Associate Planning Resume Sample

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Delbert Trantow
5633 Jovanny Harbor,  Detroit, MI
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Work Experience

Associate Director of Gift Planning
10/2017 - PRESENT
Los Angeles, CA
  • Support multiple projects and reporting needs by working with team across the globe
  • Creates work plans and manages expectations and quality standards for required deliverables
  • Build and maintain strong working relationships with clients, vendors, publishers and the client’s creative resources to ensure an effective creation and implementation of campaigns
  • Oversee development and execution of process and procedure improvement initiatives within pipeline management and partner with other departments within MedImmune and AstraZeneca to gain alignment and ensure new processes and procedures meet organizational goals
  • Assess, develop, and implement tools designed to facilitate operational excellence initiatives within pipeline management
  • Collaborate with media supervisors, directors and associates to create cutting-edge strategies
  • Provide support to the strategy team by managing reoccurring and ad hock projects
  • Strategize with your team and the client to develop innovative, well-targeted marketing solutions
  • Experience in media planning
Um-associate Director, Integrated Planning
09/2014 - 06/2017
Phoenix, AZ
  • Strong understanding of digital media strategy and tools
  • Understanding of multiple media channels
  • Analytical mindset and adeptness with media math
  • Project management skills with understanding of media systems and channels
  • Proficient in Microsoft Office (Excel, PowerPoint, and Word)
  • Excellent written and verbal communication skills with the ability to convey concepts to a variety of audiences
  • Willingness and eagerness to learn, adopt new technologies and solutions, and take on new opportunities
  • Demonstrated quantitative and analytical skills with ability to embrace a role that requires a mix of art and science
Senior Associate, Digital Planning
02/2008 - 05/2014
Los Angeles, CA
  • Experience planning software release content and associated tools
  • Experience using software change management tools
  • Manages & implements strategic plans
  • Using the Federation’s on-line allocation’s system, issue requests for information and proposals to beneficiary partner agencies and programs, assisting in the application process, and compiling information in a manner suitable for review by volunteer committees
  • Review activities of partner agencies and programs to ensure that allocated funds are used in accordance with Jewish Federation’s terms and conditions
  • Works with the team’s Manager to develop campaign strategies and budget allocations across various publishers and digital platforms
  • Provides research and analysis to assist with the on-going development and evolution of Mindshare’s digital media expertise as it applies to the Lionsgate business


Wheeling Jesuit University
2002 - 2007
Bachelor's Degree in Biology

Professional Skills

  • Excellent interpersonal skills, including the ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages
  • Excellent project management skills; ability to triage, set priorities, and manage conflicting goals and agendas
  • Strong analytical skills, with demonstrated ability to quickly gather and analyze data, develop concise conclusions and create high-quality deliverables
  • Planning, prioritizing and multitasking: The ability to plan, organize, prioritize work, and effectively manage multiple tasks or projects simultaneously
  • Excellent organizational, time management, and problem-solving skills
  • Strong organizational and analytical skills, with a high attention to detail
  • Strong analytical skills and numeracy, and proficiency in working with numeric data

How to write Associate Planning Resume

Associate Planning role is responsible for analytical, excel, design, training, database, marketing, reporting, research, digital, travel.
To write great resume for associate planning job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Associate Planning Resume

The section contact information is important in your associate planning resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Associate Planning Resume

The section work experience is an essential part of your associate planning resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate planning responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Associate Planning resume experience can include:

  • Proven gift planning experience in a higher education setting and/or demonstrated success soliciting and closing major and planned gifts
  • Excellent interpersonal, negotiation, communication, and collaborative skills with individuals, groups, and senior management (internal and external)
  • Strong organizational and time management skills, with ability to manage multiple projects under tight deadlines
  • Advanced Excel and PowerPoint skills required; familiarity with Sharepoint highly desired
  • Experience with best practices in managing a growing gift planning program
  • Relevant work experience in a strategy, business planning and financial planning or analysis , performance measurement

Education on an Associate Planning Resume

Make sure to make education a priority on your associate planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate planning experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Associate Planning Resume

When listing skills on your associate planning resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical associate planning skills:

  • Excellent listening, communication, and interpersonal skills; ability to communicate clearly in person and in writing with a diverse group of people
  • Demonstrated ability to navigate multi-layered environments, work effectively with volunteers, and develop strategies to achieve operating goals
  • Good organisational and time management skills with the ability to work accurately and to deadlines whilst actively managing customer expectations
  • Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and processes. Skills
  • Good PC skills, particularly in MS Excel and MS Access
  • Good written and oral communication skills, with ability to express ideas clearly and succinctly

