Feel the Churn! How to Implement Prospect Aging and Accelerate Pipeline Movement

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Includes a Live Event on 06/16/2021 at 2:00 PM (EDT)

In recognition of the need for more consistent driving of and reporting on prospect movement through the pipeline, the relationship management team at GW developed definitions of and guidelines around key proxy measures to form the concept of “prospect aging.” Together, the combination of these variables provides a holistic picture of the pipeline progress a gift officer's assigned prospects are making, as viewed through the parallel lenses of stage aging and portfolio saturation. This session will describe the process of developing this concept, dive into sample micro and macro level reports, review outcomes to date, and provide attendees with a framework for establishing prospect aging at their own institutions.

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Feel the Churn! How to Implement Prospect Aging and Accelerate Pipeline Movement
06/16/2021 at 2:00 PM (EDT)   |  60 minutes
06/16/2021 at 2:00 PM (EDT)   |  60 minutes In recognition of the need for more consistent driving of and reporting on prospect movement through the pipeline, the relationship management team at GW developed definitions of and guidelines around key proxy measures to form the concept of “prospect aging.” Together, the combination of these variables provides a holistic picture of the pipeline progress a gift officer's assigned prospects are making, as viewed through the parallel lenses of stage aging and portfolio saturation. This session will describe the process of developing this concept, dive into sample micro and macro level reports, review outcomes to date, and provide attendees with a framework for establishing prospect aging at their own institutions.
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Catherine Flaatten

Director of Relationship Management

The George Washington University

Catherine is the Director of Research & Relationship Management at The George Washington University. Setting relationship management policy, procedure and protocol at the macro level for the division of Development and Alumni Relations, she works to enable fundraisers to reach new heights of success. Previously, Catherine served as the Manager of Prospect Research at Share Our Strength, a national organization working to end childhood hunger in the United States. Prior to that, she worked in prospect research at the BrightFocus Foundation and the National Psoriasis Foundation.

A regular speaker and author within the local, national, and international prospect development communities, Catherine serves as President of Apra Metro DC, Chair of the Apra Membership Committee, and Chair of the AASP Best Practices in Prospect Development Committee. Residing in Northern Virginia with her partner and their spoiled cat, Catherine spends her free time singing in the Alexandria Choral Society, providing pro bono fundraising consulting to the Alexandria Kinderchoir, and contributing to the DC Liberating Structures working group.

Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.