We spoke with Richelle Weihe, Manager of the Proposal Development Unit at the Michigan Center for Integrative Research for Critical Care at the University of Michigan, who uses Pivot with InfoReady. Prior to using the integration, Weihe’s predecessor spent at least one full day a week searching for opportunities and entering all the information into a spreadsheet. The spreadsheet was then sent around to all the applicable members once a week, creating multiple versions... and headaches.
Weihe typically only turns up around thirty opportunities per search, and of those, only one or two will actually be applicable to her center. Weihe says, though, that she would rather post one or two highly relevant opportunities a week than many semi-relevant ones because her members might start to tune out the opportunities if they aren’t seeing relevant ones. She also prioritizes opportunities with higher dollar amounts, as those can do more help for her center.
3. Use Pivot to diversify your donor portfolio.
4. Check all opportunity information before sending it to InfoReady — and take notes.
Once Weihe has identified a good opportunity, she readies the information to send to InfoReady. She recommends just checking to make sure the information is all entered correctly. She uses the notes space to highlight any unusual details the opportunity may have and to offer recommendations for those looking to compete for the opportunity. These notes can be an innovative way to encourage her center’s members to engage with the opportunity.