About this Event
Intended audience: Newly-hired development officers, newly-hired analysts supporting development officers, and current development officers and analysts who need a refresher.
Format: In-person instruction; interactive
Led by: Kathy Henderson, Andrea Dickens, & Emilia Cooper
Prospect Management & Research Orientation Sessions (2020-2021)
These twice-monthly (unless otherwise noted below) Prospect Management & Research Orientation sessions are intended primarily for newly hired development officers and analysts who support development officers. They are also for development officers & analysts looking for a refresher on prospect management and tracking system (PMATS) policy, portfolio management, and prospect research services. These sessions will cover everything from how to get onto PMATS for the first time, understanding PMATS policy and guidelines, portfolio management, using performance metrics reports and tools, how to request research, what type of research we provide….and much more. We’ll be sure to leave time at the end, so bring all your PMATS & Prospect Research related questions and join us for this highly informative and interactive session!
Event Venue & Nearby Stays
Broadway Building Room 1190, UC Davis Health, Sacramento, United States
USD 0