Solo Researcher Survival Kit Workshop

Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher
You’re the only researcher. Every request lands on your desk. And sometimes you’re not even sure if what they’re asking for is reasonable—or possible.
Sound familiar?
Being a solo researcher means you’re juggling it all: prospect identification, prospect research, portfolio management, and somehow managing your development team’s expectations without a peer down the hall to reality-check with.
And if you’re new to the profession? You might be wondering: Is this request normal? Should this really take me three days? Am I doing this right?
Here’s the truth: You’re not alone, and you don’t have to figure it all out by yourself.
This workshop is your space to connect with fellow solo researchers and build the communication toolkit that helps your development team actually understand what you do (and why it matters).
You’ll walk away with:
- Generic table of contents for prospect research and prospect management manuals you can adapt to start documenting your practice
- Questioning techniques to uncover what your development officers really need—even when they don’t know how to ask for it
- Sample job aids and marketing strategies to help your team understand your services and use them effectively
Bottom line:
Stop second-guessing yourself. Learn to manage expectations, create a plan, and communicate your value with confidence—even when you’re a team of one.