ease and flexibility. Fostering strong and positive interdepartmental relations, the ideal candidate will be an exceptional listener who values academic partnerships and abilities. The Executive Director will demonstrate integrity and poise in all interactions, from senior-level volunteers and academic leaders, to donors, alumni, staff, and students.

The incumbent will be innovative and resourceful, with a seamless ability to read audiences and situations and adapt their communication style and language to be effective. An engaging and strong public presenter, the Executive Director will be an effective communicator and a creative “on-the-spot” thinker in the face of conflict or challenges. Naturally outgoing, this individual will find common ground with a wide range of stakeholders.

The Executive Director will have an intellectual curiosity, a willingness to learn, and an appreciation and understanding of the campus’ academic mission. With an openness and awareness of different cultures stemming from their global perspective and understanding, the incoming leader will be excited by the prospect of engaging the diverse community at UTSC. Comfortable with and energized by other cultures, languages and perspectives, the Executive Director will harness and leverage positive relationships across UTSC and the community.

The Executive Director will have a genuine and approachable style, with a strong understanding of team dynamics. Giving clear directions and setting clear expectations, the ideal candidate will support their team’s growth and success, offering mentorship opportunities and helping them to achieve goals. With a strategic approach to maintaining accountability in a complex system, the successful candidate will also find a balance between planning priorities and seizing opportunities.

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MAJOR ACTIVITIES

Strategic Development

Provides leadership, direction and priority setting to all elements of the Campus’ advancement activities, including fundraising and enhancing campus relationships with its external constituencies for fundraising purposes.

Develops a strategic plan for the development of significant external support for the Campus, the initial and critical element being the formulation of the methodology needed to participate in the University-wide Campaign. The Campaign is the major element of a longer-term plan to significantly increase external support;

Develop an implementation plan and policies in support of the strategic plan.

Institutes procedures that ensure the Campus priorities inform the fund-raising process.

In consultation with the Alumni/Development Officer, contributes to the development of strategic plans that take into account the need to promote the retention and significant improvement of the level of annual giving from students, alumni, faculty, staff and friends of the Campus.

Oversees and provides professional leadership and long-range strategies for all aspects of campus advancement, including community relations and outreach, marketing and promotions, prospect research, communications programs, special events, alumni and direct marketing programs including annual campaigns.

Provides support to managers responsible for particular areas, including communications and media programs, annual campaigns, alumni relations, and special events.

Development and Advancement

Devise and implement comprehensive campaign programs through all stages of the fundraising cycle and across all revenue generations streams.

Prepare written and oral plans and reports to the Principal and the AVP, University Development, and the campaign board. Identify, recruit, train and work closely with, the members of the campaign board and a substantial volunteer pool.

Responsible for Scarborough’s overall donation management process, ensuring that all aspects of the process are carried out from the point where a donation commitment is made until it is receipted.

Researches and plans the cultivation of relationships with potentially generous donors, which can be translated into financial and volunteer support.

Develops a network of senior volunteers and spokespeople, identifying, training, motivating, advising and organizing them in their fundraising activities on behalf of UTSC.

Initiates, leads, direct and manage programs designed to obtain maximum financial support from a wide range of potential donors. Directs research on identified individuals as having significant donor potential.

Directs the establishment of a comprehensive planned giving program to encourage bequests, insurance, gifts-in-kind, annuities, and other vehicles of deferred giving for UTSC.

Ensures that donor recognition and acknowledgment programs and publications are in place to maintain excellent donor relations with UTSC’s benefactors.

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Monitors, analyses and reports on Campaign and other development activity progress.

Promotes the needs of UTSC and of the University of Toronto at fundraising events through public speaking engagements and individual contact with donors.

Works collaboratively with UTSC’s development and alumni relations staff that have responsibility for alumni fundraising initiatives.

Executive Leadership

Contributes as a member of the Executive Committee of UTSC in the development and implementation of UTSC's vision; accountable for developing and implementing strategic alignment with this vision within the portfolio across UTSC and other campuses. Supports the goals and objectives of UTSC's strategy and develop, through stakeholder involvement and relationship development, plans, processes and supports in order to achieve these goals.

Provides input and advice in respect to projects, initiatives and priorities of the campus. Advances community building and outreach activity as an executive committee representative of the campus by attending events, speaking engagements, and advancing the Principal's community building objectives.

