Activity to Impact: Measure Like a Fundraiser to Ask for a Raise
Kim Walz, Sr. Director for Advancement, Prospect Development, UCF Foundation
Kate Verret, Associate Director, Prospect Development - UCF Advancement & Partnerships
Cheyenne St. Julian, Manager, Prospect Research & Portfolio Management – USO
Are you preparing to ask for a promotion or a raise for yourself, or for your prospect development staff? Has your team consistently tracked activities AND the impact of those activities on the organization’s bottom line? Fundraiser metrics related to visits, solicitations, and gifts measure activities directly correlated with dollars raised, and Prospect Development team metrics should too. But what are the right prospect development activities to track, and how can we demonstrate ROI?
The first half of this session will present Key Performance Indicators (KPIs) of the Prospect Development team from the University of Central Florida (UCF) Advancement division that provide quantitative insight into metrics that affect team efficiency, customer service, time management, and resource investment. The second half of the session will present the application of Fundraiser metrics to Prospect Development KPIs and deliverables to demonstrate the quantitative impact and ROI of prospect research, analytics, and relationship management on the development and fundraising program.
Organizations small and large, whether beginning a metrics program or expanding existing methodologies, can apply the series of measurements presented by utilizing any database and an analysis tool, such as excel or Tableau. Choosing the right measurements for your team and organization will be key to demonstrating impact, ROI, and asking for that next raise or promotion!
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