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

sgEngage

A well-developed project charter can help to keep stakeholders aligned from the onset, avoid common risks and pitfalls, and ensure that you’re making the most effective use of your resources. Risks No change management undertaking is without its risks. Here are 10 essential elements that every project charter should include.

Project 95
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4 Ways to Help Your Grantmaking Organization Adopt an Emergent Learning Mindset

sgEngage

If your grantee is focused on incorporating community voice , for example, it’s important for you to know basic best practices so you can support that organization in their goal. Similarly, as grantmakers, you need to help your grantees find new ways as well. Constant curiosity also helps you think through what comes after “best.”

Adopt 87
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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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Getting the board on board with nonprofit technology changes

EveryAction

While the C-level and managers will probably lead your organization’s tech selection, you can think of the board as the ultimate executive sponsor. They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. Let’s dive in.

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Three tips to manage key stakeholder expectations for your AMS project

Nimble AMS

For example, perhaps you’ll choose to send twice-weekly AMS project updates to SMEs, while you’ll choose to send weekly updates to staff leaders. For example, you could send internal AMS project update emails for SMEs, host weekly meetings for staff leaders, and leverage a project website to keep all stakeholders updated.

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4 Things Large Nonprofits Miss When Redesigning their Website

Forum One

According to a study by Everage and Researchscape International , nearly all marketers (99%) said personalization advances their customer relationships and 92% said their customers and prospects expect experiences that are individually tailored to them. One effective way is to take an agile approach to change management.