Improve Prospect Management for Your Organization
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The process of prospect management allows you to better manage your fundraiser’s portfolios for highly effective and efficient fundraising. You can see how prospects are moving through the pipeline and create strategies that help bring in gifts.
You identify how prospects should be prioritized for optimal results that move your entire fundraising team towards their goals. Prospect management allow you to manage all the moving parts to the process, which can otherwise quickly become overwhelming. This 2-day workshop will help you learn how to effectively implement a new prospect management system or improve on your current prospect management system for your organization. |
Hands-On Workshop
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This is an intensive, in-person course with lectures and exercises. You will bring your laptop and data so that you can get hands-on experience. You will leave the workshop knowing how to implement or improve your prospect management system your organization.
Topic Overview
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Earn 12.75 CFRE Continuing Education Points
Hotel Information & Reservations
This in-person workshop is held at the Sheraton Springfield Monarch Place Hotel in Springfield, Massachusetts. You will be responsible for booking your room and travel to attend the event. The hotel is conveniently located just 18 miles from Bradley International Airport (BDL). There is a special block of rooms the hotel is holding for this event until February 6th.
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Sheraton Springfield Monarch Place Hotel
One Monarch Place Springfield, MA 01144 $135.00/night +tax Deadline for reservation, Monday, February 6, 2023 Overnight guest parking is $19.95 per night per vehicle. Day guest parking is $10.00 per day per vehicle. |
Workshop Agenda
Here's an outline of how the workshop is structured. It's an intensive 2-day workshop where time is built in to practice and complete concepts learned during the session. Breakfast and lunch for both days are included in the course cost. Earn 12.75 points toward your CFRE continuing education.
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Monday, March 6
8:00 am: Breakfast (included) 9-9:15 am: Introductions and housekeeping 9:15-10:20 am: Illustration and Discussion of PM Theory and Place in the World 10:20-11:20 am: Needs Assessment Discussion 11:20-Noon: Exercise on Implementation Steps Noon-1:15 pm: Lunch (included) 1:15-2:15 pm: Pain Points 2:15-3:15 pm: Who to Survey & Needs Assessment Reports 3:15-3:25 pm: Break 3:25-4:25 pm: The Definitions Game 4:25-5:00 pm: Glossary Exercise 5:00-5:30 PM: Wrap Up & Questions |
Tuesday, March 7
8:00-9:00 am: Breakfast (included) 9:00-9:45 am: Discussion of Donor Cycle 9:45-10:30 am: Portfolio Management 10:30-10:45 am: Break 10:45-11:10 am: Practice Exercises 11:10 to noon: Reports and Dashboards Noon-1:15 pm: Lunch (included) 1:15-1:45 pm: Build a Dashboard Exercise 1:45-2:30 pm: Project Plan 2:30-2:45 pm: Break 2:45: 3:05 pm: Practice Exercise 3:05-3:50 pm: Implementation of the Project Plan 3:50-4:30 pm: Staying on Track 4:30-5:00 pm: Group Idea Exchange & Wrap Up |
About Your Instructor
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Ruthie M. Giles, bCRE-PROA thought leader in the field of prospect management, Ruthie has worked in prospect research and prospect management since 2000. She has spoken on the topic of prospect management at APRA, CASE, and NEDRA conferences, as well as to regional nonprofit professional groups.
Ruthie has held positions at Westfield State University, Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School. She is a member of the New England Development Research Association’s board of directors. She is the former Board President of the AIDS Foundation of Western Massachusetts and the former Board Vice President for Women in Philanthropy of Western Massachusetts. Read More |
What is the cost to attend?
- The workshop fee is $1,200 and includes 2 days of hands-on training, a workbook, plus breakfast and lunch provided on both days.
- You will be responsible to arrange your own transportation, hotel accommodations and dinner.
- We have a booking arrangement with Sheraton Springfield Monarch Place Hotel for $159/night. Click here to make reservations.
- Parking at the hotel: Overnight guest parking is $19.95 per night per vehicle. Day guest parking is $10.00 per day per vehicle.
What is the nearest Airport?
The hotel is conveniently located just 18 miles from Bradley International Airport (BDL)
what is the dress code?
Business casual.
who is this workshop for?
This 2-day workshop is perfect for you if you are:
- Prospect Development Staff Member
- Prospect Management Staff Member
- Prospect Researcher Staff Member
- Research Analyst
- Advancement Services Staff Member
- Operations Staff Member
- Database Administrator
- Gift Officer Manager
- Nonprofit Administrative Assistant
- Nonprofit Consultant or Vendor
how will this workshop help my organization?
You will find benefit to the hands-on training if:
- Your organization has more than one gift officer and you don't have a unified process
- There are prospects in your prospect pool that are not being managed well
- Your gift officer portfolios are too large or not well balanced
- You would like to add prospect development to your organization’s services
- You need to implement a prospect management system and need help getting started
- You would like to improve your current prospect management system
- You would like to add prospect development skills to your skillset
What Should I bring to the workshop?
This will be a hands-on workshop. During the two days, you will have many opportunities to practice what you've learned with your own organizational data. Please bring your laptop, a copy of your organizational chart, and access to your organizational data.
During the workshop, we will be doing exercises that can be used on your own prospect lists and assignments. We will contact in plenty of time before the class with data lists suggestions to complete your hands-on exercises.
During the workshop, we will be doing exercises that can be used on your own prospect lists and assignments. We will contact in plenty of time before the class with data lists suggestions to complete your hands-on exercises.
What if my organization will not allow me to bring my data?
Don't worry. You'll still be able to complete the practice exercises. Staupell has example cases you can learn from.
IS THERE A GUIDEBOOK THAT I CAN BRING HOME?
Yes. Included in your workshop fee is a workbook with plenty of room for notes.
WILL THIS TRAINING BE RECORDED?
No. Because of the hands-on nature of the lessons, you need to be in class for the full benefits of the exercises. However, you will go home with a workbook and examples done on your own laptop for future reference.
WHAT IF MY TRAVEL PLANS CHANGE? CAN I GET A REFUND?
We hope to see you in class, but understand that extenuating circumstances may occur preventing you from attending. Here's our refund policy for the course fee:
- Prior to Feb 6th 100% refund
- Feb 6th-Feb 19th 50% refund
- After Feb 19th no refund can be given
