Presenter: Kat Carson, Mount Royal University, Mount Royal University
Year: 2020
Price: Members: $49, Non-members: $79
Description: Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics