PRIMED Quick Start Toolkit

Are you drowning in excessive ad-hoc research requests while struggling to demonstrate the strategic value of your prospect development operation? If you're leading a prospect development operation with limited staff, increased responsibilities, and no standardized processes, you're not alone—and you don't have to start from scratch. The PRIMED Quick Start Toolkit delivers immediate, proven solutions for, giving you the frameworks and templates that have earned CASE recognition and transformed prospect development teams from reactive service providers into strategic Partners in Fundraising. Stop spending countless hours creating policies, training materials, and reporting structures when you can implement award-winning resources that have already delivered measurable results. This toolkit provides everything you need to establish standard operating procedures, create accountability metrics, and position your team as essential to fundraising success—not ancillary to it.

Maximize your ROI on time, effort, and resources with battle-tested materials you can customize and deploy immediately. The Quick Start Toolkit includes:

• A comprehensive training plan for onboarding gift officers
• Prospect management and assignment policies
• Prospect research boot camp template
• Contact report guidelines, research request policy
• Portfolio review and analysis tools with checklists and sample reports
• Professional newsletter design template. 

These aren't theoretical documents—they're the actual resources used to build operations that facilitate prospect movement through the development engagement process that leads to major gifts. Whether you're conducting "research rehab" on your current operation, preparing for a campaign with the same number of staff but increased expectations, or working to change institutional culture that undervalues prospect development, this toolkit delivers the foundation you need to streamline processes, reduce excessive requests, and demonstrate strategic impact. 

Delivery: Immediate digital access | Impact: Transform your operation in weeks, not months | Get PRIMED for Success and start delivering Data and Information for Influence and Impact today.