Developing a Relationship Management System

Alert! This is not a software program and it requires a lot of effort. Do you want to create a relationship management system in your office? Jen Filla will guide you through the big picture, examples for big and small organizations, and the basic building blocks everyone has to start with. Learn to avoid common pitfalls and how to get the right fit for your organization.

At the conclusion of this session, participants will be able to:

• Explain the three main parts of a relationship management system
• Name the fundamental pieces of every program and why they are important
• Get started creating their own system using a worksheet

Target Audience: 

Executive directors, development directors and anyone interested in how a relationship management system works; beginner's introduction to creating

About the Presenter:

Jennifer Filla, president of Aspire Research Group, assists organizations across the country that are concerned about finding the right prospects, worried about what size gift to ask for, or struggling to meet major gift goals.