2018 Learning Directory Prospect Research Institute gives you the comprehensive training you need to learn and demonstrate new skills. We provide online training in five domains: Research In Fundraising Prospect Research Fundraising Analytics Relationship Management Prospect Research Careers Table of Contents Wish you had a safe space to learn, innovate, and connect with other prospect research professionals? Now you do! At the Prospect Research Institute you’ll find: • Online Courses on specific topics • Workbooks and magazines • Resource Collections online community available 24×7 • Early Career Club is your community of peers acting as your personal prospect research department Introduction.......................... 1 Courses Course Calendar At-A-Glance ...... 3 Introduction to Prospect Profiles ................................... 4 Foundations in Fundraising Analytics ................................. 5 Insider Stock and Compensation .. 6 An Approach to Prospecting......... 7 Introduction to Prospect Management ........................... 8 Workshops Capacity Ratings ........................ 9 Online Community Resource Collections.................. 11 Early Career Club ...................... 12 Publications ......................... 13
Transcript
2018 Learning Directory
Prospect Research Institute gives you the comprehensive training you need to learn and demonstrate new skills. We provide online training in five domains:
Research In Fundraising
Prospect Research
Fundraising Analytics
Relationship Management
Prospect Research Careers
Table of Contents
Wish you had a safe space to learn, innovate, and connect with other prospect research professionals? Now you do! At the Prospect Research Institute you’ll find:
Foundations in Fundraising Analytics ................................. 5
Insider Stock and Compensation .. 6 An Approach to Prospecting ......... 7 Introduction to Prospect Management ........................... 8
Workshops Capacity Ratings ........................ 9 Online Community Resource Collections .................. 11 Early Career Club ...................... 12 Publications ......................... 13
Who We Are Founded in 2014, the Prospect Research Institute (the “Institute”) is a vibrant, online learning community that provides high-quality educational content, the opportunity to connect with peers, and an outlet for new ideas in the field of nonprofit fundraising research. People come to the Institute to learn, innovate, and connect with others.
We offer online courses, membership communities, and other educational content that prepares prospect development professionals for their work in prospect research, fundraising analytics and relationship management. Our offerings are…
• Curated – We close the self-learning gaps by providing comprehensive trainings built by practitioners in the field.
• Creative – Learning doesn’t have to be boring! Real-world examples, a flexible learning
structure and multi-media ensures content is engaging and current.
• Shared – People come to prospect research from all kinds of backgrounds, college degrees, and experiences. Because of this, paid educational opportunities develop and create additional content that is shared with the industry through the Resource Collections.
Our Educational Philosophy At the Institute we believe that as a working, adult student-participant, you will learn best in an environment that allows you to:
• Control your own schedule • Incorporate your existing knowledge, talent, and experiences • Connect and share with other participants • Demonstrate and track your learning • Pursue additional learning outside the classroom
At the Institute, we strive to provide you with the highest quality experience, including:
• Comprehensive content curated around specific learning outcomes • Opportunities to practice new skills • Clear and structured delivery of content • Safe environment to connect and share with others • Constructive feedback for improvement and confidence
Flipped Classroom Format Institute courses provide a learn-on-your-own, online classroom with live classes facilitated by an instructor. Called a “flipped” classroom, you watch the video lectures and do the homework, and then the class meets live on Fridays to review the homework and have discussion. Each course includes:
• Short video lectures you watch on your own (videos are typically 5 to 20 minutes) • Live, online class meetings for discussion and problem-solving (1 hour each) • Live, online text chats for discussion and problem-solving (1 hour each) • Workbook, homework, and capstone project(s) (plan on at least one hour a day)
You are a busy professional so for each course we create a calendar guide with suggested dates for each piece of the program: video lectures, homework, reading, and class discussion. It’s an MS Word document that you can adjust to fit your schedule, and it usually works out to about an hour each day. By combining self-study with live classroom discussion you get to ask an expert your questions and learn from fellow students. After each live class discussion, the meeting notes and video recording are available on the classroom website. You can access all the course materials in the online classroom at any time and you will be asking and answering questions in the course forum (similar to an email group just for this course), which gets pushed right into your email inbox. You can replay video lectures any time during the course. These short videos cover one concept or step-by-step instruction at a time and are easy to squeeze in wherever fits best in your schedule. The printed workbook summarizes the videos and has some additional information and practice exercises. You keep the workbook as your permanent reference for the course.
Introduction to Prospect Profiles Are you a fundraiser or new prospect research analyst? Do you need to qualify prospects with public information?
