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Teaming Up to Pare Down: A Case Study in Portfolio Makeover at Wisconsin

Track: Relationship Management

Session Number: 3022
Date: Wed, Aug 26th, 2020
Time: 12:15 PM - 1:00 PM

Description:

This case study will walk through the evolution of Wisconsin Foundation and Alumni Association’s year-long prospect management makeover aimed at improving fundraiser efficiency, prospect engagement and data-driven decision making at the mid-point of our comprehensive campaign. From the meeting that ignited the spark, to where we stand today, details will be shared about key components to this multi-team effort: impetus for change; implementing new Qualification metrics and Efficiency measures; change management barriers; new dashboards designed to forward the action; as well as outcomes.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will learn about steps taken by two advancement teams who combined expertise to enact a change in policy leading to smaller, focused portfolios.
Learning Objective #2: Attendees will see examples of dashboards developed to facilitate execution of new Portfolio Efficiency measurement.
Software or Vendor Tools: No
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Shop Size: Mid-Size/Large
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will learn about steps taken by two advancement teams who combined expertise to enact a change in policy leading to smaller, focused portfolios.
Learning Objective #2: Attendees will see examples of dashboards developed to facilitate execution of new Portfolio Efficiency measurement.
Software or Vendor Tools: No
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Shop Size: Mid-Size/Large