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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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The One Record Myth in K–12 School Software

sgEngage

We still needed to create a consistent policy or practice for sharing data throughout the school. We asked ourselves: “What if there’s a better way to structure our resources?” Everyone can get everything they need with their unique secure login. We took two steps: 1. We created a centralized data management team.

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How to Create a Volunteer Handbook Your Volunteers Will Use

Get Fully Funded

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. Staff: Provide an organizational chart with photos and enough information about each person’s role so volunteers can find the person they are looking for.

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Integration: The Ultimate Solution for Nonprofit Data Silos

sgEngage

Often, organizational structures within individual facilities and departments create their own data platforms and workflows that are not aligned with one another. Additionally, this digital shift to increased data interoperability means less chart chasing and improved quality care.

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How to Export Universal Analytics Data

Whole Whale

The next step is to store this in your company’s cloud storage (Microsoft 360 or Google Drive) in a structured manner. When exporting historical information from Universal Analytics, it’s important to establish a consistent file naming structure to ensure that your data is organized and easy to work with.

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Why Every Organization Should Make Sustainability Part of its Mission

Saleforce Nonprofit

Most recently, we took a critical step in our climate action plan by including climate as a part of the company public policy platform, joining priorities like equal rights and privacy and security. “We They also use Salesforce to plan and chart a future path to growth. University of Massachusetts Amherst.

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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

Strategic Change – this involves changes to the policies and processes. Structural change – this include teams, departments, and job structure. If the change is being forced upon you by a change in law, policy, or I don’t know, a global pandemic , try and tie the response to that change into the goal at hand.