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Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. I thought we’d be done with the selection process in a month, but it’s month four with no end in sight.

Process 194
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For Positive Outcomes, Hold a Mirror Up to Board Performance

.orgSource

Even with a friendly name like “feedback, check-in, or coaching,” a performance evaluation can be uncomfortable, or possibly downright scary. 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. I’ll get on my Association 4.0

professionals

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Is Your Remote Team Getting the TLC They Deserve? An Audit Delivers Answers

.orgSource

A spontaneous cruise of the office was an effective strategy for evaluating a variety of business indicators. The desire to be fully aware of the strengths and weaknesses of your team drives this type of evaluation. If performance issues have been a problem, keep an open mind. Remember Management by Walking Around?

Team 221
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To Get Close to Members, Follow MarTech Trends

.orgSource

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. Instructions, such as a style guide and taxonomies, are part of this process. Understanding members at a granular level has never been more important. We all know this, right?

Trend 221
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Be the Voice of Relevance—Make Mission, Vision, and Values Fit the Moment

.orgSource

We were perfectly positioned to contract with experts who could solve these complex problems for our customers.” A 2019 Harvard Business Review article highlighted 20 well-known companies that have transformed their mission and purpose over the last decade. That’s why they also deserve frequent exploration and evaluation.

Voice 221
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Performance Improvement Plans: When, Why, How

VQ Strategies

As we were reviewing the agenda for a scheduled coaching call last week, a client shared a recent event in which a volunteer spoke rudely and inappropriately to a client. A PIP is simply a formal process to address performance issues through collaborative planning between a volunteer and the supporting supervisor.

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My Notes from Next Generation Evaluation Meeting

Beth's Blog: How Nonprofits Can Use Social Media

The conference was framed around the question: Given the convergence of networks and big data and the need for more innovation, what evaluation methods should be used to evaluate social change outcomes along side traditional methods? I followed the developmental evaluation thread most closely. Here are my notes.