We’re Judging You: A Look at Scoring Portfolios

Track: Relationship Management

Session Number: 1045
Date: Fri, Aug 10th, 2018
Time: 4:15 PM - 5:15 PM
Room: Room 304-305

Description:

Has a gift officer asked why their portfolio doesn’t have any money? Why another fundraiser gets the “best” prospects? Have you noticed some portfolios are weighed down with new prospects, while others can’t seem to find any?

If you answered “Yes!” you’re invited to learn how University of Chicago Medicine is scoring its gift officer portfolios.

This case study session will follow a step-by-step format. Primary speaker Ashley Selmon and co-speaker Edward Latham will demonstrate how to use Tableau to streamline prospect portfolio management, and to become better partners with frontline fundraising staff.

Attendees will learn how to segment their fundraisers’ portfolios, import portfolios into Tableau, format and structure reports, and facilitate gift officer discussion.
Session Type: Breakout Session

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: Attendees should have basic knowledge of Tableau, query/reporting capabilities of their database, and access to sugary treats to entice fundraisers. This course will cover a majority of Relationship Management Competencies, including: 1-10, and 12-13.
Learning Objective #1: Attendees will learn to segment gift officer portfolios.
Learning Objective #2: Using Tableau, attendees will learn how to graphically display areas of portfolio strength and areas which could use improvement or removal.
Shop Size: Mid-Size/Large
Session Type: Breakout Session

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: Attendees should have basic knowledge of Tableau, query/reporting capabilities of their database, and access to sugary treats to entice fundraisers. This course will cover a majority of Relationship Management Competencies, including: 1-10, and 12-13.
Learning Objective #1: Attendees will learn to segment gift officer portfolios.
Learning Objective #2: Using Tableau, attendees will learn how to graphically display areas of portfolio strength and areas which could use improvement or removal.
Shop Size: Mid-Size/Large