Prospect Management Policy & Strategy
10:00 AM - 11:00 AM CT
Speaker(s): James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University, Jami Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio
Elective Session
Collaboration crediting. Prospect assignment hierarchy. Portfolio assessment cadence. Prospect and portfolio transfer policies. These are just some of the Prospect Management (PM) relevant topics organizations wrestle with, whether their PM program is just starting out or has reach its maturity zenith. Join in the conversation on establishing PM policies and strategies from 3 perspectives: one with a fledging PM team, one with a mature PM program, and a gift officer's perspective on PM.