204: Inconceivable! Or Maybe Not: Developing Metrics for Prospect Development

Track: Partnerships, Leadership and Change Management

Session Number: 204
Date: Thu, Jul 27th, 2017
Time: 10:30 AM - 12:00 PM

Description:

Prospects are complex individuals, and development officers are being asked to view them as such. Our role in prospect development is evolving to reflect these complexities, but how do we adjust or establish our metrics to account for these complexities? How intertwined should your shops metrics be with the success of frontline fundraisers? How often should goals be adjusted or modified? What do you need to begin tracking now to assess return on investment annually? In this session, Bond and Emily will walk through strategies for establishing metrics for prospect development that align with our need to provide value at every stage in our organization’s relationship with individual prospects, as well as accounting for our responsibilities in examining macro-level organizational trends.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 11: Measuring Research Efforts
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: None
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn how to set up a system to track activity in order to accurately assess metrics.
Learning Objective #2: Attendees will gain tools to assess or establish separate metrics for prospect research, prospect management, and analytics.
Prerequisites: Attendees should have a solid working knowledge of Prospect-Development activity (capacity ratings, profile development, prospect referrals, portfolio/assignment management, pipeline management etc.) and how it informs and supports the work of front line development staff.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 11: Measuring Research Efforts
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: None
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn how to set up a system to track activity in order to accurately assess metrics.
Learning Objective #2: Attendees will gain tools to assess or establish separate metrics for prospect research, prospect management, and analytics.
Prerequisites: Attendees should have a solid working knowledge of Prospect-Development activity (capacity ratings, profile development, prospect referrals, portfolio/assignment management, pipeline management etc.) and how it informs and supports the work of front line development staff.