Best practices and idealistic attempts
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NEW Sample Job Descriptions: Director, Senior Researcher, Research Analyst NEW Prospect Mgmt Plan - Plan of attack for how I most wanted to handle prospect management meetings. Agenda for Intro Prospect Management Meeting appears a little further down on this page. NEW Research Profile Template.doc - I made the text up, but the template is real. The photo is of my grandmother and grandfather. NEW ResearchAgenda.htm- I was asked to create an agenda for a meeting with executive development staff, who requested the meeting because they felt we weren't meeting their research needs, but they didn't know what they wanted to talk about, so I had to write an agenda that covered all my bases. Don't you love when coworkers complain, but don't have a suggestion about how to solve the problem? Leah's Fabulous Request Form: LeahRequestForm.doc - Truly awesome request form made by a crack researcher. ** Here is a helpful online article for help with making forms in MS Word: http://www.computorcompanion.com/LMMArticle.asp?ID=22 ResearchRequestSurvey.doc - Research survey for DOs that is sent to the person who requested research after it's completed. For profiles and lists; not special projects. ProspectManagementClearancePolicyPUB.doc - Best practices for a Prospect Management Policy. PMCTPolicypart2PUBREV.doc - Data Entry Guide for Development Contacts (Raiser's Edge). PMAGENDA.doc - Agenda for Intro Prospect Management Meeting. ResearchChecklistREV-Inds.xls - Individual Research - Checklist (revised). CorpFdnResearchChecklist.xls - Corps & Fdns Research - Checklist. ProfileChecklist.xls - Research Profile Checklist. RequestForm1.doc - Research Request Form 1.
RequestForm2.doc - Research Request Form 2. RequestLog.xls - Research Request Log. |
Links to sites with sample forms:
Research Interview Questions to Ask Development Staff Following Receipt of Request:
Was prospect referred to you by someone, who?
If no, how did you hear about this prospect?
Is the person who referred you to this prospect (the referee) affiliated with our organization in anyway, how?
Has referee agreed to meet with or introduce you to the prospect?
If no, are you requesting research to determine another way to meet prospect?
If no, how do you plan to contact this prospect?
Philanthropic Interests and Strategy:
For which classification (program/fund, etc.) are you planning to cultivate this prospect?
Are you already aware if this prospect has expressed interest in this type of (or another) program at our organization or elsewhere?
Have you already made contact with this prospect? Really, when?
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