‘Manual: There’s No Manual for This’: How to Create a Prospect Management Manual that Development Officers Will Actually Use

Track: Relationship Management

Session Number: 1034
Date: Fri, Aug 10th, 2018
Time: 3:00 PM - 4:00 PM

Description:

Does your Prospect Management operation struggle to get fundraisers on board with your policies and procedures? Have you considered that part of the reason could be the way those policies are communicated? This session will focus on the process behind creating a policies and procedures manual and rolling it out to fundraisers. The presentation will highlight specific components and strategies that have been successful in getting Development Officers on board with Prospect Management policies.
Session Type: Breakout Session

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to create and roll out a comprehensive policies and procedures manual for a prospect management operation.
Learning Objective #2: Attendees will leave the session with a concrete outline of a manual that can be adapted to each organization’s needs.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how to create and roll out a comprehensive policies and procedures manual for a prospect management operation.
Learning Objective #2: Attendees will leave the session with a concrete outline of a manual that can be adapted to each organization’s needs.
Shop Size: All Shop Sizes