You Say Goodbye, I Say Hello: Portfolio Management Strategies for Staff Transitions

Track: Relationship Management

Session Number: 1008
Date: Fri, Aug 10th, 2018
Time: 1:45 PM - 2:45 PM

Description:

Fundraiser turnover is a fact of life in many development operations. How relationships are managed during and after staff transitions can make or break your fundraising efforts. This can be especially challenging when there is a mass exodus of gift staff. Join the staff from University of Central Missouri Alumni Foundation as they share their portfolio management philosophy and how they handled a year of significant turnover.
Session Type: Breakout Session

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to create policies and processes for transitioning prospect relationships when staff leave an organization.
Learning Objective #2: Attendees will learn how to lay the groundwork for a good prospect management program, including contact reports, moves management and goal setting.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to create policies and processes for transitioning prospect relationships when staff leave an organization.
Learning Objective #2: Attendees will learn how to lay the groundwork for a good prospect management program, including contact reports, moves management and goal setting.
Shop Size: All Shop Sizes