Change Management, Evaluation, Team and Train

Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

APRIL 26, 2024

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.

Relationship

Relationship Practice Build Evaluation

Developing staff technology skills in your nonprofit

NTEN

JUNE 6, 2023

A tech-savvy team is essential for nonprofit organizations that want to thrive in the digital age. In this post, I will briefly explain how to pinpoint which technology skills folks need, assess current skill levels, provide training that doesn’t stink, and nurture a technology-positive culture where tech skills are a priority.

Skills

Skills Technology Develop Training

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

APRIL 2, 2024

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Does everyone get full access? Likely no.

Data

Data Blackbaud Policy Database

Webinars

How To Cultivate Community Affinity Throughout The Generosity Journey

MORE WEBINARS

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

.orgSource

DECEMBER 18, 2023

Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management. Cloud-based Solutions Amazon SageMaker offers a comprehensive suite of tools for building, training, and deploying machine learning models. It’s free with limited usage.

Data

Data Studies Music Analysis

5 Questions to Ask Your Fund Accounting Vendor

sgEngage

SEPTEMBER 13, 2023

View-only access is a time-saver for both your auditors as well as non-financial team members who need access to information regularly. Listen for mention of treasury and expense management tools such as bank feeds, credit card feeds, and purchase cards that streamline the accounts payable and reconciliation processes.

Fund

Fund Question System Integration

Navigating Nonprofit Data Warehouses: A Comprehensive Guide

DNL OmniMedia

APRIL 1, 2024

This also makes it easier for more team members to actively use your data, improving efficiency and productivity. Effective data transformation requires a lot of time and the right skill set to get right and will require your team to handle sensitive information with special care.

Data

Data Guide Proposal Nonprofit

Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Cloud 4 Good

JUNE 10, 2021

Gather your team and allow Cloud for Good to lead you through this turbulent time. Time is of the essence as you assess the state of your data and ensure your team can continue to operate seamlessly through the transition. Readying Your Transition. But don’t worry, you’re not in this alone. Now – Take Initiative.

Life

Life Test Nonprofit Data

Seven Tips on How to Use Your Digital Ecosystem to Enhance Your Fundraising

Forum One

JULY 27, 2021

Find time to meet with your marketing and communications teams regularly to see how your approaches can help each other out. Digital tools and systems often touch different teams and departments and can require investments that need to be discussed at a higher level. Invest in training and staff.

Digital

Digital Tips Fundraising Evaluation

Customized vs. Configurable Software Solutions: Which Should You Choose?

sgEngage

JUNE 9, 2023

As we evolve into a society that increasingly relies on software to manage everything from personal communications to banking needs, the debate over the pros and cons of configurable vs. customized solutions is a part of every software evaluation. A customized system is developed specifically and only for one customer.

Software

Software System Grant Industry

Infographic: It's About Smarter Investment

NTEN

SEPTEMBER 14, 2012

With the help of the design team at Lemon.ly , we created another infographic to tell the story of smarter nonprofit technology investments. Well, if you thought we'd stop there, think again! More dollars and more staff isn't always the answer; it's how you invest those resources and capacity that really make the difference.

Benchmark

Benchmark ROI NTEN Evaluation

Guest Post by Kira Marchenese: What Happened When We Introduced 350 Staff to Social Media

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 10, 2010

Dave Witzel was a participant in the workshop and thought the game could be adapted as apart of training on social media at the staff retreat. The big challenge with training is the challenge of transfer - after people go through a training - do they actually put the knowledge and skills into practice? How did it go?

Social Media

Social Media Media Remix Social

The Unrecognized Risk of Status Quo Problem-Solving Skills for Grantmakers

sgEngage

MAY 25, 2023

The Organization’s Role in Risk Funders’ punitive behaviors and risk avoidance have trained organizations to avoid risk and bury failure, resulting in massive amounts of waste. One day, a few of the team members told me about issues they were seeing among some of their sister agencies.

Problem

Problem Skills Proposal Grant

Build, Buy, or Customize?

