Nimble AMS

NOVEMBER 20, 2018

As you consider moving to new association management software (AMS), you likely think about what types of product functionality and best practices are built into the system. But equally important is your software vendor’s approach to implementing the system. Putting efficiency first.

Software 75

Software Phase System Beginner 75

Achieve

MAY 10, 2021

Traditionally, capital campaigns are broken down into seven phases: Pre-Campaign Planning. The Quiet Phase. The Public Phase. At each of these phases, understanding exactly who your audience is and how you should connect with them will be essential, especially after a year of pandemic challenges and distractions.

Audience 83

Audience Campaign Phase Virtual 83

sgEngage

MARCH 12, 2024

The important point is to have a roadmap and a system in place for navigating it. Using proposals in the cultivation stage, with intentionality and planning, results in 60% higher gift sizes and 5% more active conversations, or documented plans for solicitations.

Gift 78

Gift Proposal Blackbaud Phase 78

Association Analytics

FEBRUARY 14, 2022

Start by assessing and documenting the current state of your data. You’ll also move away from those frustrating situations where you’re looking at reports from different systems that are displaying different values for the same metric. Begin with a phased approach. This is not a long process.

Analytics 169

Analytics Language Associations Case Study 169

Qgiv

NOVEMBER 3, 2021

This was likely followed by testing out one or two project management systems as you tried to find a work-from-home solution that served your nonprofit well. Prepare any initial documentation for your nonprofit consulting partner. Do you have an inventory of your current systems and how they are related to one another?

Tech 52

Tech Consultant Nonprofit Software 52

Gyrus

DECEMBER 17, 2015

The document seemed interesting so I opened the link and noticed it was published November 20 th , 2006. Hmm, a document that’s almost ten years old. For example, on page 11 the tip “ Use a phased rollout to a small group of users first, then to a larger group, then to your largest group. ” on page 17.

LCMS 67

LCMS PDF eLearning Phase 67

Bloomerang

AUGUST 24, 2021

In order to stay on top of everything, create a document, spreadsheet, or other tool that you can use to track the auction items. If an item has been promised to your organization, be sure to document that as well so you can follow up if needed. Tip #1: Track your progress. . During the procurement period, organization is key.

Tips 88

Tips Guide Organization Fundraising 88

Nonprofit Tech for Good

FEBRUARY 5, 2021

Content that was originally static when created during the design phase probably wasn’t intended to change, but it may need to be updated for one reason or another. Most content management systems include this functionality by default; ask your web developer if you’re not sure. 2) Assembly | Malala Fund.

Technique 325

Technique Design Websites Brain 325

Bloomerang

JULY 19, 2023

Your work behind the scenes is to establish a structure—plans, systems and processes—by which the nonprofit may reach its advancement goals. If your organization relies on individual fundraising, you should understand your nonprofit CRM system and work it to its fullest. Organized recordkeeping is key. Senior citizens?

Professional 70

Professional Leadership Develop Proposal 70

sgEngage

SEPTEMBER 16, 2022

Contrary to what you might think, internal controls are not about writing a bunch of policy or procedure documents and sticking them in a shared drive to gather digital dust. Additionally, as the project moves into the post-award phase, funding agencies and prime recipients have new requirements to manage risk over the life of the award.

Grant 76

Grant Management Award International 76

sgEngage

DECEMBER 1, 2022

Due diligence best practices include reviewing the organization’s 990 and audited financial statements, among other documentation. Here are eight ways your grants management system can help you strengthen your relationships with grantees, potential grantees, and other stakeholders. Not sure what financial information to look for?

