How Harvard FAS Went From Onboarding to over 1,000 Reports in 5 Months

by
Robb Hoffheins
May 28, 2026

The Faculty of Arts and Sciences at Harvard University had been sending donors what most advancement teams send: polished InDesign reports, a cover letter from the dean, a Salesforce email. The output looked professional. But the end donor experience wasn't keeping pace with what the team knew was possible.

The decisions a team makes in year one—how skills are built, how data is structured, which programs go first—determine how quickly the transition becomes sustainable and what's possible in year two.

Moving to Mythos meant rebuilding how the FAS team structured donor communications from the ground up with:

  • new data workflows
  • new storytelling formats
  • personalized and dynamic impact reports delivered at scale

Even for a well-resourced institution, that's a significant operational and cultural shift, with a scope including thousands of donors spanning undergraduate scholarships, graduate fellowships, and complex multi-fund portfolios.

The decisions a team makes in year one—how skills are built, how data is structured, which programs go first—determine how quickly the transition becomes sustainable and what's possible in year two.

Watch Sara Moïse, Mythos Chief Stewardship Advocate, chat with the Harvard FAS donor relations team about their first year.

The FAS Team Built Their Own Co-Working Structure

When the FAS team began onboarding, they brought the whole team in from the start.

Everyone whose workflow would need to change knew it going in. Storytelling, data structure, reporting cadence — all of it was on the table. Staff attended onboarding sessions, rewatched training recordings, and built familiarity incrementally rather than on a deadline.

As formal onboarding wrapped, the team adapted a remote co-working model their institution already used for general work in a low-pressure way. This allowed each team member to learn and ask questions of each other in real time.

That model has since evolved into standing Friday office hours, built around show-and-tell, suited to a primarily remote team, and open to whoever needs it that week. Having this time on the calendar consistently has been significant.

From Survey to Deployed Reports

The FAS team's highest-volume programs—undergraduate scholarships and graduate fellowships—served as the foundation for the first implementation cycle. The volume and complexity made them the logical starting point. The pace at which the team moved made the outcome worth noting.

"We were onboarding at just about the time when these reports would be designed in our traditional way and going out. It was very clear right from the start that using the dynamic fund blocks in Mythos Sites would be the way to make these programs so much more efficient to report on."—Jeanne Ingram, Sr. Associate Director, Stewardship Reporting, Alumni Affairs & Development, Harvard FAS

The team started with a smart tactical plan:

  • use a Mythos Survey to collect demographic and directory information from 2,000 undergraduate beneficiaries
  • build fund block templates to match the survey questions
  • iterate on the design and content started flowing in


The fellowship program followed a similar architecture. For donors with both scholarship and fellowship funds, the team built a simple landing page with navigation to each. This approach gave those donors a more coherent, connected experience from a single entry point.

It was a compressed timeline for a new platform, a new workflow, and a new team. It was also a proof of concept for what's possible when implementation is treated as a design problem, not just an administrative one.

“What do we want the donor experience to be two and three years down the line? Because how we set our data up now is going to inform what happens when they log into that portal in 2028.”—Christopher M. Rosol, Senior Associate Director, FAS Operations, Harvard FAS

Looking Ahead to Year Two

The infrastructure the Harvard FAS team has now reflects the decisions they made before the first report ever went out. The co-working structures, volume program templates, and data architecture decisions made in year one are the foundation for what comes next.

The Harvard FAS team leaves year one with expanded scope and a clearer direction for year two, including:

  • The FAS narrative reporting team is in active deployment—five writers managing complex, multi-fund donor portfolios.
  • A professorships program that has historically been handled on a bespoke, case-by-case basis throughout the year is now being rethought for scaled delivery, with reports planned for February.
About the Author

As the Head of Product, Robb is responsible for the success of Mythos from sales to ongoing customer success with the platform.

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