Riding into the Sunset: Implementing a System to Roll Prospects Out of Development Officer Portfolio

Presenters: Jeanne Sharp, Director of Prospect Development
University of Arizona, Carolyn Rousch, Associate Director, Prospect Management
University of Arizona Foundation, Chris Novak, Prospect Management Analyst
University of Arizona Foundation
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domain: Relationship Management

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 13: Building Internal Relationships
Intended Audience Level: Level I, Level II
Wondering how you can keep development officer portfolios from stagnating? Want to encourage your development officers to actively manage their assigned prospects and track/record their work in your database? Hoping to create more opportunities for portfolio optimization? The process known as “sun-setting” can feel a bit like the Wild West, but the Prospect Management team at the University of Arizona is saddled up and ready to share how they devised and implemented a sun-setting policy that was embraced by senior leadership and development officers alike. 

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