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Measuring Yourself: Metrics for Prospect Research and Management

Track: Strategic Management

Session Number: 3038
Date: Thu, Aug 27th, 2020
Time: 12:15 PM - 1:00 PM

Description:

Effective management requires proper measurement and assessment of both quantity and quality of work produced. Gain understanding that many of the same metrics used to evaluate front-line fundraisers also serve as a metric for prospect management and research. Learn what data points to measure and why will elevate abilities in weaker areas and assist in capitalizing on strengths. Proper metric also highlight those value-added activities prospect management and research bring to your organization.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Understand the importance of measuring activity in Prospect Management and Research and the impact it can provide to your organization.
Learning Objective #2: Learn what types of metrics are effective or ineffective and what metrics in your organization that are currently used to measure fundraiser activity can also be used to measure success in Prospect Management and Research.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Excel or other spreadsheet and database solution
Primary Competency: PR:Competency 10: Measuring Research Efforts
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Understand the importance of measuring activity in Prospect Management and Research and the impact it can provide to your organization.
Learning Objective #2: Learn what types of metrics are effective or ineffective and what metrics in your organization that are currently used to measure fundraiser activity can also be used to measure success in Prospect Management and Research.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Excel or other spreadsheet and database solution
Primary Competency: PR:Competency 10: Measuring Research Efforts
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: None
Shop Size: All Shop Sizes