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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.

professionals

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8 Steps for Creating a Nonprofit Innovation Culture

sgEngage

Showcase attitudes, actions, and qualities you want your team to mirror. By brainstorming and working together, your team is more likely to spot opportunities for innovation. Encourage your team to spend time getting creative, learning, or simply brainstorming. You can do so with open and transparent communication.

Culture 78
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Three tips to manage key stakeholder expectations for your AMS project

Nimble AMS

The entire process of r esearching, buying, and implementing new association management software (AMS) is a major job for any organization. How will you communicate with each group? Consider adapting your communication style based on the specific stakeholder groups. Be open-minded to change. Be transparent.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Does everyone get full access? Likely no.

Data 74
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Getting the board on board with nonprofit technology changes

EveryAction

They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. What technology change or improvement could be the magic wand to usher in positive changes? Focus on improving your operations.

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10 Tips for Better Grant Management Processes

sgEngage

We talked with leaders from five organizations that manage grant funding and here are their best practices for establishing strong grant management processes. Clearly communicate to staff the objectives of the grant and why you applied for it. In managing grant funding , communication is key. Communicate outcomes.

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