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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Queries and reporting tools will provide an efficient means of building a list of relevant activities. Be sure to save those query results so they can be reused, or even use an export tool if you need to share it with other users. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 79
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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

This tool is a game-changer in elevating the advancement, recruitment and admissions, student success, communication, and other critical business capabilities of your institution. Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning.

Org 111
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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

Can a commercial product provide the tools you need? Having this knowledge base available to you can be invaluable. When outsourcing, you typically have an option where maintenance and support are included, thus eliminating the need for internal product management. Implementing a new software solution is a huge project.

Software 321
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Noodling Around Change Management and Social Media Adoption

Beth's Blog: How Nonprofits Can Use Social Media

I asked for some recommendations on Twitter for the best practical sources for change management. Joitske recommend Learning To Change. She also pointed me to an older post on her blog about one of theories of change in the book based on thinking styles. Everything changes autonomously, of its own accord. ".

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Developing staff technology skills in your nonprofit

NTEN

Outlook) and video conferencing platforms, use a spreadsheet, create slides, and use tools that are specific to your organization, such as a timekeeping system or an expense reporting system. Success in highly technical roles relies just as much on customer service and change management as on technical abilities.

Skills 88
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How to Write Job Descriptions for Your Nonprofit

Get Fully Funded

A job description is an internal document used to define roles and responsibilities for the employee and senior leadership. A posting is a marketing tool that sells the organization and also describes the role in a broader way. Job descriptions are a valuable tool for hiring managers and employees.

Job 59
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Navigating Nonprofit Data Warehouses: A Comprehensive Guide

DNL OmniMedia

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. To succeed, you’ll need time, knowledge, and a proper technology infrastructure on your side. Is Data Warehousing Right for Your Nonprofit?

Data 52