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Negotiating Research Requests: Finding a Common Ground for Common Good

Track: Strategic Management

Session Number: 3102
Date: Wed, Aug 26th, 2020
Time: 1:45 PM - 2:30 PM

Description:

As prospect development professionals, we are faced with numerous requests for information each day from gift officers, as well as those in leadership positions within our organizations. Some of these are quick data points (e.g., what is my prospect’s new business address?), and others are larger in scope (e.g., what is this family’s history of giving to the university, and what is the extent of their engagement with us?). Oftentimes, these requests are last-minute in nature, with tight deadlines—and require clarification as far as what exactly the requester needs. This session will provide an overview of interpersonal skills as well as procedural tactics you can use to build or hone a process for negotiating these types of requests within your team.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can confidently apply one or more interpersonal techniques addressed in the presentation to their own communication style when presented with a research request that is last-minute in nature, and/or involves ambiguity around what the requester n
Learning Objective #2: Attendees can adapt their existing procedure for managing research requests, or create one(s) that assesses multiple components of the request (for example: timing/requested due date, prospect stages, current team workflow, prospect’s estimated phil
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Office apps, and/or Google apps
Primary Competency: CA:Competency 7: Collaboration and Relationship Building
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: N/A: Strategic Management Track
Intended Audience Level: Level II
Recommended Prerequisites: Excel or Google Sheets, Outlook or Gmail, and related Google calendar application; familiarity with attendees' organizational database
Shop Size: Mid-Size/Large
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can confidently apply one or more interpersonal techniques addressed in the presentation to their own communication style when presented with a research request that is last-minute in nature, and/or involves ambiguity around what the requester n
Learning Objective #2: Attendees can adapt their existing procedure for managing research requests, or create one(s) that assesses multiple components of the request (for example: timing/requested due date, prospect stages, current team workflow, prospect’s estimated phil
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Office apps, and/or Google apps
Primary Competency: CA:Competency 7: Collaboration and Relationship Building
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: N/A: Strategic Management Track
Intended Audience Level: Level II
Recommended Prerequisites: Excel or Google Sheets, Outlook or Gmail, and related Google calendar application; familiarity with attendees' organizational database
Shop Size: Mid-Size/Large