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Staff Performance Management

The Challenge
Development management has been more of an "art" than a science with its historic focus on building relationships more than managing to a process and measuring results. But increased economic pressures and competition for scarce donor dollars have created a growing need to generate more revenue from existing - or even fewer - resources, which means optimizing operations and team performance.

marts-lundyFundraising leaders have risen to the challenge by identifying best practices and managing operations against set metrics that include:

  • Activities such as in-person visits and the number of proposals issued over a twelve month period
  • The value of proposals issued vs. the rated value of the prospects
  • Speed of movement through proposal stages
  • The balance of visits and proposals by type and level of prospect
  • Close rates and gifts recorded

portfolio-viewThe Solution
ADVIZOR improves performance management through a 5-step process that includes:

  1. Visual Discovery™ dashboards that allow managers to identify performance trends, conduct comparative analysis, and find and share best practices across their team(s)
  2. Clear metrics to ensure that development officers are making contacts, visiting prospects, making asks, and entering the current, relevant data into the system including contact, proposals, etc.
  3. Development of individual operating plans with quarterly reviews of results vs. plan
  4. Instructional forums for skills development
  5. Cohort benchmarking to identify business practice improvements across key operating areas

proposal-movesThe Result
ADVIZOR clients have:

  • Generated higher average ask amounts based on clear understanding of the expected value of the underlying pool of prospects
  • Shortened proposal cycles
  • Improved close rates
  • Tracked and forecasted revenue more accurately
  • Established clear-cut paths to individual performance goals
  • Improved communication within the team as well as between the team and upper management
  • Improved performance in both central and satellite development offices

Tableau Server

Predictive Analytics?

Fundraiser Solution Details

General Management
    Staff Performance
    Campaign Analysis
    Ad Hoc Reporting & Analysis
Leadership Giving
    Prospect Identification
    Prospect Management
Annual Giving
    Appeal/Email Targeting
    Volunteer Management
    Call Center Effectiveness
Member/Alumni Relations
    Events, Trips, and Clubs