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Prospect Pools: Diving Into the Deep End

Track: Prospect Research

Session Number: 3145
Date: Thu, Aug 27th, 2020
Time: 1:45 PM - 2:30 PM

Description:

What do you do when gift officers come to you looking for new prospects? At both VCU and UT Austin, new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will be able to strategize new methods for building their prospect pipelines.
Learning Objective #2: Attendees can build a new business process that allows for gift officers to select new prospects for themselves from a pre-built pool of proactively researched prospects.
Software or Vendor Tools: No
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: PR:Competency 5: Utilizing Research Resources
Tertiary Competency: PR:Competency 4: Information Management/Records Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: Mid-Size/Large, All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will be able to strategize new methods for building their prospect pipelines.
Learning Objective #2: Attendees can build a new business process that allows for gift officers to select new prospects for themselves from a pre-built pool of proactively researched prospects.
Software or Vendor Tools: No
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: PR:Competency 5: Utilizing Research Resources
Tertiary Competency: PR:Competency 4: Information Management/Records Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: Mid-Size/Large, All Shop Sizes