Connection Cafe

JULY 23, 2013

Keep in mind there is often (significant) work effort in documenting requirements, defining a solution, and agreeing on an approach, typically involving multiple resources and iterative review of specifications for both for stakeholders and the development team (whether in-house or external). How will the team approach development?

Build

Build API Evaluation Exercise

I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness

sgEngage

MAY 23, 2024

Review the Funding Opportunity Announcement Carefully When you start the application process, review the announcement carefully for programmatic requirements such as evaluation, organizational structure, planning, and outreach.

Award

Award Grant Application Analysis

Helping Children Heal With Salesforce

Cloud 4 Good

OCTOBER 18, 2021

With a team of 70+ fundraising and communication professionals, the Foundation needed a system that could track every engagement the organization was having with their constituents in one single source of truth. Sustained Success Through Training + Communication. I like to say that if it’s not in Salesforce, it didn’t happen.

Children

Children Help Foundation Alabama

Forget the Tech, Let’s Talk Mission

NTEN

MAY 27, 2010

There is often a powerful disconnect between the objectives of technologists and the direction of an organization's leadership team. Understanding how you can best support your organization via technology depends on the relationship you will and can forge with the leadership team. Train staff in the use of the organizations technology.

Tech

Tech Org Chart San Diego

Salesforce for non-profit organizations

fusionSpan

NOVEMBER 20, 2023

When nonprofits are ready to make the shift to Salesforce, having the right team in place and the right mindset for the launch makes all the difference. What kind of nonprofit teams need Salesforce? It aligns teams by giving them a single, shared view of their members, participants, volunteers and supporters.

Profit

Profit Organization Consultant Adopt

How’s Your Digital Health?

Forum One

JUNE 21, 2023

Periodic check-ins, ideally quarterly but at least twice a year, mean evaluating the success of the strategy and iterating. These include external channels like your website and social media presence, also internal communications, and data tools like email, Slack, Teams, and your CRM.

Digital

Digital Case Study Map Review

How To Avoid 8 Common Performance Evaluation Pitfalls

Eric Jacobsen Blog

DECEMBER 1, 2010

Wednesday, December 1, 2010 How To Avoid 8 Common Performance Evaluation Pitfalls As the year comes to a close its likely time for many business leaders to tackle the annual performance appraisal process. So, here is a good reminder from author Sharon Armstrong about how to avoid eight performance evaluation pitfalls.

Evaluation

Evaluation Mentoring Kansas City Kansas

Build A Strong Team. Be An Effective Team Member.

Eric Jacobsen Blog

MAY 17, 2010

Monday, May 17, 2010 Build A Strong Team. Be An Effective Team Member. Its somewhat difficult to find a copy of Price Pritchetts 1992 handbook called, The Team Member Handbook For Teamwork, but if you do locate a copy, it provides you good, practical, useful information. Youll learn as a manager how to build a strong team.

Team

Team Effective Build Mentoring

Play Team Sports To Build Leadership Skills

Eric Jacobsen Blog

MAY 25, 2010

Tuesday, May 25, 2010 Play Team Sports To Build Leadership Skills Todays high school and college team sport athletes are learning leadership skills that will serve them well when they enter the workforce. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Be An Effective Team Member.

Skills

Skills Leadership Team Build

Plan Monthly Job Learning Days

Eric Jacobsen Blog

AUGUST 18, 2010

When everyone knows how each job/position on your team fits together, your team can accomplish so much more. Plus, the new-found knowledge drives a better appreciation for what everyone does, and proves to the team that success comes only when all the pieces fit together like a well-oiled machine.

Job

Job Learning Mentoring Kansas City

Discover Your Leader Grade

Eric Jacobsen Blog

OCTOBER 8, 2010

The survey typically takes respondents seven to 10 minutes to fill out and the results you get will identify your strengths and weaknesses, and will allow you to compare your evaluators responses to your own self-assessment. The self-evaluation survey is free and its the first step in the program. Make conversation with your team.

Mentoring

Mentoring Kansas City Kansas Skills

Reach Communications & Leadership Expert David Grossman Via His.

