Developing a Prospect Research Strategic Plan for a Cause-Related Organization
Developing a Prospect Research Strategic Plan for a Cause-Related Organization

Presenter: Tracey J. Church, KCI
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research 
Competencies and Levels:  

  • Competency 11: Measuring Research Efforts, Level II

You’ve had your research training. You’ve attended all of the sessions on resources, pipelines, relationship mapping and data mining. You’ve created your prospect lists and assigned them to the major giving officers. Now your vice president has asked you to put together a prospect research strategic plan to present to the executive management team. How do you bring it all together into an informative, comprehensive plan that relates to the uniqueness of your cause-related organization? This session describes the process of evaluating your prospect research program in a qualitative and quantitative way, resulting in an OGSM strategic plan (Objectives, Goals, Key Strategies & Action Plans, and Measurement).