More Than a Data Scrub: Crafting an Ongoing Portfolio Consultation Service

Presenter: Chris Brakenbury, The Ohio State University and Becky Fullmer, Ohio State University
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
 Relationship Management
Competencies and Levels: 

  • RM: Competency 7: Portfolio Management, Level I, Level II
  • RM: Competency 13: Building Internal Relationships, Level I, Level II

In 2013, Ohio State began planning a formal portfolio consultation service with a simple, immediate goal to reduce portfolio sizes. What evolved from that simple premise is a comprehensive, ongoing, and essential service that is valued by leadership, development officers, and prospect development professionals alike. 

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