411: The Tide is High: Building a Strong Foundation for Small Research Shops

Track: Prospect Research

Session Number: 411
Date: Sat, Jul 29th, 2017
Time: 9:30 AM - 10:15 AM

Description:

Research and prospect management can be an overwhelming task for small to singular teams. While there are ways of specializing in either prospect research and data analytics, or a prospect management track, for some in smaller organizations all these tasks are carried out in parallel. This talk will cover the basics of setting up a small shop within a team that encompasses major gifts, corporate, foundation and membership support. Key to the success of the small shop is setting up processes for the entire team and using team meetings wisely to direct the attention of frontline fundraisers to develop prospect strategies and organize each prospect hierarchically. The talk will also cover how to develop processes for determining affinity to a particular cause.
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to juggle different research tasks in a small shop.
Learning Objective #2: Attendees will learn how to help frontline fundraisers develop a pipeline that is organized hierarchically to prioritize some prospects over others.
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to juggle different research tasks in a small shop.
Learning Objective #2: Attendees will learn how to help frontline fundraisers develop a pipeline that is organized hierarchically to prioritize some prospects over others.