Can the Four Disciplines of Execution Propel Prospect Portfolio Management and Meet Your Fundraising Goals?

Track: Relationship Management

Session Number: 1053
Date: Fri, Aug 10th, 2018
Time: 11:00 AM - 12:30 PM
Room: Room 319-321

Description:

Call it metrics, strategy or goals – no matter the term, attendees will discuss whether establishing WIGS (wildly important goals) for pipeline management can compel gift officers to action? The discussion facilitator will explain the differences between prospect and portfolio management and why the latter compels donor movement, while the former can stagnate it. Attendees will be introduced to the concept of wildly important goals (WIGS) that are easily achieved through trackable, reportable lead and lag metrics for portfolio management. Managing up is achievable! Attendees will create their own WIGS, lead and lag measures and see report examples that produce a welcome scorecard of achievement to leaders and the development team. This proven and practical methodology is easily implemented and provides a strategic thinking competency to prospect researchers, managers and teams. Attendees will discuss how fundraising goals can be managed and met when portfolio management and 4DX lead the way with a commitment-driven culture.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: RM:Competency 4: Relationship Management Reporting
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: PR:Competency 11: Measuring Research Efforts
Intended Audience Level: Level II
Recommended Prerequisites: Portfolio management, prospect management, general reporting
Learning Objective #1: Attendees will create 1-2 WIGS (wildly important goals) related to prospect management and determine which lead and lag measures are most important to achieving these goals
Learning Objective #2: Attendees will be able to create a compelling scorecard and learn how to set up a cadence of accountability to achieve results
Shop Size: Mid-Size/Large
Session Type: PD Breakout Session (90 minutes)

Primary Competency: RM:Competency 4: Relationship Management Reporting
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: PR:Competency 11: Measuring Research Efforts
Intended Audience Level: Level II
Recommended Prerequisites: Portfolio management, prospect management, general reporting
Learning Objective #1: Attendees will create 1-2 WIGS (wildly important goals) related to prospect management and determine which lead and lag measures are most important to achieving these goals
Learning Objective #2: Attendees will be able to create a compelling scorecard and learn how to set up a cadence of accountability to achieve results
Shop Size: Mid-Size/Large