Expert insights. Personalized for you.
Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems. What is Technology Process Improvement? Technology Process Improvement (TPI) is the practice of analyzing your team's technology-based processes, identifying how those processes can be improved, and implementing changes to make those improvements. Identify A Process (work on one at a time). MORE
Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes. MORE
Data management can be a tedious, difficult process. Below, we have spelled out for you the “4 A’s” of data management to help you get started on your data collecting process, according to Sidekick Solutions. The post Your Nonprofit’s New Data Management Process appeared first on Tech Impact Blog - Leaders in Non-Profit Technology. Image courtesy of Cabbage Tree Solutions. MORE
The Writing Process. Before you put pen to paper, it’s important to establish what the writing process looks like so you can set yourself up for the greatest success. This is still a preliminary part of the process. Set intentional deadlines for each step of the writing process. MORE
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide MORE
Implementing some small tips will help solve the 5 greatest challenges nonprofit organizations face with processing donations. Mobile fundraising payment processingFundraising can be challenging for any nonprofit, but it’s the backbone of any healthy organization. The causes your nonprofit advocates for should be shared with the world and deserve to be supported by your community. So do what you can to help them help you! MORE
Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers MORE
Robotic process automation (RPA) is leading a revolution… one that will save the average healthcare organization hundreds of hours a year in administrative time. RPA can replace time-consuming manual processes that organize information from your fundraising system, spreadsheets, databases for endowments or restricted gifts, hospital financials, separate payroll system and more. Listen: sgENGAGE Podcast Episode 95, “ What the Heck is Robotic Process Automation? MORE
This post is the second in a two-part series that explains how credit card processing works for nonprofits. Your MSP funds your bank account for any processed transactions, even though your donor hasn't actually paid their credit card bill. This allows MSPs to price their accounts fairly, because nonprofits who process at higher volumes will pay more fees, but only. constant margin, smaller nonprofits are not penalized for processing. MORE
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort. MORE
Find out how a change in CRMs and a little help from an outside consultant helped save time and money on managing large amounts of data. NTEN: Thomas, tell us about your work at Shoes That Fit. Julia Smith. Education Manager. read more MORE
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments Fundraising MORE
Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes. MORE
Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis. Assess the facts of the current reality and develop potential future scenarios. Identify options to bridge gaps between the current reality and the desired aspiration. MORE
On one hand, successful social good organizations need a thorough budgeting process. Version control issues and errors complicate the process. The budgeting process can be confusing. How to streamline your annual budget process. But the process can be improved. MORE
During one of our February webinars, Processing Payments for Good , we had a very inquisitive and active audience wanting to understand the finer details about how to get the best, safest, and most effective system for processing credit cards for their organizations. To help answer questions regarding credit card processing in general, and Dharma Merchant Services specifically, Dharma's Alexia Marcous has taken them time to answer them in writing. MORE
Greg Hammermaster is the president of Sage Payment Solutions , the electronic payment processing division for Sage North America , developer of technology for small and midsized businesses and. of payment processing, both to your donors and for your organization. why it can feel overwhelming to change card processing vendors. Below are five payment processing myths, and why you shouldn’t let them. Direct merchant processing companies are. MORE
We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process. Unlease Your Organizations Knowledge Sharing Processes – Guest Post by Kelcie Tacchi. The key takeaway here is awareness and communication is key- throughout the entire process. MORE
Can you think of a business process in your organization that is inefficient or time consuming, yet no one has been able to change the process for the better? How to analyze business processes. Preventing and removing waste from processes. MORE
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment MORE
Identify LMS Reporting Requirements Before Starting the Selection Process. Read more about Identify LMS Reporting Requirements Before Starting the Selection Process MORE
VisionLink studies manufacturing processes and team best practices to inform the way we operate. Retrospectives After completing a project, a quick, simple conversation about what worked well and what needs improvement can expose potential flaws in your process and new insights for future projects. Stand Up Meetings When crunch time hits, short stand up meeting as part of the daily process can bring issues to the surface that would normally fall through the cracks. MORE
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication MORE
Nonprofit logo design is a process that can be just as painful as it can be exciting. I couldn’t emotionally remove myself from the process and look at the big picture. Taking a step back and looking at the big picture objectively is a CRUCIAL part of any branding project, including the entire logo design process. Which leads me to a simple three-step process that you can work through when working on your next nonprofit logo. MORE
Accepting credit cards can often be a confusing process. This is the first blog post in a two-part series designed to provide nonprofits with a general overview of the credit card processing industry, otherwise known as merchant services. On the surface, accepting credit card processing may seem simple, but it's important to pay attention to the details. They are responsible for setting the rates at which these transactions process. MORE
