Please read the information presented below with regards to CASE Promotion Requests for Ms. Jane Doe and Mr. John Smith and answer the questions 1 thru 4. Thank you in advance.

After reading through the description presented on the foundation and the managers understanding of the new position, and after carefully examining the resume/360 review for each candidate, respond to the following questions.

1. What strengths would each candidate bring to the position of assistant manager?

2. What weaknesses do you see in each candidate? (i.e., be sure to reference resume and 360)

3. Who are you recommending for the assistant manager position? Why?

4. If you struggled to make a decision, what information would have helped? If you didnt

   struggle to make a decision, what did you find to be the most compelling piece(s) of information that directly informed your decision?

CASE Promotion Requests for Ms. Jane Doe and Mr. John Smith

You are serving as the manager of a foundation for Sheldon Community College. Currently, you have 10 paid giving/alumni officers and 3 full-time staff and 3 part-time associated staff. All paid giving/alumni officers have been hired by you over the course of the last 10 years, and were employed for their expertise in developing relationships with people and in their ability to know how to engage in the official ask (i.e., the point at which it is determined that a donor is ready to commit support). Portfolios of potential donors have been distributed by you to the staff. It is time for annual reviews, and you, as the manager, have made it clear that not only could there be bonuses for work well done, but that there is a new assistant manager position that is being created to expand the work into new areas. It is essential that the foundation find new donors for a capital building project, and to manage new initiatives associated with increased programming for bio-sciences and environmental studies- sustainability. The position would include managing these two new areas of giving, including creating donor lists for each, identifying new giving options by working with individual departments, connecting with existing companies in the community for possible support, and supervising one staff person who will handle scheduling and travel arrangements for you as well as follow up communications. Two giving/alumni officers have submitted their names, their resumes, and their 360 reviews for consideration for the assistant manager position. You need to make a decision, within the next 10 days, regarding who to promote into the position, and submit the recommendation to the foundation board for approval. What would you recommend?

Below are the key points from the resumes for each individual and a few details from their 360 review. Look these over and then respond to the questions posed.

Ms. Jane Doe Resume

Work Experience o 2009-Present,employedbySheldonCommunityCollegeasagiving/alumniofficer.

Maintained case files, and engaged in multiple points of contact with prospective donors (i.e., individuals and companies), organized and attended 6 major donor events, supported alumni and community event opportunities by arranging for guest speakers and arranging for the presence of community college faculty at those events, tasked

with engaging in asks with six major donors. Worked with faculty across the college to develop options to present to donors to raise funding for special projects. Raised $520,000 in planned gifts.

o 2000-2009, employed by Save-Rite, a wholesale company, as a gift officer. At Save- Rite served as the primary gift officer for a small company with clear philanthropic goals. Responsible for designing gifting program and maintaining connections with individuals who received scholarship awards. Maintained the website associated with those gifts to support the companys marketing campaign. Supervised a part-time assistant. Worked directly with the board of directors, and the owner of the company, to broaden the scope of the organizations philanthropic plan.

Education o Continuing Education CASE conference 2009, 2010 (national conference on

understanding giving and creating donor relationships for higher education) o M.A. Leadership, 1999 o B.A. Philosophy 1994

Service

o Serves on the Board of Directors, Kids at Risk o Serves as a member of the local parent-teacher association o Organizes neighborhood association events o Assistswithlocalvolleyballtournamentsatthehighschool o Servesassecretaryonthelocallibraryboard

360

Mr. John Smith Resume

Work Experience o 2010-PresentemployedbySheldonCommunityCollegeasagiving/alumniofficer.

Worked with assistant to maintain case load, and to create a rotation schedule to connect with prospective clients. Served as organizer for 7 major giving events at various places across the country, and while present at the events made individual contacts with 20 former alumni. During each event, one major ask took place. Traveled with a board officer twice during each of the last five years to three different individual locations to further relationships with potential donors. Currently working

Annual review with data received from peers, donors/alumni, manager. Reviews consistently show positive comments from donors/alumni, and peers indicate responsiveness, support, and a willingness to engage at a high level. Manager reviews are generally positive, with a few notes indicating that greater initiation is needed to detail in certain areas and a need for increased asks beyond planned giving is encouraged.

with an alum from a high-tech firm to create a mentoring program for students. Raised $500,000 (i.e., $400,000 planned gifts, $100,000 direct contributions) o

o 2001-2010employedbyMedTechNow,amedicaltechfirmasagiftofficer/community liaison. Engaged community organizations to increase connections for identifying gifting opportunities and to increase opportunities for collaboration. Connected directly with local universities and community colleges to understand how to create opportunities for internship development and for program funding support. Worked with marketing office to promote the companys philanthropy. Supervised one staff person.

Education o o Continuing Education Harvard Business School, Leadership program (i.e., program

begins next spring) o M.B.A., 2001 o B.S., Business, B.A., Economics

Service o Served on chamber of commerce o Volunteers as a referee o Active in local United Methodist church doing accounts for feeding the hungry

360

After reading through the description presented on the foundation and the managers understanding of the new position, and after carefully examining the resume/360 review for each candidate, respond to the following questions.

1. What strengths would each candidate bring to the position of assistant manager?

2. What weaknesses do you see in each candidate? (i.e., be sure to reference resume and 360)

3. Who are you recommending for the assistant manager position? Why?

4. If you struggled to make a decision, what information would have helped? If you didnt

   struggle to make a decision, what did you find to be the most compelling piece(s) of information that directly informed your decision?

Annual review with data received from staff, peers, donors/alumni, manager. Reviews consistently show positive comments from donors/alumni, and staff and peers indicate vision and deep interest in being assertive with creating ask opportunities. Manager reviews are generally positive, with a few notes indicating that while relationships with donors are generally positive, more collegial connection is needed in certain areas.