Conducting a Portfolio Scrub

Presenter: Kat Banakis, Senior Director, Grenzebach Glier and Associates Analytics; Laura DiVincenzo, Associate Director of Prospect Management, University of Delaware
Year: 2015
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:

Domain: Prospect Research 
Competencies and Levels: 

  • Competency 1: Information Management/Records Management
  • Competency 10: Research and Campaign

Domain: Relationship Management 
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I
  • Competency 2: Relationship Management Policy
  • Competency 3: Relationship Management Database Management
  • Competency 4: Relationship Management Reporting
  • Competency 5: Moves Management
  • Competency 6: Prospect Strategy, Level I 
  • Competency 7: Portfolio Management
  • Competency 8: Pipeline Management
  • Competency 9: Fundraiser Performance
  • Competency 12: Orienting and Training Colleagues
  • Competency 13: Building Internal Relationships
  • Competency 14: Institutional 

Domain: Data Analytics
Competencies and Levels: 

  • Competency 9: Change Management/Strategic Thinking

Domain: Campaigns 
Competencies and Levels: 

  • Competency 5: Prospect and Portfolio Management
  • Competency 6: Campaign Analytics, Reporting and Data Management
  • Competency 7: Collaboration and Relationship Building

The why, how, and what of the best management tool Prospect Management and Research can provide. Access the whitepaper here.

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