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page MORE
Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. In automated systems, operations are performed with a reduced level of human participation compared with corresponding manual processes. This allows organizations to eliminate redundant tasks and streamline processes for simplicity and efficiency. In the world of grants, business process automation increases productivity by reducing the time required to perform repetitive tasks. MORE
This isn’t just a smart but vague idea – it’s a formal process that can take place quickly and deliver genuine improvements. Conducting a Business Process Review (BPR) is all about finding opportunities to provide more value to your members with the systems you already have. MORE
There are more interesting, fulfilling things we’d rather do than uninspiring tasks like paperwork or payment processing. Is your staff spending too much time processing a single payment that needs to be applied to multiple orders? MORE
It must connect to each step of the donation process as well. . payment process. Each step of the donation process should reflect authenticity to your donors to establish rapport. Implement a secure giving process. payment processing. MORE
In December 2020, The Accreditation Council for Continuing Medical Education (ACCME®) released new Standards for Integrity and Independence in Accredited Continuing Education which includes updates to key aspects of the financial disclosure process. MORE
5-Part Social Media Strategy Process. One great way to help guide you in the process of identifying and selecting the most appropriate technologies is to ask your community! What part of the 5-step process above was the hardest part for your organization to tackle? Is the process missing anything - what would you add? MORE
Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love. Best of all, this 7 step marketing process is easy to learn and will free your time to focus on more value-adding activities. Chapter 4: Marketing Process. The Traditional Strategic Marketing Process. MORE
I came up with a process for matching volunteers with capacity-building roles that was very successful. The process boiled down to four easy steps: Step 1: Conduct an Assessment of Staff Needs. As long as there is some basic structure in place, the process should run smoothly. MORE
Let's say the following donations will be processed by different nonprofits in the United States on Jan. That charity's online giving system did not charge the credit card immediately -- instead it sent an email (ideally, an encrypted one) to a staff member that the donation needed to be processed. The charge is considered made when processed by the recipient. MORE
This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! and now you can make the Process that will send the IDs to the Flow and make it happen. Activate the Process and you’re good to go. MORE
Provide your employees with one of the popular learning management systems by choosing Gyrus. We assists human resource professionals to arrange the best learning and development programs for their employees MORE
In December 2020, The Accreditation Council for Continuing Medical Education (ACCME®) released new Standards for Integrity and Independence in Accredited Continuing Education which includes updates to key aspects of the financial disclosure process. MORE
When you invite others into the dreaming process, you naturally create the buy-in that you seek. The post How to ramp up staff engagement with volunteers (and have fun in the process) appeared first on Twenty Hats Are buy-in and inclusion two haves of the same whole? MORE
On February 23, I had the pleasure of facilitating our webinar focusing on credit card processing, Processing Payments for Good. Merchant Services and Credit Card Processing. One option of processing credit cards involves going through a merchant service provider, which, according to Alexia, provides lower rates and fees, more flexibility, and monthly costs. To continue the discussion on credit card processing, visit our community forums. MORE
Whether or not you’ve been able to formalize your organization’s content strategy (perhaps starting with these core elements of content strategy), having someone in your organization in the role of Air Traffic Control gives you a way to effectively manage your editorial process. Lauren Girardin. Marketing and Communications Consultant. LightBox Collaborative. Looking for a way to manage all of the different kinds of content that are coming in to your organization? MORE
Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis. MORE
Improving your billing process is one of the most important steps you can take to ensure the financial stability of your school. But instructions on how to improve your billing processes are few and far between. The best place to start is by defining the billing process itself. The process starts from the first time you meet a student, whether through an online application or in person. The billing process begins with student registration. MORE
Time to start the RFP process to make sure you find the best vendor for your organization. While creating a Request for Proposals can be labor-intensive, time consuming, and stressful, we've put together some tips to make the whole process go a little smoother. Keeping these basic do's and don'ts in mind can yield great results + make the RFP process a lot simpler (and so can our No-Fuss Nonprofit RFP Template.). Is your fundraising schedule directly connected to the process? MORE
Process Related Topics Wild Apricot
NOVEMBER 28, 2019
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments Fundraising
Cadmium CD
APRIL 14, 2021
In December 2020, The Accreditation Council for Continuing Medical Education (ACCME®) released new Standards for Integrity and Independence in Accredited Continuing Education which includes updates to key aspects of the financial disclosure process.
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Cadmium CD
APRIL 13, 2021
In December 2020, The Accreditation Council for Continuing Medical Education (ACCME®) released new Standards for Integrity and Independence in Accredited Continuing Education which includes updates to key aspects of the financial disclosure process.
Nimble AMS
FEBRUARY 2, 2021
There are more interesting, fulfilling things we’d rather do than uninspiring tasks like paperwork or payment processing. Is your staff spending too much time processing a single payment that needs to be applied to multiple orders?
Bloomerang
APRIL 13, 2021
The Writing Process. Before you put pen to paper, it’s important to establish what the writing process looks like so you can set yourself up for the greatest success. This is still a preliminary part of the process. Set intentional deadlines for each step of the writing process.
Robert Weiner
DECEMBER 19, 2011
Let's say the following donations will be processed by different nonprofits in the United States on Jan. That charity's online giving system did not charge the credit card immediately -- instead it sent an email (ideally, an encrypted one) to a staff member that the donation needed to be processed. The charge is considered made when processed by the recipient.
Gravitate
MAY 26, 2020
This isn’t just a smart but vague idea – it’s a formal process that can take place quickly and deliver genuine improvements. Conducting a Business Process Review (BPR) is all about finding opportunities to provide more value to your members with the systems you already have.
Achieve
MARCH 10, 2021
It must connect to each step of the donation process as well. . payment process. Each step of the donation process should reflect authenticity to your donors to establish rapport. Implement a secure giving process. payment processing.
Wild Apricot
NOVEMBER 22, 2019
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide
Gyrus
MARCH 2, 2021
Provide your employees with one of the popular learning management systems by choosing Gyrus. We assists human resource professionals to arrange the best learning and development programs for their employees
EveryAction
FEBRUARY 16, 2018
Time to start the RFP process to make sure you find the best vendor for your organization. While creating a Request for Proposals can be labor-intensive, time consuming, and stressful, we've put together some tips to make the whole process go a little smoother. Keeping these basic do's and don'ts in mind can yield great results + make the RFP process a lot simpler (and so can our No-Fuss Nonprofit RFP Template.). Is your fundraising schedule directly connected to the process?
Nimble AMS
MARCH 3, 2020
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort.
Eric Jacobsen Blog
FEBRUARY 7, 2020
Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis.
TechImpact
JANUARY 21, 2014
Data management can be a tedious, difficult process. Below, we have spelled out for you the “4 A’s” of data management to help you get started on your data collecting process, according to Sidekick Solutions. The post Your Nonprofit’s New Data Management Process appeared first on Tech Impact Blog - Leaders in Non-Profit Technology. Image courtesy of Cabbage Tree Solutions.
VisionLink
MAY 5, 2014
VisionLink studies manufacturing processes and team best practices to inform the way we operate. Retrospectives After completing a project, a quick, simple conversation about what worked well and what needs improvement can expose potential flaws in your process and new insights for future projects. Stand Up Meetings When crunch time hits, short stand up meeting as part of the daily process can bring issues to the surface that would normally fall through the cracks.
Connection Cafe
SEPTEMBER 21, 2020
On one hand, successful social good organizations need a thorough budgeting process. Version control issues and errors complicate the process. The budgeting process can be confusing. How to streamline your annual budget process. But the process can be improved.
Wild Apricot
JULY 8, 2013
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication
Amy Sample Ward
JANUARY 2, 2009
5-Part Social Media Strategy Process. One great way to help guide you in the process of identifying and selecting the most appropriate technologies is to ask your community! What part of the 5-step process above was the hardest part for your organization to tackle? Is the process missing anything - what would you add?
Wild Apricot
DECEMBER 22, 2017
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page
Connection Cafe
DECEMBER 4, 2020
Can you think of a business process in your organization that is inefficient or time consuming, yet no one has been able to change the process for the better? How to analyze business processes. Preventing and removing waste from processes.
NetWits
APRIL 17, 2012
Nonprofit logo design is a process that can be just as painful as it can be exciting. I couldn’t emotionally remove myself from the process and look at the big picture. Taking a step back and looking at the big picture objectively is a CRUCIAL part of any branding project, including the entire logo design process. Which leads me to a simple three-step process that you can work through when working on your next nonprofit logo.
Twenty Hats
MARCH 9, 2021
I came up with a process for matching volunteers with capacity-building roles that was very successful. The process boiled down to four easy steps: Step 1: Conduct an Assessment of Staff Needs. As long as there is some basic structure in place, the process should run smoothly.
Gyrus
NOVEMBER 1, 2016
Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes.
Care2
SEPTEMBER 19, 2018
Implementing some small tips will help solve the 5 greatest challenges nonprofit organizations face with processing donations. Mobile fundraising payment processingFundraising can be challenging for any nonprofit, but it’s the backbone of any healthy organization. The causes your nonprofit advocates for should be shared with the world and deserve to be supported by your community. So do what you can to help them help you!
Twenty Hats
NOVEMBER 16, 2020
When you invite others into the dreaming process, you naturally create the buy-in that you seek. The post How to ramp up staff engagement with volunteers (and have fun in the process) appeared first on Twenty Hats Are buy-in and inclusion two haves of the same whole?
