The Rosetta Stone: Partnering with Frontline Leadership to Build a Relationship Management System from the Ground Up

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Recorded On: 09/23/2020


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Sometimes it seems that Prospect Development and Frontline Fundraisers are speaking two different languages. This presentation is a case study of the success and evolution of a brand new Prospect Management position at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund. Through strategic partnership with frontline leadership, the Prospect Development team was able to build a dynamic new Relationship Management program in the wake of a database conversion, and made scalable for use by PPFA as well as affiliate partners. Attendees will learn about the full suite of new tools and resources developed, including standing reports, metrics dashboards, key performance indicators for gift officers. They'll also learn how we used a client services approach to develop these tools, meeting our frontline partners where they are and “learning their language,” lifting the Prospect Development team's work and reputation as an essential partner in fundraising. You will hear about the dream team of Prospect Management and Frontline Leadership, and will leave with tips to implement similar endeavors in their own shops.

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The Rosetta Stone: Partnering with Frontline Leadership to Build a Relationship Management System from the Ground Up
Recorded 09/23/2020
Recorded 09/23/2020 Sometimes it seems that Prospect Development and Frontline Fundraisers are speaking two different languages. This presentation is a case study of the success and evolution of a brand new Prospect Management position at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund. Through strategic partnership with frontline leadership, the Prospect Development team was able to build a dynamic new Relationship Management program in the wake of a database conversion, and made scalable for use by PPFA as well as affiliate partners. Attendees will learn about the full suite of new tools and resources developed, including standing reports, metrics dashboards, key performance indicators for gift officers. They’ll also learn how we used a client services approach to develop these tools, meeting our frontline partners where they are and “learning their language,” lifting the Prospect Development team’s work and reputation as an essential partner in fundraising. Participants will hear about the dream team of Prospect Management and Frontline Leadership, and will leave with tips to implement similar endeavors in their own shops.

Kate McConnell

Associate Director, Prospect Management - Department of Principal & Major Gifts

Planned Parenthood Federation of America

Jamaul Webster

Vice President, Development

Teach For America