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This Performance Application Series workshop focuses on planning for and executing impactful donor meetings. Participants work with a partner to discuss and develop a micro-strategy for their next meeting with a real donor prospect using five important steps for an effective donor meeting and an exploration of how the Nine Navigation Points apply to developing a successful micro-strategy for such donor contacts, which includes our High-value Questions concept.
Syllabus
Introduction
An overview of the workshop and a review of key definitions and key tools.
Tactics for Preparing for a Donor Meeting
Using participants’ donor prospects, discovery meeting tactics and objectives are outlined in preparation for meeting with the donor.
Tactics for Facilitating a Discovery Meeting
Participants apply the five important steps for an effective donor meeting to real donor prospects, utilizing the High-value Questions concept.
Action Planning
Participants analyze the tactics to use with several of their real-world prospects during upcoming donor meetings.
