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In
the Beginning
In 1994, the National Association of Independent
Schools (NAIS) asked Kathleen Hanson and Jeff Wack to design
and lead an annual institute for school administrators on
the then novel (to schools) business discipline of marketing.
The Marketing Institute for Independent Schools was born.
In 2000 NAIS decided to discontinue its sponsorship of the
Institute but encouraged Jeff and Kathy to continue to produce
and teach the event. The term "advancement" was
added to the Institute title several years ago as some schools
began to opt for the word advancement to reflect integrated
marketing practice. The fact is, wherever the school touches
a customer, it is engaged in marketing and advancing the
school. To date ,more than 1000 independent school administrators
have attended the Institute, many of them more than once.
Enrollment is capped, and the Institute fills every year.
About
the Marketing and Advancement Institute
The 15th Annual Marketing and Advancement Institute
is intended for school administrators interested in learning
how marketing can enhance the advancement of private schools.
"I
strongly recommend to all of you requesting marketing
information to watch for the flyer/email notice
regarding next fall's Marketing Institute and
sign up for it. It will be money well spent."
Julie Peters
Director of Admission
Canterbury School
Ft. Myers FL |
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The Institute is designed with three goals in mind:
- To teach the discipline of marketing as it applies
to schools.
- To encourage networking and shared learning among attendees.
- To allow school administrators to break away from the
daily firefighting so that they can gain a bigger perspective
on school priorities.
Jeff
Wack and Kathy Hanson are the lead faculty of the Institute.
Jeff earned his doctorate, and was until recently adjunct
professor, at Yale; is on the board of NAIS; and has over
a 25-year career consulted to nearing 100 educational institutions.
Kathy was until last year Vice President for Advancement
at Baylor School (TN) and a member of the CASE board, and
currently is a senior consultant in the schools practice
group of Marts & Lundy, as well as serves on the board
of TABS. This year, guest speakers include Ken Mason, Director
of Marketing at Westminster School; and Lorrie Jackson,
newly of finalsite, who will address trends and uses of
social media.
Jeff and Kathy teach an Integrated
Marketing Model that defines marketing as everyone’s
job. Directors of admissions, communications, marketing,
and development — often two or three from each school
— comprise the majority of attendees; but each year,
several board members, heads of school, and division heads
also attend and add immeasurably to the discussions. The
Marketing and Advancement Institute is comprehensive, interactive,
and challenging, so brand new administrators may not find
the Institute basic enough for their needs.
“Your
Marketing & Advancement Institute has given
me a great overview of the entire process from
pre-inquiry to bequest."
DeLeslie Porch,
Assistant to the President,
Jackson Academy |
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Jeff and Kathy cover an ambitious curriculum at a lively
pace, avoid over-scheduling, and hold the event at locations
attendees can enjoy. To optimize the learning experience
for all, the number of participants is capped at 65-75,
depending on the size of the conference facilities.
Special
Topics Following a Recession
- Admissions: Re-pricing,
and management of net tuition
- Social Media: A look
at the present, and future, roles of Facebook, Twitter,
and other social media
- Fund-raising: What the
‘new normal’ means for development
Sample
Syllabus for the Marketing and Advancement Institute
The Marketing and Advancement Institute’s curriculum
varies somewhat each year depending on how the independent
school marketing environment has changed, but the following
sample syllabus provides a basic outline of the topics typically
covered.
| Day One |
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Morning:
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- Contemporary marketing: More than you think
it is
- Marketing management: The Product, Price,
Place and Promotion.
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Afternoon: |
- Marketing in the context of prospect, parent,
and alumni segments
- The new realities of fundraising
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Evening: |
- Attend the Institute reception. Then have
dinner with your new pals, walk the Harvard
campus as it readies for the Harvard-Yale
football game, check out Harvard Square, or
get some holiday shopping done.
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| Day Two |
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Morning: |
- Data-driven marketing decision-making
- Principles of integrated marketing: Organizing,
planning, executing
- Building internal support for marketing
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Afternoon: |
- Marcomm planning (led by Ken Mason, Westminster
School)
- Change to Social media (led by Lorrie Jackson,
finalsite)
- Managing for quality, image, and reputation
- Case studies: Research to plan to actions
- Branding’s role within the broader
discipline of marketing
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Specifics
about the 2010 Marketing and Advancement Institute
For the first time in its 15 years, the Institute
will visit New England. 
Where:
The Inn
at Harvard is the host hotel, and is located on Harvard
Square, in the midst of the Harvard campus, and a short
block to “the Library” at the Harvard
Faculty Club where the conference will take place.
When:
November 16-17 (Tuesday and Wednesday), from about 8AM to
4PM each day.
Room rates:
The
Inn at Harvard is offering a tremendous room rate of
$199 (for a king or double) for Monday and Tuesday nights.
A limited number of rooms are also available Wednesday night.
Tuition:
- $1175 until September 15 2010, $1,275
after September 15th, 2010.
- $995 for additional attendees from
the same school (but spaces at this rate are limited).
SORRY, BUT AS OF AUGUST 26 THIS RATE HAS SOLD OUT.
Cancellations Policies: Cancellations
are accepted through July 31 2010 without penalty; 50% of
tuition will be returned for cancellations made August 1-September
15 2010. After September 15, 2010, tuition is transferable
for use by any other member of a school’s staff but
is not refundable. Although the Marketing and Advancement
Institute has always sold out and a waiting list is the
norm, Management Institutes, LLC reserves the right to cancel
the MAI in the unlikely event of insufficient enrollment.
Click here
to register for the Marketing and Advancement Institute.
Please wait until your spot at the Marketing and Advancement
Institute has been confirmed before booking your hotel room.
Once your registration has been processed, you will receive
a confirmation email with hotel information. Click here
to visit The New Yorker website.
To request more information about
the Marketing and Advancement Institute, click here.
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