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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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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. Trust: A trusting environment ensures your team feels comfortable sharing their ideas and asking questions.

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

sgEngage

This short paragraph should answer questions such as: Why is this project worth doing? The problem statement should not presume a cause or prescribe a solution but should answer questions such as: What’s wrong or not meeting the needs of our stakeholders? Risks No change management undertaking is without its risks.

Project 89
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Getting the board on board with nonprofit technology changes

EveryAction

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. They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. Let’s dive in.

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6 Ways to Harness Your CRM Solution as a Change Management Tool

Connection Cafe

This is the time to question how things have always been done and consider changes that will expand your institution’s reach. This tremendously complex, yet fundamentally important area of questioning will help you fine-tune your CRM, but also the people and processes that interact with it as part of your institution’s mission.

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Three tips to manage key stakeholder expectations for your AMS project

Nimble AMS

Try asking these questions: Are there levels of distinction between your stakeholders? For example, you could send internal AMS project update emails for SMEs, host weekly meetings for staff leaders, and leverage a project website to keep all stakeholders updated. What about subject matter experts (SMEs)?

Project 119
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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a link to the guide anywhere that would be convenient for your team members to find, such as on your organization’s internal website or in a Links tile on your grant management system dashboard.

Data 74