Understanding the Impact of Prospect Development

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Includes a Live Event on 05/19/2021 at 1:00 PM (EDT)

A recent academic study in the UK showed that the majority of prospect development professionals do not measure the impact of their work, nor analyze the contribution that their work has on their organization's bottom line. This leaves prospect research shops unable to report on their contributions to fundraising efficiency and effectiveness, or to highlight and resolve inefficiencies in ways of working. 

This webinar aims to address this issue by looking at how we can identify, develop, and report on significant metrics in prospect research and relationship management.  We will explore the processes, methods, and techniques for evaluating the impact of our work, starting with an examination of why it is important to identify, track, and report on metrics for prospect development work. We will then look at practical examples of how to get started with devising and setting metrics that link to your organization’s strategic objectives, before exploring some of the common metrics used to track and report on impact, versus activity.


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Apra Best Practice Webinar: Understanding the Impact of Prospect Development
05/19/2021 at 1:00 PM (EDT)   |  75 minutes
05/19/2021 at 1:00 PM (EDT)   |  75 minutes A recent academic study in the UK showed that the majority of prospect development professionals do not measure the impact of their work nor analyze the contribution that their work has on their organization’s bottom line. This leaves prospect research shops unable to report on their contributions to fundraising efficiency and effectiveness, or to highlight and resolve inefficiencies in ways of working. This webinar aims to address this issue by looking at how we can identify, develop, and report on significant metrics in prospect research and relationship management. We will explore the processes, methods, and techniques for evaluating the impact of our work, starting with an examination of why it is important to identify, track, and report on metrics for prospect development work. We will then look at practical examples of how to get started with devising and setting metrics that link to your organization’s strategic objectives, before exploring some of the common metrics used to track and report on impact, versus activity.
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Helen Brown

President

The Helen Brown Group

Helen is president of The Helen Brown Group LLC, a fundraising intelligence consulting firm based in Watertown, Massachusetts. She is co-author of the book, Prospect Research for Fundraisers; the essential handbook (Wiley). Helen is a past board member and longtime volunteer for both Apra and NEDRA, and a frequent speaker for Apra and its chapters as well as other fundraising professional associations. Helen is Special Advisor on Fundraising to the board of the North American Foundation for the University of Manchester, and a Fellow of the Royal Society for Arts & Manufactures (RSA) in London. Helen was honored to receive the NEDRA Ann Castle Award for service to the prospect research community in 2006 and the Apra Distinguished Service Award in 2017.

Catherine Flaatten

Director of Relationship Management

The George Washington University

Catherine is the Director of Research & Relationship Management at The George Washington University. Setting relationship management policy, procedure and protocol at the macro level for the division of Development and Alumni Relations, she works to enable fundraisers to reach new heights of success. Previously, Catherine served as the Manager of Prospect Research at Share Our Strength, a national organization working to end childhood hunger in the United States. Prior to that, she worked in prospect research at the BrightFocus Foundation and the National Psoriasis Foundation.

A regular speaker and author within the local, national, and international prospect development communities, Catherine serves as President of Apra Metro DC, Chair of the Apra Membership Committee, and Chair of the AASP Best Practices in Prospect Development Committee. Residing in Northern Virginia with her partner and their spoiled cat, Catherine spends her free time singing in the Alexandria Choral Society, providing pro bono fundraising consulting to the Alexandria Kinderchoir, and contributing to the DC Liberating Structures working group.

Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

Nicola Williams

Acting Head of Fundraising Intelligence

Cancer Research UK

Nicola works at Cancer Research UK (CRUK), the world's largest cancer charity dedicated to saving lives through research and supporting the work of over 4,000 scientists, doctors & nurses. At CRUK Nicola is currently Acting Head of Fundraising Intelligence responsible for prospect research, prospect and donor due diligence, database management, data analytics and performance insight & reporting, 

Prior to CRUK, Nicola was Research Director at The Factary, a UK-based prospect research and major donor fundraising consultancy working across Europe. Whilst at Factary, she consulted with a wide variety of clients from across the non-profit sector to ensure prospect development was used strategically to meet operational objectives, improve donor retention/relationships and to underpin income generation. She was also the lead consultant on GDPR and data protection. 

Nicola regularly speaks at events for CASE and RiF and has been a lecturer for the IoF’s Diploma in Fundraising in the UK. She also completed an MA in Philanthropic Studies at the University of Kent in 2018.