The secret to effective and supported change is... there is no secret! It's a plan. It's a set of steps to unfold what used to be the way, and fold into what will be next. Believe it or not, regardless of the kind of change your team is undertaking, the path to get there is similar. In this session, we will walk through the playbook together, how it started, anecdotes about where it was tested with bumps and applied with success, and how you can use it as a framework the next time your team undergoes a change. From re-orgs to system change, fast growth to leadership change, this playbook will lay out strategies for messaging, communication, engagement, enablement, and support. It will outline different reactions and how to deal with them, different scenarios and how to approach them, and ways to keep leadership involved. Join Kate Nimety, President of Management Consulting at Zuri Group, for a workshop that will provide you with a toolkit for the next change that's around your corner!

Amid rapid growth in data complexity and technology advancement, many organizations still struggle to manage, understand, and measurably improve their legacy and evolving data ecosystems. In this hands-on data lab, you will learn how to build flexible data enrichment models, reusable tools and repeatable processes to 1) establish a constituent data integrity index/baseline 2) explore, visualize and measure constituent data integrity 3) identify and prioritize opportunities to improve your overall data quality in systematic and sustainable ways towards insights, equity and efficiency.

Most Prospect Management models rely on the gift cycle to categorize prospects. But is this the most accurate way to describe a prospect's philanthropic engagement with the institution? Does a prospect being cultivated for their first major gift really fall in the same category as a seasoned donor being cultivated for their 10th? The Prospect Development Team at Temple University decided to reframe the way they code and report on prospects based on simple measurements on the donors' records. This enabled the team to engage with the fundraisers they partner with to uncover new opportunities and allowed fundraisers to approach their portfolios in a more strategic way.

RFM analysis is a great first step to analyzing and grouping your donors. By summarizing their giving history and ranking by Recency, Frequency, and Monetary values, you can cluster donors into smaller comparable groups. This can help with identifying possible future prospects, searching for a target donor audience, and allow for more personal communications to each group.

All organizations are striving for continuous improvement, and getting feedback from your stakeholders is essential to that goal. One of the best ways to get that feedback is by surveying your constituents - students, families, employees, alumni and/or donors. Learn how to conduct your own survey research, even on a modest (or non-existent!) budget, and collect actionable data to help you improve your organization.