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Measuring Research Impact - Communicating relevance by Implementing a Researcher Scorecard

Track: Prospect Research

Session Number: 6001
Date: Thu, Jul 28th, 2022
Time: 1:00 PM - 2:15 PM
Room: International 2

Description:

Measuring prospect research productivity, value, and impact is a challenging endeavor. Determining the success of a project is one thing, but measuring an employee's output and impact without micromanaging, is another. No one cares if you identified 200 proactive prospects in one week if you can't turn them into referrals. No one cares if you referred 100 major gift prospects if none of them turned into a visit. No. One. Cares. All you want to care about when talking about Research team productivity is how much quality work is produced and how it's being used. As Albert Einstein said, "Not everything that can be counted counts, and not everything that counts can be counted." In this session, we will explore how an easily refreshable database-driven productivity visualization can optimize research metrics, establish trust, and highlight impact.
• What to measure and how to adapt the research visualization scorecard to your metrics and use it to track productivity and promote accountability.
• How to best utilize an internal research scorecard to track the impact of referred prospects and track activity from prospect identification to gift.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn how to track impact and demonstrate the value of the Research team
Learning Objective #2: How to Measure the Ongoing Effectiveness of Your Team by Implementing a Researcher Scorecard
Primary Competency: PR:Competency 10: Measuring Research Efforts
Secondary Competency: N/AL:Leadership and Professional Development Track
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Excel
Organization Size: Mid-Size/Large
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn how to track impact and demonstrate the value of the Research team
Learning Objective #2: How to Measure the Ongoing Effectiveness of Your Team by Implementing a Researcher Scorecard
Primary Competency: PR:Competency 10: Measuring Research Efforts
Secondary Competency: N/AL:Leadership and Professional Development Track
Tertiary Competency: RM:Competency 14: Institutional Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Excel
Organization Size: Mid-Size/Large