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Phonathon – Self Assessment
Step
1
of
2
50%
Please read the following statements and then indicate how strongly you agree or disagree as it relates to your institution’s Phonathon efforts. Don’t spend too much time thinking about each statement. Your first instinct is usually the best one. If you’re not certain, then make your best guess/go with your gut instinct.
1. The phonathon is viewed by the entire advancement team and campus partners as a valuable program and resource.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
2. There are clear, realistic, and ambitious goals for the phonathon.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
3. There are sufficient metrics, reports, and processes in place to analyze phonathon performance.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
4. In addition to fundraising, the phonathon also supports alumni engagement, donor stewardship, prospect qualification, and research efforts.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
5. The phonathon has sufficient staff and budgetary resources and is supported by vendors and volunteers as needed.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
6. The phonathon can operate a physical call center and/or remote calling and can adapt to unexpected circumstances as needed.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
7. Other student programs (e.g., student clubs and organizations, student foundations, student-alumni association, senior class gift) are integrated with student phonathon efforts in a thoughtful and holistic way.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
8. A schedule and segmentation scheme for calling and related communications is developed before each semester and refined on an ongoing basis.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
9. Calling pools are segmented by constituency (alumni, parents, students, faculty, staff, and friends) and by donor type (recent donors, lapsed donors, non-donors, leadership donors/prospects).
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
10. Pre- and post-call communications include print mail, email, text, and video.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
11. Expectations for callers, supervisors, and program managers are clear and well documented.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
12. There are good systems in place for advertising caller work opportunities and recruiting a sufficient number of callers each semester.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
13. Calling shifts are carefully planned to optimize program needs and capacity.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
14. Scripts and talking points are clear, concise, and updated regularly.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
15. Callers receive adequate training and coaching that prepares and motivates them.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
16. Caller performance is monitored carefully, and processes are in place to promote and terminate as needed.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Please provide your information below so that your results can be emailed to you.
Name
*
First
Last
Job Title
*
Institution
*
Email
*
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