Given our industry's focus on data-driven decision-making, prospect researchers are increasingly asked to amp up their analytic offerings and capabilities. In Part 1 of this series, author Katie Princo shared how the research and analytics team at the University of Colorado developed their own fundraising analysis process. In Part 2, follow along for some analysis resources, with comments from the author.

How to Craft an Analysis

In this sample analysis, Princo breaks down the methodology of building an analysis for customers, from layout to essential items to include.

Download the sample analysis here.

Getting Started with Analytics

This introductory video to analytics covers early-stage analyses for prospect prioritization, with tips for Excel functionalities and identifying useful data within your organization.

Identifying Prospects

Practice utilizing Excel tables to organize data and sort out prospects meeting your prospecting criteria with this example sheet. (Shout out to Nicole Combs, now assistant director of prospect research at the University of Colorado, for developing the Prospect Finder and slicers formatting.)

Download the example Excel sheet here.

Katie Princo
Assistant Director of Research & Analytics, University of Colorado

Katie Princo is the assistant director of research and analytics at the University of Colorado. Before that, she worked on CU's Boulder campus as part of the College of Music advancement team. She received her master’s in music composition from the University of Colorado in 2013 and a bachelor’s in music from the University of Michigan. During her spare time, she enjoys playing piano and organ, cooking, reading and watching murder mysteries.