Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 13, 2017

Whether our meeting is useless or valuable depends on how we design, facilitate, and follow up. Meeting design is more than just agenda planning or identifying topics. You also need to establish meeting norms or rules of engagement and then design and facilitate the process to get results. Share in the comments below.

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Facilitation Product Design Sweden 109

VisionLink

AUGUST 31, 2023

Project Manager Location: Remote (HQ is in Boulder, Colorado) Type: Full Time Supervisory Duties: None The Project Manager (PM) position provides project management support to the Visionlink Director of Planning and Design. The PM documents project specifications and manages custom projects as well as new customer launches.

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Team Colorado Disaster Evaluation 130

TechImpact

NOVEMBER 13, 2014

So how is a strategic plan designed, developed, and ultimately implemented? To make sure your strategic plan is an actionable one, and not another document that goes unused, take a few of these steps. The more input you get from informed voices, the more polished your document will be. Stay realistic.

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Design Develop ROI Goal 117

.orgSource

MAY 23, 2023

But a poor web design won’t get anyone on the bad side of the law whereas ignoring those important statements might. But it should be reinforced in person during the orientation for new members and in the documentation they receive. Explain how both documents reflect organizational priorities, goals, and objectives.

Raise 419

Raise Law Associations Director 419

Nimble AMS

DECEMBER 21, 2023

Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take time to document your processes to put your team on track for a successful AMS implementation. You can also work with your vendor to design extended software configurations as need ed.

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Tips Associations Registration Software 121

Forum One

SEPTEMBER 30, 2021

Two of our most used service design activities are ecosystem mapping and service blueprinting. A robust ecosystem map would be made up of many different service blueprints, not only documenting how different technologies interact, but also the front and backstage journeys involved.

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Map Service Design Digital 46

Nonprofit Tech for Good

MARCH 3, 2024

Organizations spent hours sorting through documents, filling out forms, and ensuring they followed all the grant requirements. You can use features like forums, messaging, and document sharing to talk to grantors, team members, and other people involved in the grant process.

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Grant Software Trend Fund 216

fusionSpan

OCTOBER 25, 2013

As association IT staff, we are involved in a number of un-ideal tasks: running the graveyard shift, adopting last-minute design and functional changes to applications, dealing with what we view as unreasonable requests from members and other staff, to name a few. Now we have to document it as well?”. This reluctance is understandable.

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Process Associations Comparison Consultant 52

Beth's Blog: How Nonprofits Can Use Social Media

JANUARY 27, 2014

I’ll be sharing my best tips and secrets for designing and delivering training for nonprofit professionals that get results. And, if you are attending NTEN’s Nonprofit Technology in March, join me, John Kenyon, Andrea Barry, and Cindy Leonard for a session on designing effective technology training.

Instructional Design 111

Instructional Design Instruction Instructional Training 111

sgEngage

FEBRUARY 9, 2024

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. From the start, you want the system tracking the grants that fund multiple programs and to enjoy the ease of having all grant documentation in one electronic source.

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Fund Software Community Tips 93

.orgSource

JUNE 25, 2023

But do begin with clear documentation that is available to everyone. These sessions should be designed to find solutions to challenges or develop new initiatives. Document and distribute the findings for all participants to see. Every organization is different. Don’t try to write rules in stone, circumstances change.

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Team Evaluation Attitude Interview 221

Beth's Blog: How Nonprofits Can Use Social Media

JUNE 6, 2018

Designing the meeting so it is effective and encourages team-building can be tricky. How to Design an Effective Staff Retreat: A Lesson from Life – Guest Post by Karen Axelson from ETR. The planners of this event offered some valuable lessons for any organization on how to design effective and engaging retreats.

Design 90

Design Lesson Effective Life 90

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

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Benefit Retention Associations Social Media 123

Wild Apricot

MARCH 2, 2010

Do we really need another free online document-collaboration tool? Very possibly, yes — if it’s lightweight, easy for non-techies to use, designed specifically for reviewer annotation, and allows an unlimited number of users to give feedback on a document.( read more ).

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Review Free PowerPoint Share 61

Forum One

NOVEMBER 2, 2023

The Davey Award winners have been announced, and we’re proud to say that Forum One and our amazing clients have officially won 10 awards in website and app design for nonprofits, health, government, cultural institutions, and more. Forum One worked with the National Rural Health Resource Center to design their new website in Drupal 9.

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Award Museum Kansas City Drupal 92

.orgSource

JANUARY 9, 2023

Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws. But an endless Zoom call where talking heads deliver reams of forgettable information is not an introduction designed to whet appetites. Preparing a board matrix is a learning experience.

Mentoring 221

Mentoring Director Associations Professional 221

Care2

JUNE 15, 2014

While there are many ways you can ruin your website that will prevent you from effectively telling your organization’s story, inspiring action, and cultivating donors, here are a couple of web design pitfalls that I want to focus on today. You can’t mask a bad content strategy with a pretty design. Avoid them at all costs.

Design 65

Design Web Files Audience 65

Tech Soup

JANUARY 4, 2017

If you answered yes to any (or all) of these, you are in the design doldrums. In the nonprofit and library world, it's not uncommon for staff — from management to service delivery team to volunteers — to be tasked with designing handouts, board presentations, or annual reports. Don't despair; we can help!

Adobe 36

Adobe Beginner Design Course 36

sgEngage

NOVEMBER 20, 2023

Your tax-exempt status may keep you from having to file traditional tax returns, but maintaining the designation comes with its own labyrinth of forms, requirements, and deadlines. Your fund accounting system is a centralized location to house important grant documentation, invoices, and other program expenses.

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Files Fund Activities Active 63

Nimble AMS

MAY 18, 2023

Person Accounts are also designed to work for associations , support a complex membership structure , and promote a connected member experience. Because Person Accounts are designed by Salesforce, they work in all standard Salesforce features, clouds, products, and AppExchange packages. Person Accounts are a standard Salesforce object.

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Associations Personal America Structure 135

Kindful

JULY 22, 2021

Usually called a creative brief, creative outline, or communications overview, your job is to create a document where you outline the overall strategy, context, and goals for the campaign. This document is designed to be shared with the writers and designers and anyone else who is working on the campaign. .

Effective 109

Effective Fundraising Audience Communication 109

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 21, 2019

When I facilitate meetings or workshops for nonprofits, not matter the topic, I incorporate many participatory approaches and design thinking methods. There are platforms that are designed to support design thinking methods such as Mural.Co. For the voting part, you would use a google document.

Online 113

Online Participatory Technique Method 113

Beneblog: Technology Meets Society

OCTOBER 29, 2018

Connected Civil Society: Applying machine learning and computer vision to document human rights violations and promote accountability in Syria in collaboration with the UN. Ensured that thousands of human rights activists could securely document human rights abuses.

News 189

News Syria Conservancy eBook 189

sgEngage

FEBRUARY 12, 2024

With an accounting system designed to manage and track balances by fund and subfund across fiscal years and with supported documentation, you can minimize risk by making nonprofit compliance a streamlined process. Manage documentation in the system Grants come with a lot of paperwork.

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System Grant Chart Fund 74

Museum 2.0

MARCH 7, 2012

It aggregates design inspiration in a central place we all can share. Pinterest allows us--requires us, really--to document a part of our creative process openly on the web. Loosely formatted blogs to document progress. I'm curious how other organizations are publicly documenting and sharing creative process.

Process 51

Process Case Study Aggregator Museum 51

Nonprofit Tech for Good

JULY 9, 2023

Most email marketing platforms will have a setting to automatically add UTMs to links; search your platform documentation for “UTMs”. From the Admin menu, navigate to Events and use the toggles on the right to mark Events as Conversions: 3) Create custom Conversions You may want to designate just some Events of a certain type as conversions.

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Track Conversation Analytics Google 253

sgEngage

APRIL 12, 2023

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

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Review Fund Software Nonprofit 70

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 8, 2020

See the small group exercises timing charts in this document ). If participants are working through an exercise or set of discussion questions, create a google document with your prompts and include space for taking notes. You’ll need to make sure you drop the google document link into the chat before you put people into small groups.

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Exercise Reflection Consultant Google 177

sgEngage

AUGUST 29, 2022

Limitations in current system design: If your organization has maxed out the capabilities of your current accounting system, it may be challenging to imagine what could be better. Not only does this aid in identifying and documenting changes in processes and workflow, but it will also ensure your team is equipped for a smooth transition.

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System Fund Practice Free 74

Forum One

AUGUST 31, 2023

The site offers an intuitive and high-performing experience across devices, with a smooth ticketing process and user-centered design. Compass is an app designed to support parents in their journey from pregnancy through postpartum by providing answers, resources, and compassion at every step.

Museum 83

Museum Kansas City North America Wisconsin 83

Bloomerang

SEPTEMBER 21, 2021

An annual report is an important public document that nonprofits publish each year to communicate with their community and donors. Because these are public documents, you should be able to find them on other nonprofit websites if you go looking for examples! . What is an annual report? . Highlight your supporters. .

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Report PDF Donor Summary 109

The Nerdy NonProfit

NOVEMBER 13, 2020

You design courses that specifically target what the learner needs. Design a course that targets that change. For the work-from-home example, this could be a simulation that walks through how to design the perfect home workspace. Your nonprofit’s staff and volunteers need to relate to any courses you design.

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Effective Learning Strategy Course 162

The Modern Nonprofit

MAY 25, 2021

Branding is not just your organization’s logo and website design. There are many great free or cheap resources for branding and design available for your nonprofit to use, but even these resources are best utilized alongside a well-constructed brand guide articulated by your organization. That’s a pretty important list!

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Guide Guidelines Language Voice 98

Bloomerang

JULY 21, 2021

Before starting a nonprofit organization, you should understand that the 501(c)(3) designation is just that: a tax designation. Establish initial governing documents and policies. . You’ll need to create Bylaws and Conflict of Interest documents and policies because both are needed for your IRS application. .

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Organization Files Nonprofit Grant 128

Qgiv

APRIL 15, 2024

The most common form of legacy giving is bequests of designated sums of money, assets, or a percentage of an estate left to a nonprofit in a donor’s will. Keeping detailed records ensures that you can follow up with donors, provide necessary documentation, and properly allocate gifts according to their designations.

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Guide Giving Gift Donor 52

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 27, 2019

But this is more than a simple report on a highly successful leadership program that takes a systems approach to serving an underserved community, it is the authors playbook of how to design and implement a program, including facilitation recipes for designing meetings.

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Facilitation Skills System Change 86

fusionSpan

NOVEMBER 21, 2023

Device optimization Experience design drives everything we do with Salesforce. Documentation With a highly configured and customized Salesforce platform, documentation is essential to keep track of what’s being done and why.

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Service Platform Integration Tech 52