Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary
Recorded On: 09/23/2020
Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics.
This webinar is worth (1) CFRE point.