There’s No Time Like the Present: Reactive to Proactive Revolution Mid-Campaign

Track: Campaigns

Session Number: 1161
Date: Wed, Aug 8th, 2018
Time: 1:30 PM - 4:30 PM
Room: Room 413-415

Description:

A mid campaign funding gap and presidential transition at the University of Calgary proved to be the perfect moment to (a) closely integrate the work of prospect research, prospect management, and advancement services and (b) change the relationship between these teams and fundraisers for a total development team approach to campaign success. Join us as we share our experience planning, bringing the team together, tracking progress, and implementing such a project, all in the midst of a $1.3B campaign, the largest to date for the University.
Session Type: Pre-Conference Workshop

Primary Competency: CA:Competency 4: Campaign Identification and Pipeline
Secondary Competency: PR:Competency 10: Research and Campaign
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the value of integrated pipeline management and prospect research to optimize portfolios and the use of intelligent data and tools to achieve their organizations outcome and the cultural and reporting tools used to drive the process.
Learning Objective #2: Attendees will be given a high-level demonstration in creating a multi-disciplinary approach to using data, tracking, research, and modeling to identify and address campaign gaps and needs as an institution overall.
Shop Size: Mid-Size/Large
Session Type: Pre-Conference Workshop

Primary Competency: CA:Competency 4: Campaign Identification and Pipeline
Secondary Competency: PR:Competency 10: Research and Campaign
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the value of integrated pipeline management and prospect research to optimize portfolios and the use of intelligent data and tools to achieve their organizations outcome and the cultural and reporting tools used to drive the process.
Learning Objective #2: Attendees will be given a high-level demonstration in creating a multi-disciplinary approach to using data, tracking, research, and modeling to identify and address campaign gaps and needs as an institution overall.
Shop Size: Mid-Size/Large