USM Foundation

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Supporting Rising Advancement Operations Professionals Workshop

Presented by Jenny Kleintop, Founder and CEO of PhilanthropyOps

SESSION ONE: Getting a Seat at the Table

Thursday, September 14
10:00 am – 11:30 am

You are an integral member of the team but may not be getting invited to the table for relevant discussions. You may be asked afterward to pull data, run a report, or provide stats. As a result, you find yourself trying to fill in the gaps without having a full understanding of the purpose or desired outcomes. Let’s fix this.

Three takeaways:
1. Understand why you want a seat at the table.
2. Learn how to get a seat at the table and show how including you in discussions is vital.
3. Move toward a proactive approach versus a reactive approach to reduce the number of last-minute requests.

SESSION TWO: Tech Skills and Soft Skills are Coessential for Success

Tuesday, October 3
10:00 am – 11:30 am

Being successful in advancement operations requires more than just technology skills. It is essential you also have the soft skills. In this session, we will discuss soft skills needed to grow as a service-oriented professional, relationship builder, and effective communicator.

Three takeaways:
1. Determine if you are service-oriented and hear tips on moving in that direction.
2. Walk away with strategies for building stronger relationships with various stakeholders.
3. Improve your communication techniques, from the non-technical user to the very technical user.

SESSION THREE: Integration Across Divisions

Thursday, October 26, 2023
10:00 am – 11:30 am

You are at the table, and you’ve developed the soft skills. Now let’s take the last step of integrating you across the various divisions. In this session, we will talk through the benefits of having a strategic plan for your area that rolls up to the larger strategic plan for advancement. Plus, we give you examples to ensure you have a circle of support around you from your inner-circle to your outer-circle.

Three takeaways:
1. Understand how creating a strategic plan for your area makes a difference.
2. Gain insights into how to align across your organization in developing goals and metrics.
3. Walk away with tips and techniques to accelerate in your role.

Which Sessions Will You Attend?(Required)
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