From Solo to Duo: Designing and Scaling an Effective Prospect Management System for a Growing Team

The establishment of a prospect management team comes with wonderful opportunities and unique challenges. It represents a major shift in your fundraising strategy and requires you to be more creative, sophisticated, and intentional. This session provides a roadmap for prospect researchers and development leaders who are ready to expand their operation from a solo enterprise to a two-person team. Attendees will have an opportunity to revisit the core components of robust prospect management systems, as well as strategies for administering them as a team of one. Then we will explore the changes necessary to scale your team: implementing program upgrades, mapping and distributing work to staff, and creating alignment between tasks, strategic goals, and individual passions. Special emphasis will be placed on change management strategies, including maintaining service levels during transition, establishing new workflow processes, and building strong team dynamics. Whether you're actively planning to expand your team or preparing for future growth, this session will provide valuable insights into successfully scaling your prospect research operation.