Eric Jacobsen Blog

JANUARY 15, 2011

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Leadership

Leadership Communication Kansas City Mentoring

5 Tips For Generating Ideas From Employees

Eric Jacobsen Blog

AUGUST 22, 2010

Dont evaluate or criticize ideas when they are first suggested. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. ► November (10) Read "The Seven Arts Of Change" 4 Quick Tips For How To Lead More Effectively 5 Reasons To Do An Employee Survey Give Positive Feedback.

Ideas

Ideas Generation Tips Mentoring

Find The Ideal Tone For Your Emails

Eric Jacobsen Blog

OCTOBER 5, 2010

The program evaluates words and phrases for the intensity of eight primary emotions, allowing you to adjust the overall tone before you send your message. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Make conversation with your team. Maintain your visibility with your employees at all levels.

email

email Mentoring Kansas City Kansas

Ask Your Customers To Help You Write Your Strategic Plan

Eric Jacobsen Blog

DECEMBER 14, 2010

Posted by Eric Jacobson at 8:10 PM Labels: Books For Managers , Change Management , Customer Feedback , Customer Service , General Management Skills , Strategic Planning 1 comments: Maths private tutor said. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa.

Kansas City

Kansas City Kansas Help Mentoring

The Five Points Of Professionalism

Eric Jacobsen Blog

DECEMBER 12, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Professional

Professional Mentoring Kansas City Kansas

Be A Manager Who Makes Decisions

Eric Jacobsen Blog

SEPTEMBER 28, 2010

Tuesday, September 28, 2010 Be A Manager Who Makes Decisions A manager who cant make a decision or who cant make a timely decision will frustrate his/her employees. Equally bad, a lack of decision will impede the progress of the managers team.

Management

Management Mentoring Kansas City Kansas

Give Positive Feedback. Don't Praise.

Eric Jacobsen Blog

NOVEMBER 20, 2010

I appreciate all the work you’ve put into it, as do your team members.&# 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Make conversation with your team. An example of positive feedback is : “Bob, your communications skills have dramatically improved over the past couple of months.

Giving

Giving Mentoring Kansas City Kansas

Lots Of Lessons From Post-it Notes

Eric Jacobsen Blog

AUGUST 21, 2010

Saturday, August 21, 2010 Lots Of Lessons From Post-it Notes There are lots of lessons tied to those canary yellow squares, called Post-it Notes -- how ideas and innovations can come from anyone on your team at any time. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Make conversation with your team.

Lesson

Lesson Mentoring Kansas City Kansas

Always Follow Through

Eric Jacobsen Blog

AUGUST 1, 2010

If you say youll send a team member a report, do so. Too many managers dont follow through. But, following through is critical to keeping your team effective and efficient. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Make conversation with your team. Perhaps they get busy.

Mentoring

Mentoring Kansas City Kansas Skills

Eric Jacobson On Management And Leadership: 70 New Year's.

Eric Jacobsen Blog

DECEMBER 30, 2010

If not, and you want to be a more effective leader for your team at work in 2011, select one or more of these 70 New Years resolutions for leaders: 1. Constantly challenge your team to do better 11. Teach something new to your team 24. Show respect for all team members 25. Dont micromanage 2. Dont be a bottleneck 3.

Leadership

Leadership Management Mentoring Kansas City

Never Say These Words To A Customer

Eric Jacobsen Blog

AUGUST 4, 2010

Posted by Eric Jacobson at 8:59 PM Labels: Customer Service , General Management Skills , Leadership Skills , Training 1 comments: Dalon said. I read your blog from a business owner perspective, but I have no employees - I do however train my client's employees - and these words eliminate sales. thanks for a great reminder!

Kansas City

Kansas City Kansas Mentoring Leadership

Resolve To Find A Mentor In 2011

Eric Jacobsen Blog

DECEMBER 24, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Mentoring

Mentoring Kansas City Kansas Skills

How To Improve Customer Service With The Telephone

Eric Jacobsen Blog

NOVEMBER 16, 2010

Timm that you can use to evaluate your organizations customer service via the phone: 1. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Make conversation with your team. So, heres a checklist that is primarily from sales expert and author Paul R. Was the phone answered after two rings or less?

