Apra PD 2022.jpg

Revamping Portfolio Consultations

Track: Relationship Management

Session Number: 6036
Date: Thu, Jul 28th, 2022
Time: 2:45 PM - 4:00 PM
Room: Marquis 103

Description:

Q&A: https://app.sli.do/event/fyjHzNwFT5Ca2SQ9n8X4ZS

From 2020-2021 the Prospect Development shop at the University of Washington made a significant shift in our approach to portfolio consultations. Catalyzed by a confluence of forces including a staffing shortage, a pandemic, remote work, and an upcoming CRM transition, the Prospect Management team reimagined these meetings in powerful and effective ways. In partnership with frontline fundraisers we re-focused how we meet the diverse and specific needs of our fundraising teams--without overloading PD staff. In the process we have opened doors to the deeper, forward-looking strategic value we can provide as prospect development partners. In this session we will cover our journey from portfolio reviews to portfolio consultations, as well as how we are intentionally developing a shared language with our fundraisers and our ongoing work to position ourselves as true strategic partners.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can identify ways to provide intentional strategic value to fundraisers.
Learning Objective #2: Attendees can develop infrastructure to strengthen partnerships between research and relationship management staff.
Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can identify ways to provide intentional strategic value to fundraisers.
Learning Objective #2: Attendees can develop infrastructure to strengthen partnerships between research and relationship management staff.
Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes