Houston Methodist
Director Prospect Management, Research and Analytics – Foundation
Houston Methodist, Houston, Texas, United States, 77246
At Houston Methodist, the Director of Prospect Management, Analytics and Research is responsible for providing the strategic vision for and the day-to-day management of a comprehensive prospect and philanthropic moves management, research and analytics program. Through data analysis and research tools, the Director oversees the identification of new major and principal gift prospects and the evaluation of donors with increased levels of support. Utilizing a variety of public and internal data sources, the Director manages the development of reports, analysis, and recommendations about potential donors and prospects. The Director sets the vision and strategy for the maintenance of proposal data, management of prospect and donor portfolios, and facilitation of review sessions that result in strategies and activities that successfully move prospects through the solicitation cycle. This position leads the monitoring and analyzing of operational data to identify trends, issues, and opportunities for philanthropic growth. This position provides data-driven insights and resources that inform and guide the Foundation's strategies and activities. Under the leadership of the Director, the team will execute analytical projects, leading from solution design and data integrity evaluation through solution documentation and implementation. This position will work in a highly collaborative structure including Foundation leadership, fundraising, administrative, planned giving, events, communication, stewardship, and executive staff.
PEOPLE ESSENTIAL FUNCTIONSDirects, develops, and implements strategic and operational/high-level projects and processes either through independent/highly autonomous work or through the facilitation of work teams to enable the effective and efficient completion of objectives.Oversees management of and ensures development for staff to meet overall objectives in terms of quality, service, and cost-effectiveness. Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem. Directs management responsibilities of selection, scheduling, supervision, retention, and evaluation of employees.Meets or exceeds threshold goal for department turnover and/or system metrics on employee engagement indicators.Provides leadership and communication to maintain a competent and engaged employee group by conducting regular department meetings to review policies and procedures and operational matters, rounding on all employees, completing performance appraisals, conducting new hire feedback sessions, coaching/corrective counseling, and providing recognition/commendations to achieve desired outcomes.Identifies opportunities and takes action to build strategic relationships between one's area and other areas, teams, departments, and units to achieve business goals. Drives the promotion of teamwork within and between departments; participates and/or leads and facilitates department process improvements as needed.Works regularly and collaboratively with fundraisers and other Foundation staff to maximize the fundraising potential of portfolios, including the strategic alignment of prospect portfolios; use of prospect research findings/data analytics; donor cycle tracking; accurate reporting towards goals; and moves management system support.
SERVICE ESSENTIAL FUNCTIONSOversees department operations, designated projects, schedules, and activities as needed to ensure that goals or objectives are accomplished within the prescribed time frame. Sets priorities and functional standards, giving direction to staff as necessary to ensure the best possible delivery of service and high customer/patient satisfaction.Drives department service standards and activities to impact department and/or system score for patient/customer-based satisfaction, through role modeling and fostering accountability. Serves and actively participates on various entity committees as a voice for the department.Ensures the unit's timely delivery of high-quality briefing documents, biographical profiles, capacity assessments and appropriate summaries on prospects for senior leadership and fundraising staff.Leads the discovery of new prospects and assessment of ratings of existing prospects to support the Foundation's major and principal gifts fundraising efforts. Directs team's recalibration of portfolios as needed to maximize performance and elevate the highest priority prospects for management.
QUALITY/SAFETY ESSENTIAL FUNCTIONSEnsures a safe and effective working environment; monitors and/or revises the department safety plan and/or any specific accreditation/regulatory required safety guidelines. Responsible for staff maintenance of credentials and competencies, per accrediting/ licensing agency and/or department guidelines as applicable.Employs a proactive approach in the optimization of safe outcomes and information systems by monitoring and improving the department workflow and enhancing operations, using peer-to-peer accountability, and identifying solutions via collaboration. Implements process improvements utilizing tools such as lean principles. Role models situational awareness, using teachable moments to improve safety.Responsible for employee compliance to policies and procedures and performs associated actions upon non-compliance (i.e., licensure/certification compliance, focal point review requirements, disaster plan, in-services, influenza immunization, wage and hour, standard hours, timely termination submission, timely timecard approval, etc.).Develops and implements prospect management guidelines and procedures to foster a unified approach to the Foundation's moves management and pipeline development strategy. Leads and educates fundraising staff on prospect management policies and procedures.
FINANCE ESSENTIAL FUNCTIONSDevelops and manages department operational and capital budgets, approvals, and ongoing maintenance of the department(s), ensuring operation in a cost-effective manner. Proactively identifies and plans for capital needs related to current equipment and future department projects. Ensures staffing plans and schedules meet department needs that reflect an understanding of the importance of cost-effectiveness.Creates department strategies to achieve financial targets and staffing needs, through optimizing productivity, supply/resource efficiency, minimizing incidental overtime and overtime percentage, and other areas according to department specifications.Manages research budget and makes recommendations regarding vendors and resource selection.
GROWTH/INNOVATION ESSENTIAL FUNCTIONSIdentifies and implements innovative solutions for practice or workflow changes to improve department, entity, or system operations by leading unit projects and/or other department/system-directed activities. Proactively leads task forces and committees. May represent HM at assigned community or professional organization meetings.Drives change initiatives, maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusts effectively to work within new work structures, processes, requirements, or cultures. Partners effectively with stakeholders as appropriate.Ensures own career discussions occur with appropriate management. Completes and updates My Development Plan (MDP) on an ongoing basis. Conducts conversations with staff on their development and MDP.Drives innovative prospect management and data driven/analytical solutions to uncover new prospects, deepen understanding of prospect pools, and support the Foundation's major and principal fundraising efforts and overall fundraising success.
This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.
EDUCATIONBachelor's degreeMaster's degree preferred
WORK EXPERIENCESeven years of progressively responsible experience in development research, prospect management, and/or prospect development in a higher education, healthcare, or complex non-profit environment, of which two years must have been in leading teams and/or large projectsExperience required in relational database management/CRM use and with research tools and data analytics, including internet sources and new research technology
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PEOPLE ESSENTIAL FUNCTIONSDirects, develops, and implements strategic and operational/high-level projects and processes either through independent/highly autonomous work or through the facilitation of work teams to enable the effective and efficient completion of objectives.Oversees management of and ensures development for staff to meet overall objectives in terms of quality, service, and cost-effectiveness. Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem. Directs management responsibilities of selection, scheduling, supervision, retention, and evaluation of employees.Meets or exceeds threshold goal for department turnover and/or system metrics on employee engagement indicators.Provides leadership and communication to maintain a competent and engaged employee group by conducting regular department meetings to review policies and procedures and operational matters, rounding on all employees, completing performance appraisals, conducting new hire feedback sessions, coaching/corrective counseling, and providing recognition/commendations to achieve desired outcomes.Identifies opportunities and takes action to build strategic relationships between one's area and other areas, teams, departments, and units to achieve business goals. Drives the promotion of teamwork within and between departments; participates and/or leads and facilitates department process improvements as needed.Works regularly and collaboratively with fundraisers and other Foundation staff to maximize the fundraising potential of portfolios, including the strategic alignment of prospect portfolios; use of prospect research findings/data analytics; donor cycle tracking; accurate reporting towards goals; and moves management system support.
SERVICE ESSENTIAL FUNCTIONSOversees department operations, designated projects, schedules, and activities as needed to ensure that goals or objectives are accomplished within the prescribed time frame. Sets priorities and functional standards, giving direction to staff as necessary to ensure the best possible delivery of service and high customer/patient satisfaction.Drives department service standards and activities to impact department and/or system score for patient/customer-based satisfaction, through role modeling and fostering accountability. Serves and actively participates on various entity committees as a voice for the department.Ensures the unit's timely delivery of high-quality briefing documents, biographical profiles, capacity assessments and appropriate summaries on prospects for senior leadership and fundraising staff.Leads the discovery of new prospects and assessment of ratings of existing prospects to support the Foundation's major and principal gifts fundraising efforts. Directs team's recalibration of portfolios as needed to maximize performance and elevate the highest priority prospects for management.
QUALITY/SAFETY ESSENTIAL FUNCTIONSEnsures a safe and effective working environment; monitors and/or revises the department safety plan and/or any specific accreditation/regulatory required safety guidelines. Responsible for staff maintenance of credentials and competencies, per accrediting/ licensing agency and/or department guidelines as applicable.Employs a proactive approach in the optimization of safe outcomes and information systems by monitoring and improving the department workflow and enhancing operations, using peer-to-peer accountability, and identifying solutions via collaboration. Implements process improvements utilizing tools such as lean principles. Role models situational awareness, using teachable moments to improve safety.Responsible for employee compliance to policies and procedures and performs associated actions upon non-compliance (i.e., licensure/certification compliance, focal point review requirements, disaster plan, in-services, influenza immunization, wage and hour, standard hours, timely termination submission, timely timecard approval, etc.).Develops and implements prospect management guidelines and procedures to foster a unified approach to the Foundation's moves management and pipeline development strategy. Leads and educates fundraising staff on prospect management policies and procedures.
FINANCE ESSENTIAL FUNCTIONSDevelops and manages department operational and capital budgets, approvals, and ongoing maintenance of the department(s), ensuring operation in a cost-effective manner. Proactively identifies and plans for capital needs related to current equipment and future department projects. Ensures staffing plans and schedules meet department needs that reflect an understanding of the importance of cost-effectiveness.Creates department strategies to achieve financial targets and staffing needs, through optimizing productivity, supply/resource efficiency, minimizing incidental overtime and overtime percentage, and other areas according to department specifications.Manages research budget and makes recommendations regarding vendors and resource selection.
GROWTH/INNOVATION ESSENTIAL FUNCTIONSIdentifies and implements innovative solutions for practice or workflow changes to improve department, entity, or system operations by leading unit projects and/or other department/system-directed activities. Proactively leads task forces and committees. May represent HM at assigned community or professional organization meetings.Drives change initiatives, maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusts effectively to work within new work structures, processes, requirements, or cultures. Partners effectively with stakeholders as appropriate.Ensures own career discussions occur with appropriate management. Completes and updates My Development Plan (MDP) on an ongoing basis. Conducts conversations with staff on their development and MDP.Drives innovative prospect management and data driven/analytical solutions to uncover new prospects, deepen understanding of prospect pools, and support the Foundation's major and principal fundraising efforts and overall fundraising success.
This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.
EDUCATIONBachelor's degreeMaster's degree preferred
WORK EXPERIENCESeven years of progressively responsible experience in development research, prospect management, and/or prospect development in a higher education, healthcare, or complex non-profit environment, of which two years must have been in leading teams and/or large projectsExperience required in relational database management/CRM use and with research tools and data analytics, including internet sources and new research technology
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