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Fall Symposium 2015: Campaigns Schedule

 
Thursday, November 5, 2015

6:00am - 9:00am Breakfast served at Hotel (Included with Room Rate)
7:00am - 4:30pm Registration Open
9:00am - 9:15am Welcome Session (All Faculty)
9:15am - 10:30am The Big Idea: Introduction to Campaigns
All Faculty

Domain: Data Analytics
Competency: 8 Level: I

Domain: Prospect Research
Competencies: 9 & 10 Level: I

Domain: Relationship Management 
Competency: 10 Level: I

Domain: Campaigns
Competency: 1 Level: I

What is a campaign? How is it defined? What purpose does it serve? Who is involved? Why does it matter? This session sets the stage for our time together over the next two days. We’ll provide historical context and current trends in campaign management, sharing examples and best practices along the way. You’ll leave this session understanding what can be accomplished through a comprehensive capital campaign, ready to explore ways to bring your organization’s big ideas to life.
10:30am - 10:45am
Refreshment Break (includes tea, coffee and soft drinks)
10:45am - 12:00pm Building the Road to Success (Even if You’re Already Driving on it!)
All Faculty 

Domain: Prospect Research
Competency: 10 Level: II

Domain: Relationship Management 
Competencies: 10, 14 & 16 Levels: I & II

Domain: Campaigns
Competencies: 1 & 2 Levels: I & II

Whether you’ve been fortunate enough to be involved from the beginning or have been thrown in later in the game, it’s important to understand the planning involved in a campaign.  In this session, faculty members will walk you through the planning and implementation process, touching upon important topics such as feasibility studies and internal audits. With real world templates and examples, you will be given the tools to be informed and prepared to make this process successful at your organization, regardless of what stage you are in.
12:00pm - 1:30pm 
Lunch Provided 
1:30pm - 2:45pm 'Gold Star' Prospect Development Teams: Demonstrating Value and ROI in a Campaign
All Faculty 

Domain: Prospect Research

Competencies: 11 Levels: I & II

Domain: Relationship Management 
Competencies: 6 & 15 Levels: I & II

Domain: Campaigns
Competencies: 7 Levels: I & II

Prospect Development teams often struggle with creating strong partnerships and showcasing their value. In this session, faculty members will outline the role and opportunities for prospect development in each phase of the campaign. Through strategic partnerships, defined metrics and other tools, attendees will learn how to put their best foot forward to ensure that their teams are ‘gold star’ worthy participants in their campaigns.

2:45pm - 3:00pm Refreshment Break (includes tea, coffee and soft drinks)
3:00pm - 4:15pm Following the Yellow Brick Road: Designing Your Roadmap to Data-Driven Fundraising Programs
Bond Lammey and Katrina Klaproth

Domain: Data Analytics

Competency: 2 Level: I

Domain: Prospect Research
Competencies: 1 & 7 Levels: I & II

Domain: Relationship Management 
Competencies: 3 & 10 Levels: I & II

Domain: Campaigns
Competency: 1 Levels: I & II

In the era of big data, organizations of all sizes are being charged with designing effective methodologies to drive strategic advancement outcomes. Harnessing the power, and mitigating the chaos, of big data requires infrastructure, technology, intentional data management and integrated business processes to leverage information. This session will focus on the necessary building blocks, framework, investments and partnerships required to achieve organizational objectives in the era of big data.
4:15pm - 5:00pm Which Stones were Left Unturned?
All Faculty
Using your questions and feedback, faculty members will lead the group in conversation to help digest the day’s sessions and target any unanswered questions. This end-of-day forum will help to shape conversation and examples for Day 2 and is designed to ensure that attendees are getting the most out of their symposium experience.
5:00pm - 6:30pm Networking Reception

Sponsored by:
 
iwave

Friday, November 6, 2015

6:00am - 9:00am Breakfast Served at Hotel (Included with Room Rate)
7:00am - 11:30am Registration Open
9:00am - 10:00am Attendee Roundtable: What the Heck is Everyone Else Doing?
All Faculty

Domain: Campaigns

Competencies: 1, 2, 3, 4, 5, 6, 7 & 8 Levels: I & II

To kick off Day 2, attendees will be paired with similar organizations (whether in size, type or campaign phase) to share questions, concerns and tactics. This working session will allow you to seek information or to share your own successes to help your fellow prospect development peers navigate the challenging waters of being in a campaign. Please plan to bring examples to share or to seek advice on to make the most of this session. 
10:00am - 10:15am
Refreshment Break (includes tea, coffee and soft drinks)
10:15am - 11:30am Dispelling the Myth of the Easy Button
Katrina Klaproth and Rachel Schaefer

Domain: Data Analytics

Competency: 5 Level: I

Domain: Prospect Research
Competency: 11 Level: II

Domain: Relationship Management 
Competencies: 4 & 13 Levels: I & II

Domain: Campaigns
Competency: 3 & 6 Levels: I & II

Advancement Services and Development Operations professionals are consistently implementing tools and devising creative ways to deliver information in a holistic fashion.  While the primary goal of reporting is to deliver relevant information that can be easily interpreted, utilized, and shared to achieve optimal outcomes, determining the right solution isn’t always easy. This session will focus on the primary objectives of reporting, tools and solutions to deliver usable data to measure organizational activities and priorities.
11:30am - 1:00pm Board Panel Luncheon with Target Analytics
Join APRA board members as they share their expertise and best practices on Campaigns.
1:00pm - 2:15pm The Effect of High Net Worth Philanthropy on Campaign Prospecting
Melissa Bank-Stepno and Michael Quevli
2:15pm - 3:00pm Making Sense of It All
All Faculty
In this group session, faculty members will lead attendees in conversation about key takeaways, themes and questions from our two days together. Based on previous sessions, resources will be provided and attendees will be given the opportunity to collectively wrap up any outstanding questions or thoughts.

 

10:00am - 10:15am
Coffee & Tea Break