EveryAction

FEBRUARY 22, 2023

At a bare minimum, the RFP should include: A description of your organization and your work, Why your nonprofit is issuing the RFP, The project requirements along with the software and services you need, and Your proposal submission, review, follow up, and selection process. Have you set deadlines for the next steps?

Process 194

Process Proposal Nonprofit Software 194

VisionLink

AUGUST 31, 2023

The PM documents project specifications and manages custom projects as well as new customer launches. This position maintains existing processes, develops new processes to support internal coordination and external communication with customers, and develops and documents project plans and project milestones. Learn more at WithinReach.

Team 130

Team Colorado Disaster Evaluation 130

VisionLink

MARCH 20, 2009

VisionLink releases a new document storage report--and this makes for a great reminder about the Document Manager and Fax to File components. Can you or your agency partners make use of document management? Any electronic file can be uploaded and attached to a specific client records quickly and easier.

Report 100

Report PDF Module Files 100

.orgSource

JUNE 25, 2023

Review Policies and Procedures If you’ve been playing catch up since the pandemic, give a review of remote policies and procedures priority on your to-do list. But do begin with clear documentation that is available to everyone. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

sgEngage

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Understand your current review process and if it varies based on the funding program.

Grant 74

Grant System Foundation Management 74

sgEngage

APRIL 2, 2024

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.

Data 74

Data Blackbaud Policy Database 74

sgEngage

MARCH 21, 2024

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. Make sure to document exactly what your project will be focused on (i.e., What is a Project Charter? in scope) and, equally important, what it won’t be focused on (i.e.,

Project 89

Project Fund Software Help 89

Nonprofit Tech for Good

MARCH 22, 2020

Each of these roles has one thing in common – documents. Every board member should have easy access to committee reports, strategic plans, fundraising goals, and any other document that will help them make the best possible decisions about the nonprofit. Setting up Google Drive is a simple way to share all this information.

Google 311

Google Conservancy Demonstration Collaboration 311

sgEngage

AUGUST 19, 2022

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.

Process 90

Process Create Review Stream 90

Nimble AMS

JULY 15, 2022

When was the last time you reviewed your association’s Code of Ethics? It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. The Code of Ethics offers compliance standards.

Benefit 123

Benefit Retention Associations Social Media 123

sgEngage

APRIL 12, 2023

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

Review 67

Review Fund Software Nonprofit 67

Get Fully Funded

JUNE 20, 2022

Start by reviewing your bylaws. When you do change the bylaws, there’s more to it than simply updating a document. Make reviewing and updating your bylaws something you do as a matter of routine every three years so you can ensure they’re current. Organization documents: What documents will the organization maintain?

Government 122

Government Nonprofit Review Language 122

sgEngage

DECEMBER 14, 2023

Statuses will help you know which task needs to be performed next for the request under review. It is critical to have a clear process for how your team reviews those applications, especially if there are a lot. Will several teams review the requests? Do you have outside reviewers leaving feedback?

Grant 95

Grant Process Management Technology 95

Candid

NOVEMBER 29, 2023

On top of that, there’s a lengthy contract to review and sign. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. Once you’ve created your policies and documentation, be sure to share them, so they get used!

Culture 106

Culture Build Policy Nonprofit 106

Qgiv

DECEMBER 7, 2022

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Proper documentation and tracking of moves management can impact your fundraising in many ways. Step 2: Define and Document Your Procedures.

Database 52

Database Track Donor Management 52

Forum One

AUGUST 9, 2023

What’s the review and approval process? It is better to finish content preparation early and have time at the end for proofing and finessing content, rather than facing a mad scramble to write and review content at the end that may delay the quality assurance process or website launch date. What’s your content retention policy?

Content 76

Content Phase Review Structure 76

Amy Sample Ward

MAY 23, 2010

Integration : I think that the ability to pull in a google document, slides, notes, and so on really adds to the value of the tool – it also separates it from many of the other tweet-pooling tools out there. Tags: webtools 10ntc review the extraordinaries tools twitter. What do you think?

Review 123

Review Doc Slides Stream 123

sgEngage

APRIL 19, 2022

With grant-giving in the billions of dollars annually , grant disbursements warrant oversight and review. Ask for this document directly from the grantee to verify the organization is recognized by the IRS. When reviewing the budget, be sure to ascertain: whether the grantee has prepared a realistic budget for its fiscal year.

Practice 69

Practice Review Foundation Grant 69

Amy Sample Ward

OCTOBER 18, 2009

Most all of the actions reviewed in the report that even those that did link to background information, those pages didn’t link back to the action! Advocacy Online summary document - download. e-action review (author: Jess Day) - download. Report Highlights. That’s why people aren’t completing the action!

