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Prospect Development 2.0: A Guided Journey Toward Designing a Frontline-Centric PD Team

Track: Strategic Management

Session Number: 3045
Date: Thu, Aug 27th, 2020
Time: 1:45 PM - 2:30 PM

Description:

After surveying our internal clients, we realized the prospect development processes and policies that had worked really well at International Justice Mission for seven years were no longer working effectively. We decided to lay every process and policy we had on the table and make a bold move: we needed to become a frontline-centric prospect development team and rebuild the way our team works with frontline teams from the ground up. In this pre-conference workshop, you will learn how to survey frontline teams to measure and evaluate the effectiveness of prospect development and then create a comprehensive short, medium and long term strategy to build a prospect development team that is frontline-centric. This pre-conference workshop will be a guided journey through all the different steps you can take to accomplish this. You will leave the workshop with a draft strategy outline to bring back to your organization and walk them through a potential implementation of your very own Prospect Development 2.0!
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can evaluate their current prospect development shop's effectiveness from the frontline fundraiser's perspective.
Learning Objective #2: Attendees can facilitate an overhaul of their current prospect development team's processes and policies to make them fundraiser-centric.
Software or Vendor Tools: No
Primary Competency: PR:Competency 1: Organization and Fundraising Knowledge
Secondary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can evaluate their current prospect development shop's effectiveness from the frontline fundraiser's perspective.
Learning Objective #2: Attendees can facilitate an overhaul of their current prospect development team's processes and policies to make them fundraiser-centric.
Software or Vendor Tools: No
Primary Competency: PR:Competency 1: Organization and Fundraising Knowledge
Secondary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Tertiary Competency: RM:Competency 6: Prospect Strategy
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes