sgEngage

MAY 15, 2024

The goal was to become better grantmakers by completing a review of our practices, processes and forms. This was a year-long project that required CDP to closely examine our processes and have bold conversations about how we wanted our grantmaking to look. We incorporated learnings and feedback from grantee partners.

Change Management 101

Change Management Disaster Change Management 101

Candid

MAY 1, 2024

Before we write product requirements, design interfaces, or build software, we go to our users to understand how they do their work, what their goals are, and what obstacles are standing in their way. It is critical to have a clear understanding of all phases of their work to create an effective solution. Does the solution work?

Tools 64

Tools Build Problem Test 64

Forum One

APRIL 30, 2024

This in turn enables conversational AI and advanced chatbot applications that produce highly contextual and informed responses for users based on custom data models and sources. Choose the Right Approach There are many options for designing and developing a RAG-enhanced conversational AI solution.

Conversation 93

Conversation Guide Model Application 93

Get Fully Funded

SEPTEMBER 16, 2021

For newer nonprofits, making informed decisions about how to get set up with donation processing can be especially difficult, and for good reason. It’s a complicated process. That’s exactly why we’ve compiled a few essentials about the donation system implementation process: Invest in a secure online payment processor.

Process 59

Process Donation Tips Retention 59

.orgSource

OCTOBER 17, 2023

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. leadership soapbox here to say that a digital culture uses objective data to measure and evaluate all of its activities. CITE folded the evaluation process into their ongoing activities.

Evaluation 251

Evaluation Government Director Facilitation 251

Connection Cafe

MAY 15, 2014

I recently published the last post in my series about the nonprofit web design process and thought it would be helpful to have a final summary for the entire series. Analytics data as User Research : Timeframe for which to review analytics data and some specific research questions to drive data analysis.

Summary 37

Summary Process Design Web 37

sgEngage

AUGUST 29, 2022

On top of that, be prepared for some change anxiety or frustration at convoluted legacy data and processes, which can make a system change appear even more daunting than it actually is. For an in-depth look at creating a successful process, watch Blackbaud’s webinar “Organize a Software Implementation Your Users Will Love” on demand.

System 75

System Fund Practice Free 75

The NonProfit Times

APRIL 18, 2024

Note: See all the Best Nonprofits To Work For stories in the 4/1 digital edition … [link] ** There are some surprises in the data from 2023 for this year’s The NonProfit Times ’ “Best Nonprofits To Work For.” There is a curiosity when looking at historical data — a period covering the calendar years 2019-2023.

Data 52

Data Work Aggregator Attitude 52

Connection Cafe

JULY 22, 2013

Note: This is the second in a series of posts about the Nonprofit Web Design Process. This post is about how we incorporate Google Analytics data into our Design Process. To establish benchmarks for measuring success of our design efforts. To understand how visitors interact with the site. Methodology.

Analytics 37

Analytics Design Research Process 37

fusionSpan

NOVEMBER 21, 2023

From managing membership and events to driving ecommerce , member engagement , and data reporting, Fonteva has the comprehensive functionality to deliver on the needs of your membership community. On the technical side, data architecture is key to implementing Fonteva effectively.

Service 52

Service Management System Tech 52

Volunteer Hub

SEPTEMBER 20, 2023

Choosing the best volunteer management software extends beyond functionalities and features; it’s also about the people and processes that come with it. It begins with a thorough qualification process during the sales phase, aimed at determining if the software is the best fit for your organization and your specific use case.

Software 85

Software Experiment Volunteer Management 85

Connection Cafe

DECEMBER 27, 2013

Note: This is the seventh in a series of posts about the Nonprofit Web Design Process. Quote from Kristina Halvorson) It’s an essential step in the Web Design process that’s often overlooked or skimped upon. This phase is where the new web presence starts to take shape with a Sitemap and Wireframes.

Design 36

Design Process Content Web 36

DNL OmniMedia

FEBRUARY 1, 2023

Ongoing support can be especially helpful for organizations interested in completing their project in phases. Rather than finding a new consultant for each phase, you can partner with one consultant who is already familiar with your technology and can ensure your system remains cohesive. Get your board’s approval early in the process.

Consultant 52

Consultant Technology Phase Nonprofit 52

Cloud 4 Good

MARCH 29, 2022

Following two successful phases of a Salesforce Marketing Cloud implementation, TFA again engaged Cloud for Good to implement Interaction Studio into the organization’s marketing stack. To help promote the conversion of these visitors, customized web and email experiences are utilized to move prospects through the recruitment processes.

America 91

America Teach Interaction Marketing 91

Allegiance Group

APRIL 15, 2024

Because this process can be so extensive, it’s best to partner with a team of experienced marketing experts when launching a new direct mail program. Direct mail fundraising, sometimes called direct mail solicitation or direct marketing, is the process of mailing requests for support to existing and prospective donors.

Mail 52

Mail Fundraising Nonprofit Channel 52

Connection Cafe

FEBRUARY 20, 2014

Note: This is the ninth in a series of posts about the Nonprofit Web Design Process. It’s best to get buy-in on wireframes first so we can truly focus on creative look and feel during the visual design phase of the project. These are the basic wireframes you’ll need to provide for the visual design to commence.

Design 33

Design Process Web Phase 33

sgEngage

AUGUST 23, 2023

Optimizing your healthcare organization or hospital’s website design ensures patients and community members can find the information they need quickly. A professionally designed website can help establish your organization as a reputable, trustworthy institution. Make your donation and volunteer opportunities easy to find.

Websites 81

Websites Organization Tips Map 81

Get Fully Funded

JULY 9, 2023

The Two Phases of a Capital Campaign You will be asking folks for a lot of money and support for this project, and it comes in two phases: the quiet phase and the public phase. The quiet phase is the first part of the campaign and involves meeting face-to-face with your top prospects to make individual requests.

Campaign 75

Campaign Phase Guide Gift 75

Connection Cafe

NOVEMBER 21, 2013

Note: This is the sixth in a series of posts about the Nonprofit Web Design Process. When they’re based on solid user research, personas can be great tools for helping your design team and internal stakeholders truly understand your audiences. Visual Design. Solution Design. Build consensus around target audiences.

Design 32

Design Process Web PowerPoint 32

Qgiv

APRIL 11, 2023

The Responsive Framework is a repeatable four-step process that nonprofits use to treat every donor with the same personalized attention that they deserve. The Four Phases of Responsive Fundraising Listen Listening is where effectively reading donor signals is incredibly important. Sometimes, the best suggestion is not financial!

Donor 104

Donor Survey Social Media Database 104

Saleforce Nonprofit

MARCH 4, 2024

The Salesforce nonprofit grantmaking solution, foundationConnect, was created over 15 years ago on the belief that we could support better collaboration among stakeholders in the grants management process. A point solution makes data collection from multiple sources difficult and often requires integration with third-party applications.

Nonprofit 52

Nonprofit Application Integration Grant 52

M+R

DECEMBER 9, 2022

This is from the perspective of a web developer, and this overview leans towards the implementation of GA and Google Tag Manager (GTM) and not on building reports within the GA4 interface once data is flowing. GA3) is being phased out effective July 1, 2023, and there are a number of significant changes to the new product. Event Types.

Analytics 89

Analytics Google Track Data 89

fusionSpan

MAY 19, 2024

It’s a matter of making sure your teams have the best tools and processes at their disposal, your members get the best experience possible, and you can deliver on your mission. Process challenges to digital transformation When you go through digital transformation, processes change.

Digital 52

Digital Nonprofit Process Goal 52

Greater Giving

APRIL 16, 2021

Segmented groups can focus on a donor group’s behaviors, interests, networks, involvement in the organization, or other information that is typically not included in a nonprofit’s standard data management system. New donors begin at the “Awareness” phase when they are gathering information about your mission and nonprofit.

Communication 80

Communication Donor Strategy Phase 80

EveryAction

JUNE 19, 2017

Too often, nonprofit development professionals struggle to manage these processes on clunky, difficult to use software that scatters data across multiple places, spreadsheets or platforms. Here's how it works: Grant Management plans consist of three main sections: Grant Proposal, Award, and Grant Details.