Collaboratively develops campus priorities and plans in conjunction with other executive committee members and advisory to the Principal. Builds tri-campus relations and attend meetings and events to represent UTSC in respect to tri-campus issues. Participates in local emergency response matters as needed.

Advises and makes recommendations to the Principal in respect to resource allocation; provides input and advice to the Principal as decisions are undertaken. Identifies portfolio financial needs, present and contribute to discussions and decisions at the annual Planning and Priorities meeting.

Embeds campus priorities and the Principal's objectives by aligning portfolio priorities. Acts as content expert and provides context and strategic considerations to inform strategic decisions being made by the Principal and others on the Executive Committee which will impact the campus.

Proactively and collaboratively supports other members of the executive in order to best achieve objectives of the Principal and ensure a well-functioning campus.

Represents the Principal and UTSC at senior level committees, events, functions, to parents, students, alumni, fundraising partners and other external events.

Collaboratively develops the campus and campus plans. Ensures portfolio needs are taken into account and effectively coordinated with other portfolios across UTSC.

Builds and improves tri-campus relations; ensure that the particular needs of UTSC are represented in tri-campus forums; work to ensure that tri-campus resource distribution is fair such that all campuses are strong and effective in achieving their aspirations and goals.

Provides input to the Principal, Dean, Executive Committee and Chairs as to what external relations activity requires attention vis-à-vis the implementation of communications and marketing devices that accent the activities, strengths and accomplishments of UTSC.

Human Resource Management

Manages all HR issues as appropriate in accordance with standard University of Toronto policies and procedures.

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Gives direction to staff on an ongoing basis to ensure fair and equitable treatment. Oversees staff performing prospect research and office coordination. Provides support to managers responsible for particular areas, including communications and media programs, annual campaigns, alumni relations and special events.

Has full managerial authority over the staff in the Development and Alumni Relations Office (DARO).

Plans strategically for and defines the organizational structure for DARO, including the kinds of equipment used, the methods and techniques of work, the work assignments, duties and responsibilities of positions and the classifications and qualifications of positions as well as other management rights contained in appropriate collective agreements.

Implements changes to the organizational structure, including organizational change, hiring, layoff, demotions, creating and eliminating positions.

Defines duties and responsibilities of staff, including defining hours of work, the schedules of work, and the methods and techniques of work.

Determines work assignments for staff based on understanding of needs, individual skill, project requirements and availability of resources.

Ensures work tasks are completed on schedule and standards and policies are followed by staff.

Responsible for budgets relating to HR management, including the hiring and laying off of staff.

Hires staff based on assessment of candidates and understanding of department’s needs.

Discusses performance with employees to provide feedback and address performance related issues as part of the employee development process.

Recommends appropriate salary adjustments for employees based on evaluation of performance and achievement of performance goals.

Consults with HR when dealing with serious issues that affect employment relationships.

Strategically manages labour relations implications of business disruptions; participate as representative of department in broader strategic management initiatives related to planning for business disruptions in the University.

Develops plans and work processes for department projects based on understanding of project requirements and timelines.

Guides department staff by providing the necessary direction and training to complete department/project work, based on knowledge of department procedures and specialized expertise.

Recommends professional development opportunities for staff to update and enhance their skills and knowledge.

Resolves technical problems and staff-related issues that arise during department/project work on a timely basis, to ensure work can be completed with minimal delay.

Manages any conflict between staff members and handles all employee complaints in consultation with Human Resources and Labour Relations.

Works collaboratively with union representatives.

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EXPERIENCE & COMPETENCIES Required Experience & Education

A successful track record in executive responsibility and leadership in all areas of development and alumni relations in a large and complex organization.

A comprehensive understanding of revenue goals and metrics and the tools available to effectively measure results.

An innate understanding of, and demonstrated commitment to, diversity, equity and inclusion as it applies to this role and more broadly.

Demonstrated experience and success managing, motivating, and mentoring volunteers and advancement professionals, bringing out the best in teams and individuals.

Highly knowledgeable and experienced in both new and traditional channels of revenue generation.

A university degree or an equivalent combination of education with marketing and advancement experience is preferred. Graduate education or related continued education is considered an asset.

Abilities, Qualities, and Attributes:

Excellent presentation, written and oral communication skills.

Highly developed relationship management skills.

Proven ability to negotiate and to be diplomatic and discreet.

Excellent organizational, analytical and project management skills.

Ability to motivate staff and volunteers to achieve objectives.

A demonstrated ability to work well with individuals both within and outside of the University.