Proposal 81

Proposal Evaluation Grant Application 81

Cloud 4 Good

OCTOBER 5, 2021

The objective of this second phase was to develop UVM’s use of the Salesforce platform for their Office of the Vice President of Research (OVPR) and to UVM Extension , an outreach unit helping to improve the quality of life of Vermonters through research-based educational programs and practical information. “To

Vermont 59

Vermont University Research Alabama 59

Forj

APRIL 22, 2021

For example, they could assist with the search for a learning management system or consult on the pricing of your courses. If you’ve outgrown your current learning management system, a consultant can help you research solutions, evaluate them against your needs, and make a plan for implementing the new tech into your strategy.

eLearning 69

eLearning Consultant Guide Associations 69

Forum One

DECEMBER 15, 2021

Web accessibility isn’t just about ensuring a public-facing website is accessible, but also intranets, internal digital tools, documents, videos, processes, and the information people need to do their jobs. Within our own systems, how we are honoring our intentions and being more accessible?

Accessibility 71

Accessibility Goal Virginia Audience 71

Tech Soup

APRIL 25, 2017

Get Access to Your Documentation. Lack of documentation can be costly to an organization. What's your access to your computer and network documentation? Some of the common instances when you should work with other vendors are cybersecurity, phone systems, and wireless. You might need a phased approach.

Service 50

Service Las Vegas Management Proposal 50

Everyaction

MAY 30, 2018

Once you have consulted with each person or role that will be using the software, we recommend creating a list of all desired features and categorizing them as Non-Negotiable, Critical, Highly Desirable, and Nice-to-Have (or another tiered priority system of your choosing). Get it all in front of you.

Technology 49

Technology Comparison Evaluation Template 49

Get Fully Funded

FEBRUARY 20, 2023

Normally that seems like something they would do during the startup phase of the nonprofit, but missions can change over time. The Board should make sure the organization has a system for keeping accurate records in case they are requested by government agencies or donors.

Roles 116

Roles Director Evaluation Government 116

Everyaction

FEBRUARY 12, 2018

It wasn’t just the training, but the systems and laws in place that made it difficult to provide care. We made the transition to EveryAction after we decided that our old system didn't really match our growing needs. It allows us to stay on top of each phase of the proposal we’re working on. How has this impacted your nonprofit?

Accessibility 69

Accessibility Project Advocacy Grant 69

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. Document all of those lists and take note of how much overlap there is among them. She's great. That may be trickier than you'd think.

Technology 55

Technology Phase Laptop Tech 55

Get Fully Funded

FEBRUARY 23, 2021

You may feel like you are doing everything yourself, but at some point you will be collaborating with others on documents, and you will need Docs and Sheets. Cloud storage: For file sharing and storage, you can start with Drive through Google Workspace, so all documents can be stored in a convenient, accessible place. And, it’s free!

Tools 105

Tools Nonprofit Doc Google 105

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. Document all of those lists and take note of how much overlap there is among them. She's great. That may be trickier than you'd think.

Technology 54

Technology Phase Laptop Tech 54

Association Analytics

MARCH 16, 2023

A lightweight framework can also help organizations that are in the process of updating an existing strategy – whether that’s understanding data and systems, solving known and unknown challenges, or improving operational performance and member experience. Choose a few to start with and build from there.

Associations 317

Associations Data Strategy Build 317

DNL OmniMedia

MARCH 24, 2021

After registering your domain name, the next step is to research content management systems in preparation for the early phases of working with a web development agency. During the discovery phase, the first step of working with a website development agency, the firm will assess requirements for your site’s functionality.

Project 59

Project Web Build Websites 59

Forj

AUGUST 12, 2021

You take them through the entire training and onboarding process consisting of one-on-one coaching and tons of documents and paperwork. However, with the use of digital tools, like a performance management system and an online learning platform, training and onboarding became much easier.

Retention 36

Retention Tips Training Train 36

Qgiv

JUNE 23, 2021

A good CRM will help you track your donors’ giving history, document their engagement with your organization, and help you identify opportunities to build strong donor relationships that will last for years. Base this on your documented research, and follow it carefully! . Measure all fundraising metrics. After the Donation.

Campaign 98

Campaign Effective Fundraising Nonprofit 98

Forum One

AUGUST 15, 2010

This technology selection and implementation phase can be daunting and complex. If you're going to do something sophisticated, like integrating your grants management system with your grantee community, be sure you have very solid management support, a healthy budget, and a very patient stakeholder group.

