Armando Zumaya - Training and Consulting
Email Me at aez2@hotmail.com
  • Welcome !
  • Services
    • Upcoming Webinars
    • DEI Through Major Gifts Prospecting
    • Coaching
    • Webinar Recordings
    • Starting a Major Giving Program
    • Major Gifts Prospecting Assessment
    • Development Officer Search
    • Diversity Consulting Services
    • Live Seminars
    • Development Team Prospecting Training
  • Upcoming Seminars/Lectures
  • My Lectures
  • Testimonials
  • Articles and Bio
    • Published Articles >
      • "You Don't Belong Here"
      • Adelante! A Message for Latinx Focused Nonprofits
      • Separate Worlds: Let's Unify the Worlds of Prospect Research and Development
      • Whole Community Fundraising
      • All Together Now: Discovering Your Nonprofit’s True Potential
      • The Unread Article
      • Missed Opportunity: Why Don’t Foundations Give More Support to Development Teams?
      • Finding the Right Mix: Unraveling the Mystery of Powerful Major Gifts Management
      • Seeing the Elephant in the Room: Low Board Diversity and How to Change It
      • Silent Service: Breaking the Bubble of Silence in Nonprofit Fundraising
      • Latino's Stand Ready to GIve, Why are they being overlooked?
      • Three Simple Things You Can Do To Boost Your Board’s Fundraising Knowledge
      • Philanthropy’s Sleeping Giant: Why Can’t We Engage Latino’s More Successfully?
      • "Power to the Researchers"
      • What’s a “Vampire Fundraising Event” and Is It Time To Kill It?
      • How To Evaluate Your Development Officer
      • The Crisis of Development Officer Short Tenures
      • From Chicken Soup to Gumbo
      • Disconnect: Why Most Institutions Don’t Use Prospect Researchers Effectively.
      • The Fundraising Boogie Man
      • The $5 Million Dollar Chocolate Bar
      • Jumping Off the Merry Go Round !
      • "Fundraising is Beautiful"
      • Chronicle of Philanthropy OpEd March 2014: "Give Fundraising Researchers More Influence and More Credit"
      • The Prospect Profile: The Killer of Great Prospecting
      • Secret Weapon: The Freelance Prospect Researcher
      • Under Investing in Fundraising: The Myth of the One Person Development Shop
      • " I am a Fundraiser"
      • The Non Profit Achievement Gap: Seven Ways Small and Medium Nonprofits Stunt Their Own Fundraising
      • Let's Go Beyond Prospect Research and Talk about Fundraising
  • Lists
    • Freelance Prospect Researcher's
    • Links
    • Humor
  • 5 Minutes with Armando Videos

How do I know my staff needs prospecting training?

It may be difficult to determine whether your staff is effective at prospecting or not? Use this simple questionnaire to help you think about your staffs prospecting skill level.

1.    Do your gifts officers effectively follow up on all research leads? Do you have anyway of assessing their effectiveness?

2.    Once your gifts officers have gained an appointment with a prospect do they have the skills to qualify research leads? Do they know what to ask and look for to identify donor interests, capability and intentions?

3.    Does your research office proactively drive the prospecting process? How closely do they work with your front line gift officers?

4.    How do you monitor donor matriculation from identification, qualification, cultivation and solicitation?

5.    Do your gifts officers recognize prospecting as an essential part of their jobs? Do you reward successful prospecting?

6.    Do your events support your prospecting efforts?

7.    Do your gifts officers feel like prospecting is a management priority?

8.    Do you need an electronic screening? What are the important factors you need to have for your institution in that screening?

9.    If your purchase an electronic screening will you be able to effectively follow up on your new prospects?


    Interested in Prospecting Training -Contact me here !

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