1. PROSPECT RESEARCH TRACKING IN BENEFACTOR CHRIS MILDNER DEBORAH LINVILLE PORTLAND STATE UNIVERSITY JUNE 26, 2001 CONNECTING THE DOTS…

2. WHAT IS PROSPECT RESEARCH? DISCOVERING PEOPLE AND ORGANIZATIONS WITH ¤FINANCIAL CAPACITY AND ¤AFFILIATION(S) OR ¤INTEREST(S) TO SUPPORT A NON-PROFIT ORGANIZATION

3. RESEARCH MANAGEMENT MAXIMIZING USE OF THE DATABASE TO:  DATA MINE (PROSPECTING )  MAKE CONNECTIONS (AHA!!)  MANAGE INFORMATION  PROVIDE INFORMATION IN AN ORGANIZED AND TIMELY FASHION  PLAN WORK

4. FINANCIAL CAPACITY PRT CLEARANCE CODES TRACK RATINGS AND CREATE THE PROSPECT PYRAMID USUALLY ESTABLISHED FIRST

5. ASSET TRACKING MPF SOURCES OF WEALTH BECAUSE ASSET INFORMATION BECOMES OUTDATED:  ALWAYS INCLUDE A DATE  DON’T INCLUDE THE VALUE

6. CONNECTING THE DOTS WHO WORKS WITH WHOM (CFE, CFC) WHO VOLUNTEERS WITH WHOM (AFF) WHO WENT TO SCHOOL WITH WHOM (REL, SRK) WHO IS CLOSE TO WHOM: (REL) WHO SUPPORTS WHAT (MPF) WHO’S INTERESTED IN WHAT (DONI) WHO CAN OPEN DOORS FOR WHICH PROJECT WITH WHOM?

7. WHO WORKS WITH WHOM CFCI: ORGANIZATIONAL NETWORKS WHAT ARE THEIR OVERALL AND UNIT ROLES? WHO ARE OUR PRIMARY PLAYERS?

8. CFC ROLE CODES HIGH LEVEL GLOBAL ROLES: for ANY or ALL units ¤Board Member (BDM) ¤Designated Contact (DES) ¤Key Executive (KEX) SPECIFIC GLOBAL ROLES: with a specific purpose for ANY or ALL units »Marketing/Public Affairs Contact (MPA) »Corporate Contributions Contact (CON) »Grants/Contracts Contact (GRN) »Sponsorship Contact (SPN) »Continuing/Executive Education Contact (CEE) »Scholarship Coordinator (SCH) UNIT SPECIFIC ROLES: for specific units  SBA  CECS  NAC MULTIPLE ROLES POSSIBLE: INQUIRY VIEW IN EMPI

9. RELI: WHO IS CLOSE TO WHOM BESIDES THE USUAL FAMILY SUSPECTS, WE TRACK... NEIGHBORSFRIENDS ADVISORSMENTORS COLLEGE CHUMSBUSINESS ASSOCIATES OTHER SIGNIFICANT RELATIONSHIPS

10. WHO WENT TO SCHOOL WITH WHOM oSRK USED TO TRACK HIGH SCHOOL CHUMS USING A COMBINATION OFTHE TYPE AND CODE CODES oPULL LISTS ACCORDING TO THE CODE CODE

11. WHO VOLUNTEERS WITH WHOM NON-PROFIT INVOLVEMENT IS TRACKED IN AFF PSU BOARDS, AWARDS AND STUDENT ACTIVITIES ARE TRACKED HERE ALSO

12. WHO SUPPORTS WHAT GIFTS TO OTHER NON-PROFITS ARE TRACKED IN MPF THE AFF CODES ARE ALSO USED IN MPF PHILACT.TYPES

13. AFF/MPF SMART CODING XAarts/humanitiesXOsocial XCcommunity serviceXPprofessional XDtradesXRreligion XEeducationXSscience/technology XGgovernment XTsports/athletics XHhistory/cultureXUurban planning/development XJlawXVmilitary XLworkforceXWwildlife/conservation XMmedicalXXsee SRK(other affiliations) XNethnicXYyouth CODES ARE CATEGORIZED THEN NUMBERED FOR EASE OF DATA MINING X SIGNIFIES AN EXTERNAL AFFILIATION

14. XAFF REPORTS NETWORKING: COMPLEX REPORT INCLUDING ¤EMPLOYMENT ¤AFFILIATIONS ¤GIVING TO OTHER ORGANIZATIONS BOARD ROSTERS: SIMPLE LISTS FOR INTERNAL AND EXTERNAL AFFILIATIONS

15. WHO’S INTERESTED IN WHAT §DONI TRACKS GENERAL INTERESTS AND GRANT TYPES §CODES ARE DERIVED FROM FOUNDATION CENTER INTEREST CATEGORIES

16. OTHER WHOS AND WHATS DEG OTHER EDUCATION PHNPROFESSIONAL HISTORY XAFF OTHER EXTERNAL AFFILIATIONS REL RELATIVE INFORMATION (No Ben records) XAWDEXTERNAL AWARDS & HONORS BIO BIOGRAPHICAL INFORMATION TLISTTOP LISTS

17. TRACKING PROCESS IDENTIFY PROSPECT THROUGH »RESEARCH »VOLUNTEER »STAFF DISTRIBUTE NAMES TO STAFF FOR COMMENT AND INDICATION OF INTEREST SCHEDULE AND CODE REVIEW MEETINGS RESEARCH CODING: QUALIFICATION/WATCH LIST PROSPECT CODING

18. TRACKING POTENTIAL PROSPECTS MPF PROSPECT.STATUSES TRACKS RESEARCH STATUS  QUALIFICATION  WATCH LIST  DISQUALIFIED  DISCONTINUED AS WELL AS PROSPECT STATUS

19. SCHEDULING PROSPECT REVIEW MPC IS USED TO TRACK UPCOMING PROSPECT AND CABINET REVIEW MEETINGS REPORTS ARE PULLED BY USING REMINDER.STATUSES AND MPF PROSPECT.STATUSES CODES

20. ?QUESTIONS? ? ? ? ? ? ?