Summary of "Be Ready: A Conversation with Sharise Harrison" on The PM Podcast

Introduction

In the February 8, 2025 episode of The PM Podcast, hosted by Jay Frost and sponsored by DonorSearch, Jay engages in a profound conversation with Sharise Harrison, the Assistant Vice President of Advancement Services and Prospect Management at California State University, Sacramento. Sharise is recognized as a leader in philanthropy and data equity, having revolutionized nonprofit prospect research to foster inclusivity and reduce bias. Additionally, she serves as the President Elect of the Association of Fundraising Professionals (APRA). The discussion delves into Sharise's personal journey from Washington, D.C. to California, her experiences during pivotal historical events, and her innovative approaches in the realm of fundraising and data science.

Early Life and Roots in Washington, D.C.

Sharise Harrison proudly identifies as a fourth-generation Washingtonian, a unique heritage that has significantly shaped her perspectives and career.

• Family Legacy and Early Influences

  Sharise shares, "My great grandmother was actually the maiden housekeeper for Dean Acheson, who was the Secretary of State for Harry Truman. My great grandfather was a landscaper in the John F. Kennedy White House" (01:04). This rich family history immersed her in the political and historical fabric of the nation from a young age.

• Cultural and Demographic Impact

  Growing up in a predominantly African American community in D.C., Sharise was constantly surrounded by examples of excellence and success within her own community. She remarks, "I saw excellence and success in people that look like me constantly. There was never a 'oh well, you have to worry about this or that because of your skin color...'" (01:04). This environment fostered her confidence and commitment to inclusivity.

Professional Beginnings and the Impact of 9/11

Sharise's initial foray into her professional life was as a high school history teacher in an alternative charter school in Washington, D.C. Her tenure coincided with the tragic events of September 11, 2001, profoundly affecting her approach to leadership and crisis management.

• Navigating Crisis with Composure

  On the day of 9/11, Sharise demonstrated exceptional calmness and leadership. She recalls, "I was one of the last people to leave that school building that day... I could stay there while everyone else was able to navigate their way home" (06:34). Her ability to remain composed under pressure ensured the safety and emotional support of her students and colleagues.

• Decision to Transition from Teaching

  The aftermath of 9/11 and the evolving educational environment led Sharise to reassess her career path. She explains, "I think, no, I don't want to do that [teaching]. I don't think that serves the students. I don't feel as though that serves the community that I'm in" (18:29). This pivotal moment steered her towards the nonprofit sector and eventually into the field of prospect research.

Transition to the Nonprofit Sector and Prospect Research

Sharise's journey into nonprofit work was marked by intentional career shifts and self-driven learning, which paved the way for her current leadership roles.

• Initial Roles in Collections and Research

  Sharise's first job outside teaching was at a collection agency, where she honed her active listening and negotiation skills. She notes, "It was a numbers game... It really taught me very active listening and then how to respond in kind" (25:31). Although she found collections unfulfilling, the skills acquired were instrumental in her future roles.

• Entering Prospect Research at Howard University

  Her transition into prospect research began at Howard University, a historically black university with a storied legacy. Sharise credits her first supervisor, Jamie Davis, for mentoring her and introducing her to the intricacies of nonprofit fundraising and data analysis. She reflects, "I credit [Jamie Davis] with getting me into the industry" (28:00).

• Advancing at the Foundation Center and Georgetown University

  At the Foundation Center, Sharise developed her proficiency in research and data management, setting the stage for her subsequent role at Georgetown University. Here, she delved deeper into prospect management and data analysis, gradually becoming adept at streamlining processes and leveraging data for strategic decision-making.

Leadership and Innovation in Data Science

Sharise's self-taught expertise in data science has been a cornerstone of her career, enabling her to lead advancements in prospect research and fundraising.

• Self-Education and Technical Proficiency

  Without formal training in statistics or data science, Sharise utilized online resources to master SQL, pivot tables, and database management. She states, "I am a completely self-taught data scientist... It was through Google, it was through YouTube, it was through just figuring stuff out for myself that I was able to learn SQL" (46:50).

• Implementing Data-Driven Strategies

  At the University of Kentucky, Sharise confronted the challenge of managing HIPAA-compliant data within existing CRM systems. By creating her own Access database and advocating for better reporting tools, she streamlined data processes, significantly reducing the time required to manage large datasets. She explains, "I always say I'm very big on streamlining... The least complicated thing is better for me" (43:21).

