Setting Up a Campaign Prospect Pipeline - All This Data! Where Do We Go From here?

Track: Relationship Management

Session Number: 2096
Date: Thu, Aug 1st, 2019
Time: 4:15 PM - 5:15 PM
Room: Grand Sonoran E

Description:

Follow the step-by-step process employed by the University of South Dakota when building a Prospect Pipeline, keeping gift officers "supplied with new prospects," and managing the interface with the Prospect Relationship Manager.

Please note: This session will be recorded.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: DA:Competency 7: Fundraising Knowledge
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn real-world applications of data modeling to building a Prospect Pipeline.
Learning Objective #2: Attendees will learn how the roles of Prospect Managers and Relationship Managers work together.
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: DA:Competency 7: Fundraising Knowledge
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn real-world applications of data modeling to building a Prospect Pipeline.
Learning Objective #2: Attendees will learn how the roles of Prospect Managers and Relationship Managers work together.
Shop Size: Mid-Size/Large