This or That: Saying No to Low-Impact Projects to Pave the Way for More Strategy

Track: Prospect Research

Session Number: 2030
Date: Fri, Aug 2nd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Saguaro North

Description:

Over the past decade, as the research team elevated its standing with leadership and worked to help the organization move in a more strategic direction, the strategy team was able to implement new policies and procedures that enabled us to focus on more forward-thinking work rather than reactive requests. While our team still does the “usual” requests of bios, profiles, and lists, we’ve made those processes more efficient and worked to give our colleagues more ad hoc research tools (and empowered them to be confident and comfortable using them). Our team also grew with the focus on strategy from leadership and we are now able to use time saved to focus on projects such as predictive modeling, new ratings (ie. in-house affinity and bequest ratings), proactive feeds, prospect management, large-scale analyses (pool and campaign analyses). This presentation will use examples to show how we did this at a project level and how we achieved the advocacy necessary for the new direction.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: PR:Competency 11: Measuring Research Efforts
Tertiary Competency: PR:Competency 10: Research and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn the steps to identify low-impact, inefficient projects, identify strategic priorities and new directions, articulate organizational goals and how projects, both new and future, impact the organization, and how to work with leadership
Learning Objective #2: Attendees will gain insight into advocating for their team and resources needed
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: PR:Competency 11: Measuring Research Efforts
Tertiary Competency: PR:Competency 10: Research and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn the steps to identify low-impact, inefficient projects, identify strategic priorities and new directions, articulate organizational goals and how projects, both new and future, impact the organization, and how to work with leadership
Learning Objective #2: Attendees will gain insight into advocating for their team and resources needed
Shop Size: All Shop Sizes