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Mastering Next Year’s Budget With Revenue Projections and Donor Attrition Analysis

Neon CRM

One of the most important lessons a nonprofit practitioner can learn in their career is that budgets are moral documents. This is especially true when it comes to budget projections that will help inform the strategy of your organization in the coming year. to project what your costs will be for the coming year. Let’s do it!”

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Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Data hygiene projects This can range from cleaning and completing Salesforce, spreadsheet, CRM or other databases for stakeholders. Social media analytics report Have your intern review the past year of posts and data from your major platforms. Have the intern map the steps involved so your team can review at a bird’s eye view.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.

Data 74
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10 Considerations for Creating a Budgeting Process

sgEngage

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.

Process 91
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Thought Leaders Blaze Trails of Discovery and Engagement

.orgSource

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. Document both employee and volunteer responsibilities. Review expense policies, conflict of interest, or any other relevant policies or ethical issues. This is critical.

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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

By proactively working with your auditor, having consistent workflows that keep your data updated, and establishing clear expectations with your staff, you can make remote audits just another project on your list, instead of something to dread. Many organizations leave your internal controls documentation on autopilot until there is an issue.

Review 67
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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. As part of this evaluation, review and discuss at length the management letter issued by the audit firm, both internally and with the audit firm.