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Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary

Track: Relationship Management

Session Number: 3088
Date: Tue, Aug 25th, 2020
Time: 3:45 PM - 4:30 PM

Description:

Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will be able to summarize steps needed to build a relationship management system
Learning Objective #2: Attendees will devise ways to level up their relationship management systems. Utilizing data to help drive discussions on metrics including fundraiser performance, pipeline management and prospect strategy
Software or Vendor Tools: No
Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will be able to summarize steps needed to build a relationship management system
Learning Objective #2: Attendees will devise ways to level up their relationship management systems. Utilizing data to help drive discussions on metrics including fundraiser performance, pipeline management and prospect strategy
Software or Vendor Tools: No
Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes