Campaign Goal and Staffing Size Decisions: Two Sanity Checks Sure to Please

Track: Campaigns

Session Number: 1043
Date: Fri, Aug 10th, 2018
Time: 1:45 PM - 2:45 PM

Description:

Session Attendees will hear the happy tale of the Executive who met with the Board Chair wanting a campaign goal twice what was feasible. The happy Executive in this happy tale leveraged his Prospect Research Department to create two sanity checks in campaign goal planning. The Presenter, Advancement Research Analyst Dr. Stephen Lambert, will demonstrate how solicitor-generated revenues and Gift Officer characteristics can reveal the future possibilities of a campaign. Attendees will learn an historical averages method and a regression method for campaign goal and campaign staffing planning. The Presenter will demonstrate the two models and describe their inputs. Attendees will learn that Gift Officer counts, gift closure amounts, Gift Officer tenure, and gift closure counts feed two powerful forecasts any one can do today. Attendees will receive an Excel spreadsheet example of both models and will understand their place in triangulating data for a campaign goal’s feasibility.

Please note: This session will be recorded.
Session Type: Breakout Session

Primary Competency: CA:Competency 2: Campaign Planning, Feasibility and Goal Setting
Secondary Competency: CA:Competency 3: Goal Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic understanding of spreadsheet programs such as MS Excel. Understanding on a basic level of a difference between revenues labeled as solicitor-driven versus those that have no specific staff receiving credit.
Learning Objective #1: Attendees will learn two methods of campaign goal feasibility calculation.
Learning Objective #2: Attendees will learn the concept of triangulation as it pertains to campaign goal setting.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: CA:Competency 2: Campaign Planning, Feasibility and Goal Setting
Secondary Competency: CA:Competency 3: Goal Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic understanding of spreadsheet programs such as MS Excel. Understanding on a basic level of a difference between revenues labeled as solicitor-driven versus those that have no specific staff receiving credit.
Learning Objective #1: Attendees will learn two methods of campaign goal feasibility calculation.
Learning Objective #2: Attendees will learn the concept of triangulation as it pertains to campaign goal setting.
Shop Size: All Shop Sizes