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Notes from a Big Conference APRA 2010

Notes from a Big Conference APRA 2010. Oliver Taylor, University of Leeds. APRA Conference 2010: Anaheim Marriott, Orange County, California 21 – 24 July. An annual conference, plus … Training and education resources for prospect researchers Beneficial relationships with partners

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Notes from a Big Conference APRA 2010

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  1. Notes from a Big ConferenceAPRA 2010 Oliver Taylor, University of Leeds

  2. APRA Conference 2010: Anaheim Marriott, Orange County, California 21 – 24 July

  3. An annual conference, plus … • Training and education resources for prospect researchers • Beneficial relationships with partners • Volunteers and chapter network • Connections publication

  4. 2010 conference: • 650 delegates • 29% attending for first time • Just ten from outside North America • All sectors represented

  5. Seminar tracks: Advanced Research Campaigns Data Analytics/Prospect identification Healthcare Management and Professional Development Member and Cause-Related Organizations Relationship Management Research Fundamentals Trends

  6. Seminar tracks: Advanced Research |Campaigns |Data Analytics/Prospect identification |Healthcare |Management and Professional Development |Member and Cause-Related Organizations |Relationship Management |Research Fundamentals |Trends How I roadmapped my way to professional success: Day 1 Research, Prospect Management and Analysis for the Whole Campaign (3 hrs) The Top Ten Challenges for Prospect Management (3 hrs) Day 2 Accelerate Your Rookies to Researchers (1½ hrs) The Future of Prospect Research (1½ hrs) Round-table discussion group networking event and lunch (1½ hours) Building the Pipeline without History (1½hrs) Day 3 Corporation and Foundation Research Strategy (1½ hrs) APRA Annual Members’ Meeting (1 hr) APRA Networking Lunch (2 hrs – yes, that is a 2 hr lunch break) Using data to maximize fundraising opportunities (1½ hrs) Day 4 Using Strategic Planning to Gain Leadership's Support of your Shop (1½ hrs) Mind Reading 101 (1½ hrs)

  7. Data analytics The NEXT BIG THING?

  8. Data analytics • “making your data work harder” • “going back to basics” • “smarter data capture”

  9. Predictive Modelling 101 – the Basics • Coefficients: measure the magnitude and direction of the slope or the strength of the relationship of the relationship between X and Y. • Example: • Positive relationship – X & Y • Perfect flat relationship – X & Y • Perfect negative relationship – X & Y

  10. Understanding Regression “Linear regression is the process of fitting the best possible straight line through a series of points. ...” “The relation between variables (x and y) when the regression equation is linear:

  11. “Business phone number present” – average lifetime giving

  12. Strategy For Coping With Last Minute Research Requests From Canvassers …

  13. Keep a pad and pen near your phone • Always ask the gift officer to spell the prospect’s name and provide you with an ID # • Get as detailed as possible - what do they already know? - is there a due date?

  14. Prospect management … is seldom perfect. But remember, if it’s consistently not working well, it’s probably your system that’s wrong, not your fundraisers. Probably.

  15. Top 10 challenges for prospect managementsystems • Accountability • Accountability • Accountability • Accountability • Accountability • Accountability • Accountability • Accountability • Accountability • Accountability

  16. Top 10 challenges for prospect managementsystems • Missing accountability/authority • Shadow systems / offline brains / uncoded or ad-hoc developmental strategies and histories • Lack of trust in the system • Revolving doors • Lack of production through system (does system drive prospects?) • Exceptions (such as perceived and real confidentiality) • Credit and metrics / quality vs quantity • Missing or wrong roles • Math doesn’t add up (are the metrics achievable, realistically?) • Complex and/or unused definitions and coding (does everyone understand the language involved?)

  17. Accountability – the greatest challenge in prospect management Who is accountable for what, and to whom? Who has authority to administer the system? Arbitrate?

  18. Seminar tracks: Advanced Research |Campaigns |Data Analytics/Prospect identification |Healthcare |Management and Professional Development |Member and Cause-Related Organizations |Relationship Management |Research Fundamentals |Trends How I roadmapped my way to professional success: Day 1 Research, Prospect Management and Analysis for the Whole Campaign (3 hrs) The Top Ten Challenges for Prospect Management (3 hrs) Day 2 Accelerate Your Rookies to Researchers (1½ hrs) The Future of Prospect Research (1½ hrs) Round-table discussion group networking event and lunch (1½ hours) Building the Pipeline without History (1½hrs) Day 3 Corporation and Foundation Research Strategy (1½ hrs) APRA Annual Members’ Meeting (1 hr) APRA Networking Lunch (2 hrs – yes, that is a 2 hr lunch break) Using data to maximize fundraising opportunities (1½ hrs) Day 4 Using Strategic Planning to Gain Leadership's Support of your Shop (1½ hrs) Mind Reading 101 (1½ hrs)

  19. in Santa Monica

  20. “… this must be what they mean when they keep talking about the prospect pool …”

  21. RiF APRA Bursary • Simple application process • Next year’s conference in Austin, TX, 27-30 July • Why not give it a go? Thank you! o.taylor@adm.leeds.ac.uk 0113 343 6930

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