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Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

sgEngage

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. This was a year-long project that required CDP to closely examine our processes and have bold conversations about how we wanted our grantmaking to look. We incorporated learnings and feedback from grantee partners.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Have you ever been pulled into a meandering project with no clear direction or goals? Projects like these can drain resources, take more time than necessary, and quickly become your least favorite meeting on your calendar. You can save yourself the pain of a directionless undertaking by creating a project charter.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

Implementing a new software solution is a huge project. This may include new staff or reassigned staff from other important projects. Additionally, it’s critical that the project road map is managed meticulously to avoid risk of delays that can lead to cost overruns. Can a commercial product provide the tools you need?

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.

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Fonteva Implementation & Managed Services

fusionSpan

When we deliver a Fonteva implementation project, we also deliver plans for change management, communication, training and development, to help ensure that resistance to adoption doesn’t undermine your investment. On the technical side, data architecture is key to implementing Fonteva effectively.

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Noodling Around Change Management and Social Media Adoption

Beth's Blog: How Nonprofits Can Use Social Media

I asked for some recommendations on Twitter for the best practical sources for change management. Joitske recommend Learning To Change. She also pointed me to an older post on her blog about one of theories of change in the book based on thinking styles. Everything changes autonomously, of its own accord. ".

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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.