Seeking Prospect Mgmt Feedback

Philanthi Koslowski

Good Morning!

I am new to RE/NXT and, although I have many ideas about what I'd like to do, I'd like some feedback on whether it's possible and, if so, how.

Consequently, would any of you with well developed policies, procedures, and processes for using RE/NXT for prospect management be willing to schedule some time to talk with me or point me in the right direction of who to talk to and/or resources to access?

Thanks so much!

Phil Koslowski
Manager of Prospect Development
Georgia Southern University

Aldera Chisholm

@Philanthi Koslowski There are lots of great resources on here, and if you have specific questions, don't hesitate to ask as I'm sure folks will be happy to help. Feel free to send me a DM if you want to connect!

Philanthi Koslowski

@Aldera Chisholm Thank you. Appreciate you reaching out!

Karen Diener

@Philanthi Koslowski
I develop and write policies for the vast majority of my clients, and they all different. Maybe 80% of the documentation is the same but there are pretty significant differences in table entries and business processes.

My recommendation is to view a few webinars from Blackbaud. When you research the community, you'll find that I have posted at least one of these multiple times. The webinars are free and available to watch on-demand, and I've found them an incredibly helpful starting point for anyone developing a portfolio management process. Have the gift officers watch them too so that everyone can start to use the common language from RE!

Using Actions and Opportunities to power your fundraising
Increasing Efficiencies with Fundraisers Series: Part 1 Actions
Increasing Efficiencies with Fundraisers Series: Part 2 Opportunities

The first one is a great overview but with depth too. The second and third are mostly review, but I do feel like there were additional details in both. These should give you a good start in how you might develop policies and structure procedures that best suit YOUR organization.

Karen

Philanthi Koslowski

@Karen Diener Thank you so much Karen! Appreciate your taking the time to share this info with me. I will watch the webinars at my first opportunity as this sounds like a great jumping off point.

Thanks again!

Phil