EMPOWER: The UNM Foundation Strategic Plan 2020-2025

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2020-2025
JULY 1,
EMPOWER STRATEGIC PLAN
UPDATED
2023

VISION

Empowering The University of New Mexico to advance education, research and health for the benefit of our community and the world

MISSION

Create powerful engagements and partnerships that lead to increased philanthropy, investment, innovation and support for The University of New Mexico

CORE VALUES

INTRODUCTION

The University of New Mexico Foundation has been a steadfast partner in advancing The University of New Mexico for over four decades since its inception in 1979. As we enter the fourth year of our strategic plan, we reflect on the substantial progress that has been made and that began with the collective efforts of dedicated individuals, including members of the Foundation Board of Trustees, UNM leaders, and members of the Foundation’s professional team who collaborated in a comprehensive planning process to develop this now updated plan. Our focus continues to be on advancing the culture of philanthropy for UNM and enhancing the capacity of the Foundation to fulfill its mission and vision.

UNM is preparing the next generation of leaders across all disciplines and professions, particularly those from underrepresented groups. With its 23,000 students, 200,000 alumni (nearly half residing in New Mexico), and the state’s largest integrated healthcare, research, and education facilities, it is poised to impact the lives of New Mexicans and beyond.

The importance of private philanthropic support is more critical than ever. Our strategic plan has proven to be an agile and “living” document that enables us to deepen our relationships with the people and communities of New Mexico and prepare the University and Foundation for the public phase of a comprehensive campaign. As we actively implement this plan, we will continue to be thoughtful stewards, ensuring inclusivity and responsiveness to the changing needs of our university and its stakeholders.

STRATEGIC GOALS AND OBJECTIVES 2020-2025

Be the University’s trusted strategic partner in advancing the institution’s service to the people of New Mexico and society at large

In support of the “One University” goal of UNM’s Strategic Plan 2040: Opportunity Defined, explore with the University and its affiliated entities opportunities to leverage the Foundation’s resources, assets, and capabilities to support the University’s strategic priorities and signature programs.

Actively pursue short-and long-term opportunities for partnership and alignment of efforts to effectively engage University stakeholders critical to the growth of fundraising capacity.

Collaborate with University leadership to update the UNM/Foundation Memorandum of Agreement (MOA) and to enter into new agreements that will enhance the strategic partnership (I.e., data use agreement).

Explore opportunities for the Foundation to engage its Board of Trustees and select donors in strategic advocacy of UNM.

Continue to execute on plan for construction of an on-campus Center for Philanthropy.

Optimize philanthropic support and engagement through the comprehensive campaign to enable the achievement of UNM’s Strategic Plan 2040: Opportunity Defined

Continuously inspire and expand a culture of philanthropy across the University based on institutional priorities, current conditions, and best practices.

Develop and invest in a comprehensive campaign based on an ambitious fundraising growth roadmap that increases fundraising results to meet targets established through the campaign planning process.

Engage internal and external constituents in defining campaign priorities, aligning with UNM 2040, and facilitating successful implementation of the quiet phase of the comprehensive campaign.

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STRATEGIC GOALS AND OBJECTIVES

2020-2025

Achieve a broader and more visible impact for the Foundation’s various constituencies, including donors, prospects, alumni, University partners, and the community at large, through enhanced communication using state-of-the-art digital engagement tools

Utilize digital applications such as ThankView, ODDER, and Anthology, to increase engagement, stewardship, and giving.

In accordance with UNM’s Strategic Plan, utilize an equity and inclusion lens to communicate the University’s work to create opportunity, cultivate potential, create new knowledge, and provide service to all New Mexicans by leveraging our assets as a highly research-intensive university and health system.

Develop a strategic communications plan, utilizing a variety of communication methods, to demonstrate impact and showcase how philanthropy is advancing the University’s transformative story as an educational leader and to leverage pride in its progress.

Promote the UNM Foundation as a high caliber organization raising support for The University of New Mexico, hiring and retaining talented staff and implementing state-of-the-art best practices.

Develop and execute a technology roadmap to support the growth of the Foundation through state-of-the-art capabilities and digital first solutions with increased focus on cross-functional collaboration

Expand the use of technology, especially to capture and analyze data and information to personalize engagement with stakeholders and constituents.

Focus efforts to define and build data infrastructure for campaign readiness and long-term sustainability of the fundraising program.

Adopt an AWESOME (Automation, Workflow Enhancement, Standardization, Optimization, Modernization, Efficiency) approach to new and existing digital first solutions and project prioritization.

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STRATEGIC GOALS AND OBJECTIVES

2020-2025

Develop and fund a comprehensive talent management plan to support growth needed to achieve the Foundation’s and University’s goals

Recruit employees and volunteers with skills, experience, and resources to strengthen the Foundation’s support of the University and to meet the needs of the new comprehensive campaign, with special emphasis on highly competitive technical/analytical positions and development positions.

Evolve to a destination workplace characterized by high employee and volunteer satisfaction, productivity and retention through regular and meaningful collaboration, engagement, mentoring and professional development.

To assure effectiveness of the Foundation, grow and sustain diversity among employees and volunteers, ensure equitable and fair practices, and foster an inclusive environment among employees, trustees, alumni, donors, and other stakeholders.

Develop a financial and business model for the Foundation driven by opportunities to ensure sustainability, growth and agility over the long term

Identify opportunities, in partnership with the University, to diversify revenue sources to enable expansion of fundraising productivity and to support the Comprehensive Campaign.

Evaluate various models for managing the Consolidated Investment Fund.

