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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

So, how can we strategically navigate change? It is one thing to adopt certain principles for how you will navigate change personally, but things get even more complicated and interesting when you are navigating change management as a unit, group, family, or organization. Unplanned change – responding to the unexpected.

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The One Record Myth in K–12 School Software

sgEngage

Blackbaud gives us role-based access control to assign credentials throughout the platform, so someone with full access in enrollment may only have view access in tuition management or fundraising. We created a centralized data management team. We asked ourselves: “What if there’s a better way to structure our resources?”

professionals

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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.

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

sgEngage

The Funder’s Role in Risk Funders—by which I mean donors, foundations, impact investors, and government agencies that grant financial support—disincentivize risk in a few ways. Nonprofits show and share what worked, usually with tidy stories and charts. First, funders love and expect to see fully explained “giant triangles of waste.”

Problem 78
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Learning to Love the Re-Org: How We Executed a Staff Restructuring

Museum 2.0

When we had seven people, we barely needed an organizational chart. I was knee-deep in a capital expansion ( Abbott Square ) that would dramatically change our services, and I had less and less time for everyone. I knew the capital expansion would mean new roles and functions. As it turned out, everyone’s job changed.

Org 20
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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? What is the experience of my staff? Now You’re Ready to Start Small Pinpoint your first step toward innovation. “But