NTEN
SEPTEMBER 14, 2011
Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems. What is Technology Process Improvement? Technology Process Improvement (TPI) is the practice of analyzing your team's technology-based processes, identifying how those processes can be improved, and implementing changes to make those improvements. Identify A Process (work on one at a time).
Connection Cafe
SEPTEMBER 3, 2019
Robotic process automation (RPA) is leading a revolution… one that will save the average healthcare organization hundreds of hours a year in administrative time. RPA can replace time-consuming manual processes that organize information from your fundraising system, spreadsheets, databases for endowments or restricted gifts, hospital financials, separate payroll system and more. Listen: sgENGAGE Podcast Episode 95, “ What the Heck is Robotic Process Automation?
Eric Jacobsen Blog
JULY 25, 2018
Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis. Assess the facts of the current reality and develop potential future scenarios. Identify options to bridge gaps between the current reality and the desired aspiration.
Wild Apricot
APRIL 23, 2015
Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers
Tech Soup Blog
AUGUST 21, 2013
This post is the second in a two-part series that explains how credit card processing works for nonprofits. Your MSP funds your bank account for any processed transactions, even though your donor hasn't actually paid their credit card bill. This allows MSPs to price their accounts fairly, because nonprofits who process at higher volumes will pay more fees, but only. constant margin, smaller nonprofits are not penalized for processing.
Tech Soup Blog
FEBRUARY 29, 2012
On February 23, I had the pleasure of facilitating our webinar focusing on credit card processing, Processing Payments for Good. Merchant Services and Credit Card Processing. One option of processing credit cards involves going through a merchant service provider, which, according to Alexia, provides lower rates and fees, more flexibility, and monthly costs. To continue the discussion on credit card processing, visit our community forums.
Connection Cafe
JULY 10, 2013
Improving your billing process is one of the most important steps you can take to ensure the financial stability of your school. But instructions on how to improve your billing processes are few and far between. The best place to start is by defining the billing process itself. The process starts from the first time you meet a student, whether through an online application or in person. The billing process begins with student registration.
Tech Soup Blog
MARCH 5, 2012
Greg Hammermaster is the president of Sage Payment Solutions , the electronic payment processing division for Sage North America , developer of technology for small and midsized businesses and. of payment processing, both to your donors and for your organization. why it can feel overwhelming to change card processing vendors. Below are five payment processing myths, and why you shouldn’t let them. Direct merchant processing companies are.
Wild Apricot
JUNE 17, 2013
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment
Tech Soup Blog
AUGUST 12, 2013
Accepting credit cards can often be a confusing process. This is the first blog post in a two-part series designed to provide nonprofits with a general overview of the credit card processing industry, otherwise known as merchant services. On the surface, accepting credit card processing may seem simple, but it's important to pay attention to the details. They are responsible for setting the rates at which these transactions process.
Gyrus
APRIL 3, 2018
Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes.
Nonprofits Source
OCTOBER 11, 2017
Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love. Best of all, this 7 step marketing process is easy to learn and will free your time to focus on more value-adding activities. Chapter 4: Marketing Process. The Traditional Strategic Marketing Process.
WBT Systems
MARCH 4, 2019
Identify LMS Reporting Requirements Before Starting the Selection Process. Read more about Identify LMS Reporting Requirements Before Starting the Selection Process
Tech Soup Blog
MARCH 6, 2012
During one of our February webinars, Processing Payments for Good , we had a very inquisitive and active audience wanting to understand the finer details about how to get the best, safest, and most effective system for processing credit cards for their organizations. To help answer questions regarding credit card processing in general, and Dharma Merchant Services specifically, Dharma's Alexia Marcous has taken them time to answer them in writing.
NTEN
NOVEMBER 11, 2013
Whether or not you’ve been able to formalize your organization’s content strategy (perhaps starting with these core elements of content strategy), having someone in your organization in the role of Air Traffic Control gives you a way to effectively manage your editorial process. Lauren Girardin. Marketing and Communications Consultant. LightBox Collaborative. Looking for a way to manage all of the different kinds of content that are coming in to your organization?
NTEN
FEBRUARY 10, 2014
Find out how a change in CRMs and a little help from an outside consultant helped save time and money on managing large amounts of data. NTEN: Thomas, tell us about your work at Shoes That Fit. Julia Smith. Education Manager. read more
Connection Cafe
FEBRUARY 15, 2018
Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. In automated systems, operations are performed with a reduced level of human participation compared with corresponding manual processes. This allows organizations to eliminate redundant tasks and streamline processes for simplicity and efficiency. In the world of grants, business process automation increases productivity by reducing the time required to perform repetitive tasks.
Beth Kanter
AUGUST 30, 2013
We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process. Unlease Your Organizations Knowledge Sharing Processes – Guest Post by Kelcie Tacchi. The key takeaway here is awareness and communication is key- throughout the entire process.
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