Saturday, August 16, 2003

10:30 a.m. to 11:45 a.m.

Organizing and Managing Research Resources

Session URL: http://www.usc.edu/dept/source/Presentations.htm

Presented by

Nancy Ellis Taylor
Associate Director of Development Research
University of Southern California

A session during which we put on our thinking caps and discover how to save time, money and exasperation by using the Web to its best advantage.

I. First: Organize Your Brain

Remember: The Web does not work without your brain.
A. What am I looking for? Answer: The 3Cs
    1. Connection (Links to your organization)
    2. Caring (Interest in your cause)
    3. Capacity (Money to give you)
    Remember: Your job is NOT to search Animal Planet for the proper spelling of "Crikey."

    B. Where Do I Go Now? Answer: Methodology is Your Web Map

      1. Methodology #1: Organize by question
    a. Quick Request: Level 1

    Ex.: What's the address? How much do they give annually? Are they on the board?
    Key: no analysis involved
    Purpose: find a fact fast

    b. Research Brief: Level 2
    Ex.: How much stock do they own? Do they own any real estate? Can I have a brief bio? (these can be combined in one report)
    Key: some analysis involved
    Purpose: initial identification of prospect potential

    c. Find Everything!: Level 3
    Ex.: What should I know before I make that $5 million ask?
    Key: requires analysis and correlation of a wide variety of sources
    Purpose: background for making the "mega gift" ask or background for a personal meeting the president of your organization will have

    Remember: The right question will lead you to the right Web resource.  
2. Methodology #2: Go Electronic
  a. Create Standard Forms

Example: USC's WealthID


b. Use a regular set of Web sites (see II below)

Remember: Block moving is good for you.
II. Become Web Master in Your Spare Time or Paying Homage to USC
A. Go Where Researchers Have Gone Before

Remember: In Hollywood one does not steal an idea, one pays homage.

1. Look for resource lists: SF Foundation Center Periodicals List

2. Look for Web pages: APRA Research Links

3. Look for Libraries: Foundation Center Libraries & Cooperating Collections

4. Look at the L: PRSPCT-L

B. Find a Home: A Tour of Yahoo!

http://www.yahoo.com/ Sampling:

1. Finance: For Stock , Insiders, Bio, Business Descriptions questions & more

2. Real Estate: For home value questions

3. Mail: To get the questions sent to you

4. Calendar: How to organize answering your questions

5. Groups: Find more answers to questions

6. People Search: Answer phone & address questions

7. My Yahoo!: Customize to keep those answers at your fingertips

C. Take Me, I'm Yours: A Tour of NETSource & the Development Research Power Tools
  1. Creating an Homage to NETSource

    a. Editing in Explorer

    b. Editing in Netscape

Remember: Collecting Bookmarks/Favorites may be fun, but a Web site saved to disk is yours forever.  
2. NETSource & the Power Tools:  The Tour

Development Research Power Tools


a. Sources of the 3Cs

b. Methodology Web Map

c. Money Saving Freebies

d. Custom Extras (Martindale-Hubbell, Local News, etc.)

III. Your Final Answer: Know to When to Quit
See "Am I DoneYet?" from CARA Summer Conference 2001



Reminder: Don't worry about writing down all the URLs in this session.
This presentation is linked to NETSource, which is available for free on the Web.
Bookmark it today!


Thinking Cap graphic courtesy of