Review 120

Review Benchmark Advocacy Database 120

.orgSource

AUGUST 28, 2023

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. Document both employee and volunteer responsibilities. Review expense policies, conflict of interest, or any other relevant policies or ethical issues. This is critical.

YouTube 221

YouTube Industry Leadership Podcast 221

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 13, 2012

The After Action Review is a reflective practice that can be used for anything, but I find it especially valuable for social media pilots and experiments. The After Action Review (AAR) is a structured way to capture the lessons learned from any project, with the intent of improving future performance.

Review 97

Review Social Media Action Strategy 97

.orgSource

JANUARY 9, 2023

Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws. Mentors can contact new directors before the meeting to review the agenda, discuss norms for behavior, and answer questions that might be awkward in a more public setting.

Mentoring 221

Mentoring Director Associations Professional 221

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 83

International Nonprofit Review Process 83

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. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 80

Foundation Build Grant Fund 80

Whole Whale

SEPTEMBER 13, 2023

Nonprofits must review and accept updated Charitable Donation Terms and switch to PPGF before October 31 to avoid losing access to some fundraising tools. Meta will provide limited transaction reports but no longer issue tax documentation. Review emails from Meta and Help Center for full details. Nonprofits rely on this funding.

Process 52

Process Facebook Paypal Free 52

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes. This type of collaboration should be happening throughout the year.

Relationship 70

Relationship Practice Build Evaluation 70

sgEngage

MARCH 7, 2024

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Regularly review classification practices to ensure they align with your organization’s strategic needs and comply with the latest accounting standards.

Activities 77

Activities Active Activism Comparison 77

NTEN

JANUARY 25, 2022

To ensure that NTEN continues to grow in our equitable operations, part of our process is to annually review efforts made to the practices outlined in our equity commitment and identify where we can push forward or expand on those efforts in the coming year. 2021 review highlights. 2021 review highlights. 2021 review highlights.

Community 88

Community NTC Sponsor NTEN 88

Nimble AMS

DECEMBER 18, 2023

When it comes time to implement your new association management software (AMS), having all your processes visually documented will help your new software vendor meet your unique association needs. Conduct your process review With your process clearly mapped, you’ll be prepared to conduct an in-depth analysis of your key processes.

Map 135

Map Associations Process Business 135

sgEngage

JANUARY 19, 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. Review your naming conventions so each journal entry is easily identifiable.

Foundation 78

Foundation Build Fund Review 78

Saleforce Nonprofit

SEPTEMBER 3, 2021

In recent years, the international humanitarian community has responded with a number of data protection guidance documents, such as those from USAID , ICRC , OCHA , and the Harvard Humanitarian Initiative. Review Sessions to monitor access and remove if needed. Step One: Understanding Your Use Case’s Purpose and Threat Model.

Practice 120

Practice Data Afghanistan Environment 120

Achieve

AUGUST 20, 2021

and it’s up to the board chair, administrator, and executive director to spend enough time crafting these crucial documents. dives into a handful of preparation requirements that are crucial to set up a meeting for success, two of which include: Documents that attendees are expected to review. and review documents.

Evaluation 96

Evaluation Product Indiana Industry 96

Gyrus

JANUARY 17, 2022

Organizations are on the lookout for Cloud-based LMS solutions that are flexible, customizable, secure, and dependable which aids in managing, documenting, tracking, reviewing, and reporting.

Trend 52

Trend Review Track Report 52

fusionSpan

NOVEMBER 21, 2023

Code review When Salesforce is powering user experience and engagement for all of your members , you can’t afford for the software to break down during a membership renewal or a webinar booking. Documentation With a highly configured and customized Salesforce platform, documentation is essential to keep track of what’s being done and why.

Service 52

Service Platform Integration Tech 52

ASU Lodestar Center

FEBRUARY 16, 2022

How an organization develops their plan will determine whether it is a valuable, useable tool for everyday decision-making, or a well-written document that no one cares about. In order to improve the strategic planning process and create a truly usable document, organizations can follow these guidelines: Give the process time.

Process 98

Process Effective Wyoming Arizona 98

Candid

DECEMBER 20, 2023

This includes creating an annual operating budget , a document that breaks down your organization’s revenue, or the money you’ll bring in, and expenses, or the money going out to cover your costs, for each fiscal year. This means you’ll want to review your forecasted revenue and expenses against your budget on a regular basis.

Build 109

Build Nonprofit Fund Goal 109

Bloomerang

FEBRUARY 27, 2023

Review the criteria for an award. Are you addressing each of these components in your narrative (and attachment documentation)? Have others review the criteria to ensure you have met the mark. This can cover various areas such as demographic needs, the strength of partnerships, past performance, proposed approach, plan, etc.

Proposal 95

Proposal Award Application Grant 95