fusionSpan

FEBRUARY 29, 2024

Change is a staple of life for any organization. Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or even updating physical infrastructure, navigating change is something nonprofits and other organizations have to face almost every day. What is Salesforce change management?

Change Management 52

Change Management Practice Change Management 52

sgEngage

FEBRUARY 23, 2022

It’s a perfect chance to review your fundraising portfolios and adjust as needed. . What changes have prospects experienced in the past year? It’s possible that changes for the donor or the organization dictate a realignment. Here are a few of my tips to getting the most out of your annual portfolio review: .

Review 85

Review Fundraising Proposal Gift 85

ASU Lodestar Center

FEBRUARY 16, 2022

There is no benefit to discounting any individual or group from participating in the planning process. Seeking their participation in the strategic planning process can give them this connection. Leaders need to keep the process focused on the organization’s mission and ensure that discussions are productive. Review often.

Process 98

Process Effective Wyoming Arizona 98

sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. Manual processes can lead to errors in your data. The average U.S. Someone opens the mail.

Process 69

Process API San Diego Nonprofit 69

sgEngage

JULY 26, 2023

Your legal counsel can help you understand how the changing laws apply to your organization’s data collection, usage, and storage. NOTE: The following information does not constitute legal advice and is not a comprehensive review of data privacy laws. Blackbaud Solutions Change is inevitable, but it doesn’t have to be intimidating.

Law 76

Law Change United Kingdom Blackbaud 76

Nimble AMS

MAY 27, 2022

To thrive as a modern association, leaders must be willing to embrace the change management process and accept the powerful role of innovative technology in advancing organizational goals. When it comes to adopting innovative technology to advance your organization’s goals, it’s crucial to understand your role in the process.

Change Management 116

Change Management Goal Change Management 116

Association Analytics

APRIL 11, 2023

Making technology or process changes in the workplace is hard work. User adoption is the experience employees go through when using new technology or following new processes with existing technology. It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary.

Adopt 321

Adopt Associations Analytics Data 321

.orgSource

FEBRUARY 5, 2024

Welcome Risk and Change Entrepreneurs have an intimate relationship with risk. With a growing business, things change, but they don’t get easier. Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process.

Associations 221

Associations Jordan Environment Model 221

Bloomerang

OCTOBER 5, 2022

“Change is inevitable, growth is an option.” – John C. It’s no secret that as a global society we’ve had a few changes thrown at us in the last few years. Even aside from a global pandemic, an ever changing landscape of technology and politics have caused all of us to have to navigate change. All About Change.

Change Management 105

Change Management Change Management Phase 105

sgEngage

MARCH 19, 2024

In this blog post, we will share some insights and best practices from our recent webinar, Change Up Your Questions: Exploring and Shaping What You Ask Grantees and How You Ask Them , where Marshall Ginn of Capital Philanthropy discussed how to evaluate and improve your application questions. Why Change Up Your Questions?

Application 74

Application Review Evaluation Reflection 74

.orgSource

OCTOBER 17, 2023

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. But for the evaluation process to be meaningful, the majority of directors should be enthusiastic participants. CITE folded the evaluation process into their ongoing activities.

Evaluation 251

Evaluation Government Director Facilitation 251

Forum One

AUGUST 24, 2022

Changing the narrative is a significant piece in constructing and promoting narratives that challenge existing narratives and the stories to drive change for issue-based organizations, such as social justice organizations, like Color for Change, or non-profit organizations. Putting narrative change into action for impact.

Change 46

Change Strategy Attitude Policy 46

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

Volunteer Hub

MAY 21, 2021

Deploying a contactless check-in process can help your organization protect volunteers, streamline operations, and prepare for the future. 2020 and 2021 have changed the way many nonprofits manage volunteers, host events, and reach goals. Here are 4 strategic benefits of deploying a contactless volunteer check-in strategy.

Process 62

Process Benefit Volunteer Virtual 62

sgEngage

JANUARY 17, 2024

Changing a core piece of software at your grantmaking organization is no picnic. If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization.

Grant 74

Grant System Foundation Management 74

Nonprofit Tech for Good

OCTOBER 17, 2023

Sponsored by C ollidescope – an online platform that connects influencers, nonprofits, and socially responsible companies to create positive change and amplify impact. Tools like Canva and Adobe Spark offer free templates and editing options to make this process easier. Consistency : Consistency is key when it comes to social media.

Social Media 330

Social Media Media Social Influence 330

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. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

Data 74

Data Blackbaud Policy Database 74

sgEngage

APRIL 7, 2021

Find acceptance and make the changes now so you can divert resources to the new or pivoted programming that is effectively serving your community now. The recovery process demands more, not fewer, services for the 70 million people pushed back into poverty as a result of the pandemic. Invest in leadership.

Change 91

Change Vietnam Nonprofit Leadership 91

.orgSource

APRIL 1, 2024

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. Instructions, such as a style guide and taxonomies, are part of this process. Martech changes overnight. Understanding members at a granular level has never been more important. We all know this, right?

Trend 221

Trend Influence Taxonomy Associations 221

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 70

Relationship Practice Build Evaluation 70

Eric Jacobsen Blog

MARCH 5, 2024

If you need another resolution to tackle this year or haven't yet selected one, now is a good time to review this list below.

Mentoring 96

Mentoring Policy Review Technique 96

Candid

NOVEMBER 7, 2023

The process and timing of asking nonprofits for demographic data matters. Collecting demographic data can lead to meaningful change. This resulted in a review of TCE’s grantmaking policies that may have inadvertently disadvantaged and disqualified smaller budget organizations, many of which were BIPOC-led.

Demographics 116

Demographics Lesson Action Data 116

EveryAction

MARCH 8, 2023

It involves change, which can feel uncomfortable. Review your data tables, queries, reports, and exports. Include a comprehensive checklist in your staff onboarding process that helps to ensure the security of your data and make sure new staff members have the tools they need to do their jobs. Plan the implementation timeline.

Software 226

Software Tips Phase Policy 226

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

Candid

FEBRUARY 27, 2024

One way to serve your clients more effectively is to gather feedback from participants, then use what you learn to improve services and support organizational change initiatives. At Listen4Good (L4G), we call this process a “client feedback loop.” Involve staff and clients in the process both before and after you collect feedback.

Rate 128

Rate Survey Nonprofit Sample 128

sgEngage

MARCH 21, 2024

Statement of Scope With so many issues that could be addressed and so many intersection points across organizational processes, scope creep—the tendency for a project to expand beyond its originally intended purpose—can quickly bog down a project. Risks No change management undertaking is without its risks. out of scope).

Project 89

Project Fund Software Help 89

Saleforce Nonprofit

MARCH 30, 2022

While many changes have been positive, others have been more challenging for both leaders and employees. An article in Harvard Business Review says workers are feeling lonely, tired, and burned out. A recent Harvard Business Review article on this topic says that “empowerment, engagement, and planning are critical.

Survey 59

Survey Trend Change North America 59

Nonprofit Tech for Good

OCTOBER 30, 2021

The reality is that skipping or neglecting the discovery phase is the most common cause of budget and timeline overruns, low adoption and ROI, and misalignment to people and processes. Is a process or culture change also needed for the solution to work? Why is that? Here are our top 3 reasons: 1.

Tech 271

Tech Project Phase Adopt 271

sgEngage

JANUARY 22, 2024

It was a comprehensive process including an open-call part 1, an invitation-only part 2, a site visit for finalists, and a presentation highlighting best practices. The sector itself continued to change, but it was a challenge to effectively adapt questions to match those changes. We needed to change up our questions.

Question 82

Question Application Reflection Philanthropy 82

Double the Donation

DECEMBER 7, 2021

We’ve made a lot of significant changes to the Double the Donation platform this year in order to provide increased functionality and streamline matching gift processes. The platform automates so many processes we would otherwise conduct manually.”. Let’s walk through a recap of what this year has brought to our team!

Review 52

Review New York City Gift Integration 52

sgEngage

MARCH 7, 2024

How to Avoid: Accounting standards are always changing. Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. Use financial management software with analytical tools.

Activities 77

Activities Active Activism Comparison 77

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. If a government regulation changed or community preferences shifted, would you have time to react?

Foundation 80

Foundation Build Grant Fund 80

Nonprofit Tech for Good

FEBRUARY 6, 2022

At a nonprofit, a donation must be tracked throughout the accounting process, and if the funds are restricted, supporting documentation is required to prove that the funds were only used for the stated purpose. that focus on the changes in net assets.?. Streamline processes. requires specific?industry?expertise, the use of?funds

Software 309

Software Guide Award Grant 309

Get Fully Funded

JUNE 20, 2022

Start by reviewing your bylaws. You may be tempted to just change your bylaws to reflect how the Board is currently operating, but you shouldn’t do that. When you do change the bylaws, there’s more to it than simply updating a document. When you do change the bylaws, there’s more to it than simply updating a document.

Government 122

Government Nonprofit Review Language 122

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 88

Application Leadership Grant Philanthropy 88

Nimble AMS

JANUARY 25, 2024

Moving to Nimble AMS changed all of that. All apps go through a hardcore review and testing process before being added to the store. Or maybe you’re hoping to streamline processes to free up valuable staff time. If you’re looking for additional tools to enhance your processes, the Salesforce AppExchange can help!

Associations 119

Associations Software Management System 119

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way. Also review your formatting guidelines and templates. Make Deadlines and Processes Transparent To be clear is to be kind.

Application 87

Application Grant Help Blackbaud 87