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10 Tips for Better Grant Management Processes

sgEngage

Whether you are thinking about applying for your first grant or your organization manages several grants each year, it’s important to have clear processes to meet those mandates and avoid straying outside your mission. In managing grant funding , communication is key. Adopt a robust fund accounting system.

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Getting the board on board with nonprofit technology changes

EveryAction

Depending on the size, reach, and impact anticipated from a technology change, engaging the board of directors is often critical to your success. 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. Try one (or both!)

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Lead From the Human Side of Technology

.orgSource

That dramatic entrance has changed the role of CTOs. Their responsibilities have transformed as quickly as the systems they manage. Digital platforms and processes infuse every business activity. Emotional intelligence offers a framework to assess your competency and to begin an intentional growth process.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

That’s where customer relationship management (CRM) comes in. In this guide, we’ll provide four CRM training best practices. Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors.

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Best practices for a successful AMS implementation and launch

Nimble AMS

The prospect can be ch a lleng ing. Choosing the right association management software (AMS) is a major decision. Additionally, the organization valued Nimble AMS’ dynamic reports and dashboards and member management features. Provide training for your team members on your new AMS and its capabilities.

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7 tips for preparing your nonprofit for a move to new software

EveryAction

Implementing more modern tools—especially major software, such as customer relationship management (CRM) or fundraising software—can provide your organization with new efficiencies and new capabilities to improve fundraising , marketing, volunteer management, and ultimately do even more to power your purpose. Do a data clean-up.

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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. Queries and reporting tools will provide an efficient means of building a list of relevant activities.

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