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The Great Balancing Act: How to run a database screen when you're a shop of one

Track: Prospect Research

Session Number: 4015
Date: Fri, Jul 30th, 2021
Time: 10:30 AM - 11:30 AM

Description:

You’ve been instructed to do a massive database screen but you’re a research shop of one. How do you even begin? What about your other duties? How do you manage that data when you get it back? From beginning to end, there are many factors consider with a project on this scale. Join Caitlin Gilmore as she shares her experience in coordinating the screening of 2.3 million records at her organization. She will walk you through buy-in, coordinating with teams within your department, choosing a vendor, and planning on what to do with all that lovely data when you get it back while still performing your regularly scheduled duties.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will identify the steps and actions needed to complete a project from beginning to end while still accounting for current duties.
Learning Objective #2: Attendees will develop methods to coordinate and communicate with all stakeholders in a project.
Software or Vendor Tools: No
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: DS:Competency 2: Project Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: Small
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will identify the steps and actions needed to complete a project from beginning to end while still accounting for current duties.
Learning Objective #2: Attendees will develop methods to coordinate and communicate with all stakeholders in a project.
Software or Vendor Tools: No
Primary Competency: PR:Competency 9: Screenings
Secondary Competency: DS:Competency 2: Project Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: Small