ben rymer iof insight presentation march 2013

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Raising the researcher's profile by sharing knowledge and success @benrymer #iofinsight

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My presentation to the Institute of Fundraising Insight Influencing Strategy conference in March 2013

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Page 1: Ben Rymer IoF Insight Presentation March 2013

Raising the researcher's profile by sharing knowledge and success

@benrymer #iofinsight

Page 2: Ben Rymer IoF Insight Presentation March 2013

• Billions of pounds of income in the Fundraising sector is predicated on the ability of fundraisers to build relationships

• Relationship building is central to increasing your visibility and voice in your organisation Fundraisers do this as a matter of course in their work, you should too

• Taking this aspect of your work will pay dividends

• Approaching prospect research and insight as primarily knowledge management functions is an important step in building visibility and raising research’s profile

Page 3: Ben Rymer IoF Insight Presentation March 2013

• Who here has objectives or KPI's around building internal relationships?

• Reasons for and against doing this (on the poll)

Page 4: Ben Rymer IoF Insight Presentation March 2013

Copyright belongs to the respective firms shown

Page 5: Ben Rymer IoF Insight Presentation March 2013

• A more active, integrated approach

• Broader emphasis, allows focus on using knowledge as well as obtaining it

• Loud and proud! Make sure your work is useful and used

Copyright Creative Commons

Page 6: Ben Rymer IoF Insight Presentation March 2013

• Inductions and demos

• Screen early and often

• VIP's

• Acquisition activities

• Business planning and ROI

Copyright Daniel Kahneman

Page 7: Ben Rymer IoF Insight Presentation March 2013

• Networking and suppliers (for new tools)

• Reports and dashboards

• Lifelong learning and building your skills base

• Prospect management meetings

Page 8: Ben Rymer IoF Insight Presentation March 2013

• I initiated and help to run the Later Life Champions mid-value programme

• The programme works in conjunction with IM • We have regular cross-team meetings to plan

for this programme• Organised regular, more general catch ups to

share knowledge

Page 9: Ben Rymer IoF Insight Presentation March 2013

• Worked with regional legacy officer to identify opportunities in streaming prospects through to local colleagues to follow up with high-value legacy prospects in person, and used the mid-value programme

• Also used wealth screening information to raise research’s profile

Page 10: Ben Rymer IoF Insight Presentation March 2013

• Corporate prospect management meetings• Business news often relevant • Also arranging trainings on web searches and

other research tools• Corporate prospects for events selections• Corporate team also to use our RE protocols• Invited them to supplier demos

Page 11: Ben Rymer IoF Insight Presentation March 2013

• Prompt list for the Chairman helped showcase research

• Also crafting lists of suggested invitees for the CEO, Chairman, Trustees and Directors has helped visibility

• Network mapping can also be worthwhile, several tools allow you to do this

Page 12: Ben Rymer IoF Insight Presentation March 2013

• We worked closely on creating RE protocols

• When working on protocols we always tried to see issues from their side, the many demands being made of the database

• Depends on structure of your department

Page 13: Ben Rymer IoF Insight Presentation March 2013

• Researcher turned fundraiser!• Identified the opportunity, created meeting

opportunity and co-ordinated with relevant colleagues in Services

• This has just been down to my willingness to be entrepreneurial and create an opportunity where none existed

• Introduced me to new networks, raising profile

Page 14: Ben Rymer IoF Insight Presentation March 2013

• Industry group: RiF, SIG's, First Thursday events

• Other industry groups like the Fundraiser’s Research Group

• Social media can help, ie Twitter and LinkedIn, or blogs

• Visit other organisations, invite others to you

Page 15: Ben Rymer IoF Insight Presentation March 2013

• Knowledge management is a powerful way to approach your role

• Building on the traditional research skills and being an effective advocate of the this work is central to raising your profile and visibility.

• A strong focus on implementation, concentrating on quick wins and identifying big, fixable problems can all bring impact to your role, even in the early stages of a role

• Attitude is key in taking advantage or opportunities

Page 16: Ben Rymer IoF Insight Presentation March 2013

• E: [email protected]

• T: 0203 303 31395

• Twitter: @benrymer

• LinkedIn: www.linkedin.com/in/benrymer