President’s message

From your Educate Plus NZ whanau … “Go Well!”

Kia ora koutou

On behalf of the newly-appointed 2021 Educate Plus NZ Chapter Committee, it is my privilege to wish you all a very restful, restorative, well-deserved break once the wind-down of the next couple of weeks is officially behind you! 

Before you depart please spare a thought for our outgoing, seafaring, Chapter President Naomi Wilde and the immensely tenacious, transformative and inspiring legacies that she leaves in her wake after significant contributions, firstly as Chapter Secretary and, more recently, as Chapter President. 

Naomi’s commitment to her fellow members saw her lead three exciting initiatives over the past two years, and most importantly, like any yachtswoman worth her salt, set us on a clear and steady course forwards. 

Firstly, Naomi was responsible for initiating the progressive step that resulted in the NZ Chapter now being represented by two Directors on the International Board.

Secondly, Naomi sought (and not surprisingly, gained!) approval of a professional development initiative that will provide leaders of education institutions with access to relevant, valuable insights regarding the importance of their roles to their institution’s advancement operations.

And in a final step that promises transformative impact for our organisation, Naomi determinedly drove the process that has led to the appointment of part-time NZ Chapter Manager, Kate Eatts. THANK YOU Naomi and WELCOME aboard Kate!

See Naomi’s Farewell Tribute video here – thank you Sheila for creating this special acknowledgement!

Welcome also to new Committee member, Dr Nicole Bassett, Development Manager at Liggins Institute and Auckland Bioengineering Institute, University of Auckland, and welcome back (for their second tours of Committee duty!) to past-President Chris Klaassen, Head of Advancement at AUT, and former Treasurer Craig Whitehead, Director of Advancement Business Intelligence at AUT. 

We are looking forward to connecting with you, your institution leaders and colleagues during 2021 and providing the quintessential Educate Plus trademark opportunities to Connect, Share, Support, Learn and Grow with your Educate Plus colleagues! Keep an eye on your Inboxes early in the New Year for dates of networking events and more of those practical, relevant webinars!

At the conclusion of this particularly odd year where we all learned so much about the art of “pivoting” and the philosophy of “Amor Fati” (the decision to spot silver linings amidst any and all “clouds”) – we wish you all much rest, love, laughter and a BIG exhale!

Be safe, and as our outgoing International Board Chair Mandy McFarland would say, “Go well”.

Vicki Fowler
NZ Chapter President

 

Meet the new Chapter Committee

A warm welcome to your new 2021 Chapter Committee and a big thank you for volunteering for the positions you have taken for the year. To find out more about your committee please click here and feel free to get in contact with any questions.

Vicki Fowler F.Edplus NZ Chapter President

Position & Institution
Executive Director, Tāwai Takapiri Connect Futures NZ Trust 

Key responsibilities of the role

• All facets related to establishing, growing, operating and monitoring the impact performance of a charitable, for-purpose organisation
• Building partnerships with key stakeholders
• Supporting partner schools to implement community development systems, structures and resources 

Previous careers/career experience

• Community Development Manager, Westlake Boys High School (7 years)
• Parent Trustee, Westlake Boys High School Board of Trustees (4 years)
• Owner operator of consultancy providing executive support in areas of systems, structure and culture development, strategic and brand marketing, sponsor partnership and events management (16 years)

Length of time on NZ Chapter Committee
7 years

Where I went to school
Otumoetai College, Tauranga (co-ed state school)

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Naomi Wilde F.Edplus Immediate Past President

My name is Naomi, I work at the University of Canterbury and am in a Major Gifts role. I feel it’s a privilege to do the work that I do and I love that I can facilitate positive outcomes for the future. I have nearly always worked in education – starting with student recruitment and marketing and moving into alumni and development. Highlights include being the first Director of Development for College House, assisting with the Centennial Campaign at St Andrew’s College, working with an amazing team at Lincoln University and returning to my alma mater to join the Alumni and UC Foundation Office. I have been on the Educate Plus NZ Chapter committee since 2014 and it has been incredible serving as NZ Chapter President for the last two years. Educate Plus is a very supportive membership organisation and it’s a pleasure to remain on the committee as immediate past president.

 

Sharon Roux Co Vice-President (Independent Schools)

Your current position and institution
I am currently the Director of Advancement at St Peter’s School Cambridge

3 key responsibilities (or areas and portfolios) of your role
I am responsible for all aspects of advancement at St Peter’s, including alumni relations, stewardship, bequests, grants, major gifts fundraising and sponsorships. This includes alumni and donor publications, events and the Alumni Association and St Peter’s Foundation.  

Your previous career experience, or positions and institutions
I started off on this wonderful career path in 2012, when I was appointed Fundraising Manager at the University of Waikato. In 2014 I joined the University of Auckland to work on the “For All Our Futures” campaign. In 2018 I started at St Peter’s.

