Methodology

To conduct this communication and constituent engagement assessment, Segal collected and
analyzed data in the following ways:

  • Interviews and Focus Groups: Between October and December of 2024, Segal
    conducted interviews and focus groups with 267 individuals from Iowa State University, the
    ISU Alumni Association, ISU Foundation, and two of the University’s external marketing
    agency partners
  • Peer Benchmarking: Conducted a peer benchmarking study and reported findings on 10
    peer institutions
  • Documentation Review: Reviewed more than 500 documents, data sets, and other
    information provided by the University

Findings

Findings: Strengths

As the University seeks to enhance its approach to communication and constituent engagement, it
can leverage several key strengths, especially the following:

  1. High levels of trust in President Wintersteen, and confidence that she will make thoughtful
    decisions regarding the University’s communication and constituent engagement strategy
  2. Tremendous brand loyalty among faculty, staff, alumni, and donors
  3. Confidence in the abilities of the Strategic Relations and Communications (SRC)
    organization
  4. The Alumni Association and Foundation leaders have forged deep relationships with their
    respective constituents
  5. Appreciation for the Foundation’s embeddedprofessionals model that could be leveraged
    in other areas
  6. Sophisticated communication and marketing expertise in some areas of the University

Findings: Key Themes

This assessment revealed five key themes that are described in greater detail in the following
pages. These themes include:

  1. Distributed Approach: The University’s organizational structure and decentralized staffing
    approach are limiting the effectiveness of communication and constituent engagement
    efforts.
  2. Alumni and Donor Engagement: The Alumni Association and the Foundation are not
    aligned in their efforts to support the University’s goals.
  3. Brand Awareness: The University is missing opportunities to showcase its achievements
    and the attributes that make it distinctive.
  4. Brand Consistency: Inconsistent brand elements undermine the University’s goal of
    creating a cohesive and unified identity.
  5. Message Fatigue: Lack of strategy for relevant and targeted constituent communications results in message fatigue and difficulty capturing stakeholders’ attention.

Findings: Additional Details

Theme #1: Distributed Approach

The University’s organizational structure and decentralized staffing approach are limiting
the effectiveness of communication and constituent engagement.

  • The University has multiple people and organizations managing its communication and
    constituent engagement activities, but they are not organized or deployed in way that
    supports leveraging their potential collective impact.
  • Decentralized practices appear to be contributing to duplication of resources and
    unnecessary costs.
  • There are units reported to be “haves” who have strong communication teams and “have
    nots” that struggle to produce professional work products.
  • Many believe the University would benefit from a more robust SRC team.
  • SRC roles and levels are not aligned with those of Iowa State’s peers.
  • The University’s decentralized approach to data management and analysis is impeding its
    ability to connect with stakeholders and assess the impact of communication and
    engagement efforts.
  • The University’s impressive array of community engagement initiatives operate
    independently, limiting Iowa State’s ability to coordinate efforts or highlight all that the
    University has to offer the people of Iowa.
  • While community engagement is a core pillar of the University’s strategic plan, there is no
    clear point of contact (an obvious front door) for many stakeholders seeking access to
    programs, information, resources, or partnership opportunities. Further, several practices
    impede effective community engagement.
  • The University has a highly distributed approach to issues management
  • While decentralized models provide several benefits, they also present certain challenges.
    Iowa State has recognized the following key issues: Inconsistent messaging and branding,
    lack of coordination, duplication of effort and resources, budget challenges and quality
    control issues, difficulty in measuring success, lack of community and career ladders for
    staff, and talent and training gaps.
  • Before the University can address the challenges associated with investing 93% of its
    communicationrelated staffing resources in colleges, departments, and divisions, it must
    understand the foundations of this approach.

