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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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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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10 Tips for Better Grant Management Processes

sgEngage

Make information readily available to internal stakeholders so it’s easier for people to do their jobs. Talk to your funder, peers, and internal experts to ensure that you understand the language of grants and other funding sources. Foster strong internal partnerships. Will this help you launch a program or expand your reach?

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

sgEngage

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. Risks No change management undertaking is without its risks.

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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.

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Tech Across Your Org: Social Media Collaboration Across the NYC Elder Abuse Center

NTEN

This spring, the New York City Elder Abuse Center (the Center) began its journey from a traditional, “non-social” organization to one that uses and embraces social media in both its communications and internal processes. everyone will need training in order to realize efficiencies and goals. ] By Debra Askanase, Community Organzier 2.0

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Navigating Nonprofit Data Warehouses: A Comprehensive Guide

DNL OmniMedia

However, here are some potential use cases to help you visualize the role a data warehouse could play in your organization’s operations: Identify specific audience segments for marketing purposes. Change management issues: Anytime a new technology tool is introduced to your organization, you’ll face some growing pains and adoption challenges.

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