5X社区

Step-By-Step Guide

  • Determine the nature of the request, including dates, times, etc. Consider if the First Lady would/should be included  
  • Ensure that the Dean/VP of the unit has signed off on the request 
  • Fill out the DPAE completely for any item related to alumni and donors 
  • DPAE will review the request in bi-weekly Presidential Strategy meetings and submit to the Office of the President if applicable
  • The Office of the President will review the official request form and meet with the President to determine availability  
  • DPAE will coordinate with designated staff member in the unit to ensure that all details are in place 
  • The unit will be provided a template for the Presidential Briefing and given guidance on how to request Presidential Bios through the PA or PM for case type DPAE Prospect Research> Bios - Individual Meeting or DPAE Prospect Research>Bios - Events 
  • RSVPs for the event (if applicable) should be collected through DPAE systems by working with the unit's Project Manager <link>
  • An onsite liaison will need to be present (if not a DPAE staff member) to ensure a parking space is secure and the President has everything needed at the event/meeting.  
  • After the event/meeting, feedback on meaningful donor and alumni interactions with the President needs to be submitted to Banner through the unit鈥檚 Philanthropic Advisor <link to list> or by the if easier.  
0
0