Development Officer Metrics: Creating a Research & Prospect Management Driven Scorecard

Track: Relationship Management

Session Number: 1033
Date: Sat, Aug 11th, 2018
Time: 9:45 AM - 10:45 AM
Room: Room 301-303

Description:

Prospect Management shops are often tasked with communicating and enforcing various Development Officer metrics, but how is that possible if our shops have no “teeth” to actually enforce them? This session will focus on how to create a strategic Development Officer scorecard based on three main areas: Research Involvement, Leadership’s Metrics and Goals, and Portfolio Distribution. The presentation will focus on taking the scorecard from conceptualization to implementation and will encourage attendees to think about how they could create a similar tool for their organizations.

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

Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn components of a scorecard that can be utilized to initiate strategic discussion during Prospect Management meetings.
Learning Objective #2: Attendees will leave the session with a concrete example of a Development Officer scorecard that can be customized to suit each organization’s needs.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn components of a scorecard that can be utilized to initiate strategic discussion during Prospect Management meetings.
Learning Objective #2: Attendees will leave the session with a concrete example of a Development Officer scorecard that can be customized to suit each organization’s needs.
Shop Size: All Shop Sizes