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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial. This enables the vendor to account for everything and map your history to a new and optimized chart of accounts.

Fund 94
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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor. Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles.

professionals

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The One Record Myth in K–12 School Software

sgEngage

Still, we did not want, for example, an enrollment clerk to be able to change information upon which a business officer relied. Now, if a board member or business officer asks for a report, we can quickly produce one using tables, line graphs, or charts and send a PDF or link to the report.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 79
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The Unrecognized Risk of Status Quo Problem-Solving Skills for Grantmakers

sgEngage

Nonprofits show and share what worked, usually with tidy stories and charts. For example, I was working with a small community foundation and they put out a call for “innovative proposals.” In year one, they received a small batch of submissions, and they were terribly disappointed. Their response in year two? Let’s make a gift!”

Problem 78
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Forget the Tech, Let’s Talk Mission

NTEN

Another great trick to use is the "quick win" Find a tech project that meets a specific organizational need and can be quickly implemented with quick payback -- for example, a wiki to support a cross-departmental collaboration. Here are a few examples in support of alignment and tech working in partnership with staff.

Tech 62
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Prepared for Change

Connection Cafe

For example, our continued commitment to our clients. However other things are naturally changing and will continue to evolve as we form our new team. How am I prepared for change? Do you have a change management plan? Is the Online Philanthropy Manager the only one who knows how to create and send an email?

Change 30