Education

Management and Professional Development — Intermediate

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
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Creating and Managing Change with Kaizen
Creating and Managing Change with Kaizen

Presenter: Jennifer MacCormack, University of Washington
Year: 2011
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Professional Development
Competencies and Levels

  • N/A

Kaizen is the concept of continuous change and improvement. It has been used to affect big and small changes in many professions, and most recently it has found its way into nonprofit management. The principle of incremental and continuous improvement has the potential to bring significant change to prospect research and management. This session will provide an introduction to kaizen, how it has been used to bring forth change and how you can use it to make small and large process improvements in your organization.

How to Get Work Done With Limited Resources by Optimizing Your Vendor Relationships
How to Get Work Done With Limited Resources by Optimizing Your Vendor Relationships

Presenter: Karen Greene, Arizona State University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level I
  • Competency 2: Relationship Management Policy, Level I, Level II 
  • Competency 3: Relationship Management Database Management, Level I
  • Competency 6: Prospect Strategy, Level I
  • Competency 12: Orienting and Training Colleagues, Level I 
  • Competency 13: Building Internal Relationships, Level I, Level II
  • Competency 14: Institutional Knowledge, Level I 
  • Competency 15: General Fundraising, Level I 
  • Competency 16: Change and Project Management, Level I  

This presentation will address:

  • The knowledge of what information you need and the vendor needs to help you achieve your goals
  • How to negotiate your way to a mutually satisfactory agreement
  • How to maintain a good relationship that will last you years and well beyond the current economics of today

Getting work done on a budgetary shoestring has always been a challenge but with the recent economic strains those shoestrings have turned into small pieces of string tied around our fingers reminding us of better times.  The opportunities presented to us in this environment require that we maintain levels of work and continue to excel.  There are many ways in which that can occur, this presentation will focus on how you can maintain and excel through optimizing your vendor relationships.  Topics to be covered include understanding and asking key questions, providing key information to the vendor, the art of negotiating, how to eliminate assumptions and therefore surprises, best ways to tap into and utilize peer information to improve your vendor relationship and finally how to maintain good relationships with vendors.

Positioning Your Research Department for a Campaign
Positioning Your Research Department for a Campaign

Presenter: Sarah Cadbury, LaSalle University
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Campaigns
Competencies and Levels:  TBD

Domain: Prospect Research
Competencies and Levels:  

  • Competency 9: Organization and Fundraising Knowledge , Level I, Level II
  • Competency 10: Research and Campaign, Level I, Level II

Domain: Relationship Management
Competencies and Levels:  

  • Competency 10: Campaign Management, Level II

Do you need to revamp your research program now that you are facing a new campaign? It may be time to shift your focus. This session looks at ways to evaluate your research shop and how to craft a new plan. Learn techniques to make a case for change charting your way.

Priority Management: Strategies for the Stressed
Priority Management: Strategies for the Stressed

Presenter: Abby Palsic, University of Wyoming Foundation
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 8: Research Checklist and Written and Verbal Skills, Level I
  • Competency 9: Organization and Fundraising Knowledge, Level I  
  • Competency 11: Measuring Research Efforts, Level I 

Faced with multiple demands on your time and increasing responsibilities? This session will explore simple project management tools to enhance your priority planning process, focus your strategic direction, and recognize what’s urgent and important. Select the right project, at the right time, and deliver the right results.

Training Perspectives: Newbie to Seasoned Researcher
Training Perspectives: Newbie to Seasoned Researcher

Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 4: Utilizing Research Resources, Level I & Level II

Domain: Relationship Management 
Competencies and Levels:  

  • Competency 3: Relationship Management Database Management, Level I
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 12: Orienting and Training Colleagues,  Level I & Level II
  • Competency 16: Change and Project Management,  Level I & Level II

Developing an effective training program is integral to your institution, whether you are a large organization expanding your team or a one-person shop hiring a student assistant. Learn how to take training beyond office policies and templates by creating hands-on research examples, cultivating relationships with gift officers, providing solid strategies for prospecting and continuing the research dialogue through collaborative resources. Hear both perspectives from the trainer and the trainee on how optimal training guidelines can transform the researcher and the team.

Social Media, Ethics & Prospect Research
Social Media, Ethics & Prospect Research

Presenters: Liz Rejman, Lori Hood Lawson, David Eberly, Stephen Knight 
Year: 2013 
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research 
Competencies and Levels:  

  • Competency 3: Ethics, Level I & Level II 
  • Competency 4: Utilizing Research Resources, Level I 

Ethics informs everything we do as researchers and social media is no exception. We are all participants of social media, whether we engage professionally and personally. Join Liz Rejman, Lori Hood Lawson, David Eberly and Stephen Knight, all members of the APRA Ethics Committee, as they discuss ethics in social media as it relates to prospect research. This is an interactive session, formatted to be a discussion between the ethics committee members and the audience.