CONFERENCE REPORT

 

12 May 2007

 

held at

 

 

 

 

 

 

LORD WANDSWORTH COLLEGE

 

 

By kind permission of the Headmaster

I.G.Power Esq. MA


OPENING ADDRESS                                                  Chairman: Roger Moulton

                                                       Chairman AROPS

                                                              (Old Pauline)

 

 

 

The Chairman thanked the Deputy Headmaster, Mr Alan Dyson, for inviting AROPS to hold its 40th Conference at the College.

 

He welcomed 78 representatives from 61 societies. He also welcomed those attending the Alternative Programme. He gave a special welcome to all those attending for the first time and said that he hoped that they would find the day both profitable and enjoyable.

 

The Chairman then introduced the Deputy Headmaster who welcomed the Representatives to the College. He then gave a brief outline of the history of Lord Wandsworth College from its foundation in 1912. The school was originally founded for the benefit of sons of farm workers and began as a boarding school. It is now a coeducational school with both boarders and day pupils. He explained that although the agricultural connection no longer exists the Foundation has remained and at present is supporting 50 foundationers – pupils who are either orphans, from broken homes or who have special boarding needs. The College is currently working very hard at building up the Foundation.

 

Simon Clements, President of the Sternians’ Society, then spoke about the aims and objects of the society. He explained that the school and the society were now joined together and that everyone who attended Lord Wandsworth College automatically became a member of the Sternians when he/she left. He felt that the Society was in a very strong position. It had a good relationship with the Headmaster and was involved in the careers programme. There were strong links with the Development Office and links with former pupils were being strengthened all the time.

 

The Chairman thanked both the Deputy Headmaster and the President for their talks

 

At the conclusion of the session those taking part in the Alternative Programme departed for the Watercress Line and a tour of New Alresford.


FIRST SESSION                                                              Chairman: Bill Gillen

                                                       (Old Arnoldian)

 

Development Directors At Work

 

There were two excellent speakers: Mrs Kate Chernyshov, the recently appointed Development Director at Lord Wandsworth College, and Mr Ian McLean, Development Director at Lancing College and one of the most experienced practitioners in the independent school development profession.

 

Ian McLean spoke first and, after a brief introduction dealing with his career in development both in England and Australia and also recounting some anecdotes to illustrate the need for development directors in schools, he moved to his main purpose which was to talk about the role of a Development Director.

 

In a fascinating and lucid address Ian said that a Development Director had three main responsibilities or concerns:

 

1.       The Alumni.

2.     The marketing of the School.

3.     Fundraising.

 

His main points included the following:

 

  1. All three responsibilities must be integrated under the aegis of the Development Director and his office and professional assistants.

 

  1. The School and the Alumni must work together for their mutual benefit and form one united community.

 

  1. The past did not equal the future and the Development Director would help both the Alumni and the School to cope with the many changes in today’s society such as:

a)     Advent of co-education and the gender balance.

b)    Decline in boarding across the United Kingdom.

c)     The expectations of international boarders.

d)     The increase in Day Schools.

e)     Greater parental involvement in school life.

f)     The new drinking and drugs culture.

g)     The internet and the way that young people communicate today.

h)     The need for greater segmentation in the database.

i)       Increasing restrictions on free access to school premises.

j)      New privacy laws, human rights and other changes in the law.

k)     The changing club culture among young alumni.

l)       The transfer of wealth.

 

  1. The Development Office would not destroy the identity of the Old Pupils’ Society; rather it would help strengthen and develop it in other ways:

a)     Take over its administration and use professional staff.

b)    Give daily attention to Old Pupils’ Society affairs including dealing with e-mails.

c)     Manage the database in all its complexity.

d)     Improve the finances of the Old Pupils’ Society.

e)     Make the Old Pupils’ Society more aware of its identity and of its membership.

f)     Increase the efficiency of the Old Pupils’ Society.

g)     Increase its membership.

h)     Give the Old Pupils’ Society a much better knowledge of the School with which it could then work very closely.

i)       Assist the Old Pupils’ Society to plan and publicise its future to the widest possible audience.

