Managing for Fundraising Performance - Virtual

A Workshop for Managers of Frontline Fundraisers
       
Are you managing a team of frontline fundraisers? This workshop equips you with the tools and frameworks to drive their performance effectively and efficiently. Participants leave with concrete techniques for coaching individual fundraisers, structuring high-value portfolio conversations, and running strategy meetings that translate into meaningful movement on major gift prospects.

Managers of frontline fundraisers face distinct challenges that standard management training doesn't address: how to review a portfolio, coach a stalled cultivation strategy, or hold a fundraiser accountable to activity metrics without micromanaging. This workshop closes that gap with practical frameworks built specifically for development management.

This rigorous workshop delivers a concentrated, highly interactive experience. Participants engage in group discussion, case studies, and real-world application throughout. New managers gain a strong foundation, and experienced managers sharpen the tools they already use. Every technique is designed for immediate application on the job.

What You Will Learn

· Lead effective portfolio reviews, structuring conversations that surface the right priorities, identify at-risk relationships, and keep fundraisers focused on their highest-value prospects.

· Run donor strategy meetings that drive action, using frameworks that turn discussion into next steps rather than status updates.

· Adapt coaching techniques to individual fundraisers, tailoring your approach based on each person's strengths and working style so every team member feels supported and motivated.

· Transform challenges into development opportunities, reframing setbacks and stalled strategies as moments of growth for both the fundraiser and the portfolio.

What You Will Get

· A comprehensive workbook, a resource-rich guide filled with tools and frameworks for development management.

· A toolkit including portfolio review and strategy meeting tools and templates, ready-to-use structures you can bring back to your team immediately.

· Coaching conversation frameworks, proven models to structure and enhance your management style.

· Interactive group activities, opportunities to work through real scenarios with peers managing similar teams.

· Dedicated time for reflection and application, to plan how you will apply each technique with your own team.

**If you would like to register but need to pay later please reach out to AR-Publics@hcg.com.

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