Essentials for Campaign-Focused Executive Portfolio Reviews

Track: Campaigns

Session Number: 2077
Date: Sat, Aug 3rd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Saguaro South

Description:

Portfolio reviews are an essential component to ensure your campaign is on track. But with executive-level fundraisers, your portfolio review isn't simply an opportunity to review their prospect assignments and proposal pipeline! Executive portfolio reviews can be leveraged to help your top fundraisers understand their team's performance and help them manage their wider prospect base. Come learn how to bring the X factor to your top clients' portfolio reviews!
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level II
Recommended Prerequisites: A working knowledge of portfolio reviews
Learning Objective #1: Learn how to elevate the focus of portfolio reviews for an executive fundraiser
Learning Objective #2: Help fundraising managers better manage their team's performance
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level II
Recommended Prerequisites: A working knowledge of portfolio reviews
Learning Objective #1: Learn how to elevate the focus of portfolio reviews for an executive fundraiser
Learning Objective #2: Help fundraising managers better manage their team's performance
Shop Size: Mid-Size/Large