This course teaches you how to build a prospect profile with simple search techniques – step by step. We demonstrate the five building blocks of every profile and how to search, analyze, and present information in each building block. You learn what information is relevant for fundraising and discuss how to best use profiles in your organization. >>Click for details
• Create your own prospect profile. • Quickly locate key sources of public information. • Become a search engine power user. • Identify which information sources are the most reliable.
How to Participate
• Be prepared to spend an hour each day doing some kind of activity: reading, watching, posting, texting, or live online.
• Join us for online meetings on Fridays and for live chats scheduled on Wednesdays.
What You Get
• Course Workbook: 54+ page workbook
including practice exercises and a glossary. • Search engine search tips plus a Google
advanced search tip sheet. • Research Links Directory of the best free and
fee sources. • Blank profile templates you can adapt and
use in your office. • Access to the Resource Collections online
community. • BONUS: 1-year free membership in the Early
Career Club, a private, online community for prospect research professionals building their careers. ($420 value!)
Foundations in Fundraising Analytics Are you worried that your organization is not using fundraising analytics? Frustrated trying to figure it out on your own?
In this course we take the fear out of analytics. By walking you through the terminology and techniques, step-by-step, and with lots of practice, you get comfortable manipulating the data. You take the first steps in learning how to solve fundraising problems using data. >>Click for details
• Recognize how analytics solves fundraising problems and how to choose the right technique. Create a foundation of basic knowledge about variables and databases.
• Apply the CRISP-DM approach to solving problems. • Use descriptive analytics to solve problems such as finding new
prospects. Use comparative analytics to solve problems such as measuring donor retention.
• Present results persuasively, including the use of data visualization.
How to Participate
• Be prepared to spend an hour or more each day doing some kind of activity: reading, watching, posting, texting, or live online.
• Join us for online meetings on Fridays and for live chats scheduled on Tuesdays and Wednesdays.
What You Get
• Course Workbook: including definitions and
screen shots, and Excel Power User chapter. • CRISP-DM template you can adapt and use in
your office. • Excel tips videos, including an introduction to
pivot tables. • Access to the Resource Collections online
community. • BONUS: 1-year free membership in the Early
Career Club, a private, online community for prospect research professionals building their careers. ($420 value!)
Insider Stock and Compensation Are you confused by the endless tables and footnotes in financial filings? Frustrated trying to calculate stock options? Struggle with understanding insiders’ capacity?
This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift. >>Click for details
• Find, calculate and present stock holdings and options on real people.
• Use Excel to calculate stock and options. • Clearly present executive compensation so there is no confusion
or double-counting between cash and stock. • Find out whether a prospect has a history of gifting stock. • Learn exactly which sources to use for quick, qualifying
information as well as for a deep dive into all the details. • Make good estimates of wealth from past or future events such as
termination or takeovers.
How to Participate
• Be prepared to spend an hour each day doing some kind of activity: reading, watching, posting, texting, or live online.
• Join us for online meetings on Thursdays during the course and for our live chats scheduled on Tuesdays.
What You Get
• Course Workbook: 50+ page workbook
summarizing the video lectures and including practice exercises with detailed answers in the appendix and a glossary of terms.
• Excel worksheet for calculating stock and options.
• Blank profile template you can adapt and use in your office.
• Access to the Resource Collections online community.
An Approach to Prospecting Do you struggle to source new prospects? Wish there was a tried and true method? …There is!
This course will teach you an approach for qualifying individual, corporate, or foundation prospects sourced inside or outside the database by focusing on key criteria to create a scoring system. Learn how to communicate with the requestor at every stage of the project and how to manage your time effectively to ensure the highest return on investment in the project. >>Click for details
Introduction to Prospect Management Is prospect management a mystery to you? Have you been asked to create or revise a prospect management system and don’t know where to start?
This course will teach you the building blocks of a prospect management system, how to communicate through change, and how to develop policies and procedures for your prospect management system. Whether you need to work in an existing system or start from scratch, we give you the foundation you need to grow in prospect management.
• Implement the building blocks of a prospect management system. • Overcome common obstacles, including communicating change. • Explore variations of prospect management that fit different types
of organizational needs. • Understand and consider different staff roles.
How to Participate
• Be prepared to spend an hour or more each day doing some kind
of activity: reading, watching, posting, texting, or live online. • Join us for online meetings on Fridays during the course and for
our live chats scheduled on Tuesdays.
What You Get
• Course Workbook: 35+ page workbook summarizing course content and including practice exercises with detailed answers in the appendix and a glossary of terms.
• Access to the Resource Collections online community.
• BONUS: 1-year free membership in the Early Career Club, a private, online community for prospect research professionals building their careers. ($420 value!)
