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Relationship Management




The Jisc or main title… Management infoKit
Presenter Relationship
 Session Title or subtitle…
Jisc CETIS Conference 2013
16.40 – 17.20
Simon Whittemore
Programme Manager, Business and Community Engagement

Myles Danson, Programme Manager
Reputation Management?


“an ineffective relationship management system carries significant
   reputational risks”. Sir Tim Wilson DL


   Who will be the most influential reputation brokers for universities in the
    coming decade? Some suggestions......
          Paying students and their parents/families
          Wider society paying taxes towards publicly-funded research
          Alumni (who will be paying off student debts)
          External partners of universities
   So institutions need to manage these relationships carefully and ensure a
    good partner/customer experience.......


        Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Jisc investment in supporting
                                 Relationship Management in HE and FE
                                                         (source Innoget:




JISC Open Innovation - Simon Whittemore CETIS Conference 2013
Jisc Relationship Management infoKit:
                                   a Compendium of Good Practice



                                                    Authors:
                                                    Sharon Perry, Lou McGill




Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Jisc invested in Relationship Management
                                                 in HE/FE in order to.....


Help institutions identify and deliver increased value
 for the institution itself and the customer/partner by:

       professionalised mgt of business-critical relationships
       cost savings, efficiency and process improvements
       an enterprise-wide approach to developing and maintaining
        strategic relationships; better connectedness internally
       avoid purchasing costly /divisive systems prematurely
       identification of and support for „at risk‟ students to reduce non-
        completion and improve student retention rates
       improved customer/partner experience through service design
       web-enabled alumni engagement which improves employability


    Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Institutional Relationship Management Continuum




                                                                              Diagram :
                                                                              Lou McGill




Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
CRM Good Practice Handbook
                                               (Being developed into an infoKit)




                                                        Authors:
                                                        Kate Mitchell, Karen Race




Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Relationship Management - A Road to Value?
                         (NB Points below are components not linear sequence)


 EFFECTIVE SERVICES - HIGH QUALITY CUSTOMER EXPERIENCE


                                                      Reporting &
                                             Change
BUSINESS VALUE




                                                                     PARTNER VALUE
                                                      Bus. Intell;
 INSTITUTIONAL




                                             Mgt




                                                                       CUSTOMER/
                                  Policy              ...CRM
                                  Enablers
                                                      ...Improved
                      Data Sharing                    customer/
                                                      partner
                 Process Efficiency                   experience.


                    Service Design and Management
                         System interoperability
                                 STRATEGY
Overview of the resource




   http://www.jiscinfonet.ac.uk/infokits/relationship-management/

(Or not – needs to finish by 16.50)




     Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Practitioner Perspective
                                                                       (16.50 – 17.00)




   Jean Mutton, University of Derby




     Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Group Discussion (17.00 – 17.15)




What are the key issues for you?
   student progression / retention
   alumni engagement
   business and community partnerships
   Or another?




     Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
Report Back / Where Next (17.15 – 17.20)




   Feedback from Groups
   Webinar
   F2F event(s)
   RM-IN-HEFE@jiscmail.ac.uk
   http://www.jiscinfonet.ac.uk/infokits/relationship-management/




      Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013

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Relationship management sw md cetis conf 2013 v3

  • 1. Relationship Management The Jisc or main title… Management infoKit Presenter Relationship Session Title or subtitle… Jisc CETIS Conference 2013 16.40 – 17.20 Simon Whittemore Programme Manager, Business and Community Engagement Myles Danson, Programme Manager
  • 2. Reputation Management? “an ineffective relationship management system carries significant reputational risks”. Sir Tim Wilson DL  Who will be the most influential reputation brokers for universities in the coming decade? Some suggestions......  Paying students and their parents/families  Wider society paying taxes towards publicly-funded research  Alumni (who will be paying off student debts)  External partners of universities  So institutions need to manage these relationships carefully and ensure a good partner/customer experience....... Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 3. Jisc investment in supporting Relationship Management in HE and FE (source Innoget: JISC Open Innovation - Simon Whittemore CETIS Conference 2013
  • 4. Jisc Relationship Management infoKit: a Compendium of Good Practice Authors: Sharon Perry, Lou McGill Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 5. Jisc invested in Relationship Management in HE/FE in order to..... Help institutions identify and deliver increased value for the institution itself and the customer/partner by:  professionalised mgt of business-critical relationships  cost savings, efficiency and process improvements  an enterprise-wide approach to developing and maintaining strategic relationships; better connectedness internally  avoid purchasing costly /divisive systems prematurely  identification of and support for „at risk‟ students to reduce non- completion and improve student retention rates  improved customer/partner experience through service design  web-enabled alumni engagement which improves employability Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 6. Institutional Relationship Management Continuum Diagram : Lou McGill Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 7. CRM Good Practice Handbook (Being developed into an infoKit) Authors: Kate Mitchell, Karen Race Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 8. Relationship Management - A Road to Value? (NB Points below are components not linear sequence) EFFECTIVE SERVICES - HIGH QUALITY CUSTOMER EXPERIENCE Reporting & Change BUSINESS VALUE PARTNER VALUE Bus. Intell; INSTITUTIONAL Mgt CUSTOMER/ Policy ...CRM Enablers ...Improved Data Sharing customer/ partner Process Efficiency experience. Service Design and Management System interoperability STRATEGY
  • 9. Overview of the resource  http://www.jiscinfonet.ac.uk/infokits/relationship-management/ (Or not – needs to finish by 16.50) Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 10. Practitioner Perspective (16.50 – 17.00)  Jean Mutton, University of Derby Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 11. Group Discussion (17.00 – 17.15) What are the key issues for you?  student progression / retention  alumni engagement  business and community partnerships  Or another? Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013
  • 12. Report Back / Where Next (17.15 – 17.20)  Feedback from Groups  Webinar  F2F event(s)  RM-IN-HEFE@jiscmail.ac.uk  http://www.jiscinfonet.ac.uk/infokits/relationship-management/ Jisc Relationship Management - Simon Whittemore & Myles Danson CETIS Conference 2013