Wednesday, July 8th, 2015
2:15 PM - 3:30 PM: Breakout 3
Can Relationships Really be "Managed?"
At its core, relationship management seems simple enough?find the right people, meaningfully engage them, and watch them transform the world with their generosity. However, to execute this seemingly-simple formula, multiple teams must seamlessly align with the right tools, staffing, and methodology. Whether launching a major gift program or heading into a campaign, having a solid and sustainable relationship management process is critical to the success of your organization.
Jeff Wilklow, Vice President at Campbell & Company, will discuss the challenges and benefits of employing a relationship management process. Mr. Wilklow and Tom Wackman, Senior Director of Development at Conservation International (CI), will reveal the steps involved in building an efficient process at CI to more effectively utilize their systems and people to work together to find and engage high capacity prospects. The presenters will share their experience in using an effective relationship management process to set and measure objectives, track and report progress and work cooperatively between departments to turn occasional givers into engaged major gift donors.
Learning Outcome #1
By attending this session participants will learn: Develop an effective relationship management process that includes annual fund and middle level donors and identify the right prospects through prospect research and analytics
Learning Outcome #2
By attending this session participants will learn: Establish a set of personalized communications, interactions and benefits to support donor stewardship and engagement
Learning Outcome #3
By attending this session participants will learn: Support the Relationship Management process with powerful, accessible metrics, dashboard reports and prospect management meetings