Portfolio Power & Relationship Management

Track: Relationship Management

Session Number: 2091
Date: Fri, Aug 2nd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Sonoran C-D

Description:

The role of the fundraiser portfolio plays a critical role in the advancement enterprise. As the science of fundraising has increased, we must blend both the art and science in relationship management. What role can you play in shifting the future of portfolio management? This presentation will help you understand the role of the prospect portfolio and how to set expectations for performance while learning a new role for relationship management.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 13: Building Internal Relationships
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the role of the prospect portfolio in the advancement enterprise and establish expectations for optimal performance of a portfolio.
Learning Objective #2: Attendees will learn the future of portfolio management and learn a series of coaching tactics to train fundraisers on the science of portfolio management.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 13: Building Internal Relationships
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the role of the prospect portfolio in the advancement enterprise and establish expectations for optimal performance of a portfolio.
Learning Objective #2: Attendees will learn the future of portfolio management and learn a series of coaching tactics to train fundraisers on the science of portfolio management.
Shop Size: All Shop Sizes