Judi Sohn

JULY 21, 2013

Over 3 years ago, I wrote a blog post about my quest to find decent project management software for Fight Colorectal Cancer. Right around the time I started at KELL Partners last year, I helped our team implement Smartsheet as our main tool for keeping track of timelines, requirements and deliverables with clients and internal projects.

Project 203

Project Management Doc Online 203

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 ).

Review 60

Review Free PowerPoint Share 60

sgEngage

APRIL 2, 2024

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

Data Blackbaud Policy Database 74

sgEngage

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Understand your current review process and if it varies based on the funding program.

Grant 74

Grant System Foundation Management 74

sgEngage

AUGUST 19, 2022

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 90

Process Create Review Stream 90

Forum One

AUGUST 9, 2023

But when you start adding up all the pages and posts and images and assets on your website, this might feel like a daunting project. It often entails rethinking how you want to communicate about your organization in the new structure and style you’re pursuing with your redesign project. What’s the review and approval process?

Content 76

Content Phase Review Structure 76

sgEngage

APRIL 12, 2023

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

Review Fund Software Nonprofit 67

DNL OmniMedia

MARCH 24, 2021

However, it’s not worth it to rush the project, especially if you fail to set a strong foundation and have to rebuild your site from scratch a few years down the line. Why Work With A Development Agency to Complete Your Web Design Project. Web Design Project Step 1: Register your domain name.

Project 59

Project Web Build Websites 59

.orgSource

AUGUST 28, 2023

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.

YouTube 221

YouTube Industry Leadership Podcast 221

Qgiv

DECEMBER 7, 2022

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Proper documentation and tracking of moves management can impact your fundraising in many ways. Step 2: Define and Document Your Procedures.

Database 52

Database Track Donor Management 52

Candid

DECEMBER 20, 2023

This includes creating an annual operating budget , a document that breaks down your organization’s revenue, or the money you’ll bring in, and expenses, or the money going out to cover your costs, for each fiscal year. Budgeting your revenue based on its source allows you to make the most accurate projections.

Build 108

Build Nonprofit Fund Goal 108

fusionSpan

NOVEMBER 21, 2023

Code review When Salesforce is powering user experience and engagement for all of your members , you can’t afford for the software to break down during a membership renewal or a webinar booking. Documentation With a highly configured and customized Salesforce platform, documentation is essential to keep track of what’s being done and why.

Service 52

Service Platform Integration Tech 52

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 13, 2012

The After Action Review is a reflective practice that can be used for anything, but I find it especially valuable for social media pilots and experiments. The After Action Review (AAR) is a structured way to capture the lessons learned from any project, with the intent of improving future performance. What actually happened?

Review 97

Review Social Media Action Strategy 97

.orgSource

SEPTEMBER 25, 2023

I like the fact that the source documents are always provided.) To provide customized support, an AI must be configured and trained to assist in your particular project. Review your strategic plan, business goals, and data to identify where automation could make an impact. Check Bing out.

Las Vegas 221

Las Vegas Language Interaction Associations 221

Beneblog: Technology Meets Society

FEBRUARY 10, 2012

As an intern with HRDAG , I was part of the team analyzing data drawn from documents in the National Police Archive, a cache of approximately 80 million sheets of paper kept by the police system during the Guatemalan Civil War, a 36-year long conflict that ended in 1996. It’s funny, my parents asked the same question.)

Guatemala 137

Guatemala International Project Statistics 137

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes. This type of collaboration should be happening throughout the year.

Relationship 70

Relationship Practice Build Evaluation 70

DNL OmniMedia

NOVEMBER 14, 2023

In general, a mid-sized nonprofit organization should expect to spend at least $10,000 to migrate to Salesforce, plus additional configuration, integration, and customization projects. This is also when we set goals and timelines for each subsequent stage of the project and establish a completion date.

Consultant 52

Consultant Nonprofit Integration Review 52

Amy Sample Ward

OCTOBER 18, 2009

In addition to the benchmark data, the project also includes an e-campaigning survey that has been carried by Jess Day , an independent e-campaigning consultant. (I Most all of the actions reviewed in the report that even those that did link to background information, those pages didn’t link back to the action! Report Highlights.

Review 120

Review Benchmark Advocacy Database 120

sgEngage

MARCH 7, 2024

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Regularly review classification practices to ensure they align with your organization’s strategic needs and comply with the latest accounting standards.

Activities 77

Activities Active Activism Comparison 77

sgEngage

JUNE 9, 2023

Throughout an application period, the grant candidates submit their proposals, which are then managed and categorized using document management systems or grant management software. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

Grant 52

Grant Management Award Evaluation 52

DNL OmniMedia

FEBRUARY 1, 2023

However, for organizations conducting urgent or complex projects, a consultant that provides ongoing support can be a cost-effective alternative to hiring an internal team member to oversee their technology. Ongoing support can be especially helpful for organizations interested in completing their project in phases.

Consultant 52

Consultant Technology Phase Nonprofit 52

Nimble AMS

JULY 27, 2021

When you begin talking about ways to make further process improvements and refine your AMS solution, be sure to identify and document your priorities. Ideally, you will continue to review your use of the AMS system and continue to evolve how you use it. Ask yourself: Is the project timeline feasible based on your requirements? (Be

System 148

System Associations Management Tips 148

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 21, 2019

As a group we spend time clustering similar ideas before reviewing them. Diminish pet projects. Review the the results. A simple way to take dot voting on online would be to use a combination of Zoom and Google documents. For the voting part, you would use a google document. Build consensus.

