Please check out more of my Google pages:PRM DeskSample FormsLibrary
Be Seen!Track your completed profiles and prospect identifications in the central database, alongside development contacts. Make sure they appear in the staff tracking reports. Be Heard!Follow-up with development officers after identifying prospects. Encourage them to make qualification calls.
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Some of the handouts and extras are geared to The Raiser's Edge database.
Conference Presentation (PDF) Prospect Mgmt, Tracking & Clearance Policy (MS Word) Prospect Mgmt Data Entry (MS Word) 9 Stages in the Moves Concept (HTML Doc) Development Summary Report - All Staff (MS Excel) Development Summary Report - Specific Staff Member (MS Excel) Prospect Mgmt Bibliography (HTML Doc) Prospect List / Reminder Report Template (HTML Doc)
Mentioned, but not included with handouts:Prospect Data Map (HTML Doc) Prospect Mgmt Meeting - Agenda for first meeting (HTML Doc) Prospect Management Plan (HTML Doc) Prospect Mgmt - Code Tables (HTML Doc)
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