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Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. The CRM providers have questions that I can’t answer. The RFP process is, by nature, a competitive bidding process.

Process 194
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Raise the Board’s Financial IQ

.orgSource

That’s a question every association CEO should be able to answer. If you represent the American Bankers Association, financial acumen probably isn’t a problem. Invite the auditor to present to the group as preparation for the audit review. Be sure to allow time for questions. What is your board’s financial IQ?

Raise 419
professionals

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Association 4.0—A Playbook for Success

.orgSource

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. Preparing a board to tolerate risk, is a sales process. Association 4.0 This often means recalibrating to meet evolving conditions.

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To Get Close to Members, Follow MarTech Trends

.orgSource

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. Understanding members at a granular level has never been more important. We all know this, right?

Trend 221
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Solutions Day 2023—It’s Happening!

.orgSource

We’ll send our audience back to work with new insights and answers to challenging questions like these: How can our organization prepare to manage disruptive events like the pandemic? Kevin Ordonez,orgSource Managing Director of Business Strategy and I are going to explain why that’s a question everyone should be asking.

Sponsor 275
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For Positive Outcomes, Hold a Mirror Up to Board Performance

.orgSource

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.

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Is Your Remote Team Getting the TLC They Deserve? An Audit Delivers Answers

.orgSource

If performance issues have been a problem, keep an open mind. Fortunately, subpar technology is a problem that can be fixed. The entire team should have up-to-date hardware with sufficient processing power, a high-quality camera and speakers, and a reliable, fast internet connection. Anonymity is imperative.

Team 221