Research Metrics的研究指标.pptVIP

Research Management Or, How to measure your progress and cover your back! 1. Measuring your progress Prospect Identification Prospect Cultivation Cultivation Cycle Research Plan Cultivate Involve Ask Thank Steward 1. Measuring your progress Prospect Identification Prospect Cultivation Donations Prospect Profiles What else? 2. Covering your back You cannot find out everything Research costs money Research is not a production line Research Timesheet 2. Covering your back You cannot find out everything Research costs money Research is not a production line Keep a research log Friendly Liaisons Cultivation Cycle Research Plan Cultivate Involve Ask Thank Steward Cultivation Cycle Identify Plan Cultivate Involve Ask Thank Steward Contact Details Mathew.iredale@.uk * * * Research When measuring your progress it is natural to ask, ‘measured against what?’ and the answer is, of course, against your prospect research strategy. You will need a prospect research strategy. This will be lead by The overall fundraising strategy The resources and budget available to you. Different organisations will have different fundraising strategies and hence different research strategies, so you will need to tailor the following to your own individual situation. Prospect Identification The following are easily measurable variables. The number of new prospects that you identify each month. This itself can be split into several parts: New prospects from your database/alumni. New prospects from those with no previous connection with your organisation. New individuals. New Trusts. You can further categorise these new prospects by source (e.g. major donors to other similar institutions, prospects obtained from news alerts, prospects obtained from your fundraisers, directors, trustees, etc. Do not think for one moment that you must be the source of all new prospects – this is very much a task that you should encourage in others.) Prospect Cultivation You may be familiar with the