Association Analytics

JULY 20, 2021

Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind. Creating your unique product requires a dedicated team with the appropriate skills. Will the product be managed by an existing employee or will you need to hire a new product manager?

Software 321

Software Build Analytics Associations 321

sgEngage

MARCH 21, 2024

Outlining these challenges in your project charter will keep your team focused on solutions that can alleviate these issues without getting pulled into new directions. 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 90

Project Fund Software Help 90

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 71

Relationship Practice Build Evaluation 71

EveryAction

APRIL 5, 2023

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. Focus on limiting tool fatigue Explain how the new tech can help reduce manual, untracked or unlogged staff processes. A roadmap is a pathway to the future state!

Technology 186

Technology Change Analysis Tech 186

Candid

AUGUST 23, 2023

The strategic planning process is a rare chance for a nonprofit’s leaders to step back and look at their organization and its activities as a whole—to understand what success looks like and to allocate time, talent, and dollars to the activities that can help achieve it. Change management needs to be built in from the beginning.”

San Francisco 98

San Francisco Nonprofit Metrics Boston 98

sgEngage

SEPTEMBER 5, 2023

Financial Management Luminary Session Panel Discussion: Using Your Voice in a Sea of Change *don’t miss* Your finance team touches all aspects of your organization—grant programs, fundraising goals, vendor management. Here are a few sessions that will inspire you to rethink your workflows.

Blackbaud 79

Blackbaud Chart Denver Nonprofit 79

Nimble AMS

JUNE 29, 2023

Working with an AMS selection consultant helps to simplif y this process , offering numerous benefits. Here are four ways an AMS selection consultant can help your association find the right AMS: 1. Attempting this process independently can be time-consuming and challenging for your staff. Discover your AMS must – haves.

Consultant 133

Consultant Benefit Work Associations 133

.orgSource

DECEMBER 18, 2023

Machine Learning, predictive modeling, and natural language processing are a few of the ways AI makes data more meaningful. Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management. The team watches data and member behavior.

Data 221

Data Studies Music Analysis 221

Nimble AMS

FEBRUARY 17, 2023

The entire process of r esearching, buying, and implementing new association management software (AMS) is a major job for any organization. Tips to help you manage expectations for your AMS When it comes to your stakeholders, you’ll likely experience some with strong opinions. Be open-minded to change. Be transparent.

Project 119

Project Management Tips Associations 119

sgEngage

APRIL 2, 2024

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. This can cause problems when tasks fall through the cracks or emails go to inboxes that no longer exist.

Data 75

Data Blackbaud Policy Database 75

fusionSpan

NOVEMBER 21, 2023

As a Fonteva premier service partner , our team of certified experts have been working with Fonteva since 2014 and completed more than 80 implementations and migrations. Contact Us The benefits of implementing Fonteva As a membership organization, your AMS is crucial to managing member functions and engaging your community.

Service 52

Service Management System Tech 52

Connection Cafe

FEBRUARY 26, 2019

As systems and processes are being re-written, it’s an ideal time to set new goals, experiment with different processes, and emerge stronger on the other side of your transition. Being transparent, getting buy-in, and having adequate understanding of interconnected processes requires a framework. You’ve got this!

Change Management 26

Change Management Change Management Tools 26

Forum One

JANUARY 19, 2023

Website personalization is the process by which individualized, relevant and targeted content is created to suit a user’s online experience. For example, images and content displayed on the homepage will change based on past clicking and scrolling behavior. One effective way is to take an agile approach to change management.

Websites 61

Websites Change Management Digital Government 61

sgEngage

JANUARY 29, 2024

At PEAK Grantmaking , these qualities and practices of emergent learning are an everyday endeavor that the team embraces in their work and advocates to members. It’s recognizing the ways you typically take information and apply it may not be the process your organization needs to move forward. Satonya asks her team, “Where is our head?”

Adopt 84

Adopt Learning Organization Help 84

sgEngage

SEPTEMBER 13, 2023

Can you walk me through the process for building a report and a dashboard? Verify that the process is intuitive. View-only access is a time-saver for both your auditors as well as non-financial team members who need access to information regularly. How does your system incorporate automation and integrations?

Fund 82

Fund Question System Integration 82

sgEngage

FEBRUARY 9, 2024

The right fund accounting software can save you time and streamline your processes. That’s why it is vital to make sure your team is prepared for the change and ready to identify the improvements that will increase your community health center’s efficiency and accountability. Identify the right skills on your team.

Fund 89

Fund Software Community Tips 89

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Nonprofit team members tend to wear many hats and carry immense stress even under normal conditions. Inadequate Processes. Leverage Technology to Manage Rapid Change.

Philanthropy 83

Philanthropy Community Time Blackbaud 83

NTEN

SEPTEMBER 14, 2011

The selection of quality technology systems is a very important piece of managing those relationships, but equally important is how your team uses the technology. Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems.

Process 92

Process Technology Raise Fund 92

Forum One

SEPTEMBER 7, 2021

Website personalization is the process by which individualized, relevant, and targeted content is created to suit a user’s online experience. For example, images and content displayed on the homepage will change based on past clicking and scrolling behavior. Establish new digital governance and implement change management.

Websites 58

Websites Strategy Change Management Digital 58

sgEngage

FEBRUARY 6, 2024

Whether your graduate program is at a big university or a small college, there are four fundamental steps to reimagine your recruitment process. Most have centralized undergraduate recruiting with team members from admissions, recruitment, and marketing coordinating communications, technology, and processes.

Student 87

Student Tips University Application 87

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. This centralization allows nonprofits to process and organize data from multiple places so that it’s easy to understand and use altogether.

Data 52

Data Guide Proposal Nonprofit 52

sgEngage

JANUARY 24, 2024

Rather than opt-in re-enrollment, where all parents/guardians must sign new contracts to enroll their children each school year, continuous enrollment is an opt-out process that higher education institutions have used for decades. Admissions had to create a new process to keep track of student withdrawals during the withdrawal period.

Student 73

Student Policy Retention Education 73

Forum One

AUGUST 10, 2021

Some common focus areas for investments in government digital transformation might include using and optimizing data and analytics collection, updating IT infrastructures, migrating data and files to a cloud storage, and facilitating change management. Organize for success.

Government 88

Government Digital System Fund 88

Connection Cafe

MAY 8, 2018

Earlier this year I released the 2018 Nonprofit Digital Teams Report in partnership with Jason Mogus, principal consultant at NetChange Consulting. This year’s research found that digital teams that are represented in senior management, influence decisions on new campaigns and receive leadership support run higher impact digital programs.

Team 26

Team Digital Structure United Kingdom 26

sgEngage

AUGUST 14, 2023

Recognizing the need for change is easy. All of this is change. The actual process of changing takes true leadership, whether in our personal or professional lives. Yes, there was support for change, but the most challenging part of this entire project would be the change management component.

Change Management 78

Change Management Change Management Denver 78

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes For many nonprofits, outdated and manual processes place a further burden on staff’s time. Shifting Needs Nonprofits deal with change frequently.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

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 64

Life Test Nonprofit Data 64

Cloud 4 Good

JULY 6, 2021

Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. SU: These individuals are recommended by their team’s leadership to be the subject matter expert on their team for solutions within Salesforce.

Org 111

Org Support Skills Knowledge 111

Saleforce Nonprofit

APRIL 6, 2022

Fundraising teams at the eye of the pandemic storm have experienced an eye-watering pace of change the past two years. The stark impossibility of maintaining the status quo, and the limitations of clunky manual processes were harshly brought to light. Future-Proofing People & Teams. Many tried new things….but

Change 75

Change Marketing Fundraising Stream 75

Neon CRM

SEPTEMBER 27, 2023

That’s where change management comes in. By implementing a change management strategy that’s geared towards their specific circumstances, nonprofits can help their staff members adopt new systems quickly and effectively. Change management: What is it?

Change Management 52

Change Management Change Management Nonprofit 52

Saleforce Nonprofit

FEBRUARY 24, 2022

Ultimately, we wanted to build a community of trust that CDOs can turn to for answers they can’t find anywhere else, on issues related to innovation, impact, fundraising trends, and change management. And I’m thrilled to tell you that’s just what happened. The Council met five times between May 2021 and January 2022. “I

Share 106

Share Create North America Nonprofit 106

Get Fully Funded

FEBRUARY 22, 2023

Defining this early in the process will provide a point of reference for the following steps. The development associate will also manage donor relations and communications to ensure that the organization is maintaining appropriate levels of transparency with our donors.” Why is the role necessary? What are the objectives of this role?

Job 59

Job Roles Skills Nonprofit 59

Forum One

JULY 27, 2021

Your digital ecosystem comprises the tools, people, and processes within your organization. Find time to meet with your marketing and communications teams regularly to see how your approaches can help each other out. Make sure that you’re making the case for investment to your entire executive team or board.

Digital 47

Digital Tips Fundraising Evaluation 47

NTEN

FEBRUARY 22, 2011

Nonprofits face unique challenges that commercial enterprises often don't face: you have no IT staff, no IT budget, uneven levels of technical skills in staff, high turnover and volunteer staff, distributed teams with only the internet connecting them, no long term IT planning or vision, and project based funding models.

Roles 65

Roles Project Process Management 65

sgEngage

JANUARY 4, 2024

The contrarian in me would tell you that if this regularly happens to you, gray thinking will be of great benefit to you and your team. In doing this, leaders can move away from their own personal bias, and into a grayer, more open thought process. Maybe this new way of thinking will be a huge win for you and your team.

Challenge 68

Challenge Leadership Calendar Broadcast 68

sgEngage

JULY 26, 2023

Have you consulted your legal team about the evolving data privacy requirements? Your legal counsel can help you understand how the changing laws apply to your organization’s data collection, usage, and storage. Please consult your legal team to address your specific situation. Set data storage expirations?

Law 76

Law Change United Kingdom Blackbaud 76

Forum One

MAY 6, 2021

When done correctly, there are many advantages to modernization— reduced staff time on paperwork, streamlined processes, and payments, improved integration with other systems and data, happier end-users, using inclusive language, and better tracking and reporting— that add up to the opportunity to gain tremendous efficiencies. Where to start.

Government 49

Government Digital Service System 49