Breaking it Down: Customized Analytics Score

Track: Data Analytics Symposium

Session Number: 2015
Date: Wed, Jul 31st, 2019
Time: 1:30 PM - 2:30 PM
Room: Grand Saguaro West

Description:

As prospect development professionals how do you ensure that your organization is using its resources strategically? Hear two experts’ collaborative case study about building and implementing a customized constituent score to optimize portfolios.
Session Type: Breakout Session (60min)

Primary Competency: DA:Competency 4: Statistical Techniques and Competencies
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Excel pivot tables, CRMs, project management, portfolio management
Learning Objective #1: How to build a custom score to measure constituent connection
Learning Objective #2: How to implement a constituent connection to increase gift officer efficiency during qualification
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: DA:Competency 4: Statistical Techniques and Competencies
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Excel pivot tables, CRMs, project management, portfolio management
Learning Objective #1: How to build a custom score to measure constituent connection
Learning Objective #2: How to implement a constituent connection to increase gift officer efficiency during qualification
Shop Size: All Shop Sizes