Theme #2: Donor and Alumni Engagement

  • The Alumni Association and the Foundation are not aligned in their efforts to support the
    University’s goals.
  • University leaders, alumni and donor leaders, and most of those inside the Alumni
    Association and Foundation agree these organizations should work together closely to
    maximize their collective impact.
  • During interviews with varied stakeholders, Foundation results and approaches were
    consistently lauded, including appreciation of the embedded development professionals
    staffing model in the colleges.
  • The Foundation is viewed as moving in a strategically sound direction, while the Alumni
    Association is perceived to be facing a critical point in its organizational life cycle, with
    significant challenges related to relevance and financial sustainability.
  • While alumni associations across the United States have moved from paid memberships to
    more inclusive models, Iowa State’s Alumni Association continues to require dues to
    access the Association’s information, programs, and resources. As a result, the Alumni
    Association engages with only 11% of living alumni.
  • 66% of Alumni Association members are 55 or older, suggesting that younger alumni are
    not convinced an Alumni Association membership is valuable. Because the Alumni
    Association includes student members in its age distribution reports, the percentage of
    members 55+ is likely much higher.
  • Despite the challenges the Alumni Association is facing, its leader is characterized as
    charismatic and highly committed to the University. In addition, current and past Alumni
    Association board members are proud of their affiliation with the Alumni Association, and
    they are committed to its longterm success.

Theme #3: Brand Awareness

The University is missing opportunities to showcase its achievements and the attributes that make
it distinctive.

A university’s brand represents the shared perception of its identity, values, mission, and
reputation. A strong brand is vital for Iowa State as it can boost recognition, cultivate trust,
strengthen loyalty, and elevate the University’s perceived value.

  • While the University has made significant efforts to strengthen its brand, stakeholders
    recognize only a small fraction of Iowa State’s differentiators.
  • Interviewees were far less likely to mention the University’s myriad strengths in research,
    student retention and graduation rates, economic development and community
    engagement, or its strong sense of community.
  • During interviews and focus groups, versions of “We are a hidden gem” were expressed
    repeatedly.
  • While the University strives to be recognized as a leader in innovation, the “Innovate at
    Iowa State” master brand has not been universally embraced by its stakeholders.

Theme #4: Brand Consistency

Inconsistent brand elements undermine the University’s goal of creating a cohesive and unified
identity.

  • There are multiple logos in use.
  • The University uses several campaigns and taglines (e.g., “Innovate at Iowa State” (The
  • University’s master brand strategy); Cyclones in the Making (student recruitment);
    “Cyclones Everywhere” (Alumni Association); “#Strong Iowa” (Extension and Outreach)).
  • The University does not use a consistent color palette.
  • Several factors lead to brand inconsistency, including: a desire for selfexpression, lack of
    knowledge, limited capacity, unclear expectations, extended timelines for reviewing
    materials, undocumented exceptions, and lack of brand enforcement.

Theme #5: Message Fatigue

Inconsistent brand elements undermine the University’s goal of creating a cohesive and unified
identity

  • Communication mediums are varied across the University, but they have not been fully tailored
    to the desires of various target audiences.
  • The University’s varied stakeholders report they often feel bombarded by University messaging
    and say they would favor a more coordinated and targeted approach to communication.
    Further, they are interested in having more control of the kinds of information they receive from
    various University sources.
  • Because donors and alumni receive communication from across the University, they are
    especially sensitive to repetitive content and variances in communication style, tone, brand
    expression, and quality.

Recommendations

Based on the assessment findings, Segal offers the following recommendations that are detailed in

the following pages:

  1. Optimize the Organizational Structure: Adopt an organizational and staffing model that
    supports brand integrity and enhances the University’s ability to connect with current and
    potential stakeholders.
  2. Combine the Alumni Association and Foundation: Create a unified organization to
    streamline operations, leverage resources, and strengthen engagement with alumni and
    donors.
  3. Increase Awareness of the University’s Assets: Develop a bold and cohesive
    institutional narrative as part of the master brand strategy.
  4. Harmonize Brand Elements: Unify branding efforts across the University to strengthen
    brand identity.
  5. Implement a More Cohesive Communication Strategy: Increase message coordination,
    clarity, personalization, and impact.

Recommendations: Additional Details

Recommendation # 1: Optimize the organizational structure

Adopt an organizational and staffing model that supports brand integrity and enhances the University’s ability to connect with current and potential stakeholders.

