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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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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Among grantmakers, there tends to be a lot of focus on impact and outcomes, as well as metrics to measure impact. Grantmakers want to know if their funding has created the change they have envisioned. Here, we explore for whom change is desired and who is defining and measuring that change.

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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 is what will enable you to achieve your outcomes and measure your impact. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal.

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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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Study the Data, But Eat the Cake—Put the Human Factor Forward

.orgSource

Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management. They studied the member experience and evaluated how to engage and communicate on a personal level. Even associations that boast celebrity members sometimes struggle.

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How to Get Leadership Buy-in for Streamlining Your Grantee Application

sgEngage

As a grants manager, you know how important it is to have a clear and efficient grantee application process. You want to collect the data you need to make informed decisions, support your grantees’ success, and demonstrate your impact. Do you use it to inform your decisions, evaluate your outcomes, or improve your practices?

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Combatting Innovation Creep

sgEngage

As leaders, sometimes we need to pump the breaks and evaluate things from a different perspective. Can this new platform integrate into our existing tech stack, or will it create more work for staff to support and manage it? What and who does it impact? Is the innovation micro or macro? What are the financial ramifications?

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