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LIVE
WORKSHOP
Solo Researcher Survival Kit
Tuesday, June 16, 2026
1:00pm-2:00pm New York | 10am California | 7pm Switzerland | 10:30pm India
Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher
You're the only researcher. Every request lands on your desk. And sometimes you're not even sure if what they're asking for is reasonable—or possible.
Sound familiar?
Being a solo researcher means you're juggling it all: prospect identification, prospect research, portfolio management, and somehow managing your development team's expectations without a peer down the hall to reality-check with.
And if you're new to the profession? You might be wondering: Is this request normal? Should this really take me three days? Am I doing this right?
Here's the truth: You're not alone, and you don't have to figure it all out by yourself.
This workshop is your space to connect with fellow solo researchers and build the communication toolkit that helps your development team actually understand what you do (and why it matters).
You'll walk away with:
- Generic table of contents for prospect research and prospect management manuals you can adapt to start documenting your practice
- Questioning techniques to uncover what your development officers really need—even when they don't know how to ask for it
- Sample job aids and marketing strategies to help your team understand your services and use them effectively
Bottom line:
Stop second-guessing yourself. Learn to manage expectations, create a plan, and communicate your value with confidence—even when you're a team of one.
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Connect With Industry Professionals
Bonus Resource Materials
12-Month Replay Access
Topic Driven Workshops with
Group Discussions
Timely and Interactive Learning Opportunity for the Busy
Prospect Research Professional
Stay current with industry trends and topics by participating in Institute Workshops.
At the Prospect Research Institute, we embrace hybrid technology options! Live meetings are only one hour, but the workshop is much more than that hour. You have access to great original and curated materials on topic from the moment you purchase the workshop until 12 months later.
This is your opportunity to get specific questions answered, practice something in the moment, or share your experience and hear what others are doing.
You can also enjoy the ability to connect with your peers around the globe and continue the conversation on the topic or activity by creating a separate, free account on the Institute forums.
The key to getting the most out of a workshop is to arrive ready to participate in the live session. If you miss the session, don't worry, you can still purchase the workshop and watch the replay, discussing in the forum to interact with others on the topic.
Check out the latest schedule below to purchase the Workshops that interest you most!
2026 Workshops
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Timely Topics
Stay up-to-date with the latest in the prospect research industry with each class.
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Live Meetings
Network with like-minded research professionals with interactive topic discussions.
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Extra Resources
Every Workshop includes bonus PDFs, audio files, blogs, and resources.
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Replay Access
Access to Workshop video replays and bonus materials for 12 months after purchase.
What to Expect During the Live Workshop Session
Your workshop facilitator will use discretion on whether to break out into small groups, practice an activity during the live meeting, or keep the meeting open for ongoing discussion to feature a workshop special guest.
However, you can anticipate the following typical agenda:
- Introductions (5-10 mins: either live or in chat, depending upon size of group)
- Brief topic introduction (15-20 mins | Recorded)
- Small break-out activity groups (20 mins)
- Large group discussion (15 mins | Recorded)
Get Access to ALL the Workshops!
We've made our platform flexible, where you can pick and choose what workshops you'd like to purchase. But, if many of these topics catch your eye, consider purchasing the Research Asset Membership.
For only $485/year, you get access to ALL this year's workshops, past master classes, PLUS many other membership perks!
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