Exceptional management skills – analytical, problem-solving, negotiation, motivation and development of others.

A demonstrated ability to successfully implement change.

Focused and goal-oriented.

Proven ability to inspire confidence, to motivate others and to persuade.

Ability to be flexible working individually as well as collaboratively.

Independence and initiative in organizing and following through with complex tasks to meet deadlines and an ability to solve problems in a strategic and tactical manner.

Advanced level of acuity to anticipate and synthesize impact of decisions made.

Ability to constantly assess risk mitigating strategies to optimize results due to the complexities of stakeholder engagement.

Other Considerations:

Valid driver’s licence and access to personal vehicle required.

Valid passport for international travel required.

Cultural sensitivity to work with international students and donors.

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THE DEVELOPMENT AND ALUMNI OFFICE AT UTSC (DARO) The Development and Alumni Relations Office is made up of a team of 8 staff members dedicated to serving the UTSC vision and mission by leading, planning, and executing fundraising and alumni relations activities in the areas of student aid, capital projects, research, and support to improve the student experience. The Scarborough campus has raised nearly $37 million, surpassing its $35 million Boundless Campaign goal.

On all development and alumni activities, DARO collaborates closely with the various departments, faculty, staff and students of the campus, as well as many alumni volunteers. The development and alumni group at UTSC also ties into and coordinates with the central Division of University Advancement (DUA), drawing on the strategic guidance, operational partnerships, and professional support offered by its DUA colleagues.

ADDITIONAL INFORMATION ABOUT DARO https://boundless.utoronto.ca/news/group-to-raise-3-million-for-chair-in-tamil-studies-at-utsc/

https://boundless.utoronto.ca/news/gift-to-utsc-creates-expanded-space-for-teaching-student-services-and-community-engagement/

https://www.utsc.utoronto.ca/programs/wili/

https://utsc.utoronto.ca/news-events/events/utsc-emerging-leaders-initiative

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BOUNDLESS – THE CAMPAIGN FOR THE UNIVERSITY OF

TORONTO The Boundless campaign for the University of Toronto is a transformational fundraising effort that embodies the University of Toronto’s bold vision for the future. Thanks to more than 94,000 alumni and friends, the Boundless campaign has raised a remarkable $2,058,559,590 to date, exceeding its original $2 billion goal in June 2016, six months ahead of schedule. Building on this generous support and momentum, the University announced an expanded goal of $2.4 billion for initiatives inspired by the University’s Three Priorities and emerging ideas from across our three campuses.

Building on our success to date, we will seize on new opportunities to strengthen our role in civic and global society, provide a transformational undergraduate learning experience, pave the way for game-changing start-ups and new industries, drive breakthroughs in health care, and create the knowledge that illuminates humanity. Together, we can reimagine the world.

ADDITIONAL INFORMATION ABOUT U OF T President’s Biography: http://www.president.utoronto.ca/biography

University of Toronto’s Three Priorities: http://threepriorities.utoronto.ca/

U of T Global: http://global.utoronto.ca/

U of T News: https://www.utoronto.ca/news

Research & Innovation: https://www.utoronto.ca/research-innovation

UofT Magazine: http://www.magazine.utoronto.ca/

Division of University Advancement: http://advancement.utoronto.ca/

Boundless campaign: http://boundless.utoronto.ca/the-campaign/

Campaign Initiatives: http://boundless.utoronto.ca/initiatives/

Campaign news: http://boundless.utoronto.ca/the-campaign/news/

Impact Stories: http://boundless.utoronto.ca/impact-stories/

What makes us Boundless?: http://boundless.utoronto.ca/impact/what-makes-us-boundless/

Donor Stories: http://boundless.utoronto.ca/our-supporters/

Boundless donor list: http://boundless.utoronto.ca/our-supporters/donor-listing/

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BIOGRAPHY

Wisdom Tettey

Principal

Professor Wisdom J. Tettey is a political scientist and a leading researcher on African diaspora, politics and media.

The author of several publications on Africa – including on the political economy of globalization and information technology; media, politics and civic engagement; African higher education; and the African diaspora – Tettey has looked at addressing the brain drain from the continent. In 2005, he was the lead investigator on a World Bank study on faculty retention in African universities and, in 2017, he received a Social Sciences and Humanities Research Council of Canada award to look at human rights issues for people affected with albinism.