List of Typical Experience For an Associate Planning Resume


Experience For Associate Director of Gift Planning Resume

  • Planned giving marketing experience
  • Build strong working relationships with various business partners. In particular, work closely with the other Finance teams and all PPM Business Partners
  • Leading Calls with Matrix Partners
  • Assist in responding to queries and ad hoc report requests, reviewing and analysing data across systems
  • Respond to marketing leads and inquiries for information on specific planned giving vehicles: prepare illustrations and customized proposals
  • Synthesize impactful findings, develop recommendations and deliver documents with minor guidance / editing; present recommendations to management
  • Uses discretion when working with highly confidential issues
  • Support Annual Giving, Alumni Relations, Special Events and other units within University Advancement

Experience For Um-associate Director, Integrated Planning Resume

  • Assist in variance analysis of expense information and be comfortable in challenging colleagues
  • Multitask and handle high stress while maintaining accuracy in tight deadlines
  • Confidence in engaging with colleagues at all levels
  • Syndicated digital media research tools, ideally comScore
  • Coordinates in the annual objective setting and evaluation process for the RA department under the direction of Planning &Administration Director and consults with all contributing functions within and outside RA on the specification of objectives and their evaluation, when appropriate
  • Communicates with local Executive Management on registration progress
  • Is responsible for the local parts of monthly and quarterly RA reports on progress towards annual plan and objectives

Experience For Senior Associate, Digital Planning Resume

  • Takes a leading role in identifying process improvement opportunities in Operating Platforms and Regulatory Affairs supporting the operational excellence vision a.o. by supporting clarification of responsibilities and consultation on SOP/WPD and preparing these in cooperation with stakeholder departments in case of cross-functional processes
  • Measures and evaluates processes and standards and introduces and maintains best practices through the development and introduction of performance metrics and reporting on them
  • Contributes to ensuring compliance in the use of both internal and external procedures and systems with a specific responsibility to keep the RA training assignment list up to date via the Learning Management System
  • Understanding of good publication practices and guidance (GPP3, ICMJE), Sunshine Act, Pharma Code of Conduct, and other guidance related to scientific data communication
  • Work across multi-disciplinary groups and to lead decision-making discussions

Experience For Senior Associate, Resolution Planning Resume

  • Workplace Advisory and Choice Seating program – Advising workplace best practices to maximize productivity, including the global roll-out of the Choice Seating program
  • Assess current reporting processes and propose enhancements
  • Design and structure quantitative and qualitative analyses
  • Support the development and maintenance of templates and tools to facilitate the objective-setting, strategic planning and evaluation processes (e.g. Environmental Scan, Prioritization Model, Measurement Dashboard(s))
  • Collect, analyze and synthesize data about the Group, Bank, the System, and the external environment to support the setting of the Group’s strategic priorities and objectives
  • Collect data on existing and proposed strategic initiatives across various dimensions (e.g. strategic fit, impact, effort, readiness, etc.) to build and maintain a strategic initiative portfolio; provide supporting analysis to inform prioritization and resourcing decisions over the multi-year planning horizon
  • Provide guidance on the development of business cases to support resource investment where needed

Experience For Resource Planning Senior Associate Resume

  • Partner with Business Partners to align resources to strategic initiatives and portfolio of work, including identifying emerging misalignments and recommending solutions
  • Engage with stakeholders in the development of metrics and measurements of performance, collect and synthesize information on performance
  • Draft presentations and other communications to engage and align stakeholders
  • Provide analytical and other support to Operations members as needed
  • High energy, detail-oriented and capable self-starter with the ability to explore innovative ways to perform tasks in an efficient and timely manner
  • Set annual goals based on divisional and team expectations. Track and report progress in cooperation with supervisor and fellow gift officers. Prepare reports and communications for donors, volunteers, colleagues, and management
  • Qualify, cultivate and solicit prospects through a variety of media, with special emphasis on direct personal visits. Respond to inquiries from donors, prepare and present gift alternatives to current and prospective donors often in conjunction with colleagues

Experience For Associate, Location Analytics & Planning Resume

  • Track all donor activities and prospect communication using CMU’s centralized donor database. Produce individual contact reports summarizing every prospect visit. Follow up in writing to acknowledge prospects after visits and gifts. Report progress on goals including number of visits, solicitations, commitments, upgrades and qualifications
  • Collaborate with faculty, deans and other advancement colleagues when necessary
  • Continue professional education through independent study, attendance at conferences, seminars, webinars, and other appropriate educational offerings
  • Prioritize assigned pool of potential prospects to determine travel plans for upcoming visits in New England, New York, and other areas of the country as needed. Research, strategize, call, and set up appointments to visit, qualify, cultivate, solicit, close, and steward prospects. Make travel arrangements
  • Promote the 1843 Legacy Society and coordinate logistics for the annual luncheon and two or more receptions a year. Actively steward membership on ongoing basis
  • Oversee gift planning efforts for the Purple Knights (post-50th reunion alumni) in reunion years. Work closely with reunion volunteers to build relationships and promote planned gifts
  • Work closely with the prospect research team to develop a strong and continuous donor pipeline
  • Participation in evening and weekend events locally and nationally
  • Work in close collaboration with the Executive Director of Gift Planning to develop fundraising goals and plans for planned and blended gifts from individuals including charitable trusts, bequests and complex outright gifts

Experience For Associate VP for Financial Planning & Budget Resume

  • Participate in all aspects of the gift cycle, and lead strategies to identify, qualify, cultivate and manage a pool of approximately 125 major gift ($50,000+) prospects; monitor and report progress regularly
  • Develop strategic relationships with campus colleagues and external stakeholders, including financial advisors that result in effective partnerships and increased philanthropic funding
  • Ensure that all donors are appropriately recognized, thanked and receive regular contact and communication by making donor engagement and stewardship a priority
  • Collaborate effectively with the offices of Central Major Gifts, Corporate and Foundation Relations, Annual Giving, and unit/college advancement offices to maximize leads and partnering opportunities
  • Serve as a resource for development officers by assisting with planned giving discussions and donor presentations, as well as developing strategies for blended gifts to leverage gift potential
  • Cultivates planned gifts to benefit the University of Colorado Boulder by providing technical gift planning expertise for CU Boulder colleagues and supporters

Experience For Associate Director, Publication Planning Resume

  • Serves as a key campus liaison for questions regarding gifts-in-kind, including tangible personal property and real estate
  • Participate in all relevant University-wide development activities and meetings
  • Collaborates with CU Boulder Advancement to cultivate, solicit, negotiate, and close gifts by focusing primarily on multi-faceted outright gifts; gifts of complex or unique assets; revocable designations; and irrevocable gifts such as charitable remainder trusts, charitable gift annuities, retained life estates, or charitable lead trusts
  • Supports system-level gift planning efforts, such as database maintenance, counting standards, gift acceptance policies, estate distribution efforts, policies and procedures, etc
  • Experience securing at least one (1) planned or blended gift, or directly comparable experience
  • Experience in publications
  • Demonstrated success in higher education major, planned, and/or principal gift fundraising
  • Successful fundraising experience, preferably in higher education

Experience For Financial Planning Operations Associate Resume

  • A demonstrated track record of innovation, leadership and fundraising success
  • Reporting related to business support
  • Real Time Analysis for all phone queues and agents supported by Resource Planning Team
  • Real time monitoring/adjustment of outbound dialer
  • Update IEX with manual exceptions received via Outlook Mailboxes
  • Process schedule change requests and other Exceptions in WebStation
  • Analysis of Report Data
  • Creates and coordinates briefing materials for volunteer solicitation activity, writes talking points, prepares frontline staff for joint donors meetings leveraging volunteers

Experience For Planning & Performance Management Associate Resume

  • Provides direction and on-site management and oversight during events and meetings of our highest capacity alumni; works closely with host on logistics and preferences
  • Support the preparation of regular reporting, proactively challenging data
  • Support project tasks as required
  • Proficient in Excel (e.g., array formulas, pivot tables, index/match, familiar with VBA)
  • Keen attention to details and demonstrated ability to quality check work (e.g., confirm records are not lost/added during data joins, sanity check outputs, etc.)
  • Collaboration: The willingness and ability to work to achieve shared success, including formal and informal reciprocal efforts within one's work group and across the organization
  • Work well with a diverse range of constituents including but not limited to potential and existing donors, financial and legal advisers, trustees and other volunteers, and College senior staff and faculty
  • Three (3) years of experience securing major gifts, or directly comparable experience

List of Typical Skills For an Associate Planning Resume


Skills For Associate Director of Gift Planning Resume

  • Communicate effectively with Advisors, CSR’s, FAD, Financial Plan Compliance, Treasury, and W&R Accounting via Docupace, email, and phone
  • Demonstrated track record in soliciting and closing 5-6 figure gifts
  • Experience overseeing the estate gift administration process within an office of gift planning or development office
  • Experience with planned giving software and donor databases including Advance and Kaspick
  • 6 months operations experience in a data processing environment, preferably in the Financial Services Industry
  • Manage competing priorities and meet deadlines in a dynamic team environment
  • Develop strong working relationships around the business

Skills For Um-associate Director, Integrated Planning Resume

  • Experience working within large, complex organizations
  • Experience with managing IT systems
  • Demonstrate both logical and creative thinking
  • Demonstrated high ethical standards of behavior, sound judgment, thoughtfulness, respect for confidential personal information, and attention to detail
  • Prior knowledge of Data Analysis would be advantageous, but not necessary

Skills For Senior Associate, Digital Planning Resume

  • Experience in working on a cross functional team in a matrix organization
  • Relevant business experience is advantageous but not essential
  • Prior knowledge of SAP, Insightz and the Finance HUB would be advantageous but not essential
  • Experience in a regulatory operations/administrations role and/or program/project management
  • Optimize skilling of Phone agents to ensure SLA’s are met

Skills For Senior Associate, Resolution Planning Resume

  • Experience in industry (eg, biotech/pharmaceutical/medical device company, Contract Research Organization), academic research, or public health
  • Working knowledge of basic financial and estate planning concepts; including gift planning vehicles and tax laws as they relate to philanthropy
  • Understanding and comfort with outreach to establish new relationships, negotiate, and close gifts
  • Assist with Business Plan co-ordination, input gathering and insight reporting
  • Commitment to promoting and enhancing diversity and equity
  • Continuous learning: Shows a commitment to continuous learning and improvement of self, others, and Duke Practices

Skills For Resource Planning Senior Associate Resume

  • A basic understanding of the long-term and complex nature of gift planning
  • Proactivity and an enquiring and challenging approach
  • Introductory knowledge of the financial, tax, and legal aspects of charitable giving as well as an enthusiastic willingness to expand that knowledge base
  • Familiarity with the various gift planning vehicles and how to apply them in an individual situation
  • Form trusting relationships and work collaboratively with a team in a semi-independent, often fast-paced environment
  • Self-motivated, positive and persistent with an entrepreneurial approach to problem solving
  • Shape and structure questions and present information clearly, verbally and in writing
  • Familiarity with estate planning strategies to include wills, trusts, retirement plans and life income plans
  • Microsoft Office – Excel (ideally with a working knowledge of pivot tables), Word, PowerPoint

Skills For Associate, Location Analytics & Planning Resume

  • Relevant third-party ad serving platform (i.e. DoubleClick Campaign Manager)
  • Coordinates the creation of the RA MTP and multi-year strategy under the direction of Planning & Administration Director
  • Supports and facilitates the local annual budget cycle both in preparation and reporting
  • Coordinates vendor relationships for services used to support the Operating Platforms function
  • Promote gift planning techniques appropriate for donor circumstances and designed to increase a donor’s ability to make a significant gift

Skills For Associate VP for Financial Planning & Budget Resume

  • Respond to inquiries about gift planning techniques; provide information to donor’s advisors
  • Participate in various training opportunities provided by the university
  • Data Entry (alpha-numeric) and 10-key proficiency
  • High accuracy in work
  • Understand and articulate the objectives of the University Advancement division, and to integrate and execute individually assigned goals within those objectives
  • An interest in all aspects of education and a dedication to promoting the university's fundraising priorities through developing excellent working relationships with university constituencies

Skills For Associate Director, Publication Planning Resume

  • The ability to lead, participate in, and advise all aspects of a donor’s gift process and to maintain consistent stewardship contacts with assigned donors
  • Experience in financial planning, law, trust/estate administration or the financial service industry
  • Knowledge of Federal tax law, with an emphasis on charitable deductions.
  • Unquestioned integrity is required
  • At least five years of successful fundraising experience, ideally in higher education, or similar record of success in a related career field such as accounting, law, or financial planning

Skills For Financial Planning Operations Associate Resume

  • Collect, curate, and analyze economic trends and market intelligence to determine applicability to Emerson’s business
  • Support the organization’s customer reach and business development initiatives
  • Coordinate and facilitate new product launches in Canada
  • Collect, curate, and analyze economic trends and market intelligence
  • Develop reports on key findings of investigations, and suggest ways forward
  • Shape and structure questions and information to maximise value to recipient

