207: There's No Map For That: Navigating Prospect Management Policy Change

Track: Relationship Management

Session Number: 207
Date: Thu, Jul 27th, 2017
Time: 10:30 AM - 12:00 PM

Description:

Organizations evolve over time, and given our unique role as prospect development professionals, we must be adept at navigating change. But what happens when it is time to change the prospect management policy? This session will discuss some of the challenges, solutions, and best practices on developing and implementing effective and meaningful policy. This informal discussion will provide insight and strategies that can be applied to any organization.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: None
Intended Audience Level: Level II
Learning Objective #1: Attendees will learn strategies in developing a new prospect management policy.
Learning Objective #2: Attendees will learn techniques in implementing a new prospect management policy.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: None
Intended Audience Level: Level II
Learning Objective #1: Attendees will learn strategies in developing a new prospect management policy.
Learning Objective #2: Attendees will learn techniques in implementing a new prospect management policy.