As an undergraduate student at the University of Ghana studying political science and Russian, Tettey spent his third year in Moscow at the height of Mikhail Gorbachev’s perestroika and glasnost programs. Soon after, he came to Canada as an international student to pursue a master’s degree in political science at the

University of British Columbia (UBC). He holds a PhD in political studies from Queen’s University.

Before joining U of T Scarborough in 2018, Tettey was the dean of the Irving K. Barber School of Arts and Sciences at UBC’s Okanagan campus. Prior to being appointed to the Barber School, Professor Tettey served four years as Dean of the Faculty of Creative and Critical Studies at UBC Okanagan. Tettey was a Killam Resident Fellow at the University of Calgary and a Visiting Research Fellow at the Ghana Centre for Democratic Development. He was named a fellow of the Ghana Academy of Arts and Sciences in 2013.

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BIOGRAPHY David Palmer

Vice President, Advancement, University of Toronto

Since 2007, David has served as Vice‐President, Advancement for the University of Toronto, Canada’s largest research‐intensive university, with 88,000 students on three campuses, 21,000 faculty and staff, and 562,000 alumni in more than 180 countries. David has led the planning and execution of the University’s ambitious Boundless Campaign, publicly launched in November 2011 with an original goal of $2 billion, which was increased in December 2016 to $2.4 billion. Boundless is the largest campaign in Canadian university history – an ambitious and necessary undertaking to help prepare the next generation of global citizens and to address today’s defining global challenges.

From 1999 to 2007, David served as President of the Royal Ontario Museum Board of Governors (originally the ROM Foundation) where he led Renaissance ROM – a transformational campaign that re‐defined the Museum’s financial resource base, its public brand, and its position as a major international cultural destination. Recognizing the Museum’s mandate that encompasses both world civilizations and natural history, he made a priority of reaching out to Canada’s Japanese, South Asian, Chinese, Ukrainian, Italian, Greek and other communities locally and nationally. The Renaissance ROM Campaign, unique in Canada for its inclusiveness, generated an enormous sense of pride and engagement among these diverse communities, exemplified by a landmark gift from Michael Lee‐Chin to name the Museum’s new building.

David Palmer is a Senior Fellow of Massey College, an executive committee member of the National Council of Foundation Executives, and a director of the Earth Rangers Foundation. He earned his Master of Fine Arts in musicology from Princeton University and began his career as a Lecturer in the Faculty of Music at The University of Western Ontario, his undergraduate alma mater. After his first foray into development and marketing at Orchestra London, David would return to Western to lead a ground‐breaking campaign for the University of Western Ontario’s School of Business Administration. These efforts resulted in it being renamed the Richard Ivey School of Business, ushering in a new era in professional faculty fundraising in Canada.

In recognition of his strategic and principled approach, and for helping redefine the fundraising potential for several charitable sectors in Canada, David was recognized in 2011 with the Outstanding Fundraising Professional Award by the Association of Fundraising Professionals. In 2016 he was recognized with the Outstanding Achievement Award by the Canadian Council for the Advancement of Education.

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ORGANIZATIONAL CHARTS

PRINCIPAL’S REPORTS

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DEVELOPMENT AND ALUMNI RELATIONS

Executive Director, Development & Alumni

Relations

Manager, Development

Development Officer

Senior Development Officer

Alumni & Development Officer

Alumni Development Officer

Business Officer Grants and Sponsorship

Officer

Assistant to Executive Director

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ABOUT SCARBOROUGH, ONTARIO Scarborough is the region of Toronto hugging the city’s eastern fringe. Known by Torontonians as a mosaic of different ethnic cultures, Scarborough is also known for its breathtaking natural scenery.

Explore the Scarborough Bluffs, giant clay cliffs spanning nearly 15 kilometres, while taking in all the natural beauty Lake Ontario has to offer. The Rouge River, running along the eastern edge of Scarborough, is one of the last Southern-Ontario areas untouched by development since the arrival of 17th Century French fur traders. The 47-sq-km Rouge Park is the first National Urban Park in Canada and encompasses First Nations archaeological sites.

Scarborough is a popular residential destination for new immigrants to Canada. As a result, it is one of the most diverse and multicultural areas in the Greater Toronto Area, being home to various religious groups and places of worship. Scarborough has many authentic Asian restaurants, from Filipino to South Indian to Northwestern Chinese. The famous Toronto Zoo, located right along the Rouge River, is another popular attraction in the area.

The northeast corner of Scarborough is largely rural with some of Toronto’s last remaining farms, leading to Scarborough’s reputation of being greener than any other part of Toronto.