Creating a Prospect Development Road Map

What would your team do if you could do anything? Do you have big ideas but you don't know how to implement them? In 2018, OSU Prospect Development embarked on a project to rethink how we do our work. We divided the scope of our work into six main categories (Data, Products & Services, Training, Impact & Advocacy, Discovery & Identification, Policy & Rules). We looked at each category to define what we are currently doing, what others in the industry are doing, what we want to be doing, and how we could get to that goal. We encouraged everyone to be innovative, think outside the box, and imagine what we would do if we could do anything. From that exercise we came up with 45 recommendations of ways to change our current work including staffing changes, new products, new partnerships, and new projects, all of which we recommended to leadership and received overwhelming support. Those 45 recommendations encompassed 105 tasks our team would need to undertake over the next 3-4 years. We then mapped each of those tasks to a timeline based on priority and availability of resources to create our road map. We are about a year out from creating that road map and 35% complete with the tasks. We have changed our work significantly in the last 18 months and have become much more effective and efficient with our work. This presentation will focus on the process of creating the road map, how we have implemented the road map so far, and the lessons learned along the way.

This webinar is worth (1) CFRE point. 

This session is part of the PD 2020: Professional Growth Bundle.