 

  1. The School would benefit from the Development Director in the following ways:

a)                 It would have access to the expertise of its Alumni e.g. careers advice

b)                It would have increased knowledge of its Old Pupils’ Society and its planned events which the School could then support and assist.

c)                 It would be able to involve the Old Pupils’ Society more closely in school life.

d)                 It would have a much higher profile by virtue of being expertly and professionally marketed which would bring enormous advantages and benefits especially with regard to the recruitment of pupils at all points of entry to the School.

 

  1. Both the Old Pupils’ Society and the School would be a tight and united community and thereby better able to communicate both internally and with the local community – and indeed with the wider world.

 

  1. The Development Director is neither a fundraiser nor a campaign manager and the Development Office is not a fundraising machine. Schools wishing to launch appeals should bring in a specialist for this purpose who would set a financial target, helping achieve it and then depart.

 

  1. The Alumni can support the School and the Old Pupils’ Society in a whole host of ways, one of which might be by giving money; but the latter is neither obligatory nor the raison d’etre of the Development Office which is to create a sense of belonging.

 

  1. The Development Director formalises and increases the traditional support that former pupils have always given to their School and Old Pupils’ Society.

 

Ian McLean then handed over to Kate Chernyshov to deal with fundraising.

 

Mrs Chernyshov confined her remarks to fundraising and has supplied the following notes.

 

Although fundraising is only a small part of what Development Directors do, it is often the part that many former pupils’ societies fear the most. A good fundraiser is not embarrassing, does not put pressure on donors and makes the experience of donating pleasant and even enjoyable!

 

A. What charities do you support and how? Have you put money in the collection plate at church? Coins in a tin on the High Street? A cheque in the post having had a letter? Bought an auction item at an event?

 

  1. Almost everyone in Britain gives to charity in some way – even former pupils.

 

  1. You support the charity in the way that you want – anonymously/conveniently/in your will/tax efficiently/having fun. You may offer an auction prize or a link to someone in a charitable trust. Supporting a charity does not always mean writing a cheque.

 

  1. You give because you want to make a difference. A good fundraiser helps you show you how you can make a difference and makes the process of donating a good experience. They keep up to date with the addresses and e-mails, they tell to whom the cheque should be written, let you donate on-line and they thank you promptly and to the appropriate person. A bad fundraiser makes you feel guilty or embarrassed and pressurises you to give.

 

 B. Think of your school as a charity – whom does it help? Why do people support it?

 

1. Aims of your charity – look it up on the Charity Commission website or ask the school. We are all asked to demonstrate public benefit and the school’s charitable aims should be clearly defined.

 

2. Example – the Lord Wandsworth Foundation helps children who have lost a parent. It also owns the land and buildings on which the school is sited and develops facilities to ensure that the school is still able to pupils an excellent education.

 

3. Former pupils may want to give something back or they may want to be linked with part of the establishment. Thinking of your school as a charity helps former pupils to approach the organisation, to interact with it without the risk of sitting next to a dull former schoolmate at dinner.

 

C. The fundraising process:

 

  1. Who will want to give?

Former pupils, former staff, current parents, current staff, current pupils, governors. We can approach everyone in the community of the school, but use appropriate methods and ensure that any feedback is acted upon. Not everyone will want to give, but a small minority will react in some way (good or bad!) and a small proportion of them will make a donation.

 

  1. Why do we need the money?

Most schools raise money for bursaries and buildings. Every time there is a request for a donation, the fundraiser must clearly define what the money will be used for. Different causes will appeal to different people.

 

  1. How will we ask for money?

 

  1. Direct mail, telephone calls, speeches at events, information displays, one-to-one approaches, marathons, auction …..

 

Summary

 

  1. Your school is a charity and you can help to make a big difference.

 

2.            Accept the fundraising process as part of the life of the school. If you feel uncomfortable with it, don’t do it! There are others who will.

 

3.  Recognise that former pupils aren’t being “got at” – the fundraising process involves everyone who has an interest in the school.

 

A lively discussion followed with significant input from several representatives including Richard Bird (Old Witleian), Barry Hackett (Old Loughburian), Mike Jenner (Old Edmundian) and Steve Wright (Old Ashvillian). In dealing with questions both Kate and Ian allayed fears that having a Development Office with a Director would result in a take-over of the Old Pupils’ Society by fundraisers; supplied ample justification for the significant cost of a Development Director to the School which would reap huge benefits in the long run; and reiterated strongly and unequivocally the need for transparency in all financial dealings irrespective of any future ‘political threats’ to independent schools and their charitable status. The two speakers were at pains to emphasise that a Development Office is not a fundraising machine, but rather a department that invites the alumni to become involved in and help with the future development of their old school in any way that is feasible. Some alumni will be able, of course, to contribute financially, but not all.

 

 

 

 

 

SECOND SESSION                             Chairman: Margaret Carter- Pegg

                                         (Old Crohamian)

 

Two Into One Will Go– a survey of merged societies

 

The Session Chairman introduced Michael Freegard (Old Haileyburian) who presented the report on the survey of merged societies. AROPS had decided to carry out the survey because it was aware that there had been a number of mergers between schools which in turn had led to the merger of Old Pupils’ Societies. In his presentation Michael Freegard covered all the information which had been obtained. He said that AROPS was most grateful to the societies which had taken part in the survey.

 

In the discussion which followed, two other, very recent mergers were mentioned but thereafter all the questions and comments concerned Development matters arising from the previous Session.

 

Copies of the survey are available from AROPS.

 

 

 

THIRD SESSION                                        DISCUSSION GROUPS

 

Group A: Life Subscriptions:                                Chairman: Guy Cliff

(Old Silcoatian)

 

This was a small group (11 representatives) who had varying experiences and problems in this area.

 

The Chairman began by referring to the survey and actuarial report commissioned by AROPS in 2001 which had suggested that the annual cost of servicing a member needed to be multiplied by a factor of 30.2 for boys and 31.5 for girls to arrive at a viable life subscription, typically of the order of £300 or more.

 

Collection of Life Subscriptions – usually by instalments through school fees.

One society which had collected subscriptions for a “limited period” wanted now to convert that into” whole of life” but had not yet decided how to do that. This seems to be the case with many societies in similar positions. One society, with efficient administration support shared with the school, was considering reverting to annual subscriptions paid by standing order. Another society raised the question of whether life subs should be collected with school fees on a covert or overt basis. On an overt basis offering an opt-out had resulted in one case in 10 % opting out. In another there had at first been a 50% opt- out (even though only £75 was being charged) but this had now reduced to a handful. One society had tried to operate an “opt- in” system but only14 out of 400 had done so. Another had collected £50 per pupil with school fees to cover a five year period, and thereafter attempts to raise further subscriptions had not been very successful. Another had collected life subs from parents with the fees, but at the end had offered to refund the total collected for them to pupils who did not wish to be members, and about 20 % had taken the money.

 

In several cases the school had queried why what seemed to be large sums in a Life Fund were being held when there were pressing needs for immediate spending on school needs, and had suggested that the society’s costs should be met on a “pay as you go” basis (rather like national insurance and state pensions). In one case it had even been suggested that unspent amounts carried forward would attract the displeasure of the Charity Commission! In another case the school had told the society it could spend immediately half the sums collected and retain half for future expenditure.

 

Another issue raised was that with electronic communication it was less expensive to communicate with members than before, and this caused questions to be asked about the need for such high levels of subscription, and about what services were actually being provided. Younger members were networking more and more among themselves by text and email, so there was thought to be less need for the society to help them to link up. However, inflation might now be raising its ugly head and it might be prudent to have an automatic annual increase linked either to the level of school fees (as some had done) or to an official price index.

 

One society confirmed that it was successfully reclaiming tax under Gift Aid on life subscriptions, but this would not be possible if the society was not itself a registered charity.

 

The main conclusion from this discussion was to emphasise how important it was for the school and the society to be mutually supportive and for a clear and viable system to be put in place with full agreement on both sides.

 

 

 

 

Group B:    Magazines and Newsletters              Chairman: Maggy Douglas

                                                                             (St Albans High School OGA)

 

 

The group’s discussion concentrated upon whether old pupils’ magazines should be electronic or in paper format in future.

 

The points in favour of the electronic version are that it is easier to produce and send and that e-mail messages can be used for urgent announcements. On the other hand, some people might not have the facility to read e-mail and link to the web pages. It was also felt that it might not be possible to achieve the same look and feel of a well composed and designed paper page with a web based magazine.

 

The group concluded the session by undertaking a quick critique of some of the magazines on display. They commented on their immediate impact, use of colour, layout and content. This gave those who were editors something to think about.

 

The group went away wondering whether a paper magazine was really necessary and whether they should use a variety of communication methods depending on the urgency and content of the message.

                                               

 

 

 

Group C: Attracting Younger Members                 Chairman: John Millican

(Old Barnardian)

 

This was always going to be a popular session and we ended up with 30 delegates. We had a well-behaved sharing of information. I will attempt to give a brief outline of what we were offered.

 

To begin the session I read out a proposal from Graham Ratcliffe to his own Old Barnardian Committee as an example of a well thought out way of revitalising interest in the Club from younger members. This was well received and started our delegates sharing their own ideas and best practices.

 

There was great emphasis on collecting leavers’ data and this included planned meetings with current sixth formers (one delegate even did this in the evening after prep with a bar available) to explain what the club was about and to collect contact details. Have a trustworthy method of recording (a yearbook?). Ensure you can read it if they write it! Some clubs have representatives from houses or year groups or school societies whom they use to gather the information and then try to make them the club contacts at university. This ensures some continuity for leavers.

 

The make up of the committee itself is seen as another way of generating interest. Some clubs try to ensure young members; others have the current head and/or deputy head of school or two “volunteer” sixth formers on the committee. A prep school rep told us that she finds it helpful to get teachers who are moving on to join her committee. Beyond the committee itself, some clubs find it useful to have regional/area organisers to make local events happen. My own club web site has a list of volunteers who act as local contacts abroad.

 

There are many things that clubs and their representatives arrange for their members including; formal and informal dinners, Christmas drinks, regular informal gatherings, roving reunions, year group reunions, under 30s reunions, anniversary reunions, over 60s lunches, visits to places of interest and, look out for a “global” reunion being organised by one club soon (please keep us updated on that one). Find your customers’ needs and try to satisfy them.

 

One committee has been set the task of finding a strategy to define where it wants to be in five to ten years time which is an amazing task given the rate of change of our world but a well worthwhile exercise if they are to take the club into the future successfully.

 

There were suggestions from delegates such as “if you find a successful formula stick with it”, “keep changing things”, “keep the pressure on by drip feeding them constantly” and “we need to be passionate about what we do and have fun”.

 

One rep pointed out that for them, it was not recent leavers who were a problem but the lost generation appeared to be those in their 30s to mid 40s.

 

Having an interactive database fits well with the way our modern youth organise themselves. There seemed to be universal agreement that the youth of today have no problem in keeping in touch with each other via mobiles, text messaging and the World Wide Web generally. Far more successfully than previous generations have been able to.

 

They just don’t seem to need our old fashioned clubs to do it which is why we keep asking, “How do we attract younger members?”

 

My thanks to all those who chose to attend this session. I found it both fascinating and reassuring and I hope I have captured the passion and fun which were evident to me.

 

 

 

 

Group D                    Software                           Chairman: Tim Cunis

(Old Pauline)

 

Tim Cunis welcomed the twelve Representatives attending this session and, after short introductions by all, he opened with a brief history of AROPS' previous Conference visits to this popular topic.   He then followed it with a rapid overview of the array of products that are currently available from the leading suppliers to suit wide-ranging requirements.   This was followed by an open-forum debate where Representatives were encouraged to say what software systems they are using, whether it was fit for purpose and to air any problems and share solutions in a general exchange of information.

 

Needs varied widely from basic stand-alone 'home' computer software where Microsoft  desk-top applications were regarded as adequate for simple alumni records (such as mailing lists, labels, etc.) right through to fully 'relational' cradle-to-grave Management Information Systems (MIS).

 

Most schools have now upgraded to this latter setup and many are sharing it with their Former Pupils Society with (suitably password-protected) integrated bolt-on modules with inter-relational updating.   These systems can cover:  admissions & familial records; registration; pupil lists & roll-call data; fees, finance & pay-roll data; academic records with end-of-term reports; sporting & society activities; fund-raising & 'appeals' information including Alumni (former pupils') memberships & subscriptions, directory, university, career, c.v. ' hobbies & interests' and obituary records.

