202: Wealth Screenings: Planning, Coordinating, Verifying and Delivering Results

Track: Prospect Research

Session Number: 202
Date: Thu, Jul 27th, 2017
Time: 10:30 AM - 12:00 PM

Description:

Are you looking for a more effective way to plan, coordinate, verify, and deliver your next wealth screening? In this vendor-neutral session, we will comprehensively cover the wealth screening verification process from deciding who in your database to screen to delivering results. With a specific focus on managing your team’s workflow through delegation and time management structuring verification work can enable achieving better rating accuracy and quality results. We will discuss how to deliver and communicate this valuable data, post screening, to leadership and your frontline in a way that ensures maximum efficacy for development operations.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 7: Screenings
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: CA:Competency 4: Campaign Identification and Pipeline
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn a series of steps to plan and implement a successful screening of their constituency including how to determine which records to screen.
Learning Objective #2: Attendees will learn how to track their process and data as it is gathered and manage team workflow through delegation techniques and structuring of verification work.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 7: Screenings
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: CA:Competency 4: Campaign Identification and Pipeline
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn a series of steps to plan and implement a successful screening of their constituency including how to determine which records to screen.
Learning Objective #2: Attendees will learn how to track their process and data as it is gathered and manage team workflow through delegation techniques and structuring of verification work.