Prospect Management without Micro-Management: Strategies for Small Teams

Track: Relationship Management

Session Number: 2025
Date: Thu, Aug 1st, 2019
Time: 4:15 PM - 5:15 PM
Room: Grand Sonoran A-B

Description:

Our fundraising organizations depend on Prospect Management (PM) to identify prospects with the best strategic fit and gift potential. Even large enterprises, though, can have small PM operations so how do those shops achieve their goals with limited resources and staff? The presentation will discuss how Cleveland Clinic’s Prospect Management team contributes to the strategic mission of the enterprise, thanks to its emphasis on prospect lead generation, portfolio rating, pipeline management, and customer service.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how Cleveland Clinic finds, tracks, and manages its portfolio with a limited number of PM staff and resources.
Learning Objective #2: Attendees will learn best practices for managing relationships with leadership and fundraisers.
Shop Size: Small
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn how Cleveland Clinic finds, tracks, and manages its portfolio with a limited number of PM staff and resources.
Learning Objective #2: Attendees will learn best practices for managing relationships with leadership and fundraisers.
Shop Size: Small