Lacy McAlister on Developing Prospect Management 2.0

by | Jun 1, 2021 | Learning Edge Blog, News

Jennifer Filla

There’s a lot of toxic work environments and toxic supervisors in the for-profit and non-profit world, but there are also places where people thrive and are encouraged to strive to their potential. Lacy McAlister is thriving!

In 2019, I put a call out to Prospect Research Institute’s members asking for suggestions of people to interview and Thomas Turner responded. Thomas is Regional Director, Business Operations at International Justice Mission and in two sentences he made a compelling case for me to interview his direct report, Lacy McAlister.

Bursting with curiosity I immediately invited Tracy onto #ChatBytes and was rewarded with a great example of the evolution of prospect development and prospect management within a growing organization like International Justice Mission.

Lacy’s story also demonstrates that best practices aren’t really about the structure of a process or program, they are about the approach to building and maintaining the process or program. I hope you enjoy Lacy’s prospect management story and the best practices embedded in her approach to assessing and upgrading International Justice Mission to Prospect Development 2.0!

Introduction to Prospect Management Workbook

The Introduction to Prospect Management Workbook is a practical overview of prospect management that defines the terms and process, including pitfalls to avoid and tips for implementing prospect management at your organization. Diagrams, sample reports, and other visuals help you understand what to expect and give you a starting point and/or a comparison to your current practice.

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Success Stories

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

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