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| Home | News on the Blog | Job Postings | Save the Dates | Share your success! | Contributors | About | Site Map | Search | Contact Us |
|
| Peer Screening |
 |
| Overview | Essentials | Timing of Activities | What to Include in Lists | Other Considerations | Screening Checklist | Sample Memo | Instructions |
|
Who Does What and When |
|
Regional Development Officer |
| What | When |
| Determine location based on alumni base (work with research) | 2-3 Months prior to the session |
| Find a host/ask them to host | 2-3 Months prior to the session |
| Determine date and time of session (with host) | 2-3 Months prior to the session |
| Determine timeline for specific tasks (work with research) | 2-3 Months prior to the session |
| Determine invitation list (work with research) | 2-3 Months prior to the session |
| Identify Academic Speaker | 2-3 Months prior to the session |
| Ask host to review the list for personal friends | 2 Months prior to the session |
| Retrieve host's stationary for mailing | 6 Weeks prior to the session |
| Send out invitations | 4 Weeks prior to the session |
| Acquire mementos/gifts for screeners and host | 3-4 Weeks prior to the session |
| Host to make confirmation calls to invitees | 2 Weeks prior to the session |
| Rehearsal (work with research) | 2-3 Days prior to the session |
| Travel to session | 1-2 Days prior to the session |
| Set up (furniture, flowers, refreshments) | 1 Hours prior to the session |
| Introduce host and Academic | At the session |
|
Research Staff |
| What | When |
| Retrieve alumni lists for targeted locales | 3+ Months prior to the session |
| Review lists and identify invitees | 2-3 Months prior to the session |
| Retrieve RSVPs and determine selection criteria for screening materials (lists) | 2-3 Weeks prior to the session |
| Request screening materials from computer services | 1-2 Weeks prior to the session |
| Assemble screening materials | 1 Week prior to the session |
| Review logistics of event (rehearsal) | 2-3 Days prior to the session |
| Travel to event | 1-2 Days prior to the session |
| Help in set-up | 2-3 Hours prior to the session |
| Deliver instructions to screeners | At the session |
| Field questions | At the session |
| Compile materials in database | 2 Weeks after the session |
| Return results to development officer | 2-3 Weeks after the session |
| Contributed by ... |
| Jennifer Cooper, Executive Director of Development Operations, Vanderbilt University |
 Since April of 2004, Jennifer Cooper has had oversight
responsibilities for Vanderbilt University's offices of Prospect
Research, Information Management, and Gift/Record Processing. From
1993 to 2003, she was the Director of Research & Prospect Management
at the University of Oregon Foundation. She has been a frequent
presenter for both the Association of Professional Researchers for
Advancement (APRA) and CASE. Last year, she served as co-chair for
the CASE conference for Prospect Research, was the Prospect
Management track chair at the APRA International Conference in
Dallas, TX, and was the Prospect Research faculty for CASE's Summer
Institute for Advancement Services in Nashville, TN. Jennifer has a
BA in Public Relations and a BS in Telecommunications & Film both
from the University of Oregon.
Overview of Peer Screening.
Prospect Screening Checklist. |
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