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How to Get Leadership Buy-in for Streamlining Your Grantee Application

sgEngage

As a grants manager, you know how important it is to have a clear and efficient grantee application process. Getting your leadership on board with streamlining your grantee application may require some planning. This will help you identify areas that need improvement and the benefits of streamlining your application.

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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Here, we explore for whom change is desired and who is defining and measuring that change. Power Imbalance in Traditional Evaluation As grantmakers, we tend to monitor and evaluate our strategies and programs using metrics that we deem important. Who manages the monitoring and evaluation?

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

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Data Governance: The Key to Strategic Planning

sgEngage

Analyze Your Systems Audit your current data systems for security, continuity of use, and capabilities. You will want to account for infrastructure, physical and cloud storage, applications, encryption, and authentication procedures. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system. Likely no.

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Combatting Innovation Creep

sgEngage

These scenarios happen all the time and can be incredibly frustrating for IT managers, especially when your current tech stack already has a similar tool—which the colleague has forgotten about or never completed training on—or the suggested software cannot integrate properly with your other systems. Keep data security top of mind.

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