Prospect Research and Moves Management

Prospect Research
Timely and effective prospect research allows Advancement Officers to work prospect portfolios of higher value to the institution. Additional scoring like affinity scores can help focus Advancement Officers on prospects more likely to give. I help organizations:

• Improve research data timeliness through process improvements and data enhancement. I have particular expertise in speeding the transfer of parent data from Admissions to Advancement, ensuring that incoming parents are assigned to Gift Officers in a timely fashion.
• Find the best prospect research tools, services and support to match a budget.
• Target higher likelihood prospects with custom prospect scoring solutions including affinity scores.
• Assess campaign goals through prospect population reviews that include both capacity and inclination.
• Improve research throughput by implementing prospect research tracking systems.

Prospect Management
Prospect tracking and moves management techniques help Advancement Officers optimize their prospect portfolios, and provide managers with the ability to measure outcomes. I help organizations:

• Create the foundation of effective moves management by defining and implementing policies, procedures, and data. I have expertise in defining metrics and goals for Annual, Major and Principal Gift Officers.
• Create high-value portfolios for Advancement Officers using data analytics and custom reports, screens, and maps. Portfolios can be analyzed for maturity and churn.
• Improve visit planning through the use of maps, prospect views, planning tools, and fill-in lists.
• Track Advancement Officer success with high-value management reports.
• Create, install, and enhance moves management systems to store data and provide effective input tools.