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THE STRATEGIC PLANNING PROCESS

Foundation President & CEO Jeff Todd, with the active engagement and support of then-Board Chair Randy Velarde, initiated the planning process in November 2019 at the quarterly Board of Trustees meeting. Not only was the project designed to align with the University’s planning and priority-setting work, the Foundation’s effort also was informed by a growth study commissioned to set the stage for the next phase of fundraising when the last campaign, “Changing Worlds: The Campaign for UNM” officially ended in June 2020.

During the Board meeting, Foundation Trustees provided their perspectives on critical success factors for the project. These insights drove the agendas for the official onsite launch with the two primary stakeholder groups that would guide the process – an advisory Project Steering Committee representing University and Board leadership, charged with influencing the vision, mission, strategic plan recommendations and stakeholder engagement process, with a special emphasis on aligning the strategic plan’s goals with the University’s strategic direction; and an Internal Working Group comprised of Foundation’s leaders charged with developing and implementing the strategic plan, business and investment plans, the implementation plan, a dashboard, and key performance indicators.

Central to the planning project’s design were a series of strategic discussions with Foundation stakeholders, including members of the Board of Trustees and University Regents, University administrative and academic leaders, donors, and community members.

These discussions defined overarching questions to be explored and objectives to achieve, including:

Increased collaboration with University and community partners around strategic priorities

Enhanced leadership for the Foundation and its value to the University and the state

More frequent and compelling stories about the impact of private philanthropy on the University and the people it serves

Improved fundraising methods, tools, structures, and processes to facilitate robust and innovative giving programs

Revised Foundation vision and mission statements to support the planning outcomes

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PROJECT DESIGN AND IMPLEMENTATION

The seven-month planning project occurred from January to July 2020, with the January and February meetings onsite and the remaining conducted virtually through facilitated interactions once the University closed due to the pandemic.

As the Foundation’s planning partner, The Napa Group – a national strategy, leadership, and organizational design consulting firm – applied its signature 6-Phase model in a process that maintained its original schedule by combining in-person and remote activities.

Beginning August 28, 2020, The University of New Mexico Foundation Strategic Plan launched with the first 24 months of actions in support of the plan’s five-year implementation framework and current budget resources. Among the first-year activities was the development of a comprehensive budget plan to fund this strategic plan, in concert with University leadership, using current and new resources.

Annually, implementation champions are held accountable for the plan’s progress. As outlined in the previous pages, each goal has multiple objectives. The executive team selects priorities known as tactics – actionable and measurable activities – to complete in the upcoming year as incremental targets toward ultimately achieving the plan’s Performance Goals within the five years. The progress and completion of these tactics are tracked, reported, and reviewed through a Strategic Plan Dashboard. The Board receives incremental updates on the status throughout the year and meets to review these activities as needed.

The first three years of this plan saw 99-100% completion of the annually identified priorities.

In January 2023, The Foundation’s Executive Team began a six-month, comprehensive review of the Strategic Plan to assure that it continues to align with the University’s recently adopted strategic plan, UNM 2040: Opportunity Defined, and to update the plan to reflect the Foundation’s increased focus on the new comprehensive campaign. This updated Strategic Plan, effective July 1, 2023, now provides a clear roadmap for the remaining two-to-three years of the plan.

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The substantial involvement of University and Foundation leadership – administrative, academic, and volunteer – along with staff in producing this strategic plan signals our joint commitment to and enthusiasm for the University’s growth and differentiation as a premier public university. Importantly, it also underscores our collaborative partnership and dedication to accomplishing our mutual goals and dreams for UNM, as well as the people and communities of New Mexico and beyond.

MEMBERS OF THE ORIGINAL PROJECT STEERING COMMITTEE: ‘

Jeff Todd (Co-Chair), UNMF President & CEO

Randy Velarde (Co-Chair), UNMF Board Chair

Larry Ryan, UNMF VP of University Development

Bill Uher, UNMF VP of HSC Development

Ryan Mummert, UNMF Board Vice Chair/Chair Elect

Felicia Finston, UNMF Board Secretary

Cheryl Graham, UNMF Trustee

Alex Romero, UNMF Trustee

Garnett Stokes, UNM President

James Holloway, UNM Provost & Executive VP for Academic Affairs

Teresa Costantinidis, UNM Senior VP for Finance & Administration

Mark Peceny, Dean of UNM College of Arts & Sciences and UNMF Trustee

Kate Becker, CEO of UNM Hospitals

Ava Lovell, Sr. Executive Officer of Finance and Administration for HSC

Assata Zerai, UNM Vice President of Diversity, Equity and Inclusion

Martha McGrew, Vice Dean of Family and Community Medicine and UNMF Trustee

Eddie Nunez, UNM Athletics Director

Doug Brown, UNM Regent President

Connie Beimer, VP of Alumni Affairs

Del Archuleta, Community Leader and UNM Supporter

UNM FOUNDATION BOARD OF TRUSTEES

Felicia Finston (Chair)

Paul Blodgett

Doug Campbell

Paul Cassidy

Damon Chronis

Donald Clampitt

Carol Cochran

Tom Daulton

Dee Dennis, Jr.

Jim Ellis

Greg Foltz

Cheryl Fossum Graham

Francine Gaillour

Donald Godwin

Debbie Harms

Adam Harrington

Curtis Huff

Monica Jojola

John Mockovciak

Ryan Mummert

Brad Preber

Jerry Roehl

Jaymie Roybal

Kim Sanchez Rael

Harris Smith

Garnett S. Stokes

Jeff Todd

Pat Vincent-Collawn

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EMPOWER: The UNM Foundation Strategic Plan 2020-2025 by The University of New Mexico Foundation - Issuu