Research as Strategy Workshop

Master the art of delivering insights that connect fundraisers with donors

Does this sound familiar? A development officer tells you your prospect profile “wasn’t very helpful” because it only included information they already knew. It’s frustrating! Why request a profile at all if they already have the basics?

Here’s the truth: they’re not looking for more data. They’re looking for strategic direction—and they hoped your research would unlock it.

This workshop will transform how you approach prospect research by teaching you to think and communicate strategically. You’ll learn how to embed actionable strategy insights directly into your profiles and how to partner with development officers in conversations that showcase your research superpowers.

What to Expect:

During the live session, Jen will step into the role of development officer and guide you through real-world scenarios. You’ll practice being a strategic research partner, applying the frameworks and techniques from the workshop materials in a safe, interactive environment.