Let Me Count the Ways......

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Keeping Score During & After A Campaign. If fundraising is about "relationships & metrics", what are the metrics necessary to both manage the development operation and report to all the stakeholders. UBC has moved from a campaign goal to an annual sustainable goal, what are the challenges and ideas for measuring results in this new environment.  Fundraising Reports need to be timely, accurate and relevant. What does each of these things mean to fundraisers? How do you decide what to include in these reports?

Alan Marchant
Director of Advancement Services
University of British Columbia

Alan Marchant is Director of Advancement Services at the University of British Columbia. His responsibilities include providing leadership and vision in the development and use of enabling technologies, systems, and financial management in the support of the External & Legal Affairs Division and the Development Office. Services include the Alumni/Development system, LAN/PC support, records, donations processing, prospect management, research, finance, administration and human resources, and the Annual Fund program.

He holds an honours degree in Physics, an MBA and is a Certified Management Accountant. Before coming to UBC almost 12 years ago, he was a consultant in the area of strategic use of information, feasibility analysis and performance improvement,

organizational effectiveness and process re-engineering. In total he has over 25 years of systems and financial experience. He was recently elected a governor of Queen Margaret's School - a private preparatory school with an equestrian program situated on Vancouver Island.