114: Prospect Management: A Holistic Approach to Strategy

Track: Relationship Management

Session Number: 114
Date: Wed, Jul 26th, 2017
Time: 1:30 PM - 4:30 PM

Description:

Looks at how prospect management strategy sessions were initiated and implemented into the presenter's fundraising culture as well as the evolution of data analyzed and outcomes resulting from in-depth looks at fundraisers' portfolios and proposal pipelines
Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 9: Fundraiser Performance
Additional Body of Knowledge Competencies: RM: 1,5
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to identify options of types of data that can be analyzed to improve fundraiser performance and data quality.
Learning Objective #2: Attendees will learn several ideas for data points to use when investigating the health of fundraisers' portfolios and pipelines.
Prerequisites: Understanding of prospect management terminology, such as "portfolio" and "proposal".
Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 9: Fundraiser Performance
Additional Body of Knowledge Competencies: RM: 1,5
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to identify options of types of data that can be analyzed to improve fundraiser performance and data quality.
Learning Objective #2: Attendees will learn several ideas for data points to use when investigating the health of fundraisers' portfolios and pipelines.
Prerequisites: Understanding of prospect management terminology, such as "portfolio" and "proposal".