Capacity Ratings Workshop Are you confused about how capacity ratings are created? Worried that you are using the wrong formulas or don’t have any? Curious how other people are doing it? In this two-week workshop you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity. Then you and your peers share your capacity rating techniques, generating lively discussion on usage and validity. >>Click for details
Cost: $395
Register By: 03/26/2018
Assessment
Certificate of Attendance
Live Class Dates Thu, 1pm-2pm ET
• 04/12/2018 • 04/19/2018
Live Chat Dates Tue, 12pm-1pm ET
• 04/10/2018 • 04/17/2018
What You Learn To Do
• Calculate gift capacity ranges using already researched high profile individuals as examples.
• Share your calculations and hear from your peers in round-robin style, online, live discussions.
• Create a checklist of the best wealth studies to guide your capacity ratings.
• Get a clear understanding of the different terminology involved in capacity ratings so you can keep your conversations with other fundraisers on track.
How to Participate
• This workshop emphasizes discussion! Be prepared to spend an
hour each day doing some kind of activity: reading, watching, posting, texting, or live online.
• Join us for live chats on Tuesdays and online meetings on Thursdays.
What You Get
• 20+ page printed workbook including: o Capacity ratings for foundations and corporations o Discussion on international prospect capacity ratings
• Downloadable Excel workbook with capacity rating formulas and the sources from which they are derived.
• Philanthropy and Wealth Report links collection with the most current studies.
• Short videos with instruction and definitions of commonly misunderstood terms.
• Downloadable reference sheet and meeting notes. • Access to the Resource Collections online community.
The Resource Collections is a vibrant learning community for prospect research professionals. Honoring the Institute's commitment to providing the highest quality educational content for adult learners in our field, you will discover a variety of resources and forums in each of the Institute's five learning domains. >>Click to visit
Hall of Collections Each of the Institute’s five learning domains is represented in the Resource Collections. For example, the Prospect Research domain includes collections such as The Profile Collection, Capacity Ratings, and Prospect Research Takes Wall Street. Inside you will find articles, videos, link lists, and more.
Early Career Club Are you early in your prospect research career? Whether you just started or its been a few years, you deserve the kind of support, education, and community that will empower you to become a research star performer!
The Early Career Club is a private, online community for prospect research professionals building their careers. Wish you had a community of peers to support you? Grow your prospect research knowledge and skills through content, discussions, and activities. This monthly subscription club is moderated by experts in the field, Jennifer Filla and Janna Holm, and available online 24×7, 365 days a year. Join the Early Career Club to connect, innovate, and grow! >>Click for details
Give yourself permission to be amazing! In additional to traditional content under the Institute’s five domains, you have access to these interactive resources:
• Every member can ask and answer questions and share challenges and triumphs on the Discussion Forum. You receive an email in your inbox every time someone posts.
• This Podcast interviews the experts on topics near and dear to the early career researcher.
• Discussion questions are posted to help you get the most out of the podcast.
• Chat Channel 15 is the live text chat room. Join us there the 15th of every month for discussion.
• The Zoom Room is where we come together on the fourth Thursday of every month for live video discussion.
Membership Rates (Don’t wait – these introductory rates won’t last forever!)
Monthly $35 ($420 per year) | Annually $360 ($30 per month)
The Institute makes its course workbooks available for purchase as well as additional publications for the prospect research professional. Visit the Store to browse and buy.
Introduction to Prospect Profiles Workbook
• $35 + shipping | 52 pages | Practice exercises • Learn the 5 building blocks of every profile plus details on finding the
information to go into them. Practices exercises included.
Insider Stock and Compensation Workbook
• $35 + shipping | 50 pages | Practice exercises • Learn to research and present complex information from SEC forms with
definitions, work flow-charts, and key forms dissected and detailed.
Foundations in Fundraising Analytics Workbook
• $35 + shipping | 47 pages • Learn to use CRISP-DM and understand how descriptive, comparative, and
predictive analytics apply to fundraising.
Search Tips for Fundraising Research
• $9.95 + shipping | 16 pages • Learn to perform basic prospect research and find information on your
prospects with free and low cost sources.
Prospect Research Perspectives: On Social Media
• $19.99 + shipping | 46 pages • Get the big picture on how social media is interacting with fundraising and the
actions prospect research professionals can take to stay on the cutting edge.
Prospect Research Perspectives: What About Women?
• $19.99 + shipping | 40 pages • Join researcher Preeti Gill’s on a journey to discover how women donors can
have a big impact on your fundraising.
• New titles being released in 2018: Introduction to Prospect Management. • Interested in purchasing publications for a group? Contact [email protected] or call