Length of time on the NZ Chapter Committee
I am honoured to say that this is my third year on the NZ Chapter Committee

Where you went to school
I went to a lovely boarding school in South Africa called Potch Girls High

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Graeme Mullin, Co Vice-President (Tertiary Institutions)

Position & Institution
Development Manager, Development and Alumni Relations Office, University of Otago

Key responsibilities of the role
Embedded within University of Otago’s Business School, supports strategic fundraising projects and major gifts, stewardship of high profile alumni & friends, and corporate donations.

Previous careers/career experience

• Senior Trade & Investment Manager, British Foreign & Commonwealth Office, British Embassy in the UAE
• Director of International Development for the Middle East & North Africa, University of Salford

Length of time on NZ Chapter Committee
14 months

Where I went to school
University of Wales Aberystwyth, University of Worcester and the University of Wolverhampton, all in the UK

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Kirstyn Sandall, Treasurer

Position & Institution
Director of Marketing and Development, John McGlashan College

Key responsibilities of the role

• Marketing
• Alumni
• Admissions

Previous careers/career experience

• Director of International, St Hilda’s Collegiate School
• Director of International, John McGlashan College
• Teacher of German, John McGlashan College
• Teacher of German, Queen’s High School

Length of time on NZ Chapter Committee
1 year

Where I went to school
Otago Girls’ High School

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Penny Curran, Chapter Secretary

Your current position and institution 
Over 8 years as the Alumni and Development Officer at Lincoln University

key responsibilities (or areas and portfolios) of your role 
My role focuses on alumni engagement for Lincoln University including planning, management and conducting many large and small alumni reunions and events all over the globe.

Your previous career experience, or positions and institutions 
After graduating from Lincoln University, I spent 10 years in Australia working in the agribusiness sector, and local and state government in Queensland.

Length of time on the NZ Chapter Committee 
Elected on the committee in 2018 at the Auckland International Conference, been the Educate Plus Secretary since 2019.  I am also the Secretary for the Lincoln University Alumni Association.

Where you went to school 
Past pupil of Christchurch Girls’ High School, and an alumna of Lincoln University.

Carolyn Prebble F.Edplus
Committee Member

 

 

 

Jennifer Roshan, Committee Member – Communications

Position & Institution
Director of Community Development & International, Howick College

Key responsibilities of the role

• Marketing & communications;
• Alumni relations & fundraising;
• Community engagement;
• Internationals students

Previous careers/career experience
Advancement Manager, Sacred Heart College (Auckland) (4.5 years)
Advancement Assistant, Auckland University of Technology (3 years)

Length of time on NZ Chapter Committee
1 year, but previously as the NZ Chapter Administrator 2012 – 2014

Where I went to school
Auckland University of Technology
University of Auckland
Glendowie College, Auckland

Shelagh Murray F.Edplus
Committee Member – Tertiary Representative

 

 

 

Dr Nicole Bassett, Committee Member

Position & Institution
Development Manager, Liggins Institute and Auckland Bioengineering Institute, University of Auckland

Key responsibilities of the role

• Major gifts fundraising for the University of Auckland’s 2 large scale research institutes
• Stewardship of major donors
• Marketing &Communications for special donor events.

Previous careers/career experience

• Biomedical Research Scientists for 20 years and have spent the past 15years as a professional fundraiser in health related not-for profit organisations.
• Inaugural  Executive Officer for the School of Medicine Foundation
• CEO Variety the Children’s Charity
• Inaugural Executive Director West Auckland Health Services Foundation (Waitemata District Health Board) for the redevelopment of Waitakere Hospital.
• Auckland Medical Research Foundation (Marketing and Communications)

Length of time on NZ Chapter Committee
New

Where I went to school

• Freyberg High School Palmerston North
• Massey University (BSc & MBus)
• University of Auckland (MSc & PhD)

 

Chris Klaassen
Committee Member

Your current position and institution
Director, New Zealand Olympic Foundation
Head of Advancement, Auckland University of Technology
Director of International Students, Avondale College
Trustee, Sacred Heart College Development Foundation

3 key responsibilities (or areas and portfolios) of your roles 
Foundation governance – NZ/USA/UK 
Campaigns management – Capital, Bequest/Endowment, Stewardship
Strategy 

Your previous career experience, or positions and institutions
Former Board Chair, SIEBA
Former Trustee, Manaiakelani Education Trust

Length of time on the NZ Chapter Committee
Former President of Educate Plus NZ Chapter (2012 – 2015) 
Former Educate Plus Board
Committee Member since ADAPE 2009 – 2017

Where you went to school
Sacred Heart College (Auckland)

Craig Whitehead
Committee Member

Position & Institution
Director, Advancement Business Intelligence – Auckland University of Technology

Key responsibilities of the role
A principal contributor to the development of a new philanthropic Advancement strategy for the University with operational responsibility for the execution of that strategy

• develop, implement and promote AUT Advancement strategy and business plan
• manage the workstreams of the Director of Advancement and the Advancement team
• development and delivery of an effective and efficient stewardship programme

Previous careers/career experience
Records Registrar, Auckland University of Technology (7 yrs 7 mos)
Alumni Relations Manager, Auckland University of Technology (7 yrs 7 mos)
Lecturer, University of Auckland (8 yrs)

Length of time on NZ Chapter Committee
Member & Treasurer on ADAPE NZ committee from around 2008 – 2012

Where I went to school
Oldham Hulme Grammar School

 

Interesting Reads

 

Read full article here

Doodle

From the Tips and Tricks file … schedule meetings with a Doodle poll and avoid the email tangle!