 

Prices can range from £500 for off-the-shelf software to upwards of £30,000 for 'bespoke' systems.  There seems to be no universal software market leader but ASYST, Capita SIMS, Delta, Hebron, Raiser's Edge, Scholastica and WCBS 'PASS' are commonly used, as well as various intranet and other client-based server systems.  Each has its strengths and shortcomings which were aired by members of the syndicate.   Other problems aired included: inflexibilities of some programs; inadequate report-writing scope; the high cost of additional modules and the long reaction time of some manufacturers to service problems.   Input of (unreliable?) data from the 'Friends Reunited' website, etc., was also discussed.

 

The biggest recent advance is towards web-based systems, enabling away-from-base access for data entries and retrieval.  Web-based software for schools, such as Abattia's webALUMNUS and Interlocutor's Web-InTouch and iSAMS were discussed ~ and for all of which some 'security-of-content' fears were raised.   More information was presented on two such systems:

 

iSAMS claims to be the world's first entirely web-based application for the education market.  It is accessible from anywhere and allows users in different areas to check in, perform tasks, and communicate with colleagues and access information through just a browser.   No additional software is required to use the system so no expensive reconfiguring of users' machines is required.   Because of its web based nature, iSAMS can give much quicker turn around times by customising each module to each school’s (or FP Society's) specific requirements without having to rebuild the entire system.   Over 35 modules can be combined to give a complete cradle-to-grave management information system for multiple (Prep & Senior) schools & Alumni Societies.    Its front-end can be configured online to suit customers on a user-by-user 'bespoke' basis, where different module views and preferences can also be saved.   The system, as well as individual modules, is claimed to be protected by advanced security techniques which can be fully configured by the System Administrator, allowing any school to ensure full protection of both themselves and all their pupils' highly confidential data and assets and yet be flexible enough to allow access for authorized users to differing prescribed modules.

 

Web ALUMNUS is another such example of software that combines an on-line networking portal with powerful web-based tools for managing alumni, career mentoring, events, fundraising campaigns, subscriptions, contacts, communications, e-marketing and web content.  These capabilities are delivered through an online database in, it is claimed, an easy-to-use package.  Some of the syndicate queried the speed of 'backup' support given.

The syndicate was fortunate enough to be given a comprehensive 'live' on-screen presentation by Barry Hackett of the Old Loughburians' Association of their own webALUMNUS system.   His very helpful demonstration included logging-on and searching for various data and showing how required 'reports' could be shown on screen or printed out. 

 

The syndicate's attention was also drawn to the recent upsurge in social utility internet sites.   These have followed on from the earlier success of the 'Friends Reunited' website, which enables its members to post up their own 'profile' and then to browse using a search-engine to find and then communicate by e-mail with old friends found by name or place in the UK and throughout the world in 'groups' such as primary & secondary schools, colleges & universities, at work, by military service, neighbourhood, genealogy, sports associations, etc.

 

Recently, a more powerful generation of social utility websites have become very popular with school pupils, students and younger former pupils because they provide free access (funded by screen advertising) in a much quicker and more convenient and versatile format.   They are similarly set up to connect any e-mail registrant freely with groups of friends or people who have interests in common.   Sites such as 'Facebook', 'MySpace' and 'YouTube' offer an interactive, user-submitted network of personal profiles, blogs, photos, music, video clips etc, and enable groups to share links and networks and to communicate readily with others.  

 

In summary, the most important recommendation by the syndicate was to ensure that when purchasing or upgrading a software system all prospective users must be very careful to produce a fully comprehensive specification of all intended data collection inputs as well as all 'report' usages that are ever likely to be required and also to ensure that compatible fields and flags exist for downloading and merging with existing database information.   Where a database is shared by a school and its Alumni Society, it is advisable to have written 'Heads of Agreement' covering, amongst other things, ownership, upgrades and access.        

