Custom In-House Training Sessions
In-house training is conducted at the client's location in an office or conference room. In-house training provides a total uninterrupted hands-on training program custom to your needs.
Together, we determine your goals and objectives for the training, and identify what type of education is most needed to insure you/your staff is fully prepared to meet, and more importantly, succeed with challenges.
Programs are designed for individual, corporate, foundation, and planned giving development strategies. Attendees receive well-documented reference materials to provide on-going support.
Whether you have a staff of one or twenty, a program can be designed to fit your needs.
Here's a sample of the most sought-after components:
- Learn to identify “the gold” in your database, learn techniques to source for new prospects, and identify suitable corporation and foundation prospects.
- Where to find critical biographical and financial information on individuals.
- An in-depth look at prospect information sources for individual, corporate, and foundation research. We explore in-depth many of the best information sources for research.
- Proper use of search engines to quickly refine your results. (Depending on participants experience with the Internet, education around more effectively creating searches using "keywords" and "connectors". Also, effective use of the browser.)
- Understanding and using the "invisible web".
- Understand and analyze stock and compensation.
- Learn about "wealth indicators" (cash compensation, stock, equity, real estate) and learn to make an overall wealth estimate using these indicators.
- Interpret and use salary surveys to determine the best annual ask.
- Learn how to benchmark compensation of executives in privately-held companies.
- Understand and analyze privately-held and publicly-traded companies.
- Develop and use the prospect profile.
If you're interested in conducting an in-house training session, just give Laura Solla a call to discuss your needs.
