414: Contact Reports: What Are They, Why Are They Important, What Should Be Included (or Not)?

Track: Relationship Management

Session Number: 414
Date: Sat, Jul 29th, 2017
Time: 9:30 AM - 10:15 AM

Description:

Ever read a contact report that says “Had lunch with donor” and wish there was more? Learn about how the University of Colorado’s Advancement Strategy Department created contact report policies, procedures, and guidelines, and implemented those through outreach and training to improve the quality and consistency of contact reports entered by fundraising staff.
Session Type: Breakout Session (45 minutes)
Cross-Listed Tracks: Campaigns

Primary Competency: RM:Competency 12: Orienting and Training Colleagues
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level II
Learning Objective #1: Attendees will learn how to create policies and procedures that can be tweaked for their own organization.
Learning Objective #2: Attendees will learn how to create an outreach and training program for fundraisers and support staff.
Session Type: Breakout Session (45 minutes)
Cross-Listed Tracks: Campaigns

Primary Competency: RM:Competency 12: Orienting and Training Colleagues
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level II
Learning Objective #1: Attendees will learn how to create policies and procedures that can be tweaked for their own organization.
Learning Objective #2: Attendees will learn how to create an outreach and training program for fundraisers and support staff.