Brick by Brick: Laying the Foundation for Relationship Management

Track: Relationship Management

Session Number: 2131
Date: Sat, Aug 3rd, 2019
Time: 8:00 AM - 9:00 AM
Room: Grand Sonoran F

Description:

Strategic relationship management can make the difference between a great gift and a transformational gift for your organization. More and more organizations are bringing on a prospect management professional to ensure the best potential prospects are being approached by the right fundraising team for support. But if there is no relationship management system, where do you begin? In this session, our speaker will walk through the basics of building a relationship management program, from knowing your prospect pool to relationship management policy. Whether you are building a program from scratch or tinkering with what is already in place, this session will provide valuable information to help you create the best system for your organization.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 3: Relationship Management Database Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the basic foundations needed to create a relationship management system.
Learning Objective #2: Attendees will learn about the elements of relationship management policy.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 3: Relationship Management Database Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the basic foundations needed to create a relationship management system.
Learning Objective #2: Attendees will learn about the elements of relationship management policy.
Shop Size: All Shop Sizes