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Meetings that Matter: Driving Fundraising Success through Deliberate Planning

Track: Relationship Management

Session Number: 4009
Date: Fri, Jul 30th, 2021
Time: 12:00 PM - 1:00 PM

Description:

Do you struggle with meeting fatigue within your development shop? In pandemic-times, this fatigue moved fully into the virtual space and only intensified. Missouri State University’s one-person prospect development shop used this as an opportunity to re-think their approach to discussing prospect strategies, balanced portfolios, and proposals in the pipeline as a development shop and in 1:1 partnership with gift officers. Join Jacqui and Bond as they discuss roadblocks and success towards this new approach and give practical advice for how to set your organization up for success, including strategies to gain buy in and report examples.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will be able to compare and assess effective and ineffective meeting agendas
Learning Objective #2: Attendees can identify trends in data that warrant further discussion in a group or 1:1 setting
Software or Vendor Tools: No
Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: Small
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will be able to compare and assess effective and ineffective meeting agendas
Learning Objective #2: Attendees can identify trends in data that warrant further discussion in a group or 1:1 setting
Software or Vendor Tools: No
Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: Small