sgEngage

FEBRUARY 6, 2024

Whether your graduate program is at a big university or a small college, there are four fundamental steps to reimagine your recruitment process. Most have centralized undergraduate recruiting with team members from admissions, recruitment, and marketing coordinating communications, technology, and processes.

Student 90

Student Tips University Application 90

sgEngage

APRIL 26, 2024

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.

Relationship 98

Relationship Practice Build Evaluation 98

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Rely on record fields such as “added by,” “changed by,” or “changed by date” in your software’s query tool.

Data 78

Data Blackbaud Policy Database 78

sgEngage

JUNE 4, 2024

Grants managers are adept problem solvers. We review wire transfer forms for the global distribution of financial resources. Writing RFPs and managing technology migrations detract from grants managers’ ability to process grants. We conduct equivalency determinations and set up expenditure responsibility reporting.

Impact 68

Impact Technology Articulate Grant 68

Nucleus

MARCH 2, 2021

” by Randy Bean – published February 5th, 2021 According to Harvard Business Review, thriving as a mainstream organization today means being data driven. Data-driven business transformation can be a long-term process that requires patience and fortitude. In the 2021 survey, 92.2%

Associations 130

Associations Data Analytics Culture 130

fusionSpan

MAY 19, 2024

It’s a matter of making sure your teams have the best tools and processes at their disposal, your members get the best experience possible, and you can deliver on your mission. Process challenges to digital transformation When you go through digital transformation, processes change.

Digital 52

Digital Nonprofit Process Goal 52

NTEN

SEPTEMBER 14, 2011

Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems. What is Technology Process Improvement? When you're working in Excel, and go looking for a function to do a three-step process in one step, you are doing TPI.

Process 92

Process Technology Raise Fund 92

sgEngage

FEBRUARY 8, 2024

As a grants manager, you know how important it is to have a clear and efficient grantee application process. What feedback have you received from your grantees about your application process? Collect and review any qualitative feedback you’ve received from applicants in the past.

Application 93

Application Leadership Grant Philanthropy 93

sgEngage

JULY 26, 2023

NOTE: The following information does not constitute legal advice and is not a comprehensive review of data privacy laws. More opt-out considerations: If you record GPC settings, how does a universal opt-out change your workflows or communication processes? Please consult your legal team to address your specific situation.

Law 79

Law Change United Kingdom Blackbaud 79

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. This centralization allows nonprofits to process and organize data from multiple places so that it’s easy to understand and use altogether.

Data 52

Data Guide Proposal Nonprofit 52

Neon CRM

SEPTEMBER 27, 2023

That’s where change management comes in. By implementing a change management strategy that’s geared towards their specific circumstances, nonprofits can help their staff members adopt new systems quickly and effectively. Change management: What is it?

Change Management 52

Change Management Change Management Nonprofit 52

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes. For many nonprofits, outdated and manual processes place a further burden on staff’s time. Leverage Technology to Manage Rapid Change.

Philanthropy 85

Philanthropy Community Time Blackbaud 85

Get Fully Funded

FEBRUARY 22, 2023

Defining this early in the process will provide a point of reference for the following steps. The development associate will also manage donor relations and communications to ensure that the organization is maintaining appropriate levels of transparency with our donors.” Why is the role necessary? What are the objectives of this role?

Job 59

Job Roles Skills Nonprofit 59

Cloud 4 Good

JULY 6, 2021

Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. In sum, while BAs are typically experts in the functional business process requirements for a set of users, SUs are generally more technical in responsibility and skill.

Org 111

Org Support Skills Knowledge 111

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes For many nonprofits, outdated and manual processes place a further burden on staff’s time.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

NTEN

JUNE 6, 2023

Success in highly technical roles relies just as much on customer service and change management as on technical abilities. You could also review each job description and add essential and helpful skills. The session also covered the technology planning process and gaining support for technology initiatives.

Skills 88

Skills Technology Develop Training 88

Forum One

JULY 27, 2021

Your digital ecosystem comprises the tools, people, and processes within your organization. The tools within your digital ecosystem play an important role; however, it’s your people and the processes you put in place that make your ecosystem truly thrive.

Digital 47

Digital Tips Fundraising Evaluation 47

VQ Strategies

OCTOBER 7, 2022

Mapping the Change. All these organizations established a task force comprised of staff and volunteers whose responsibilities included reviewing the volunteer leadership structure and suggesting changes (ranging from minor adaptations of policy to a complete overhaul of structure). Implementing the Change.

Structure 98

Structure Volunteer Model Leadership 98

sgEngage

JUNE 28, 2023

Once you include these voices and understand the value their perspectives bring to your decision-making process, you can approach the women, girls, and femmes of color in your community as partners, and see them worthy of investment. Because when you are focused on social change, the work you do won’t always show up annually. “We

Voice 68

Voice Strategy Mississippi Boston 68

sgEngage

JUNE 9, 2023

No need to duct tape on a separate piece of software to manage your outside reviewers or get more in-depth reporting. Understanding what really matters helps you stay mission-focused, instead of focused on individual processes. The post Customized vs.

