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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.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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Think Big (but Start Small) with Nonprofit Innovation

sgEngage

Hecht said innovative organizations start specifically with the business result or ideal mission impact and then chart their path to the outcome by working through the details: What is the experience my donor is having? Maybe you want to make internal processes, such as reporting, easier for your team.

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Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.

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The Activity Level Discussion in Museums: Is a Role Marketplace an Answer?

Museum 2.0

I'd managed for ages by then, and I'd certainly put in place change management. The Activity Level Discussion in Museums: Is a Role Marketplace an Answer? A marketplace of museum roles is worth a look. A larger organization could test this approach in a few departments, with results made public internally.

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Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.

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Go Old School.Use A Flip Chart For Gathering Ideas

Eric Jacobsen Blog

Thursday, August 12, 2010 Go Old School.Use A Flip Chart For Gathering Ideas Heres a great idea from communications consultant, speaker and author David Grossman : And, yes its old school. Grossman recommends that when you have something you want to get your employees input on, post a question on a flip chart in your department or office.

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