Education

Healthcare — Intermediate

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
Online Solutions Showcase: Members: FREE; Nonmembers: $39

Physician-Driven Prospect Discovery
Physician-Driven Prospect Discovery

Presenters: Lisa Howley, Johns Hopkins Institutions; Michael Zini, Johns Hopkins Medicine
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 2: Prospect Research Essentials, Level 
  • Competency 11: Measuring Research Efforts, Level II

Domain: Relationship Management
Competencies and Levels:

  • Competency 1: Prospect Pool/Base Analysis, Level II 

In 2011, Johns Hopkins University Medicine studied methods of physician engagement and grateful patient pipeline building. This session will provide an overview of the study and how it led to a new initiative for physician engagement and grateful patient prospect identification. Its implications for portfolio and pipeline management, database tracking, reports and gift officer measurement will also be discussed.

Developing a Prospect Research Strategic Plan for a Cause-Related Organization
Developing a Prospect Research Strategic Plan for a Cause-Related Organization

Presenter: Tracey J. Church, KCI
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research 
Competencies and Levels:  

  • Competency 11: Measuring Research Efforts, Level II

You’ve had your research training. You’ve attended all of the sessions on resources, pipelines, relationship mapping and data mining. You’ve created your prospect lists and assigned them to the major giving officers. Now your vice president has asked you to put together a prospect research strategic plan to present to the executive management team. How do you bring it all together into an informative, comprehensive plan that relates to the uniqueness of your cause-related organization? This session describes the process of evaluating your prospect research program in a qualitative and quantitative way, resulting in an OGSM strategic plan (Objectives, Goals, Key Strategies & Action Plans, and Measurement).