Metrics and Mentorship for Fundraiser Success
Nicole Weaver-Goller, Senior Director of Development, California Institute of Technology, Lisa Farella, Director of Prospect Management and Research, California Institute of Technology
We will share how a system of collaboration between Caltech’s Prospect Management and Research and Regional Major Gifts Teams has implemented analytics and strategy to measure output, mentor for success, and indicate promotion. This system helps avoid the pitfalls of unconscious bias to move away from anecdotal perception to measurable results. Clearly defined metrics and accessible reports are the basis for the collaboration enabling researchers to effectively support fundraisers’ progress toward goals, and managers to effectively mentor fundraisers. It maintains equity among peers by quantitatively reflecting achievements, highlighting areas of improvement, and indicating where promotion (or separation) is needed.