article thumbnail

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. I thought we’d be done with the selection process in a month, but it’s month four with no end in sight.

Process 194
article thumbnail

Everything your association needs to know about business process mapping

Nimble AMS

The road to implementing new technology can be a long one, but your organization can smoo th the way with business process mapping. Read our blog to learn everything you need to know about b usiness process mapping and prepare your association for implementation success. What is business process mapping?

Map 135
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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
article thumbnail

Raise the Board’s Financial IQ

.orgSource

If you represent the American Bankers Association, financial acumen probably isn’t a problem. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Be sure to review important policies and procedures.

Raise 419
article thumbnail

Your Guide to Credit Card Processing for Nonprofits

Neon CRM

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52
article thumbnail

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.