Software 88

Software System Grant Industry 88

sgEngage

DECEMBER 18, 2023

From the urban demonstration projects of the historic foundations (Kellogg, Ford, Carnegie) to the contemporary emphasis on indicators and evaluation work, the sector has increasingly embraced systematic and intentional research processes for advancing social change goals.

Knowledge 69

Knowledge Philanthropy Change Work 69

Cloud 4 Good

NOVEMBER 4, 2021

Conducting formalized purchasing processes represents an essential aspect of any business seeking to maximize return on investments and improve organizational outcomes. Cloud for Good recently sat down with BWF’s Jason Boley, Senior Vice President of Systems and Operations, to discuss the value and best processes of the RFP process.

Process 92

Process Interview Phase Map 92

NTEN

JANUARY 14, 2013

This spring, the New York City Elder Abuse Center (the Center) began its journey from a traditional, “non-social” organization to one that uses and embraces social media in both its communications and internal processes. All ongoing work is placed into the shared folder, and team members are notified when it is ready for review.

Social Media 96

Social Media Collaboration Org Media 96

Connection Cafe

AUGUST 23, 2019

A great change management technique, build (or re-engineer) your policies in a collaborative way.? Review the data you capture – and the data you want to capture – and determine who owns/uses what. . And of course, manages how this revenue is spent.? Start with these three best practices:? .

Integration 27

Integration Develop Practice Technology 27

NTEN

APRIL 5, 2013

Most organizations incorporate messaging training as part of the new hire process and encourage employees to “represent” when they are out and about at professional networking events. Jamie brings a strong perspective on nonprofit communities having worked for Charities Review Council and Minnesota Council of Nonprofits.

Digital 78

Digital Build Community Minneapolis 78

DNL OmniMedia

FEBRUARY 9, 2022

There are a few general steps that you should follow when looking to hire a nonprofit consulting firm for any type of project: Review your needs. Review your candidates. Review their proposals. Develop a basic scoring system for each key stakeholder to use when reviewing and ranking each proposal. EXPLORE PAPERSAVE.

Consultant 52

Consultant Nonprofit Strategy Philanthropy 52

NTEN

AUGUST 11, 2010

On taking on the "tech leader" role more purposefully: At my last performance review, I requested and was granted a change of official job title from "Public Relations Coordinator" to "Public Relations and Technology Coordinator." Here are some excerpts: Amber Eastman Black, Rosenberg Fund for Children.

Case Study 65

Case Study NTEN Studies Leadership 65

NTEN

JANUARY 28, 2011

Review each of the items for how much money, support time, and planning time spent on them (monthly and/or annually). A commodity is a technology that is transactional in nature and may improve your efficiency but does not fundamentally change your business. How can we change our process to use our CRM better?

Org 84

Org Tech San Diego NTC 84

NTEN

AUGUST 2, 2012

That new CRM, website, or donor management system is going to magically fix your organization’s inefficient processes, fidgety funders, and demotivated staff! Cloud, cloud, cloud!

Director 84

Director Journal Nonprofit Org 84

NTEN

APRIL 13, 2011

Get others in the organization involved in the interview process -- and not just senior staff members or managers. I've found that having someone from accounting or finance involved in the interview process is helpful, too. Only having one or two people doing the interviewing should also be a thing of the past.

People 74

People Interview NTEN Job 74

Connection Cafe

APRIL 3, 2014

Cross-training an existing employee to fill a new or additional role almost always represents less up-front expense to your organization than advertising the position, interviewing candidates, conducting background checks, and so on through the new-hire process. Which leads directly to my next point…. Solicit For Volunteers.

Training 36

Training Train Interview Exercise 36

NTEN

DECEMBER 19, 2011

There are many types of technology and other management tools available to assist in this process, and now is the time to take stock of your technology and the tools you are going to use to track your data. After you have made your selection you can then identify what information is needed to show these indicators.

Measure 81

Measure Issue Impact Method 81

sgEngage

MAY 23, 2024

Review the Funding Opportunity Announcement Carefully When you start the application process, review the announcement carefully for programmatic requirements such as evaluation, organizational structure, planning, and outreach.

Award 96

Award Grant Application Analysis 96

NTEN

AUGUST 10, 2009

As part of our agenda planning process for the 2010 Nonprofit Technology Conference , we hosted a community planning call this past Friday. Back office technologies and management. Change Management. You can read about the rest of the agenda planning process here. . Fundraising.

Community 52

Community Sharepoint Org Metrics 52

sgEngage

JANUARY 3, 2023

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.

Technology 79

Technology Change Management Nonprofit Law 79

Connection Cafe

JULY 23, 2013

Complex configurations or business process changes that still use the standard software. Set the expectation with stakeholders that undocumented requirements won’t be considered to facilitate a thorough analysis of the actual business process and outcomes to be supported.

Build 32

Build API Evaluation Exercise 32

NTEN

MAY 27, 2010

As the technologist learns why each goal exists, through dialog with the goal's creators, they can begin the process of designing solutions that will leverage technology to meet the mission. You have a seat at the management table and actively work with leadership to extend the mission via the targeted use of technology.

Tech 62

Tech Org Chart San Diego 62