Control, Alt, Delete: Rebooting Portfolio Enthusiasm

Presenters: Laticia Vavasour, Prospect and Relationship Management Liaison
UC San Diego, Susan Saraiva, Prospect and Relationship Management Liaison
UC San Diego, Shannon Seeger, Prospect and Relationship Management Liaison
UC San Diego
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management

Primary Competency: RM:Competency 13: Building Internal Relationships
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
The presenters are three founding members of a dedicated Prospect Management Liaison team at UC San Diego. As “pioneers” of this program, we faced our share of challenges getting it off the ground! This session focuses on how to run a successful, recurring prospect management and portfolio review meeting, including strategies for moving pipeline and helping drive prospecting and prospect assignment.

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