Who you are What you do
Where to find you
Survey • Schmooze • Mutual gain • Handshake • Swap cards • Safety net • Career necessity
•PAINFUL!
Your plan • What are you trying to achieve:
– Personal network/friendships – Professional achievement/employment – Donor/Client contact = gifts/business – Social interaction / value
1. Ready 2. Shoot 3. Aim
Planning Questions • Our strengths: Selling, information,
relationship building, stewardship,
• What do we want?: New relationship, the sale, the gift, referrals
• Where do we get it?: Existing annual events, new opportunities
EVENT - MEAL - SOCIAL
Prepare at home/office so you can focus. Know your limits/style: Be on your game.
Team/personal plan, don’t leave without gold. FOLLOW UP: Be ready – make the time!
In your team
Shmooooze sounds like oooooze.
ͻTeach your team, staff how to introduce you ͻGive them the why – let them figure the words ͻDo you have the confidence to empower? ͻNon fundraisers introduce you better ͻOTHERWISE
Do’s and Don’ts
• Eat,sleep,breath • Read news • Research location • Prepare promises • Play host
• Scan the room • Blackberry • Focus on… • Yeah well… • Hot enough?
• Tag team • Connect others • Brag about…
Time Management
• Client service • The old paper shuffle • Goals of the office • Less time is spent if….
Agree/report on time planned/spent: • Daily • Weekly • Quarterly • Annually
Learn from them Procedure!
Start slow Integration
Cards Cards Cards ͻ For all reasons ͻ Company card? Sticker? ͻ Keep your office stocked ͻ Survey results ͻ This is not 1981 ͻ Hand write! ( not you! ) ͻ Code & upload ͻ Before meetings – prepare ͻ Pictures – the ultimate insert
Vista Print VS Sendoutcards
• Setting up meetings – tips • Conquering the living room • Meeting/event etiquette • Objections and issues • Follow up procedures • Goals and annual plans
Your career • MAKE THE TIME
• What are the professional development steps to goals?
• Create and consult great mentors – churn!
• Make time to keep in touch
• Make intentions known to your network
• Reject entitlement
Dating Vs. Job
18 hours 40 hours No impact Direct impact Optional Immediate
Cute Ulcer
Career / Hiring
Keep a list, stalk prospects
Why study the technical stuff?
• Why do we smile on the phone?
• Best handshake to build trust?
• How to train your eyebrows to combat “fight or flight”
• Where to put your hands when speaking to build trust?
• Best place to wear your nametag?
• Best technique to connect to new person?
•Transform your “what I do” introduction
• Guaranteed way to meet new people at events
Susan RoAne T h e M i n g l i n g M a v e n ®
• How do I approach perfect, strangers? Tackling nervous networking
• Escape the “cone of silence” at any food table?
• How can I make any conversation catch fire?
• How can I introduce myself to 1 or 1000 people?
• How can I MAKE the time to network?
Unconscious incompetence Conscious incompetence Conscious competence
Unconscious competence
Your brand
Lead without title Have a plan Keep in touch
$80,000+ 2 million 150, 000 72% of users 25 – 54
*Aug 2012
960 million 175 M 5 M
1. People you already know well. 2. People worked with in the past. 3. People you know professionally. 4. People who lead in your sector, professional heroes or
teachers.
Follow your gut: Stranger danger!
WHAT COMES UP WHEN YOU GOOGLE YOU?
857 4,209
@Give2StJohns ?
Who you are What you do
Where to find you
@UinvitedU
Thank you for your time, contact me any time.
Paul C. Nazareth Philanthropic Advisory Services
Scotia Private Client Group
Faculty, Planned Giving Georgian College
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