Optimize Prime: Prospect Management for Portfolio Reviews

Presenter: Bond T. Lammey, Bentz Whaley Flessner and Emily Walsh, University of Arizona Foundation
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
 Relationship Management
Competencies and Levels: 

  • RM: Competency 7: Portfolio Management, Level I, Level II
  • RM: Competency 5: Moves Management, Level I, Level II
  • RM: Competency 9: Fundraiser Performance, Level I, Level II

What processes do you have in place to manage portfolios at your organization? Do you actively manage them, reviewing portfolio counts and development officer activities regularly? Do you assess the capacity, inclination, and engagement of currently assigned prospects and look for opportunities to assign and remove prospects proactively? Do you assess the fit of prospects that are assigned by development officer? In this session, we will discuss a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations, with particular focus on the project management implications of regular portfolio reviews.

For small organizations or those who are new to prospect management, this may mean the steps involved in regular portfolio reviews with development officers. For larger organizations or those more mature in prospect management, this means dissecting portfolio optimization into smaller, more manageable steps and communicating the strategic benefit of this process to leadership.

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