 

 

 

 

Group E: Hypothetical Ethical Dilemmas                            Chairman: Bill Gillen

                                                              (Old Arnoldian)

 

Several scenarios were considered where Old Pupils’ Societies were faced with difficult decisions because of the misdemeanours of members. There were many helpful contributions and the main recommendations were:

 

  1. Societies should have a constitution and clear guidelines in order to be prepared for most eventualities.

 

  1. Societies should never allow members to bring either the Society or the School into “ serious disrepute”.

 

  1. Societies should always endeavour to be compassionate where possible.

 

  1. Societies should consider suspension of membership for a period prior to moving to expulsion.

 

  1. Societies should move with the times and understand that in the 21st century there are different types of relationships.

 

  1. Heads should be permitted to sit on Old Pupils’ Committees or to attend their meetings if the constitution of the Society permits. However, Heads should not be allowed to dictate to Old Pupils’ Societies who, however, should always be mindful of Heads’ needs to give a moral lead and to fulfil parental expectations.               

 

 

 

CLOSING OF THE CONFERENCE

 

The Chairman thanked the Deputy Headmaster and staff of Lord Wandsworth College for their hospitality and welcome.

 

He also thanked all those who had given so much time and assistance in making the Conference such a success, especially Gill Kelly of the Sternians’ Association.

 

He reminded Representatives that the 2008 Conference would be held on Saturday 10th May at Kimbolton School and that the Annual General Meeting would be held at Westminster School on Tuesday 9th October.

 

Peter Booth (Old Sternian) then conducted a tour of the College

 

 

 

ANNUAL DINNER

 

The Association’s Annual Dinner, attended by 35 representatives and guests, was held at the College. The guest speaker was His Honour Judge Peter Coulson QC, a former pupil of Lord Wandsworth College, who was most witty and entertaining with his reminiscences of his time at Lord Wandsworth College. The President, Roy Elliott (Old Caterhamian), thanked both Judge Peter Coulson and the Deputy Headmaster for hosting an enjoyable and successful 2007 Conference.

 

 

 

 

PRESENT AT THE 40th AROPS CONFERENCE

 

Old Arnoldian Association

Ashford School OGA

Ashvillian Society

Old Barnardians’ Club

Old Bloxhamist Society

Old Bradfieldian Society

Old Bristolians Society

Casterton School OGA

Old Caterhamians’ Association

Old Breconian Association

Old Churcherians

City of London OGA

Old Clayesmorian Society

Old Cranleighan Society

Old Crohamians’ Association

Old Dauntseians’ Association

Old Decanian Society

Old Delphinians

Dunottar Old Girls’ Society

Old Eagle House Society

Old Elthamians’ Society

Society of Old Framlinghamians

The Haileybury Society

HcS Society

Harenc Society

Hurst Johnian Club

Old Ibstonians

Old Canterburian Club

Old Kimboltonians Association

Old Edwardians

Old Witleians Association

Old Kingstonian Association

Lancing Club

Old Knots

Old Loughburians’ Association

Old Mercers’ Club

Old Crobeians

Old Portmuthian Club

Old Margaretians Association

Old Queenswoodians’ Association
Radleian Society

Old Reedonians’ Society

The Royal School Association

Rydal Penrhos Society

Shiplake Old Vikings

Old Silcoatians

St Albans High School OGA

St Columbas College OBA

The Edmundian Association

Old Felicians Club

St Ives Old Girls/Old Boys Association

Old Hilarians’ Association

Old Johnian Society

St Paul’s League

Old Pauline Club

The Wyverns Society

Mount Old Scholars Association

Old Tridents’ Society

Walthamstow Hall OGA

Old Whitgiftian Association

Wykehamist Society

Wycombe Abbey Seniors

 

APLOLOGIES FOR ABSENCE

 

Adcote Old Girls’ Association

Old Aldronian Association

Old Berkhamstedians

Bolton School OGA

Downe House Seniors’ Association

The Farleigh Society

The Gordonstoun Association

Old Haberdashers’ Association

The King’s School FPA

Old Merchant Taylors’ Society

The Oratory School Society

Old Salopian Club

St Joseph’s Convent School OGA

Old Wellingtonian Society

Wellington School Association

Old Wycliffian Society

Wymondham College Association