The promise of having accurate and reliable data is often made as a part of the implementation of a new CRM (constituent relationship management) software. It is that promise that often keeps every VP of Advancement/Development Services up at night trying to figure out how to miraculously transform over 10 years worth of information […]
by Mario Houston | Contact Us Why doesn’t Business Process Improvement just happen? This is what many universities are trying to answer. Let me suggest a better question to ask: Why is your University Development and Alumni Relations failing at improving the critical processes that you use everyday? Let’s investigate why this happens …
There are two main fundraising models institutions utilize. Transactional fundraising and relationship fundraising. Although fundraisers say they want to build lifelong relationships, many fall into the trap of the transactional fundraising model. Can your current fundraising practices pass the pressure test for Relationship Fundraising?
(Because this is such an important topic I decided to run a two part article. The following is part 1.) At some point it becomes necessary to bring on a trusted advisor to take your fundraising efforts to the next level. As with any business endeavor it helps to get the perspective of someone that […]
Institutions are now required by their Boards to provide more transparency and accountability for Fundraising Campaigns. This has prompted an array of metrics that not only evaluate progress towards fundraising goals but also evaluates daily productivity. Here are some metrics that might look familiar… Number of Face to Face Visits Number of Phone Calls Number of […]
If you are a diligent Project Sponsor and made sure that your team complied with industry best practices at the end of your project you participated in a Lessons Learned activity that pulled together the entire team to reflect on the project… What worked worked well in the course of the project? In what areas are there opportunities for improvement? […]
I worked with one of my clients to plan the kick off meeting for their CRM Implementation project. I started with my workshop Tools and Techniques – Planning a Successful Project Kick Off Meeting and the team was brainstorming on how to meet each objective of the meeting.. Inspire – establish a context that is […]
Author: Dauwn Parker, Principal Consultant at Precision Partners Maximizing the benefits of Constituent Relationship Management systems has become critical for organizations that are looking to solidify the long-term viability of their fundraising, advocacy, and advancement programs. This has created an urgency for organizations to find answers to the following question… Why do so many Constituent […]