306: Relationship Management and Metrics: Key Fundraising Tools to Drive Acceptance of Analytics, Models and Services

Track: Relationship Management

Session Number: 306
Date: Fri, Jul 28th, 2017
Time: 11:00 AM - 12:30 PM

Description:

Effective relationship management is critical to successful fundraising within any organization. Relationship management and metrics describe a system of information tracking tools, reports, policies, processes and measurable actions that organizations can use to 1) move prospects through the continuous fundraising lifecycle 2) chart progress to goal and 3) provide data-driven insights and strategic recommendations to key stakeholders. In this session, attendees will learn how to use relationship management and metrics to improve the acceptance of data analytics, models and services as evidence-based tools to provide context, content and competitive advantage.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn how to use relationship management and metrics to drive acceptance of data analytics, models and services
Learning Objective #2: Attendees will learn how to translate relationship management and metrics into actionable insights to guide portfolio recommendations and development strategy
Prerequisites: Fundraising lifecycle
Relationship management reporting
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn how to use relationship management and metrics to drive acceptance of data analytics, models and services
Learning Objective #2: Attendees will learn how to translate relationship management and metrics into actionable insights to guide portfolio recommendations and development strategy
Prerequisites: Fundraising lifecycle
Relationship management reporting