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The Rosetta Stone: Partnering with Frontline Leadership to Build a Relationship Management System from the Ground Up

Track: Relationship Management

Session Number: 3119
Date: Wed, Aug 26th, 2020
Time: 12:15 PM - 1:00 PM

Description:

Sometimes it seems that Prospect Development and Frontline Fundraisers are speaking two different languages. This presentation is a case study of the success and evolution of a brand new Prospect Management position at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund. Through strategic partnership with frontline leadership, the Prospect Development team was able to build a dynamic new Relationship Management program in the wake of a database conversion, and made scalable for use by PPFA as well as affiliate partners. Attendees will learn about the full suite of new tools and resources developed, including standing reports, metrics dashboards, key performance indicators for gift officers. They’ll also learn how we used a client services approach to develop these tools, meeting our frontline partners where they are and “learning their language,” lifting the Prospect Development team’s work and reputation as an essential partner in fundraising. Participants will hear about the dream team of Prospect Management and Frontline Leadership, and will leave with tips to implement similar endeavors in their own shops.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will learn concrete ways to present procedures and strategies with a Frontline Leadership audience in mind. They'll see a winning team in action, and have the opportunity to ask questions of both Prospect Management and their Frontline partner.
Learning Objective #2: Attendees will see a successful roadmap for the first 18 months of a new Prospect Management program that they can customize to the needs of their own shops.

Software or Vendor Tools: No
Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 7: Portfolio 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 learn concrete ways to present procedures and strategies with a Frontline Leadership audience in mind. They'll see a winning team in action, and have the opportunity to ask questions of both Prospect Management and their Frontline partner.
Learning Objective #2: Attendees will see a successful roadmap for the first 18 months of a new Prospect Management program that they can customize to the needs of their own shops.

Software or Vendor Tools: No
Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes