Chase Solutions provides prospect research planning and management services for organizations on an interim or long term basis. We can audit your current information management system, develop a prospect research plan, and implement prospect research management strategies.

The objectives of an effective prospect research management program are to identify and provide a ready pool of qualified prospects and to provide research, tracking and information management support throughout the development process.

Chase Solutions has provided prospect research management and planning services to a diverse group of clients including the Joslin Diabetes Center, the Brooks School, and Cape Cod Healthcare.

The first step in the process is to develop a comprehensive picture of the current prospect research system. An audit would identify how prospect/donor information is captured, stored, communicated, prioritized, used, and managed. Additionally, it would identify personnel and other resources currently supporting the various components of the system as a base to develop the optimal program. Chase Solutions would conduct the audit through meetings and discussions with key staff and through review of pertinent documents, reports, and databases.

The next step would be the development of a prospect research management plan. The plan would address the strengths and weaknesses of the current system as identified by the audit. It would then establish specific objectives and an action plan to achieve these objectives. Specific elements of the plan are likely to include: quantitative objectives and methods to identify major gift suspects on an ongoing basis; procedures for rating and assignment of prospects; management and reporting of prospect pool data; provision of ongoing prospect research capabilities; identification of resource options to support programs; training of staff, including development officers, in the elements, benefits, and maximization of the prospect research system. Chase Solutions would develop the plan on an interactive basis with you and help you implement the plan.