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?
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?