Skills For Planning & Performance Management Associate Resume

  • Works closely with the Director of Campaign Planning and Operations to develop high-level volunteer strategy to help Campaign Committee members engage prospects rated $10 million and above.
  • In partnership with Director of Campaign Planning, communicates regularly with Campaign Committee members and Trustees to coordinate solicitation activity in cities across the country; provides onsite support and counsel; creates and manages volunteer materials
  • Works with primary staff to identify and approve prospects ready for cultivation and/or solicitation by Campaign Committee members; coordinates volunteer and prospect schedule around committee meetings and other events
  • Creates and implements annual strategy to engage prospects of $1M+ in dialogue-driven events about campaign priorities (Leadership Briefings)
  • Trains regional directors and frontline fundraisers to plan and execute Leadership Briefing discussion events featuring the president and other key administrators and campaign volunteers. Oversees annual strategy, individual follow-up and collection of participant feedback

List of Typical Responsibilities For an Associate Planning Resume


Responsibilities For Associate Director of Gift Planning Resume

  • Strong sense of donor-centered customer service
  • Handle and keep information confidential regarding donors and gifts
  • Familiarity with development software packages, preferably Ellucian Advance and PG Calc
  • Strong written and oral communications skills and a demonstrated ability to produce effective written marketing materials making the case for philanthropy and for Northeastern with clarity and cogency
  • Key attributes include entrepreneurial spirit, creativity, persuasiveness, and the ability to motivate people in support of specific causes; evidence of self-motivation and the ability to work independently, effective negotiation, collaboration and work in teams
  • Understand and communicate information regarding the mission and priorities of Northeastern University
  • Professional experience in Facilities Planning, Furniture Project Management, Furniture Design, or Interior Design

Responsibilities For Um-associate Director, Integrated Planning Resume

  • Knowledge of and commitment to the values and mission of higher education
  • Willingness to take personal accountability and approach others for assistance when required
  • Negotiate, understand and manage ambiguity through estimation
  • High level knowledge and awareness of the overall pharmaceutical product development process, including stages of development and the role of different functional areas as demonstrated by 3-5 years of relevant work experience
  • Negotiate and manage ambiguity

Responsibilities For Senior Associate, Digital Planning Resume

  • Willingness to take personal accountability
  • Articulate a point of view and build constructive challenges where appropriate
  • Familiarity with NC State University or UNC system
  • Willingness to work on evenings and weekends as necessary
  • Create and maintain a pipeline of prospects or donors
  • Ability and willingness to quickly learn the University of Colorado Boulder’s mission, demographics, faculty, current programs, departments, etc., as well as CU Boulder’s culture, to be able to persuasively engage donors and articulate how CU Boulder distinguishes itself from peer institutions
  • Make a persuasive verbal and written case for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs

Responsibilities For Senior Associate, Resolution Planning Resume

  • Establish and maintain cooperative working relationships with faculty, staff, and others
  • Interact with high-level donors, maintain a high level of professionalism, discretion, and confidentiality
  • Excel in the use of computers and other relevant technology (smart phones, etc.) and their routine software applications
  • Attendance Line Communications
  • Persistence and follow through
  • Contributes to the Operating Platforms strategy by creating 1-3 year plans for the Planning and Administration function, aligning Planning and Administration with the other Operating Platform functions and contributes to developing goals and objectives for the Planning and Administration function with understanding of those of Operating Platforms Regulatory Affairs department

Responsibilities For Resource Planning Senior Associate Resume

  • Personal outreach to assigned prospects in order to reach annual commitment goals and create a pipeline of prospects for future solicitation and ongoing stewardship. Travel 10-15 times per year outside of the Pittsburgh region required with a goal of 72-96 annual visits. Clearly communicate with other university stakeholders and professional advisors
  • Create statements of understanding for donor commitments and/or other appropriate documents outlining details of gifts to be made; complete timely visit contact reports, apprise appropriate colleagues and volunteers of outcomes of meetings, and plan next steps; complete acknowledgment notes/letters and or other communications for visits, gifts, pledges and other relevant events
  • Flexibility: The ability to adapt to and work effectively within a variety of situations, and with various individuals or groups. Flexibility entails understanding and appreciating different and opposing perspectives on an issue, adapting one's approach as the requirements of a situation change, and changing or easily accepting changes in one's own organization or job requirements
  • Models integrity and ethics: Acts in an honest and credible manner based on personal accountability and a moral conviction to do the right thing. Behaves in an honest, fair, and ethical manner. Shows consistency in words and actions. Models high standards of ethics. Earns the trust, respect, and confidence through consistent honesty, forthrightness and professionalism in all interactions

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