Practice with the data
Synthetic analysis workbook
Excel workbook · XLSX
Start with nine fictional prospect records. Explore the giving history, relationship information, and activity behind a portfolio review.
Download the demo workbookFree resources
Leveling Up
Adding Strategy: How, Why, and When to Pipeline-Manage Gift Officer Portfolios.
By Ryan Clement · Ryan Clement Consulting
Ohio Prospect Research Network
Webinar resources
Put the weekly review to work.
Use these materials to practice the process, examine a prepared review, and build a version that fits your own organization.
The complete attendee pack
Two Excel workbooks and two prompt files. All four resources in one download.
Download all 4 resources (ZIP)Or choose individual files belowStart here
A practical order to follow
Try the workbook and prompt
Download the synthetic analysis workbook and webinar demo prompt. Use them together to practice with fictional records.
Review a prepared example
Open the example weekly review. Look at who needs attention, the reason for the priority, and the proposed next step.
Adapt it to your work
Use the starter prompts to set up a repeatable review. Test a small sample, check the results, and adjust before expanding.
Download individual resources
Save the files you need. Open the workbooks in Excel or a compatible spreadsheet app; the prompt files open in any text editor.
Use with the demo workbook
Webinar demo prompt
Plain text · TXT
Use this prompt with the synthetic workbook to review capacity, affinity, propensity, and readiness, then ask who needs attention, why now, and what comes next.
Download the demo promptExplore a prepared output
Example weekly review
Excel workbook · XLSX
Open a prepared example of a weekly portfolio review. Examine how priorities, explanations, and suggested next steps support a conversation with a gift officer.
Download the example reviewSet up your recurring review
Make it your own
Plain text · TXT
Use the setup and weekly starter prompts to adapt the process to your fields, portfolio priorities, and working rhythm. Treat the first run as a test.
Download the starter prompts