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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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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

For your fund accounting implementation , your goals might include a target launch date, staff training, and the ability to pull relevant reports faster. Risks No change management undertaking is without its risks.

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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. You can use the competency model to determine gaps between your staffing and your staffing needs which will help you develop your training and enablement plan. .

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Consider the level of database training the user has. Does everyone get full access?

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10 Tips for Better Grant Management Processes

sgEngage

In addition to the financial reporting requirements that grant recipients must meet, funders also expect statistical data that can demonstrate outcomes and effectiveness of program delivery, such as the number of meals served, people reached, or employees trained. Keep the momentum going.

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Candid’s DEI commitment, today, and for the future 

Candid

In order to facilitate the integration, we formed employee-led workstream groups, one of which, the Change Management and Culture (CMC) group, was initially tasked with formulating Candid’s values: we’re driven, direct, accessible, curious, and inclusive. In our NYC office, we offer a gender-neutral bathroom.

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When nonprofit strategic planning goes wrong 

Candid

In this blog, we will outline four common strategic planning pitfalls and what you can do to avoid each to ensure your nonprofit’s plan results in success. Change management needs to be built in from the beginning.” The post When nonprofit strategic planning goes wrong appeared first on Candid Blog.