Teaming Up to Pare Down: A Case Study in Portfolio Makeover at Wisconsin

Recorded On: 09/23/2020

  • Register
    • Non-member - $85
    • Professional Member - Free!
    • Associate Member - $50

    Continue

This case study will walk through the evolution of Wisconsin Foundation and Alumni Association's year-long prospect management makeover aimed at improving fundraiser efficiency, prospect engagement and data-driven decision making at the mid-point of our comprehensive campaign. From the meeting that ignited the spark, to where we stand today, details will be shared about key components to this multi-team effort: impetus for change; implementing new Qualification metrics and Efficiency measures; change management barriers; new dashboards designed to forward the action; as well as outcomes.

This webinar is worth (1) CFRE point.

This session is part of the PD 2020: Conference Highlights Bundle.

Key:

Complete
Failed
Available
Locked
Teaming Up to Pare Down: A Case Study in Portfolio Makeover at Wisconsin
Recorded 09/23/2020
Recorded 09/23/2020 This case study will walk through the evolution of Wisconsin Foundation and Alumni Association’s year-long prospect management makeover aimed at improving fundraiser efficiency, prospect engagement and data-driven decision making at the mid-point of our comprehensive campaign. From the meeting that ignited the spark, to where we stand today, details will be shared about key components to this multi-team effort: impetus for change; implementing new Qualification metrics and Efficiency measures; change management barriers; new dashboards designed to forward the action; as well as outcomes.
You must register to access.

Kari Stokosa

Senior Managing Director - Research & Prospect Management

Wisconsin Foundation & Alumni Association

Eric Salisbury

Vice President & Managing Group Leader

Wisconsin Foundation and Alumni Association