Reporting for Success: Strategies, Examples and Collaboration
-
Upload
college-of-the-holy-cross-jaa-2010 -
Category
Education
-
view
1.564 -
download
2
description
Transcript of Reporting for Success: Strategies, Examples and Collaboration
R ti f SReporting for Success
Strategies, Examples and C ll b tiCollaborationJAA Conference at Holy CrossJ l 2010July 2010
The Partnership: Prospect Management and Major Gifts
d k dHow do we track, measure and organize to :
Maintain portfolio vibrancyMaintain portfolio vibrancyOrganize toward idea portfolio structureAssess progress with program goalsp g p g g
What are our main: StrategiesKey collaboration points
Panelists: Directors of Research and Prospect Management
fJennifer Falcon, Saint Joseph’s University
llRita Casey, Boston CollegeAmy Carrier, Georgetown UniversityHeather Marzynski, Santa Clara University
St t i P t hiStrategic Partnership
Reporting achieves:Strategy momentumA biliAccountabilityGift Projection
T d i tiTrends in reportingKey staff members to involveAnalysis to include
P tf li M t R tPortfolio Management Reports
fPrioritizes the pool of prospectsShows lapses in cultivation and solicitation solicitation Records changes in fundraising cycle
Examples: Examples: Churn (HM)Saint Joseph’s University (list)Saint Joseph s University (list)Boston College (list)
R t F d i A ti itReports: Fundraiser Activity
l f hExamples of reports that measure fundraiser activity
QlikView at Boston CollegeQlikView at Boston CollegeGeorgetown - from ‘numbers’ to movement
Fundraiser Activity reports strive to:Evaluate productivityEvaluate productivityMeasure substantive contactsHighlight Prospects not yet contactedg g p y
R l ti hi D l tRelationship Development
fReports that focus on: Track relationship progressE bl VP d h k h ld Enable VP and other stakeholders to share informationSchedule appointmentsSchedule appointments
Examples: Calendar report (HM)Calendar report (HM)The Leadership Gifts Meeting at Saint Joseph’s Universityp y
Gift P j tiGift Projection
Examples: The Bucket Report (Saint Joseph’s University) University) Proposal Pipeline Report at Boston CollegeCollege6 month gift projection at Georgetown
Keeping proposal data current Keeping proposal data current Responsibilities of the fundraisersImplementing a data collection processp g p
M R t E lMore Report Examples
fPortfolio Numbers Report (BC)Prospect Pyramid - campaign
l d d frealities and prospect identification (Georgetown)
P ibl t idPossible report ideas
P t lProgress to goalOutcomes of Presidential Outreach (Georgetown)(Georgetown)Number of new donorsStatus of giftStatus of giftPrincipal Gift Reports ($1M+)Length of time without movementLength of time without movementTime from first visit to solicitation
R t D l t TiReport Development Tips
Keep it simpleKeep it consistent
Change of leadership (Georgetown)
Keep it relevant and informative
Fi l Th htFinal Thoughts
Challenges that rise upUnique opportunities through
ll bcollaborationProviding accountability
The Diplomacy Balancing ActBig picture goal vs. individual performanceperformance