how to develop a sourcing playbook (and execute it effectively) - spring 2015 - geoff peterson,...
TRANSCRIPT
Thursday, May 21, 2015
Geoff PetersonChief Sourcer, Sourcing Supply
How To Develop a Sourcing P laybook
C laudia TrailTalent Acquisition, Leidos
Kirsten RennerTalent Management, Parsons
AND EXECUTE IT EFFECTIVELY
Example Sourcing Intake SessionTitles Keywords Companies
Account RepresentativePartnership Relations
Agency Events CoordinatorAnnual Giving Manager
Area DirectorDirector of Development
Donor RelationsDirect Marketing
Major GiftsGrant Coordinator
Community RelationsEvents Assistant
Data Strategy, IS DirectorAlumni Engagement
Resource DevelopmentFund Management
Director of PhilanthropyLeadership Giving
Strategic RelationshipsLiaison
Online EngagementVolunteer Development
StewardshipOutreach
Program(s)Campaign(s)
DistinguishedPhilanthropic
Outside Sales / Field / B2B
Fundraiser / FundraisingNon-Profit
“Not for Profit”Account(s)
SalesNegotiated / Negotiation
QuotaPlan
ProspectsClients
Cold Calling“Business Development”
Salesforce.comClosing
RevenueDeals
Solution(s)“New Business”
EventsCampaigns
SponsorshipDonationsVolunteerLogisticsAuction
RecruitmentBudget
Timeline(s)Community
United WaySalvation Army
Feed the ChildrenAmerican Cancer SocietyGifts in Kind International
AmeriCaresYMCA
American National Red CrossCatholic Charities
America’s Second HarvestMayo Foundation
Cleveland Clinic FoundationGoodwill Industries
New York-Presbyterian HospitalThe Arc of the United States
Mount SinaiMemorial Sloan-Kettering Cancer Center
Cedars-Sinai Medical CenterHenry Ford Health System
Boys & Girls Clubs of AmericaChildren’s Hospital
Shriners Hospitals for ChildrenHabitat for Humanity International
Planned Parenthood Federation of AmericaNature Conservancy
Easter SealsBeth Israel Deaconess Medical Center
World VisionGirl Scouts of America
XXXXX, I dropped a comment on your blog earlier. I wanted to follow up and introduce myself and learn more about your role as TITLE at COMPANY.
XXXXX, I understand we both recently attended XYZ EVENT. I didn’t have a chance to introduce myself personally.
XXXXX, We recently hired NAME from COMPANY, who now supports our XYZ group as a TITLE. I wanted to follow up to introduce myself and learn more about your role as TITLE.
XXXXX, I saw your recent quote in Entrepreneur Magazine. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.
XXXXX, I noticed we share a number of common LinkedIn connections and groups such as ABC and XYZ. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.
XXXXX, We recently exchanged messages on Facebook. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.