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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. 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
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Lead From the Human Side of Technology

.orgSource

Their responsibilities have transformed as quickly as the systems they manage. Digital platforms and processes infuse every business activity. Emotional intelligence offers a framework to assess your competency and to begin an intentional growth process. Reactions to your advice or feedback often surprise you.

professionals

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Migrating recurring donors to a new system

Robert Weiner

They asked for advice on how to handle their existing recurring donations, and whether it’s possible to migrate those transactions to the new processor. Some of the best advice I’ve seen on this came from technology consultant TJ Griffin. Develop a manual process for tracking and recording payments made using the old processor.

System 113
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Ask an Expert: Online Engagement Tool Trends + Advice

EveryAction

The sea of tech options for nonprofits is large and growing - what isn't is data-driven, expert advice on making tech decisions (as a CRM provider, we get it!). We wanted to take the jargon and sales-speak out of the mix and serve up an easy to understand, knowledgeable look at a curated array of the systems in the market.

Advice 100
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Good CEO, Bad Call—How to Recover

.orgSource

As long as you plan for missteps before they happen and are psychologically strong enough to stick to the process that you’ve outlined, you will survive. It’s “All I Need to Know I Learned in Kindergarten” kind of advice. If you don’t already have those mentors in place, it’s past time to begin developing an executive support system.

Advice 221
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Are You Done With Digital Transformation?

.orgSource

Continuously Improve Quality Digital transformation is a process of continuous quality improvement. There is no near-term end to monitoring and updating issues like these: Identifying manual processes that should be automated. There was still some skepticism around the urgency to adopt digital business systems.

Digital 221
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Association 4.0—A Playbook for Success

.orgSource

I’ve summarized advice from our contributors to offer practical ideas for beginning to integrate the Association 4.0 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. Association 4.0: