Determining if your fundraising professionals are meeting their dollar goals is relatively easy. However, your prospect research and management positions are fundamentally different, requiring an evaluative approach that balances front-line needs with production timeframe realities.
Join us online to learn how to develop prospect research and management staff metrics for your shop. Our expert instructor, Marianne M. Pelletier, Senior Consultant, Cornell University, will share three evaluation models for both prospect researchers and managers, and you will leave knowing which model will work best for your shop. We will also discuss:
Setting realistic expectations around performance metrics
Specific metrics for both prospect researchers and managers
Effectively tracking your solution and graphing results
Building buy-in for your solution
Who should attend?
Advancement and advancement services managers will learn how to better choose appropriate metrics to evaluate the performance of their prospect research and management professionals.
Agenda
Underlying considerations
What prospect research and management can and can’t do for you
Quality standards: industry best practice and modern considerations
Prospect research staff
Client needs solution
Campaign timeline
Programs and their specific needs
Quantifying satisfaction
Standard production solution
Setting and meeting deadlines
Productivity expectations
Research resource vs. research depth vs. client number
Prospect management staff
Portfolio considerations
Climate considerations
Campaign considerations
Effectively tracking your solution and graphing results
Building buy-in for your solution & next steps
Identifying the solution that is right for your shop
