The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline

From wealth screening & data appends, to data visualizations, to driving strategy, this session will showcase the steps taken to develop and bring a public-phase campaign pipeline to life at an arts & cultural organization. We’ll highlight the tools used, process, workflow, and communication strategies that allow for clear and robust discussions with leadership and fundraisers alike. Learn how to bring a wealth screening to life by layering in organization-specific data and visualizing via business intelligence tools such as Power BI or Excel. Prioritize travel planning, suspect qualification, outreach and campaign events through insights gleaned from your data. Presented as a mid-campaign case study, real-life successes and setbacks will be shared to help attendees develop a data-driven prospecting structure that works for their organization.

Learning Objectives:

• Attendees can develop a multi-step, integrated plan for effective data use in prospect identification and outreach.
• Attendees can generate ideas and strategies for communicating effectively across the organization with board members, executive leadership, and fundraisers to accomplish shared goals.