The Office Meets Prospect Development: How PAM and DWIGHT Are Changing Relationship Management

At the University of Cincinnati, we talk a lot about essentialism for fundraisers -- or removing all of the little things that distract or take them away from their core function as fundraisers. But other than fundraiser metrics, we did not have a good way to measure and report on core function. Enter PAM and DWIGHT -- two easy and clear measures that provide valuable insights to fundraisers and leadership. PAM -- short for Portfolio Activity Measure -- is a composite score that measures four elements of activity and gives a clear indication of portfolio saturation. DWIGHT is an accompanying prospect plan score that assists in forecasting dollars raised. Together, these tools give us a much better understanding of two fundamental questions in relationship management: how much are we going to raise this year, and are we successfully "moving" our prospects and pipeline?

This webinar is worth (1) CFRE point.

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