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Strategic Partner



Management & Leadership Symposium Partner



APRA Management & Leadership Symposium Agenda

Leadership and management – they’re very different concepts requiring different skills sets!
Thursday, November 7, 2013

7:30am - 8:00am Breakfast
8:00am - 8:30am Welcome & Introductions
8:30am - 9:45am Research Metrics
Christina Pulawski
What do you track, and what do you measure? In this session, we’ll discuss how to use data to track and report on the performance of your research shop, connect it to your organization’s mission, and review methods to use this information to advance the status of the information function in your organization. We’ll review some samples and success stories, and have of time for you to share your own.
9:45am - 10:00am
10:00am - 11:30am 
Lorea Belle Seidel
Many of us in the professional world believe that to achieve success, we must focus our energy toward identifying and then eliminating our weaknesses. StrengthsQuest, a revolutionary program by The Gallup Organization, asserts that we can actually be more successful in our careers by striving to develop our talents into strengths rather than focusing only on the reduction of our weaknesses.

More than 2,000,000 interviews with people from virtually every profession, career, and field of achievement have yielded a simple, yet profound finding: Top achievers understand their talents and strengths, and build their lives upon them.

11:30am - 1:00pm 
Lunch on your own
1:00pm - 2:00pm Change Management
Charles Headley
Navigating a complex organization through important improvements requires planning for the “people” dimension along with the functional and technical aspects of the project.  Changes in job roles and responsibilities, reporting relationships, and business processes may, very predictably, give rise to resistance which can add to project timelines and costs, or even derail otherwise sound projects.  This session will explore ways we can lay a groundwork which helps the organization move constructively through these transitions toward the desired outcomes while minimizing interpersonal conflict.
2:00pm - 2:15pm Break
2:15pm - 3:45pm
Campaign and Strategic Planning
Christina Pulawski and Leslie Gonnella
Have you been asked to help your institution prepare for their next million or even billion dollar campaign? No stress, right?  This session will focus on preparing you for this important role – both in executing or contributing the campaign planning process as well as getting your own shop ready for what’s ahead. We will go step by step through the campaign planning process, discussing a set of campaign readiness targets that can be right-sized for your organization, and reviewing sample documents, including a campaign plan, timeline, prospect pool readiness documents, pyramids/gift tables, and feasibility preparation.

Then we’ll discuss taking a strategic planning approach that helps tie research and advancement services with other fund-raising functions, and understand the relationship between departmental goals and campaign goals, budget and staffing .  We’ll walk through suggested planning processes and formats, and how to use them, even if it’s not the current culture at your organization.

3:45pm - 5:00pm Project Work

Friday, November 8, 2013

7:30am - 8:30am Breakfast and Project Work
8:30am - 9:00am
Talent Management Introduction
Jon Thorsen
The concept of good research talent has changed tremendously over the years, and has certainly taken on new importance since "research" has emerged as a true profession. We'll look at the concept of "Talent management" and the evolution of expected skills, roles, and specialties within research before breaking out to discuss specific areas of talent management that are important to master at various times of a staff person’s tenure.
9:00am - 9:30am  
Talent Management (Facilitated Breakout Discussions)
  • Charles Headley: RECRUITING (where to look, attracting talent, what to look for)
  • Leslie Gonnella: HIRING (interviewing dos and don’ts, interviewing and testing strategies)
  • Jon Thorsen: TRAINING (onboarding and ongoing professional development)
    Managing research and prospect development staff is an ongoing responsibility that begins before new staff members walk in the door and extends throughout their tenures with the organization. Taking the time to develop a comprehensive onboarding and orientation program ensures consistency throughout the department and also provides seasoned staff with opportunities to mentor their colleagues. We will discuss the elements of effective onboarding as well as professional development plans for staff members of all experience levels.
  • Christina Pulawski: EVALUATION (linking annual and ongoing evaluation and coaching to industry standards)
9:30am - 9:45am Break
9:45am - 10:45am
Managing Up
Charles Headley
Anticipating the needs of those we report to and providing the resources for them to be effective with their peers and reporting lines is the critical path to “indespensibility”.    If we can see the organization from our manager’s perspective we can add value that demonstrates that we are ready to take on additional responsibilities that can fast track our careers.  This session will explore the important dimensions that help us move toward greater success in “managing up”.
10:45am - 11:00am Break
11:00am - 12:00pm
Leading by Facilitation
Leslie Gonnella
Demonstrating leadership in your office is not always about having the right answers. In this session, we will focus on the art of “facilitation.” You will learn how you can impact change, ensuring the outcome is successful, without telling people what to do. You will learn how to serve as a facilitator, understanding how to guide groups of people through change while building consensus and achieving your desired outcomes. As a case study, we will walk through an example of how facilitation skills can be used to create a decision-making committee that creates a set of new prospect management policies.
12:00pm - 1:30pm
Lunch on your own and Project Work
1:30pm - 2:30pm Office Politics
Christina Pulawski
Many people believe doing a good job, and accomplishing goals and objectives, are enough to secure and promote their career. In most environments, however, this isn’t the case. One of the most important components to creating professional success is managing alliances and relationships. Discuss the challenges of understanding the unwritten rules of your workplace and navigating hierarchical relationships in your organization. Learn how to exert some control over them and find out why “politics” doesn’t have to have a negative connotation.
2:30pm - 2:45pm Break
2:45pm - 3:45pm Project Management
Jon Thorsen
While many Research & Prospect Management shops spend a majority of time on “ongoing work” and ”business as usual,” we all tackle a variety of projects that could benefit from a more formal and organized approach. In this session, we’ll discuss ways to that the Prospect Development team – even without certified project managers on staff – can use project management principals to:
  • Assess and prioritize requests
  • Measure and report results
  • Identify new opportunities to apply our expertise
  • Make the case for the resources needed to perform our work successfully
3:45pm - 5:00pm Projects Presented and Wrap-up