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Best Practices in Major Gift Officer Professional Development

Employees who have no chance to utilize newfound knowledge forget 75% of what they learn within just six days of attending a training workshop, according to a recent Harvard Business Review story.

Coming from a background in higher education, the concept of forgetting information is not a new concept to me. After all, educators have long battled the dreaded summer learning loss, which causes students to lose as much as a month’s worth of learning over summer break. Still, the six days took me aback.

Even though forgetting is a natural part of life and must be addressed directly in professional development programs, we see time and time again programs that ignore the forgetting curve, result in zero behavioral change, and provide a near zero.

In my job at GG+A, it is my responsibility to ensure that our teaching and coaching programs are structured to deliver the greatest value to our clients. Across skill-building activities, whether that is working with gift officers to improve qualification outcomes or helping them create compelling gift proposals, I have identified six common practices we use to ensure gift officers not only understand best practices but that they remember and utilize them as well.

Group workshops are the first brick in the foundation of professional development. They provide the necessary concepts, ways of thinking, and language to equip gift officers with the tools to do their jobs.

  • Structured practice and application are integrated components of all of our workshops ensuring that gift officers not only understand the theory of major gifts development work but also put it into practical use almost immediately.
  • Individual coaching sessions follow our group workshops allowing gift officers to apply their recently learned skills directly to their portfolios and work through real-time and real-life instances impeding prospects’ movements toward solicitation.
  • By working with a group of gift officers, we encourage cohort accountability that serves to reinforce lessons learned through peer interactions, peer check-ins, and peer support.
  • Focusing on outcomes and metrics allows us to help gift officers track the progress of their prospects through the major gifts cycle and equip them with tools to enable them to better manage their portfolios and reach goals.
  • Lastly, assessment of our program and gift officer performance allows us to understand concept retention, program impact, and adoption of best practice skills and behaviors.

GG+A’s commitment to this comprehensive set of practices is driven by our desire to help our clients meet and exceed their fundraising goals.

If you need assistance planning your next professional program or workshop, we are here to help.

 

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About the author

Bowen Marshall

Executive Director, Teaching and Coaching

Bowen Marshall, Ph.D., serves our clients as GG+A’s Executive Director for Teaching and Coaching. He has extensive experience in one-on-one coaching, teaching and facilitation, curriculum development, strategic planning and consultation, program direction and management, and outreach and engagement in higher education. Bowen works closely with our consultants to ensure that…