Using Data for Metrics, Measurement: Promoting the Value of Research

Presenter: Joshua Birkholz, Bentz Whaley Flessner
Year: 2007 Refreshed: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level II
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 6: Prospect Strategy, Level II 
  • Competency 7: Portfolio Management, Level II
  • Competency 8: Pipeline Management, Level II
  • Competency 9: Fundraiser Performance, Level II

The analysis of data within a prospect management system can be used to evaluate fundraising effectiveness, assist with strategic planning, and inform management decision making. Joshua Birkholz will examine what is important to monitor, how to establish benchmarks, and how to set up progress reporting and analysis.

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