The Times They Are A-Changin' : Using Change Management to Implement a Prospect Management System

In this session, Delphine Rocher-Lewis will present her experience creating a prospect management system in the midst of the planning phase of a 1 billion $ campaign and the migration to a new CRM. Using key Change Management concepts, the Operations team at the Université de Montréal was able to implement prospect management to a team of 20+ fundraisers. Two years later, Delphine now looks back at the ups, the downs, the mistakes and the successes.

Intended Audience: Beginner, Intermediate

Key Learnings:

1. The value of using the Change Management framework in Prospect Management
2. The importance of building a trust-based relationship with fundraisers
3. Using best practices to increase acceptability