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  Peer Screening Research
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
Email AddressSince 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.

Supportingadvancement.com Overview of Peer Screening.

Supportingadvancement.com Prospect Screening Checklist.
 
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