Announcing New Intro to Prospect Management Course

by Gayla Scrivener | Oct 4, 2018 | News

Gayla Scrivener

“It’s critical that researchers and fundraisers need to team up!” – Suzanne Barlow in #ChatBytes

Intro to Prospect Management Workbook The Prospect Research Institute is pleased to announce that it is developing a workbook and course: Introduction to Prospect Management. This workbook and course will teach you the building blocks of a prospect management system, how to communicate through change, and how to develop policies and procedures for your prospect management system.

The workbook is wrapping up its peer review and the course is under development.

“The Introduction to Prospect Management course will round out our series of introductory courses for each of the key research domains: Prospect Research, Fundraising Analytics, and now Relationship Management,” says Jennifer Filla, CEO.

If you’re interested in learning when the workbook and course are available, sign up for the Relationship Management email interest group at the Institute. We’ll send you the announcement first!

Sign Me Up

Questions? Contact info@prospectresearchinstitute.org

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Words from happy Researchers

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

Capacity Rating Workshop

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