If the University is committed to a “One University” approach that offers a unified and strategic framework aligned with its institutional priorities, it must fundamentally reimagine its communication and constituent engagement structure and staffing while acknowledging cultural barriers to centralization. Segal recommends supporting greater coordination through the following strategies:

  • Position SRC as the premier, goto University resource for marketing and communication
    expertise and service to reduce interest in local solutions.
  • Fully integrate the Office of University Marketing staff into SRC to increase consistency in
    processes and approaches.
  • Clearly assign oversight for the University’s entire marketing and communication strategy to
    SRC and clarify its role by renaming it “University Communication and Marketing.
  • Create a multiyear plan to increase University Marketing and Communication staffing
    levels to those of peer institutions, which will represent at least 2030 new staff. Modify
    current budget allocation models or use local level attrition to fund these investments. When
    resources are made available, fill roles dedicated to internal communication, digital asset
    management, marketing strategy, social media strategy, videography, and data analytics.
  • In line with peer practices, make the leader of University Communication and Marketing a
    vice president who works closely with the University’s executive team and review all current
    SRC staff titles and pay ranges.
  • Increase collaboration, consistency and accountability by considering the feasibility of a hybrid staffing model across all colleges, Extension and Outreach, Admissions, and other relevant units, in which local communicators have a matrixed reporting relationship to their unit leaders and University Communication and Marketing.
  • Explore interest in moving on a pilot basis existing distributed communicator teams under University Communication and Marketing to test efficacy of this approach.
  • Increase collaboration on marketing and branding efforts with Athletics and Admissions to increase brand consistency and impact.
  • Build a marketing and communication workforce aligned with Iowa State’s strategic priorities and current and emerging needs.
  • Establish a formal issues management function led by a member of the University Communication and Marketing office who, in collaboration with the President’s office, ensures a consistent approach to issue management.
  • Optimize budget and resource allocations.
  • Establish a Strategic Advancement Council (a more formalized version of the current “External Relations Leaders” team) that brings together the leaders of University Communication and Marketing, Community Engagement, Alumni Association, Foundation, Research Parks and related University units to work to coordinate communication and committee engagement efforts.

Recommendation # 2: Combine the Alumni Association and Foundation

Create a unified organization to streamline operations, leverage resources, and strengthen
engagement with alumni and donors.

By building a unified organization that aligns the efforts of the Alumni Association and Foundation,
the organizations can increase their impact and more effectively steward their resources. To foster
stronger collaboration, enhance engagement with alumni and donors, reduce costs, and enable a
more cohesive approach to building lasting relationships, Segal offers the following
recommendations:

  • Create a plan to bring the Alumni Association and Foundation together, looking to peer
    universities for inspiration on optimal organizational structures and approaches.
  • Consider a more inclusive membership model to engage a more significant percentage of
    alumni.
  • If a paid membership model is continued, craft a more compelling member value
    proposition.
  • As the new Alumni Association operating model is developed, look for opportunities to
    increase engagement among international alumni and those under age 55.
  • Update the new organization’s communication and engagement approach for alumni by
    exploring options to target younger alumni and use social media more strategically.
  • Engage international alumni by creating tailored engagement strategies that foster stronger
    connections, such as virtual events and collaborations with global University initiatives.
  • Partner with international alumni to support student recruitment and build academic and research partnerships abroad.

Recommendation # 3: Increase awareness of university assets

Develop a bold and cohesive institutional narrative as part of the master brand strategy.

Iowa State is a highly studentcentric university that is leading novel research efforts in areas that
are critical for national interests. It is also deeply committed to the success of Iowans and is
enhancing Iowa’s economic impact and quality of life. While the University is highly valued and
regarded by local stakeholders, there are opportunities to broadcast a greater range of its strengths
and distinctive assets.

  • As the University continues to build its brand strategy, it may be useful to explore why many
    of Iowa State’s key assets did not emerge as top of mind for those interviewed.
  • Promote the University’s achievements with pride, recognizing that excellence deserves
    recognition.

Recommendation # 4: Harmonize brand elements

Unify brand efforts across the university to strengthen brand identity.

With multiple logos, campaigns, and color palettes in circulation, stakeholders often experience
confusion about the University’s visual and messaging standards. This lack of consistency dilutes
the impact of the University’s brand and hampers efforts to present a strong, recognizable
presence to both internal and external audiences. Harmonizing brand elements, including logos,
taglines, and color schemes, will strengthen stakeholder recognition and enable more effective
storytelling and strategic communication. The University is invited to consider the following
strategies:

  • Strengthen efforts to deploy and engage units/colleges with the master brand.
  • Create greater clarity about logo use.
  • Streamline and standardize campaigns and tagline usage.
  • Standardize and promote a comprehensive color palette.
  • Create more robust branding tools resources and training.
  • Strengthen brand governance and oversight.
  • Monitor and measure branding effectiveness.