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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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4 Necessary Culture Shifts To Help You Navigate Change Management

Bloomerang

Every year there was guaranteed to be a policy or procedural change that required change management , which led to the second lesson I learned: Figure out how to make the change last. Organizations that successfully navigate change management have also made culture shifts to ensure lasting change.

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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Here, we explore for whom change is desired and who is defining and measuring that change. Power Imbalance in Traditional Evaluation As grantmakers, we tend to monitor and evaluate our strategies and programs using metrics that we deem important. Who manages the monitoring and evaluation?

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

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

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Data Governance: The Key to Strategic Planning

sgEngage

Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal. Stay positive, rather than dwelling on past challenges.

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The benefits of working with a selection consultant to find your next AMS

Nimble AMS

The road to new association management software (AMS) isn’t alwa ys a straight one. Finally, a consultant can help you evaluate the AMS vendor responses, assisting you as you make an informed decision. Often, the road is wi nding, filled with challenges and opportunities for your organization to grow.