Campaigns
207 Hitting for the Cycle: The Top 10 Ways to Ensure Campaign Success
Deborah Reinhardt Youmans, Director, Advancement Research, Le Moyne College
Thursday, August 21
8:30am – 10:00am
Are you finding that your team puts the “fun” in dysfunctional? Has your silent phase remained silent? Are you being asked to serve as a reference and there are still three years to go in the campaign? Are you beginning to question your choice of a research career? This session will explore the top 10 reasons why a campaign will stall and sputter, how and who should correct a slow spiral into the black hole and preventive measures to avoid the negative top 10 invading your campaign.
217 Prospect Research and Data Management During Each Campaign Stage
Shelby Kloures Radcliffe, Director of Campaign Adminstration, Bucknell University
Thursday, August 21
10:30am – 12:00pm
Modern campaigns call for modern knowledge management, but many of our development operations are stuck in the dark ages. The presentation will help participants explore traditional and new roles for prospect research and management at each stage of the campaign cycle. This session is designed for individuals with a strong understanding of the campaign cycle and mastery of the APRA fundamental and advanced skill sets. Come prepared to imagine a whole new world for research in campaign.
227 Leveraging the Prospect Researcher/Fundraiser Relationship for Campaign Success
Armando Zumaya, Chief Income Development Officer, American Cancer Society
Thursday, August 21
2:30pm – 4:00pm
The hidden half of a prospect researcher’s job is to ensure that their vital work, data and information is used effectively by the staff that do the follow up. Once it leaves your desk where will it go? Will it make the difference in your campaign or gather dust? Why and what can you do to make sure your work is used effectively.
307 Using Analytics and Projection for Effective Campaign Planning and Execution
Joshua Birkholz, Principal, Bentz Whaley Flessner
Friday, August 22
8:30am – 10:00am
Successful campaigns are built on careful planning and a thorough assessment of the organization’s needs, its capacity for raising funds and the level of support and enthusiasm of the organization’s constituency. Analytics is a powerful tool that leading institutions turn to as they begin campaign preparations. With a wide scope of applications, analytics will enhance campaign planning by using your data to guide your strategies. Primary among these are an analysis of the existing constituency, assessing the capacity of the database and revealing the metrics leading to successful fundraising.
317 Campaign Forecasting, Gift Pyramid: Are We Going to Make Our Goal?
David Robertson, Director of Operations Research, Syracuse University
Friday, August 22
2:30pm – 4:00pm
Is your institution on target to hit the campaign goal? This presentation will teach simple regression analysis to help develop stage gate charts to show campaign progress. Examples of simulated campaigns will demonstrate the ebb and flow of a typical campaign and how you as a researcher can communicate campaign progress through statistical analysis.
407 Your Heart or Your Head: Making Decisions Based on Data
Steve Birnbaum, Chief Operating Officer, Jacobson Consulting Application
Roseann Fitzgerald, Director of Prospect Research, College of the Holy Cross
Saturday, August 23
8:30am – 10:00am
Has your organization set future goals by adding speed? Most organizations have accumulated decades worth of data but how many use it to set goals, define optimum performance and hold fundraising staff accountable to a quantifiable set of measurements? This session will discuss how to derive meaning from historical data and use it to set and meet fundraising goals for the future, paying specific attention to the impact on operational staff and the strategic role of fundraising software to formulate and monitor key performance indicators.
417 How to Hit a Home Run: Campaign Planning for Everyone
Patricia Ambler, Client Service Manager, WealthEngine
Saturday, August 23
10:30am – 12:00pm
During this session, attendees will learn campaign planning at every stage of the development cycle: pre-planning stages, the silent phase, the public launch of your campaign and campaign reporting. This presentation also will provide an overview of the campaign track components.
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