Persuading and Negotiating for Success: Portfolio Reviews

Track: Relationship Management

Session Number: 1056
Date: Wed, Aug 8th, 2018
Time: 9:00 AM - 12:00 PM
Room: Room 411-412

Description:

Prospect development has come a long way from being viewed as the “nerdy folks in the back room,” yet many of us still struggle to figure out how to build collaborative and productive relationships with our frontline partners. This highly interactive workshop will use role-playing to provide attendees with tools and techniques to add to their repertoire in their interactions with fundraisers, centered around adding new names to portfolios, removing inactive prospects, and assessing which prospects should be queued up for prospect strategy meetings. Although this session will focus on techniques you can use during portfolio reviews with fundraisers, your organization doesn’t need to conduct portfolio reviews for you to attend and come away with great resources and strategies for managing your relationships with your frontline colleagues!
Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 13: Building Internal Relationships
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn best practices in conducting portfolio review conversations with fundraisers, gaining new phrases and strategies they can use during face-to-face (or phone) conversations with fundraisers, including tips and tricks for keeping meeting
Learning Objective #2: Attendees will have a chance to practice collaboration, assertiveness, and effective communication in role-playing sessions with other attendees.
Shop Size: All Shop Sizes
Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 13: Building Internal Relationships
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn best practices in conducting portfolio review conversations with fundraisers, gaining new phrases and strategies they can use during face-to-face (or phone) conversations with fundraisers, including tips and tricks for keeping meeting
Learning Objective #2: Attendees will have a chance to practice collaboration, assertiveness, and effective communication in role-playing sessions with other attendees.
Shop Size: All Shop Sizes