Grant 100

Grant Track Gift Management 100

Saleforce Nonprofit

JULY 16, 2021

Take for instance, Accounting Subledger , a product that allows you to align fundraising data with your existing accounting system. NPSP was designed to utilize the flexibility of the Salesforce platform to ensure that every nonprofit can meet the needs of its constituents as effectively as possible. Do you really need all that data?

Tips 122

Tips Mongolia Product Platform 122

Candid

MAY 10, 2023

To set your next campaign up for success, we are breaking up the process of building a campaign into five simple steps. Here we also share the key components of each phase and best practices for streamlining your efforts. This is a launch to a limited portion of your audience, so you can gather data and feedback before going public.

Communication 88

Communication Campaign Channel Measure 88

Nonprofits Source

MAY 6, 2024

Here are some tips for you to get started: Use legible design elements. You’ll only get click-throughs, signups, and applications if you simplify the process of taking the next step for your recipients. Depending on their current place in your recruitment process, there might be several possible actions your candidates can take (i.e.

email 52

email Tools Strategy Application 52

Saleforce Nonprofit

APRIL 14, 2021

Make sure your donation page is clean-looking, works properly and is connected with data (think personalized ask ladders for donors based on their past giving behaviors). There will be time for more practical matters, but this phase is all about dreaming. It was replicated on a national scale and even won a design award!

Experiment 120

Experiment Fundraising Atlanta Digital 120

Qgiv

SEPTEMBER 7, 2021

There are a variety of merchant processors available, and each has its own policies, procedures, and processing fees. Knowing what you’ll pay each month (if anything) and what the processing fees are can help you determine which platforms are good for your budget and which aren’t. It’s designed for giving on the go.

Online 52

Online Giving Widget Phase 52

sgEngage

DECEMBER 18, 2023

But it is not just a new buzzword, a box to be checked, or even a singular phase in the grant cycle. Knowledge insights, grants and learning, information systems, data discovery, or relational analysis are just some of the terms showing up alongside the more familiar phrases of research and development and data analysis.

Knowledge 71

Knowledge Philanthropy Change Work 71

Forum One

FEBRUARY 7, 2023

In a recent webinar, we gave answers to some of the GA4 FAQs we’ve been asked and showed partners a step-by-step process to getting started. For organizations using both apps and websites, there were challenges in seeing how the data interacts—are web visitors the same people using the app? Which visits lead to engagement?

FAQ 57

FAQ Organization Analytics Google 57

Bloomerang

JUNE 14, 2021

Here’s how Solis views the three phases of where we’ve been and where we’re headed: BC = Before COVID. Now the only thing normal about the phase we’re in is everyone is in this same transitional space, focused on politics, new social behaviors, and the associated socioeconomics. Think back to how different things were.

Digital 120

Digital Strategy Nonprofit Phase 120

Cloud 4 Good

AUGUST 4, 2022

Empowered by MobileConnect’s ability to create a highly capable communication strategy, the UMass Public Health Promotion Center designed an information hub tracking testing results and enabling reliable SMS messaging to better meet constituents’ needs. . And the new tool arrived at just the right time. . Cross-Campus Connection.

Massachusetts 90

Massachusetts University Communication Marketing 90

sgEngage

APRIL 18, 2022

Optimizing your healthcare organization or hospital’s website design ensures patients and community members can find the information they need quickly and without hassle. Consider your own user pathways and design your site to facilitate a faster transfer of information. Prioritize accessibility. Use a continuous improvement approach.

Websites 79

Websites Organization Tips Map 79

sgEngage

SEPTEMBER 6, 2022

UX design and content. Whether your budget permits automated marketing systems or more ad-hoc surveys, it’s critical to be in communication with your audience and to gather that data whenever possible. Most importantly, and maybe the most challenging step, is to take advantage of the data once you have it. Branding and strategy.

Marketing 84

Marketing Blackbaud Analytics Trend 84

Connection Cafe

NOVEMBER 11, 2016

Deliberately, meaningfully, and thoughtfully designing an organization’s culture can help people and teams rally around new technology. So, how do we design a team culture to do that? So, how do we design a team culture to do that? Trust in data and being able to act upon data insights. Leadership.

Culture 39

Culture Design Technology Consultant 39