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Don’t Stop Achievin’: A Goal Planning Journey

Track: Relationship Management

Session Number: 4082
Date: Tue, Jul 27th, 2021
Time: 1:00 PM - 2:00 PM

Description:

If you take a midnight train goin’ anywhere, you’re probably not going to end up where you want to be. Instead, plan your Journey! This session will take you through GW’s five-phase annual goal planning process as a case study. We’ll first cover how we leverage historical data and current plans to set ambitious yet achievable goals at the organizational, unit, and individual levels. Then we’ll dive into our data-based approach for individual gift officer goal planning – laying out a path to success that is groundtruthed in real data, analyzing these blueprints to determine if they support the goals sufficiently, and identifying and addressing any gaps therein. Last, we’ll wrap up with a quick look at how our train got derailed by COVID-19 and what we did to get it back on track.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will learn how prospect development partners with leadership to set data-based goals at the organizational, unit, and individual levels.
Learning Objective #2: Attendees will learn how prospect development partners with gift officers to create data-based plans for reaching their goals.
Software or Vendor Tools: No
Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: DS:Competency 7: Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Mastery of proposal data points; familiarity with forecasting/projections; strong Excel skills; familiarity with standard fundraising performance metrics
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will learn how prospect development partners with leadership to set data-based goals at the organizational, unit, and individual levels.
Learning Objective #2: Attendees will learn how prospect development partners with gift officers to create data-based plans for reaching their goals.
Software or Vendor Tools: No
Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 9: Fundraiser Performance
Tertiary Competency: DS:Competency 7: Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Mastery of proposal data points; familiarity with forecasting/projections; strong Excel skills; familiarity with standard fundraising performance metrics
Shop Size: Mid-Size/Large