Twitter Chat Recap: Continuing the ‘Fundraiser Performance’ Conversation

On May 24, APRA members spent 60 minutes connecting through Twitter in APRA’s first #APRAchats event. More than a dozen fundraising professionals readied their typing fingers to talk “Fundraiser Performance” with Janna Holm, Rebekah O’Brien and Jessica Balsam.

The Twitter Chat was a follow up to Jessica Balsam’s APRA webinar, “Inside Fundraiser Performance.” 200+ tweets and re-tweets followed in the short hour.

Here’s a sampling of what you can learn by perusing the conversation. *Twitter tip: search the hashtag #APRAchats to see every tweet shared during the event.

  • Establishing full shared proposal credit encourages collaboration between fundraisers. But clear metrics are then needed to interpret performance.
  • The number of prospect development meetings you hold may depend on the need, but consider bringing any MGOs from the team into the room for a productive conversation. Or, give the fundraising team the power to determine if they need to meet as a group or just sending the project manager to maximize time.
  • Looking for a more productive season? Meet with the leadership to plan the portfolio review agenda before kicking off the cycle.
  • Key things to measure may include: size of portfolio, capacity in portfolio, pv’s on portfolio, number of solicitations and dollar amount of solicitations.
  • How do you define substantive contacts? Here’s a sampling of how our subject matter experts define it:
    • A meaningful engagement with a prospect that significantly moves the relationship further along.
    • File every relationship-building contact.
    • Foreground/Background: Foreground is a 2-way exchange that advances the relationship to the next step.
  • Guides to successful measurement: Measure what you want to achieve. Measure what you care about. Measure for improvement. Measure the end goal and outcomes.
  • How do you incentivize? Is it monetarily based or are there other avenues to reward and recognize?
  • It’s all about context: although it may seem like micro-managing to audit the substantive reports, providing guidelines informs the content.
  • Help officers meet their goals by encouraging contact reports to receive credit, providing working sessions and balancing their portfolios. Prioritize their work with a “Focus Fifty” or “Top Twenty-Five.”

Do you have a topic for an upcoming Twitter Chat? Email us at info@aprahome.org or tweet the topic to @APRA_HQ using the hashtag #APRAchats. We look forward to seeing you online soon!

Recent Stories
Make Apra's Salary Survey Work for You

Get to Know the Keynote Speaker for Apra's Plug In to Relationship Management

There's More Time to Save on Apra PD Recordings