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Needles in the Haystack: How to Sort through Piles of Data to Find Your Best Prospects

Track: Prospect Research

Session Number: 3044
Date: Mon, Aug 24th, 2020
Time: 1:45 PM - 2:30 PM

Description:

Picture this: Your VP casually drops by your desk and asks you to come up with a list of your organization's top donors and top non-donors. Quickly. Don't panic: Join us for a working session to dig into some (fake) data. Bring your laptop and together we'll discuss data points, Excel hacks, and project management tips to help you with this request (or whatever your leadership is looking for).
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Participants will collaborate to evaluate sample data to prioritize prospects
Learning Objective #2: Participants will discuss various data points to distinguish top prospects within the list
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Excel (data/spreadsheet will be provided)
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: DS:Competency 3: Data Manipulation Skills
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: Some basic working knowledge of Excel will be handy, but we will cover handy hacks and best practices within the session
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Participants will collaborate to evaluate sample data to prioritize prospects
Learning Objective #2: Participants will discuss various data points to distinguish top prospects within the list
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Excel (data/spreadsheet will be provided)
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: DS:Competency 3: Data Manipulation Skills
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: Some basic working knowledge of Excel will be handy, but we will cover handy hacks and best practices within the session
Shop Size: All Shop Sizes