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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

We offer some practical tips, some examples of funders doing this work, and some resources. 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?

professionals

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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.

Software 321
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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. Whether CMA has resources to meet those needs.

Data 221
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Developing staff technology skills in your nonprofit

NTEN

Success in highly technical roles relies just as much on customer service and change management as on technical abilities. Additional resources: Digital Skills Framework — a taxonomy of digital skills, plus further learning resources to help build skills in each area, aimed at global nonprofits.

Skills 88
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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Evaluate the tasks the new user will perform regularly before handing over keys to the system.

Data 74