sgEngage

DECEMBER 18, 2023

Knowledge work is growing because it sits at an important intersection between grantmaking and equitable change. Whether you are working within a funding organization or on the ground in social change, developing an effective knowledge practice will help to advance strategic missions and goals.

Knowledge 67

Knowledge Philanthropy Change Work 67

sgEngage

APRIL 26, 2024

In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

Relationship 93

Relationship Practice Build Evaluation 93

sgEngage

APRIL 11, 2023

This can be done internally or through external review by a consultant. Foster a Culture of Security Your digital ecosystem is made of up three parts: People, Systems, and Processes. Your processes are how you carry out functions and should have a clear procedure that can be followed across the organization.

Government 78

Government Data Adopt Change Management 78

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 74

Data Blackbaud Policy Database 74

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 86

Student Tips University Application 86

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 89

Application Leadership Grant Philanthropy 89

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

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

Neon CRM

SEPTEMBER 27, 2023

Change is scary. Change is hard. Change is inevitable. 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 52

Change Management Change Management Nonprofit 52

sgEngage

JANUARY 13, 2023

The foundation needed to mobilize the funds and turn them into grants that would tangibly change the lives of Headwaters’ communities in real time. By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes. Shifting Needs.

Philanthropy 83

Philanthropy Community Time Blackbaud 83

VQ Strategies

OCTOBER 7, 2022

A Path to Change. Using data from their own assessments and from the field, they are making the case for change to staff and to volunteers. Mapping the Change. Having an outside facilitator helps to ensure that all voices are heard and that the process keeps moving forward. Implementing the Change.

Structure 98

Structure Volunteer Model Leadership 98

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

sgEngage

JANUARY 13, 2023

The foundation needed to mobilize the funds and turn them into grants that would tangibly change the lives of Headwaters’ communities in real time. By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. But that also presented a challenge.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

sgEngage

JUNE 28, 2023

Typically, it takes someone seeing a situation that needs to change and doing the work to change it. 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.

Voice 66

Voice Strategy Mississippi Boston 66

sgEngage

JUNE 9, 2023

It locks that organization into a static workflow that can only be changed by hiring cost-prohibitive engineers to make updates to the system’s code. No need to duct tape on a separate piece of software to manage your outside reviewers or get more in-depth reporting. Updates to the system are typically free.

Software 86

Software System Grant Industry 86

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

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

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

Forum One

JULY 27, 2021

Though it has changed in shape during the pandemic, here are seven tips on how to use your digital ecosystem to enhance your fundraising. Your digital ecosystem comprises the tools, people, and processes within your organization. Developing a change management plan ensures you’re never reliant on one person to do certain jobs. .

Digital 47

Digital Tips Fundraising Evaluation 47

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 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

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

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

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

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

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

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….

Training 36

Training Train Interview Exercise 36

NTEN

APRIL 13, 2011

Think ahead for changes or growth in your organization. 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. It's good experience for them.

People 74

People Interview NTEN Job 74

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

Connection Cafe

JULY 23, 2013

End-users ask, “can we make changes to the ‘out of the box’ software to meet specific needs?” Complex configurations or business process changes that still use the standard software. Changes to the underlying product that can only be made by the vendor. ” The answer is typically “yes.”

Build 32

Build API Evaluation Exercise 32

sgEngage

JANUARY 3, 2023

Managing change can be difficult, but in looking back over the past 30 years of technology, it’s easy to see the benefits of continued evolution. It was clear from the conversation that managing change requires more than new hardware and software. Managing the Financial Technology Mindshift.

Technology 76

Technology Change Management Nonprofit Law 76

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 keep trying and you change your approach to meet each situation. It can be a challenge to get an audience with the top leadership.

Tech 62

Tech Org Chart San Diego 62

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

Cloud 4 Good

AUGUST 5, 2021

When you enact a governance framework, you can improve collaboration, gain organizational buy-in from stakeholders across levels, streamline business processes, and reduce risk. Change Management: Managing the change within the project lifecycle or overall organization. Why Does Governance Matter?

Org 115

Org Government Support University 115

sgEngage

SEPTEMBER 18, 2023

This post features advice from IT and grants management experts on how to streamline your tech solutions, create clear processes, and drive more external and internal impact. The Foundation uses the Blackbaud Grantmaking system, and to expedite the timing, grants managers completed applications on behalf of island employees. “I

Advice 73

Advice Tech Sharepoint Grant 73

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

Managing change can be difficult, but in looking back over the past 30 years of technology, it’s easy to see the benefits of continued evolution. It was clear from the conversation that managing change requires more than new hardware and software. A bottle of bleach at the ready for ink-inscribed mistakes.

Technology 52

Technology Change Management Law Nonprofit 52