Service

Service Mentoring Kansas City Kansas

How To Talk About Poor Performance With An Employee

Eric Jacobsen Blog

DECEMBER 7, 2010

Tell him what performance is in need of change and be specific. Tell him how his actions negatively affect the team. Remind him that he is a valuable part of the team and that you have confidence his performance will improve. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa.

Mentoring

Mentoring Kansas City Kansas Skills

3 Coaching And Mentoring Tips

Eric Jacobsen Blog

DECEMBER 5, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Mentoring

Mentoring Tips Kansas City Kansas

How To Write An Employee Satisfaction And Engagement Survey

Eric Jacobsen Blog

NOVEMBER 19, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Survey

Survey Mentoring Kansas City Attitude

Welcome Ideas At Any Time From Anyone

Eric Jacobsen Blog

APRIL 20, 2010

Tuesday, April 20, 2010 Welcome Ideas At Any Time From Anyone Great ideas for your business can come at anytime from anyone on your team. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. . -- Eric Jacobson -- formerly a Senior Vice President at Penton Media in Overland Park, Kansas (Kansas City, MO).

Ideas

Ideas Time Mentoring Kansas City

How Will You Be Remembered As A Leader?

Eric Jacobsen Blog

JUNE 8, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. ► November (10) Read "The Seven Arts Of Change" 4 Quick Tips For How To Lead More Effectively 5 Reasons To Do An Employee Survey Give Positive Feedback. Make conversation with your team.

Kansas City

Kansas City Kansas Mentoring Leadership

"Great Places To Work" Employee Perks

Eric Jacobsen Blog

JANUARY 20, 2011

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m Make conversation with your team.

Place

Place Work Mentoring Kansas City

What To Think About For Next Year

Eric Jacobsen Blog

OCTOBER 17, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m

Mentoring

Mentoring Kansas City Kansas Leadership

Do Exit Interviews

Eric Jacobsen Blog

MARCH 21, 2010

3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. Much of what you read on my Blog may not be new to you, but hopefully, it’ll serve as a good reminder of things to consider when you lead your next employee, team or group.I’m

Interview

Interview Mentoring Kansas City Kansas

Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

Developing staff technology skills in your nonprofit

Webinars

Trending Sources

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

Webinars

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

5 Questions to Ask Your Fund Accounting Vendor

Navigating Nonprofit Data Warehouses: A Comprehensive Guide

Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Seven Tips on How to Use Your Digital Ecosystem to Enhance Your Fundraising

Customized vs. Configurable Software Solutions: Which Should You Choose?

Infographic: It's About Smarter Investment

Guest Post by Kira Marchenese: What Happened When We Introduced 350 Staff to Social Media

The Unrecognized Risk of Status Quo Problem-Solving Skills for Grantmakers

Build, Buy, or Customize?

I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness

Helping Children Heal With Salesforce

Forget the Tech, Let’s Talk Mission

Salesforce for non-profit organizations

How’s Your Digital Health?

How To Avoid 8 Common Performance Evaluation Pitfalls

Build A Strong Team. Be An Effective Team Member.

Play Team Sports To Build Leadership Skills

Plan Monthly Job Learning Days

Discover Your Leader Grade

Reach Communications & Leadership Expert David Grossman Via His.

5 Tips For Generating Ideas From Employees

Find The Ideal Tone For Your Emails

Ask Your Customers To Help You Write Your Strategic Plan

The Five Points Of Professionalism

Be A Manager Who Makes Decisions

Give Positive Feedback. Don't Praise.

Lots Of Lessons From Post-it Notes

Always Follow Through

Eric Jacobson On Management And Leadership: 70 New Year's.

Never Say These Words To A Customer

Resolve To Find A Mentor In 2011

How To Improve Customer Service With The Telephone

How To Talk About Poor Performance With An Employee

3 Coaching And Mentoring Tips

How To Write An Employee Satisfaction And Engagement Survey

Welcome Ideas At Any Time From Anyone

How Will You Be Remembered As A Leader?

"Great Places To Work" Employee Perks

What To Think About For Next Year

Do Exit Interviews

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