The P2P Soapbox

Coaching P2P Teams to Forecast with Confidence with Arthritis Foundation’s Sara Echeverri-Bentley


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Big fundraising goals can be exciting, but they can also feel overwhelming, especially when staff don't have a clear roadmap for achieving them. The key isn't just tracking more data. It's helping teams understand what the numbers mean and how their everyday actions contribute to success.

In this episode, Marcie Maxwell talks with Sara Echeverri-Bentley, National Director, Special Events for Walk to Cure Arthritis at the Arthritis Foundation. With more than 100 walks and runs nationwide, Sara shares how her team is turning ambitious revenue targets into manageable milestones that keep staff focused, motivated and moving forward.

Sara explores the art and science of forecasting, the power of monthly micro-goals and the importance of explaining the "why" behind performance metrics. She also shares how creating opportunities for peer learning helps local teams build confidence and take greater ownership of their results.

Together, we'll explore:

  • Breaking down ambitious fundraising goals into actionable plans and measurable milestones
  • Building staff confidence in forecasting and using data to make smarter decisions
  • Using monthly micro-goals and peer collaboration to create focus, accountability and momentum

​Mentioned Links

  • About • Arthritis Foundation
  • Help Your Child Live Better with Juvenile Arthritis • Arthritis Foundation
  • Get Involved • Arthritis Foundation

​Stay Connected on LinkedIn

  • Connect with Sara
  • Connect with Marcie
  • Connect with the Peer-to-Peer Professional Forum
  • (00:00) - Welcome to The P2P Soap Box
  • (02:22) - Introducing Sara Echeverri-Bentley
  • (09:14) - How do you help staff improve their relationship with data?
  • (13:11) - Micro-Goals
  • (18:08) - How do you connect data to the "why?"
  • (21:12) - How do you share across locations and teams?
  • (24:24) - Building confidence not pressure
  • (28:30) - Get Involved
  • ...more
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    The P2P SoapboxBy TruStory FM

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