Apra Fundamentals: Relationship Management

Who Should Attend

This program is intended for professionals new to prospect development or those seeking practical strategies to improve portfolio optimization and collaboration between prospect development teams and frontline fundraisers.

Learning Objectives

Through this curriculum, participants will:

• Apply core principles of portfolio management, prospect strategy and metrics to immediate organizational needs.

• Navigate data governance and ethical considerations within the CRM to manage complex data sets.

• Develop practical strategies to enhance the partnership between prospect development and frontline fundraising staff.

• Interpret and visualize portfolio data to clarify strategic impact and inspire action.

• Utilize storytelling techniques to provide clarity and drive the philanthropic mission forward.

What Else Is Included

Registrants receive access to a private online community to network with peers, access resource materials and engage with faculty experts.

Mandatory Pre-Event Learning: To prepare for the live education, participants must complete approximately four hours of online module training. These sessions, ranging from 20 to 60 minutes, cover:

• Relationship Management Overview

• Optimized Portfolio Markers

• Straightforward and Explainable Projections

• Supporting Frontline Success via Data Interpretation

• Data Visualization and Storytelling