Geographic Prospecting Using Excel Maps

Track: Prospect Research

Session Number: 2013
Date: Fri, Aug 2nd, 2019
Time: 1:30 PM - 2:30 PM
Room: Grand Saguaro South

Description:

This session provides a tour of how to use Microsoft Excel to quickly and easily create a 3D map from a spreadsheet of data using the built-in maps feature. Visualizing data on a map can provide a new perspective when looking at development portfolios, prospects, events, donors, or any other data linked to an address. Learn how to overlay portfolios with new prospects to identify geographic prospect hot-spots and help maximize development travel plans. This session will take you through the options available when creating a 3D map and give ideas of how to use the data to spot donor trends and visualize your fundraising potential. You will leave the session with a quick and easy project to show off when you get back to the office.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Excel and access to data linked to an address
Learning Objective #1: Attendees will learn how to use Excel to transform spreadsheet data into a 3D map visualization
Learning Objective #2: Attendees will be shown ideas of how to use the map for visualization of donor trends and portfolio management
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Excel and access to data linked to an address
Learning Objective #1: Attendees will learn how to use Excel to transform spreadsheet data into a 3D map visualization
Learning Objective #2: Attendees will be shown ideas of how to use the map for visualization of donor trends and portfolio management
Shop Size: All Shop Sizes