sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system.

Data 79

Data Blackbaud Policy Database 79

Association Analytics

JULY 20, 2021

During implementation, your team will need to manage and execute multiple integration pieces. As with any new product or system, you have the risk of adoption. People can be adverse to change. As we mentioned earlier, the biggest advantage of building your own system is that you can custom design your product.

Software 321

Software Build Analytics Associations 321

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 100

Relationship Practice Build Evaluation 100

EveryAction

APRIL 5, 2023

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. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

Candid

AUGUST 23, 2023

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. What new systems or capabilities will we need to build or buy?

San Francisco 98

San Francisco Nonprofit Metrics Boston 98

sgEngage

FEBRUARY 9, 2024

Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. The point of contact works with the software vendor to align the new system to your organization’s vision for the future, preventing your organization from flying blind.

Fund 94

Fund Software Community Tips 94

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 17, 2009

I asked for some recommendations on Twitter for the best practical sources for change management. Joitske recommend Learning To Change. She also pointed me to an older post on her blog about one of theories of change in the book based on thinking styles. Everything changes autonomously, of its own accord. ".

Change Management 66

Change Management Adopt Social Media Change 66

sgEngage

JUNE 9, 2023

Let’s start by defining each type of solution, respectively, in the context of grants management software. A configurable system is an out-of-the-box solution that allows the owner to easily personalize certain aspects of the system themselves, without the help of experienced software developers. You don’t pay for updates.

Software 90

Software System Grant Industry 90

sgEngage

MAY 14, 2024

Whether that is mental health outreach or serving under-resourced elementary schools , the goal is to stretch every cent to help your community. To do this, you need an accounting system that can hold this information on a unique record, not as part of an account string. Your focus is financing your mission.

Profit 98

Profit Fund Grant Track 98

Bloomerang

OCTOBER 4, 2023

Some have years of experience and are leading with the knowledge and resourcefulness they have acquired over time. A hired vendor can very easily change your accounting software from QuickBooks to Intacct. Changing systems from QuickBooks to Intacct is not going to solve a “bad reporting” issue.

Consultant 88

Consultant Culture Nonprofit Issue 88

sgEngage

SEPTEMBER 25, 2023

“Money comes with strings attached, so be sure you are willing and able to honor each [grant] without putting the rest of your business at risk,” advises Steven Canum, CFO of Senior Resources of West Michigan. In managing grant funding , communication is key. Adopt a robust fund accounting system. Learn the language and history.

Grant 98

Grant Process Management Tips 98

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. How does your system manage restricted funds? A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests.

Fund 87

Fund Question System Integration 87

Forum One

AUGUST 10, 2021

Though digital tools and systems play a big role in this transformation, it’s about more than just the tools. If an agency finds itself in one or more of these scenarios, it’s likely time to consider how a modernized system and approach can help improve processes and communication. Four steps for digital transformation at your agency.

Government 88

Government Digital System Fund 88

sgEngage

AUGUST 14, 2023

To make matters worse, the people working on these projects all used different software systems, none of which talked to each other, much less existed in the same technical ecosystem. The phrases “Well, this is how we have always done it” or “no system is perfect” were common refrains. This needed to stop and in short order.

Change Management 82

Change Management Change Management Denver 82

sgEngage

FEBRUARY 8, 2024

But you also want to respect your grantees’ time and resources and avoid asking them for information that you don’t use or that they have already provided elsewhere. Or you can track the time it takes you to fill out the form, either with sample data or by trying to collect similar data from your own systems.

Application 95

Application Leadership Grant Philanthropy 95

sgEngage

NOVEMBER 1, 2023

We knew that there was information in one part of the system that could be very useful for another team. Still, we did not want, for example, an enrollment clerk to be able to change information upon which a business officer relied. We asked ourselves: “What if there’s a better way to structure our resources?”

Software 96

Software API Miami Blackbaud 96

sgEngage

APRIL 15, 2024

Does your scholarship management system empower you to match students to awards prior to enrollment? If there are financial resources or scholarship opportunities that do NOT rely on FAFSA information to be considered, share these with your prospective students!

Impact 69

Impact Student Alternative Education 69

Neon CRM

SEPTEMBER 27, 2023

Change is inevitable. For nonprofits working with limited resources and staff, the prospect of adapting a new practice or technology can seem extra intimidating—even if it promises to make everyone’s job easier in the long run. That’s where change management comes in. Change management: What is it?

Change Management 52

Change Management Change Management Nonprofit 52

NTEN

JUNE 6, 2023

Outlook) and video conferencing platforms, use a spreadsheet, create slides, and use tools that are specific to your organization, such as a timekeeping system or an expense reporting system. Success in highly technical roles relies just as much on customer service and change management as on technical abilities.

Skills 88

Skills Technology Develop Training 88

DNL OmniMedia

APRIL 1, 2024

A nonprofit data warehouse is a centralized digital repository that nonprofits use to store, manage, and analyze their data. It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more.

Data 52

Data Guide Proposal Nonprofit 52

Allegiance Group

NOVEMBER 7, 2023

Selecting the right Content Management System (CMS) for your nonprofit website is crucial in building and managing a successful online presence. Business Considerations: Elements like budget, licensing type, training needs, and change management are also essential considerations in CMS selection.

Open Source 52

Open Source License Drupal Platform 52

sgEngage

MARCH 3, 2023

If you are still hosting the data and applications that you’re using to run your core operations and development efforts—from your accounting software to your donor relationship management and fundraising systems—on premises, you are not setting your future organization up for success. Lean in and embrace this technology.

Tools 75

Tools Application Nonprofit Software 75

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. It’s important to sufficiently staff and spread resources evenly, but it’s also a critical necessity for support staff to exhibit competency with the technology.

Org 111

Org Support Skills Knowledge 111

sgEngage

MARCH 21, 2023

But if anything is certain, this and other AI systems are only going to get better, and quickly. This would free a nonprofit’s resources to apply for more grants or focus on their other outcomes. After all, these systems are made by humans, and as such they incorporate our innate biases.

Grant 80

Grant Application Process Fund 80

fusionSpan

OCTOBER 10, 2022

Salesforce Managed Services can also help you keep your system up-to-date and compliant with the latest security and privacy standards. Change management: Planning and executing changes to your Salesforce configuration and managing the release of new Salesforce features.

Service 52

Service Business Management Help 52

Forum One

MAY 6, 2021

No matter your budget, modernization allows you to improve the way you spend your resources wisely. Processes grow organically over time and can create cumbersome systems, which is why the key to modernization is NOT to replicate the exact system you have now. Where to start. Hear from your users.

Government 49

Government Digital Service System 49

VQ Strategies

OCTOBER 7, 2022

Designed to assist and support an organization (and most commonly hospitals, museums, libraries, and arts organizations), these groups historically focus on raising funds, sometimes manage the volunteer corps, and nearly always maintain their own governance system.

Structure 98

Structure Volunteer Model Leadership 98

sgEngage

OCTOBER 9, 2023

We offer some practical tips, some examples of funders doing this work, and some resources. It is our hope, as funders, that financially resourcing a movement, an organization, or an individual can lead to positive change. Our intention is to understand whether grants have had the impact we envisioned.

Participatory 88

Participatory Evaluation Empowerment Grant 88

sgEngage

MAY 28, 2024

Strategic Decision-Maker CFOs leverage financial data and insights to drive strategic planning, resource allocation, and risk management efforts, ensuring the organization remains agile and responsive to emerging opportunities and challenges.

Roles 79

Roles Culture Nonprofit Structure 79

Connection Cafe

DECEMBER 9, 2019

For all of us who don’t live in a world where this type of change is enthusiastically accepted , we know that it can be challenging , especially when it comes to thinking about training and getting folks to actually USE the system. Create a resources web page. T he good news is though, it doesn’t have to be. .

Learning 45

Learning Strategy Training Train 45

sgEngage

SEPTEMBER 26, 2023

These scenarios happen all the time and can be incredibly frustrating for IT managers, especially when your current tech stack already has a similar tool—which the colleague has forgotten about or never completed training on—or the suggested software cannot integrate properly with your other systems.

Denver 83

Denver Software PowerPoint Template 83

Saleforce Nonprofit

SEPTEMBER 22, 2021

A long time Salesforce customer, they made the switch from a legacy system and used Salesforce to build the Justice Data Solution. The new system allows them to visualize their logic model in action across programs in 24 offices in 14 countries. Technology is the accelerator that allows IJM to do that at scale.

Experiment 111

Experiment Impact Australia Nonprofit 111

sgEngage

MAY 25, 2023

In a sector that is so risk-averse—afraid of change, reluctant to explore new ideas, and adopt new practices—why do we rely on super risky problem-solving skills? How does this make any sense, and why don’t we acknowledge that we, too, are testing hypotheses, and we need the skills, resources, and flexibility to test them?

Problem 78

Problem Skills Proposal Grant 78

Gyrus

SEPTEMBER 14, 2016

As you transition from your outdated Learning Management System (LMS) to your new GyrusAim v16.1.0.4 application it is important to keep in mind your users’ perception of the change. Inform Users of the Changes they will experience in the new program. Know the System Benefits.

Adopt 67

Adopt Program Learning Application 67

sgEngage

JULY 24, 2023

This could limit the resources available to enhance the education, research, and extracurricular opportunities that attract students, resulting in fewer revenue streams and subsequent financial challenges. Award Management System Transform your institution’s student awards program. For example, the U.S.

Education 81

Education Student Award University 81

Tech Soup

AUGUST 18, 2016

Tech Training for Nonprofit and Library Staff 101 gives you access to short how-tos, microlearning videos, online resources, live events featuring training experts, training plan samples, and more on TechSoup's new learning management system (LMS). A curated list of additional tech training resources. Register today.

Library 36

Library Training Train Online 36

Gyrus

NOVEMBER 6, 2014

In the introduction to the Change Management Strategies Series I mention three major factors effecting change. These include an organized implementation plan, communication, and management buy-in. Here at Gyrus Systems we have worked on implementations spanning 3 weeks to over 12 months.

Organization 45

Organization Phase Change Management Software 45