Finding the Time and the People: How to Include Proactive Research in Your Workload

Presenter: Sarah Cadbury, LaSalle University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I
  • Competency 2: Project Management, Level I

Domain: Prospect Research
Competencies and Levels:

  • Competency 2: Prospect Research Essentials, Level I, Level II
  • Competency 4: Utilizing Research Resources, Level I, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I, Levell II
  • Competency 6: Prospect Interests and Networks/Relationships, Level I, Level II
  • Competency 7: Screenings, Level II
  • Competency 8: Research Checklist and Written and Verbal Skills, Level II

This presentation will address:

  • Potential sources for identifying prospects, with special attention to institutions without an Alumni base
  • Tips for conducting research on proactively identified prospects
  • Techniques for dealing with time management issues
  • Ideas for implementing a proactive research plan.

There is great value in proactive research; actually executing proactive research can be a challenge. The speaker will discuss how to implement and build a comprehensive  proactive research program. You’ll also learn various methods for identifying prospects to research, including techniques that can be used by organizations with or without an alumni base. We will also discuss ways to make time for proactive research.

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