Apra PD 2022.jpg

How Summa Health Engaged Retired Physicians as Partners in Fundraising

Track: Relationship Management

Session Number: 6014
Date: Fri, Jul 29th, 2022
Time: 9:15 AM - 10:15 AM
Room: International 4

Description:

Q&A: https://app.sli.do/event/fcrKzXf4wMxoJDCgumRdza

Sandy will share a case study of a strategic plan engaging retired physicians within a healthcare organization. She will present the organized approach used by the Summa Foundation; from obtaining buy-in, to creating the plan, identifying and building the team of retired physician volunteers, coaching, developing talking points, partnering with fundraisers, preparing the prospect list, oversight of the program, data management, and finally, presenting the outcomes. She will examine procedures that were developed and guidelines that were used to protect information and explain the volunteer selection process. She will show the ways in which she enlisted the CRM to manage the process from qualification to cultivation and thru to solicitation and stewardship. She will explain how attributes were created and used to track the process as well as the methods used for extracting the data. She will also diagram the process and share the guidelines the development team put into place for managing the volunteers and meetings with prospects. A group discussion will conclude the session.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: 1. Attendees will be able to develop and implement a plan to engage physician volunteers as partners in fundraising. They will be able to develop a volunteer selection process and coaching guidelines.
Learning Objective #2: 2. Attendees will identify important data points and metrics necessary to determine and measure outcomes. Attendees will be able to utilize the data to build other volunteer programs to enhance fundraising efforts.
Primary Competency: RM:Competency 11: Volunteer Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: N/AC:Campaigns
Intended Audience Level: Level I
Recommended Prerequisites: none
Organization Size: All Team Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: 1. Attendees will be able to develop and implement a plan to engage physician volunteers as partners in fundraising. They will be able to develop a volunteer selection process and coaching guidelines.
Learning Objective #2: 2. Attendees will identify important data points and metrics necessary to determine and measure outcomes. Attendees will be able to utilize the data to build other volunteer programs to enhance fundraising efforts.
Primary Competency: RM:Competency 11: Volunteer Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: N/AC:Campaigns
Intended Audience Level: Level I
Recommended Prerequisites: none
Organization Size: All Team Sizes