Online 113

Online Participatory Technique Method 113

sgEngage

APRIL 2, 2024

Managing your grants within your fund accounting system will allow you to budget by grant, report on budget vs actuals, and review grant activity, so you can quickly and easily answer these questions. What if a donor or stakeholder wants quick information on a grant? Manually entering grant information on spreadsheets can only go so far.

Grant 90

Grant Fund Report Software 90

Cloud 4 Good

JUNE 21, 2022

The Senior Cloud Consultant – QA will be an instrumental member of the project team testing Salesforce software features as part of a collaborative team and assisting with support requests. This role is responsible for executive quality review of our clients’ Salesforce implementations.

Canada 45

Canada Consultant Test Script 45

Forum One

NOVEMBER 21, 2022

We need to take a DEIA lens to every aspect of the work we produce at every stage of a project. DEIA principles need to be baked into how we approach the sites we build, the research we do, and the plans we make in a way that is systemized, documented, and repeatable. So where are we now? Defined accessibility standards.

Survey 58

Survey Evaluation Accessibility Practice 58

Top Nonprofits

JULY 1, 2022

After reviewing each platform, you might feel torn on which one is the right system for your nonprofit. Plus, you’ll likely require the support of a skilled web developer to help manage your website migration or build project. An RFP is a summary of your organization’s website needs, digital goals, project timeline, and budget.

Drupal 101

Drupal Tips WordPress Module 101

Kindful

AUGUST 28, 2023

Produce quality, scalable, documented, maintainable code: ensure the acceptance criteria passes before you are finished. You may be writing components or features from scratch, refactoring code, adding incremental improvements, writing and maintaining technical documentation, writing tests, and fixing bugs.

Application 52

Application Develop Web Tennessee 52

sgEngage

MARCH 6, 2024

There were a million scenarios and questions going through my head related to COVID-19, teaching remotely/hyflex/in person, reviewing assessment strategies, evaluating digital learning tools, maintaining student connection and community, etc. It was built as a passion project that now could never be retired. You can do it, too!

API 91

API Script Calendar Blackbaud 91

Bloomerang

AUGUST 25, 2021

If you’re feeling extra motivated, take the time to work ahead on creative briefs or strategy documents for your upcoming communications. Review your vendors and freelancers and start looking to make any changes now. If you’re thinking about testing out a new vendor, summer is also a great time to do that.

Fundraising 122

Fundraising Test Relationship Review 122

Cloud 4 Good

OCTOBER 13, 2021

Family House was using a mail merge application for one primary reason: to create a mail merge document to acknowledge donations they receive. However, Cloud for Good typically utilized Apsona to create merge documents for Reservations Setup teams according to a 12-hour AM/PM clock.

Vermont 101

Vermont Nonprofit Doc Application 101

Achieve

JULY 21, 2022

let’s review what makes this form such an important part of nonprofit accounting. . Form 990 is a document that should sound very familiar to many nonprofit professionals, as it’s a tax return form that charitable organizations need to file on an annual basis. Form 990-N is a quick, short document meant for smaller nonprofits.

Difference 52

Difference Learning Files Nonprofit 52

Connection Cafe

JANUARY 17, 2014

In our first post on project management, we identified seven characteristics of a winning project team. In any project, the timeline is both your best friend and biggest enemy as everyone tries to execute against deadlines that always come more quickly than one would like. By: Jett Winders , Program Manager, Charity Dynamics.

Project 36

Project Management Tips Review 36

DNL OmniMedia

MAY 21, 2023

When hiring a Raiser’s Edge NXT consultant, your team should adhere to these best practices: Outline the specifics of your Raiser’s Edge consulting project. Outline the Specifics of Your Raiser’s Edge NXT Consulting Project Before partnering with a consultant, your nonprofit should establish what you want your project to accomplish.

Consultant 52

Consultant Blackbaud Proposal Project 52

.orgSource

FEBRUARY 13, 2023

Highlighting organizational or project-related weaknesses can be confrontational and require a level of candor that may be outside the board’s comfort zone. In a Harvard Business Review Article , authors Robert S. Frame the Issues Risk isn’t on most directors’ list of favorite topics for discussion. So, limiting exposure is critical.

Conversation 221

Conversation Challenge Evaluation Associations 221

The Storytelling Non-profit

MAY 3, 2022

A lot of planning and exceptional project management. Other project management tools that I recommend and like to use are Asana or Trello or any other collaborative digital tool that might be useful and preferred by your team. I go back through it, once or twice, to make sure that we've captured all the things that need to get done.

Campaign 90

Campaign Fundraising Channel Mail 90

sgEngage

DECEMBER 1, 2022

A 10-page application doesn’t make sense—for the applicant or the reviewer—but you need enough information to know if you are making a good decision. You’ve done the hard work of making sure you’re asking for only the information you need to make a sound decision, but that can still be a lot to review. Program Partners.

Proposal 81

Proposal Evaluation Grant Application 81