421: Building a Prospect Management Program: PRIMED for Success!

Track: Prospect Research

Session Number: 421
Date: Sat, Jul 29th, 2017
Time: 10:15 AM - 12:00 PM

Description:

Aware, well-informed, clued-up and with it! — All are synonyms for PRIMED (Prospects - Researched, Identified, and Managed for Engaged Development). Developed by the presenter, PRIMED is a systematic research and prospect management plan that is not only easy to implement, but also delivers maximum impact, measured in increased fundraiser performance and prospect engagement. In this session attendees will learn how to leverage knowledge, data and action to maximize the return on investments of time, effort, and resources. A significant value add of the PRIMED process is the elevation of the prospect development team's clout and influence in the organization.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 12: Orienting and Training Colleagues
Additional Body of Knowledge Competencies: RM: Competency 2: Relationship Management Policy
RM: Competency 2: Relationship Management Reporting
RM: Competency 7: Portfolio Management
RM: Competency 9: Fundraiser Performance
RM: Competency 13: Building Internal Relationships<
Intended Audience Level: Level I, Level II
Learning Objective #1: Develop a framework for systematic Portfolio
Analysis and Review.
Learning Objective #2: Utilize prospect pool segmentation to assess prospect assignment,
stage and strategy to evaluate portfolio penetration and activity.
Prerequisites: Understanding of basic prospect management techniques.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 12: Orienting and Training Colleagues
Additional Body of Knowledge Competencies: RM: Competency 2: Relationship Management Policy
RM: Competency 2: Relationship Management Reporting
RM: Competency 7: Portfolio Management
RM: Competency 9: Fundraiser Performance
RM: Competency 13: Building Internal Relationships<
Intended Audience Level: Level I, Level II
Learning Objective #1: Develop a framework for systematic Portfolio
Analysis and Review.
Learning Objective #2: Utilize prospect pool segmentation to assess prospect assignment,
stage and strategy to evaluate portfolio penetration and activity.
Prerequisites: Understanding of basic prospect management techniques.