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Engagement Scoring Consultants

  • 1.  Engagement Scoring Consultants

    Posted 05-17-2021 01:42 PM
    We are starting the process of developing an Engagement Score and would like to hire a consultant to help with the process. Please send suggestions for consultants you have used or would recommend. We are on Raiser's Edge and have Tableau.

    Also, if you have done this in-house without a consultant and want to share your process/logic that would also be welcome. 

    Thank you for your help!

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    Evelyn Sheckler
    Sr. Prospect Management and Database Specialist
    Cal Poly Pomona
    ersheckler@cpp.edu
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  • 2.  RE: Engagement Scoring Consultants

    Posted 05-17-2021 02:46 PM
    You may want to take a look at the new CASE Global Reporting Standards and Alumni Engagement Metrics. I would imagine that your own formula for engagement scoring might want to align with the global survey so you can derive comparisons against global peers.

    Matt Bain
    Executive Director, Advancement Services
    Division of University Advancement
    Kennesaw State University
    404-944-9130





  • 3.  RE: Engagement Scoring Consultants

    Posted 05-17-2021 06:15 PM
    Thank you Matt, that is a great suggestion. The work we have done so far has used some of the same criteria as the we used when doing the Alumni Engagement Survey last year.

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    Evelyn Sheckler
    Sr. Prospect Management and Database Specia
    Cal Poly Pomona
    ersheckler@cpp.edu
    ------------------------------



  • 4.  RE: Engagement Scoring Consultants

    Posted 05-18-2021 07:19 AM
    Hi Evelyn,

    We have done this sort of work. Happy to discuss further offline.