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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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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. It was CMA that had to learn more about its community. “If

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Developing staff technology skills in your nonprofit

NTEN

How do you go about developing the technology skills of your staff? Success in highly technical roles relies just as much on customer service and change management as on technical abilities. A tech-savvy team is essential for nonprofit organizations that want to thrive in the digital age. Or take advantage of free tools.

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

sgEngage

But you also want to respect your grantees’ time and resources and avoid asking them for information that you don’t use or that they have already provided elsewhere. Do you use it to inform your decisions, evaluate your outcomes, or improve your practices? The challenge isn’t knowing what to do. It’s getting buy-in.

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Combatting Innovation Creep

sgEngage

What happens when a new hire with a head full of ideas wants to switch to the software they used in their last job or learned about in college? Schools and other organizations are constantly presented with new applications, software, tools, and resources. Join me in Denver at #bbcon2023 I’m presenting at bbcon in October!

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