Break it to make it! Profiles should reflect the prospect, not the template.

by | Apr 6, 2021 | Learning Edge Blog, News | 1 comment

Jennifer Filla

What could be difficult about creating prospect profiles? All you have to do is collect the information and deliver. Presto!

Anyone who has ever researched knows, that is just not true.

That’s why I asked Joan Ogwumike what she does.

Because what happens when your prospect is a racial justice activist? Or out and proud passionate about some other topic or cause? Does it matter?

It does matter. It matters a lot – to your prospect. So, it should matter in your profile, too.

Joan shares how she handles creating a holistic picture of the prospect in the profile.

And do you want some bonus career advice? Joan says, ask for help, close your eyes, and click send! Sounds easy, doesn’t it?

Joan paved her own path to a prospect research role and she did what has been repeatedly proven to work – she asked others for help. She reached out to connect with others and built a network.

And yet, it definitely takes courage. If you can be bold for the few seconds it takes to click send, then you can find the courage to connect.

Why not connect with Joan on LinkedIn right now? She’d love to hear from you!

Resources Mentioned

A Researcher’s Diary Blog  | By Joan Ogwumike

Apra Illinois Blog | Now running “The Hot Seat” series

Words from happy Researchers

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I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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