Planning for Phonathon Success

Recorded On: 07/17/2018

OVERVIEW

Phonathons have changed in many ways over the past decade, but one thing has remained true: good phonathon planning leads to good phonathon results. That's why it's important to be proactive and prepare well in advance of starting your next calling campaign. Whether you run a large, paid student calling program or a smaller, volunteer-based effort, a solid plan will help ensure that your program is productive and generates the highest possible return on investment.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Tips for evaluating program resources, analyzing past performance, and setting goals
Methods for segmenting prospect pools and developing personalized scripts and talking points
Guidelines for optimizing calling schedules and integrating them with other communications
Tactics for recruiting and training high-performing callers
Examples from other institutions, and more!

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Peter Moes

With nearly 20 years of experience in annual giving and educational advancement, Peter has led programs at the University of Utah, Harris Connect, and University of Georgia. His other experience includes work with United Way of Salt Lake and LEAD Philanthropy. Peter holds a B.S. in Architecture from the University of Michigan and an M.Ed. in Higher Education Student Affairs from the University of South Carolina.