Research Stages: Hold the Profile

Presenters: Sarah McCarthy, Ivey Business School & Tracey J. Church, Tracey Church & Associates Research & Consulting Services
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Prospect Research, Relationship Management
Competencies and Levels:

Prospect Research

  • Competency 2: Prospect Research Essentials 

Relationship Management

  • Competency 13: Building Internal Relationships 

Whether you are a new researcher or seasoned, in a one-man shop or large, staging research will save you time and energy and ultimately allow you and your fund development team to prioritize research efforts and work effectively together. Join veteran researchers Tracey Church and Sarah McCarthy as they work through the theory and in-the-field practice of staging research so you are not constantly fielding full profile requests and falling behind in your research queue. Staging your research queue will allow for a more productive day and communicate to your fund development team the importance of coordinating everyone's qualification efforts.


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