Campaign Goal and Staffing Size Decisions: Two Sanity Checks Sure to Please

Presenter: Stephen Lambert, Advancement Researcher & Analyst, Susquehanna University
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domain: Campaigns

Primary Competency: CA:Competency 2: Campaign Planning, Feasibility and Goal Setting
Secondary Competency: CA:Competency 3: Goal Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I, Level II
Session Attendees will hear the happy tale of the Executive who met with the Board Chair wanting a campaign goal twice what was feasible. The happy Executive in this happy tale leveraged his Prospect Research Department to create two sanity checks in campaign goal planning. The Presenter, Advancement Research Analyst Dr. Stephen Lambert, will demonstrate how solicitor-generated revenues and Gift Officer characteristics can reveal the future possibilities of a campaign. Attendees will learn an historical averages method and a regression method for campaign goal and campaign staffing planning. The Presenter will demonstrate the two models and describe their inputs. Attendees will learn that Gift Officer counts, gift closure amounts, Gift Officer tenure, and gift closure counts feed two powerful forecasts any one can do today. Attendees will receive an Excel spreadsheet example of both models and will understand their place in triangulating data for a campaign goal’s feasibility. 

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