Doesn’t it just make common sense to start building a prospect management program with a policy? If you look at any of the Prospect Management Policy and Procedures publicly available on the internet, you’ll see that they start with policy and then outline the procedures.
But more often than not, that’s NOT how it plays out in real life. Instead it often starts off with an unruly and loosely organized group of reports and database coding.
Find out why this is so and how you can avoid restricting fundraising growth with too much structure, and still promote great conversations in the office around policy.