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Activity to Impact: Measure like a Fundraiser to Ask for a Raise

Track: Leadership and Professional Development

Session Number: 6023
Date: Fri, Jul 29th, 2022
Time: 10:30 AM - 11:30 AM
Room: International 2

Description:

Are you preparing to ask for a promotion or a raise for yourself, or for your prospect development staff? Has your team consistently tracked activities AND the impact of those activities on the organization’s bottom line? Fundraiser metrics related to visits, solicitations, and gifts measure activities directly correlated with dollars raised, and Prospect Development team metrics should too. But what are the right prospect development activities to track, and how can we demonstrate ROI? The first half of this session will present Key Performance Indicators (KPIs) of the Prospect Development team from the University of Central Florida (UCF) Advancement division that provide quantitative insight into metrics that affect team efficiency, customer service, time management, and resource investment. The second half of the session will present the application of Fundraiser metrics to Prospect Development KPIs and deliverables to demonstrate the quantitative impact and ROI of prospect research, analytics, and relationship management on the development and fundraising program. Organizations small and large, whether beginning a metrics program or expanding existing methodologies, can apply the series of measurements presented by utilizing any database and an analysis tool, such as excel or Tableau. Choosing the right measurements for your team and organization will be key to demonstrating impact, ROI, and asking for that next raise or promotion!
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can identify key performance indicators (KPIs) related to prospect development functions, develop tracking mechanisms for reporting metrics, and can evaluate metrics to manage individual and team performance.
Learning Objective #2: Attendees can demonstrate ROI and the financial impact of prospect development work on the organization’s fundraising program through the application of metrics.
Primary Competency: N/AL:Leadership and Professional Development Track
Secondary Competency: DS:Competency 6: Strategic Management & Communication
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can identify key performance indicators (KPIs) related to prospect development functions, develop tracking mechanisms for reporting metrics, and can evaluate metrics to manage individual and team performance.
Learning Objective #2: Attendees can demonstrate ROI and the financial impact of prospect development work on the organization’s fundraising program through the application of metrics.
Primary Competency: N/AL:Leadership and Professional Development Track
Secondary Competency: DS:Competency 6: Strategic Management & Communication
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes