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5 best practices for Salesforce change management

fusionSpan

Change is a staple of life for any organization. Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or even updating physical infrastructure, navigating change is something nonprofits and other organizations have to face almost every day. What is Salesforce change management?

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4 Necessary Culture Shifts To Help You Navigate Change Management

Bloomerang

The first lesson I learned while working in the healthcare industry was this: Expect change. Every year there was guaranteed to be a policy or procedural change that required change management , which led to the second lesson I learned: Figure out how to make the change last. Adopt a culture that values feedback.

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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Grantmakers want to know if their funding has created the change they have envisioned. Here, we explore for whom change is desired and who is defining and measuring that change. It is our hope, as funders, that financially resourcing a movement, an organization, or an individual can lead to positive change.

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Beyond the Newest Philanthropy Buzzword: Knowledge Work Is Core to Equitable Change

sgEngage

Knowledge work is growing because it sits at an important intersection between grantmaking and equitable change. Whether you are working within a funding organization or on the ground in social change, developing an effective knowledge practice will help to advance strategic missions and goals.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

Software 321
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Data Governance: The Key to Strategic Planning

sgEngage

Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal. Stay positive, rather than dwelling on past challenges.