The Easy Button for Event Prep: Implementing a Proactive Event Briefing Process

Track: Prospect Research

Session Number: 2014
Date: Fri, Aug 2nd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Sonoran G

Description:

An interactive walk-through of how departmental collaboration is used at the University of Cincinnati Foundation to create data-driven, push-of-a-button Event Briefing Reports. This research product serves as a proactive approach to help take some of the stress out of the event season while still effectively preparing leadership and fundraisers to interact with key individuals. Attendees will explore core components of event briefing templates and ideas on preparing records and systems to automate the process right from their database. Advancement writing expertise will be promoted and practiced to help make prospects come to life through the briefing report in as little words as possible.

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

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: PR:Competency 8: Research Checklist and Written and Verbal Skills
Tertiary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to establish, brand, and automate an event briefing report.
Learning Objective #2: Attendees will deepen expertise in advancement writing to create impacting and inspiring narratives within research products.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: PR:Competency 8: Research Checklist and Written and Verbal Skills
Tertiary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to establish, brand, and automate an event briefing report.
Learning Objective #2: Attendees will deepen expertise in advancement writing to create impacting and inspiring narratives within research products.
Shop Size: All Shop Sizes