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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

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

sgEngage

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

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Data Governance: The Key to Strategic Planning

sgEngage

No matter the scale of your organization, an effective data governance framework is necessary to communicate your impact clearly to grantmakers and donors alike. This can be done internally or through external review by a consultant. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a link to the guide anywhere that would be convenient for your team members to find, such as on your organization’s internal website or in a Links tile on your grant management system dashboard. Evaluate the tasks the new user will perform regularly before handing over keys to the system. Does everyone get full access?

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4 Things Large Nonprofits Miss When Redesigning their Website

Forum One

For large complex nonprofits, you can’t be thinking about a “website redesign” as a standalone event, but instead one of a number of digital avenues for your organization to communicate and engage with audiences. For example, images and content displayed on the homepage will change based on past clicking and scrolling behavior.

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Essential Strategies for Your Foundation’s Next Website Redesign

Forum One

For large, complex foundations, you can’t only think about a “website redesign” as a standalone event, but instead one of a number of digital avenues for your foundation to communicate and engage with audiences. For example, images and content displayed on the homepage will change based on past clicking and scrolling behavior.

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Budget Changes? Keep Calm and Carry On with These Tips!

Connection Cafe

When it comes to those budget changes, how often is your budget spot-on in every aspect? And most importantly, how do you communicate budget changes to your staff, volunteers, and stakeholders? Then, follow these tips to get your change management creative juices flowing!

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