Collaboration 44

Collaboration Tools Ning Sharepoint 44

Nonprofit Tech for Good

JANUARY 3, 2012

The most popular desktop content management systems are quickly catching up to now offer easy, inexpensive mobile content options, but the time to learn about the importance of this trend for mobile communications and fundraising is now, or to be more exact March 6, 2012.

Social Media 247

Social Media Media Management Social 247

The Modern Nonprofit

FEBRUARY 15, 2022

Getting buy-in from your team for implementing new systems consists of more than just proving ROI. Determine in which way they are stakeholders in either the old system you’re looking to change or the new system you’re looking to implement. First, there is a design and planning phase. Step 1: Removing Resistance.

Project 98

Project Tech Guide Phase 98

sgEngage

FEBRUARY 20, 2024

Is our board on track for the public phase? Whether you’re already riding the momentum of an exciting campaign or just considering the planning phase, know you have access to the right engagement tools and tips to prepare your board for a successful capital campaign. Create board trios or a board buddy system.

Campaign 57

Campaign Tools Phase Accessibility 57

Connection Cafe

SEPTEMBER 7, 2016

In 2013, the Council on Financial Assistance Reform (COFAR) announced sweeping changes to the grant management process for US federal grant recipients in both pre-award and post-award phases. Grant recipients focus and report on results from the initial proposal development all the way through performance management phases and reporting.

Grant 20

Grant Management Phase Award 20

Cloud 4 Good

NOVEMBER 4, 2021

Cloud for Good recently sat down with BWF’s Jason Boley, Senior Vice President of Systems and Operations, to discuss the value and best processes of the RFP process. An exception to this would be if any unique or problematic processes that are identified that may impact the system selection process. When does the planning phase end?

Process 92

Process Interview Phase Map 92

Get Fully Funded

MAY 8, 2023

Systems to put in place. MANY founders have started a nonprofit and successfully navigated their way through the startup phase, growing their organization successfully. There are two main things you must master now to grow your nonprofit quickly: systems and work habits. You’ve got so much to do as you launch your nonprofit.

Team 122

Team Nonprofit Calendar FAQ 122

Connection Cafe

JULY 26, 2011

We all know that multi-channel marketing isn’t new, but data on what exactly organizations are doing with it isn’t necessarily well documented. The systems and technology to support integration are an essential part of the process. Author: Sara Spivey. Organizational structure makes a big difference.

Integration 32

Integration Marketing Org Channel 32

sgEngage

SEPTEMBER 7, 2023

In addition to a thorough understanding of the funding requirements, true grant compliance includes internal controls through oversight and documentation, reporting, monitoring and evaluation, and staff training on these compliance obligations: Ethics and Code of Conduct: Ensure ethical behavior and prevention of waste, fraud, and abuse.

Grant 77

Grant Team Program Work 77

Neon CRM

SEPTEMBER 5, 2023

Getting all of your old donor data cleaned and ready so that you can move it into the new system? Without a good plan in place, you’re going to spend your first month (or two) in the new system dealing with improperly formatted records that leave your nonprofit at a standstill. Not so much. Now for the goods news: We’re to help!

Data 52

Data Donor Map Test 52

DNL OmniMedia

FEBRUARY 9, 2022

An RFP is a document that thoroughly details your project, its purpose, your needs, and the guidelines you’ve already laid out. Develop a basic scoring system for each key stakeholder to use when reviewing and ranking each proposal. Capital campaigns based on four primary phases. Create a request for proposal (RFP).

Consultant 52

Consultant Nonprofit Strategy Philanthropy 52

Bloomerang

SEPTEMBER 18, 2021

For those not familiar with that term, program management includes representing the owner or the nonprofit at every step of the development process from, you know, land acquisition, going through due diligence, design, preconstruction, and the construction to move in phase. . So feasibility study is an important part. .

Campaign 88

Campaign Video Project Process 88