article thumbnail

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.

article thumbnail

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

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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

sgEngage

Projects like these can drain resources, take more time than necessary, and quickly become your least favorite meeting on your calendar. A well-developed project charter can help to keep stakeholders aligned from the onset, avoid common risks and pitfalls, and ensure that you’re making the most effective use of your resources.

Project 89
article thumbnail

When nonprofit strategic planning goes wrong 

Candid

A successful nonprofit strategy is all about getting critical resource decisions right to achieve organizational goals. In addition, we will share several of our organization’s free educational and planning resources to support your efforts throughout this piece. Change management needs to be built in from the beginning.”

article thumbnail

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

.orgSource

Confirmation bias is the tendency to place the greatest value on information that supports your pre-existing beliefs. Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management. Whether CMA has resources to meet those needs.

Data 221
article thumbnail

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Imagine having this toolkit of resources at your fingertips!

Data 74