Have you struggled with sharing and/or understanding the impact of prospect research?


We all have either worked with prospect researchers or done some research ourselves. We know the usual ask in prospect research. We also see the depth and breadth of work it takes to produce quality outcomes from the research. Then, why is it that when it comes to sharing our research work, we don’t have equally good metrics to show our impact?

In this session you will learn:

a. Why do we need to track and share the impact of prospect research?

b. What are some key performance indicators you can track to measure prospect research impact?

c. How can you use those indicators to initiate conversations within and outside the research team?


Full participation in this program is applicable for 1 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.