• Recognition and Awards

  Her innovative use of natural language processing and machine learning at Santa Clara earned her team a notable case award, underscoring her ability to integrate advanced technologies into nonprofit fundraising.

Current Role and Vision at California State University, Sacramento

In her current role as Assistant Vice President at Cal State Sacramento, Sharise oversees advancement services and prospect management, leveraging her extensive background in data science to enhance fundraising strategies.

• Leading Data Integration and System Optimization

  Sharise is spearheading a database conversion project, utilizing her expertise to ensure seamless integration and efficient data management. She emphasizes, "How do you create this environment where APRA membership understands how they fit into every aspect of APRA... how do we communicate... how are we offering up education around it" (75:42).

• Promoting Inclusivity and Data Equity

  Her leadership extends beyond technical prowess; Sharise is committed to fostering an inclusive environment where diverse voices are heard and respected. She highlights, "We're the operations arm of it... I work across campus because I sat on cabinet. I literally know all the deans, I know all the other VPs..." (50:36).

• Future Directions and APRA Presidency

  As President Elect of APRA, Sharise plans to ensure that data remains a central focus, integrating technology to keep the field of prospect development evolving. She envisions comprehensive education and systematization to support professionals in navigating technological advancements. Sharise states, "I want to make sure that it continues... we systematize it and we make sure that our ability to utilize technology as a group of people and as an industry is top-notch" (71:49).

Personal Reflections and Balancing Life Between D.C. and California

Sharise reflects on the contrasts between her hometown of Washington, D.C., and her current residence in Sacramento, California, highlighting how these environments influence her professional and personal life.

• Cultural and Environmental Differences

  She shares her preference for California’s weather and more relaxed lifestyle compared to the bustling, politically charged atmosphere of D.C. "I cannot stand snow... it's more laid back here. I have been able to be very successful because of my environment" (60:14).

• Maintaining Connections and Balancing Identities

  Despite moving across the country, Sharise maintains strong ties to her D.C. roots, cherishing the city's rich history and cultural landmarks. She appreciates the architectural beauty and the vibrant arts scene, which continue to inspire her.

Key Insights and Lessons Learned

Sharise Harrison imparts several critical lessons drawn from her diverse experiences:

1. Adaptability and Continuous Learning

   Embracing change and being proactive in acquiring new skills are essential for career growth. Sharise's self-taught data science journey exemplifies the power of adaptability.

2. Active Listening and Empathy

   Effective communication and empathy are paramount, whether in crisis situations or daily professional interactions. Sharise emphasizes listening before responding to build trust and collaboration.

3. Leveraging Technology for Efficiency

   Integrating advanced technologies and data-driven strategies can significantly enhance operational efficiency and strategic decision-making in nonprofit fundraising.

4. Fostering Inclusive and Supportive Environments

   Creating spaces where diverse voices are respected and supported leads to more innovative and equitable outcomes.

5. Defining and Pursuing Personal Success

   Understanding one’s strengths and defining what success looks like enable individuals to seek environments that align with their values and aspirations.

Notable Quotes

• "I saw excellence and success in people that look like me constantly. There was never a 'oh well, you have to worry about this or that because of your skin color...'" (01:04)

• "I was one of the last people to leave that school building that day... I could stay there while everyone else was able to navigate their way home" (06:34)

• "I am a completely self-taught data scientist... It was through Google, it was through YouTube, it was through just figuring stuff out for myself that I was able to learn SQL" (46:50)

• "How do you create this environment where APRA membership understands how they fit into every aspect of APRA... how do we communicate... how are we offering up education around it" (75:42)

• "I want to make sure that it continues... we systematize it and we make sure that our ability to utilize technology as a group of people and as an industry is top-notch" (71:49)

Conclusion

Sharise Harrison's journey from a history teacher in Washington, D.C. to a pioneering leader in nonprofit advancement services underscores the importance of resilience, continuous learning, and data-driven innovation. Her ability to navigate and lead within complex environments, coupled with her commitment to inclusivity and efficiency, makes her a formidable force in the world of fundraising and philanthropy. Through her role at California State University, Sacramento, and her leadership within APRA, Sharise continues to influence and inspire change, ensuring that the fields of fundraising and prospect research evolve to meet the demands of a diverse and dynamic society.

This summary encapsulates the key points, discussions, and insights from the podcast episode, providing a comprehensive overview for those who haven't listened to the full conversation.