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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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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

So, how can we strategically navigate change? It is one thing to adopt certain principles for how you will navigate change personally, but things get even more complicated and interesting when you are navigating change management as a unit, group, family, or organization. Unplanned change – responding to the unexpected.

professionals

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Change Management: 3 Steps to Make Change a Reality at Your Nonprofit

Saleforce Nonprofit

As a nonprofit leader guiding your staff through changes over the last two years, you might have investigated change management. Change management is a set of tools and techniques your nonprofit can use to build buy-in and support staff members as you lead an organizational change. A “Why” Statement.

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8 Steps for Creating a Nonprofit Innovation Culture

sgEngage

In a culture that supports innovation, everyone feels encouraged and confident to brainstorm, introduce new ideas, ask questions, and start conversations in order to identify opportunities for enhanced impact. Ultimately, you will be able to strengthen the impact your mission has on the people and communities you serve.

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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. They each play a role as collectors of information and stewards of data security. This is what will enable you to achieve your outcomes and measure your impact.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

What is the impact of the problem? For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. Project Team List the names, titles, and respective roles of your core project team. How big is the problem?

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Getting the board on board with nonprofit technology changes

EveryAction

Depending on the size, reach, and impact anticipated from a technology change, engaging the board of directors is often critical to your success. While the C-level and managers will probably lead your organization’s tech selection, you can think of the board as the ultimate executive sponsor.