For those you haven’t already heard about Doodle polls and regularly battle Inbox traffic jams caused by the endless stream of “meeting co-ordination” attempts, look no further, Doodle is a free online meeting scheduling tool that will enable you to reclaim precious time and sanity!

Like so many handy online tools, Doodle poll is offered in free (with LOTS of advertisements) and subscription options.

 

 

Especially useful for meetings that involve participants from a variety of organisations (and/or time zones), the process is simple:

1. Meeting organiser enters date, time (and time zone) options for the meeting
2. Enter the email addresses of all invited attendees
3. Include an intro note for meeting participants, asking them to select their preferred dates and times
4. You receive the results of your Doodle poll which clearly show meeting time/date slots favoured by most participants
5. Single click confirmation to all attendees of final meeting date and time

If you have any Tips and Tricks that your fellow Educate Plus colleagues NEED to know about, please share them with us! The time and energy saved by these value-add tools can transform our daily lives and offices.

On that note, hopefully you’ve heard of WeTransfer, large file transfer service and Microsoft’s Snipping Tool and? If not, check them out!

International Conference bookings open

As we emerge from the impact of COVID, I want to reassure you that our International Conference will be going ahead in Adelaide 6-9 September 2021.

We are however conscious that some of institutions still have travel and budget restrictions in place. With this in mind, the International Conference will be expanding its reach, adding virtual elements to our traditional live event structure.

• The Main Conference will be a face-to-face event to provide a richer, more immersive, and more participatory experience to our members.
  • If you are planning to attend, you can register now
  • Early Bird rates are now applicable – saving $400pp
  • We have put in place a flexible booking system that allows for refunds
  • Bursaries and Travel assistance packages are available
• Pre-conference Workshops & Master Class will be a hybrid event, live streaming to remote attendees who are unable to take part in the face-to-face sessions. More details to come soon.
• Conference Recordings: A selection of the top-ranked sessions will be available for purchase post conference. More details to come soon.

It is our core belief that challenges must be seen as opportunities, and this is our opportunity to bring you the best speaker line-up ever seen at the Adelaide 2021 International Conference.

We are committed to help our members succeed and ‘Reignite’ Advancement in the face of the unprecedented challenges we face today. 

NZ Chapter Partner Profile

Execucare

If you’re looking to grow your department, or in the position of needing to recruit part or full-time staff early in the New Year, look no further than the team at Execucare. Execucare is a leading recruitment consultancy for fundraising, marketing and communications executives in the Charity, Education and Arts sectors.

https://nz.execucare.com/about/team/nz

Christmas Break PD

We hope you all enjoy your brief Christmas break and use this time to recharge and recover from what has been a tough year for many of us.

Should you decide to use this time to improve a knowledge or skills gap, get proactive and hop online to see what benefits come with your membership. Access the on-demand webinars, recorded SIGs, upcoming certified practitioner courses, the 2020 edition of Face to Face and the International Conference. Expressions of interest are being taken for our 2021 Certified Practitioner Training courses in Melbourne in May and bookings are open for the International Conference in September in Adelaide 2021.

Quick Access to Educate Plus PD Resources

 

Tertiary webinars	If your interest is primarily the tertiary sector, we have a specific series of webinars available on wellbeing, Marketing & Communications, Alumni engagement, Fundraising. We also cater for the Residential Colleges sector focusing specifically on the needs, challenges and opportunities of Residential College Advancement professionals.
On-demand webinars	We have over 30 recorded on-demand webinars available with downloadable video, slideshows and supporting documents in our 2020 Resources Section.
Recorded SIGs	In our Special Interest Group section there are over 15 recorded sessions for you to access where our members share their experiences and knowledge and discuss the challenges they have faced in the past year and how they have overcome them. There are also some very interesting take away’s and tips on how they see the future in Advancement.
Podcasts	If you are ‘Zoom fatigued’ and do not wish to watch another recorded video, we offer all of the above sessions as recorded podcasts. So plug in, select your favourite channel and enjoy learning on the go!
Read F2F 2020	Our online interactive Face to Face 2020 is jam packed full of articles on issues facing Advancement professionals. This digital version contains lots of explanatory videos and links to other articles. Dip in and out at your leisure, there is so much to choose from.
International Conference 2021	Our International Conference planning is well underway and we have a great line up of speakers ready for September 6-9 in the Adelaide Convention Centre. Early bird on sale now. There are also bursaries available for those who need assistance.
Certified Practitioner Training May 2021	Our popular Certified Training Course is planned for May 6-7 in the University of Melbourne. Bursaries also available.