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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In order to unlock its full potential, your team needs to be equipped with the necessary knowledge and skills. In this guide, we’ll provide four CRM training best practices. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization.

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Join Our Team - We're Hiring!

VisionLink

This position maintains existing processes, develops new processes to support internal coordination and external communication with customers, and develops and documents project plans and project milestones. This is a full-time position reporting to the Director of Planning and Design, who leads the company’s project management team.

Team 130
professionals

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The 10 roles and responsibilities of a nonprofit Board of Directors

Get Fully Funded

Whether you’re just starting out or already have a Board in place, you need to understand the role of your nonprofit’s Board so you can support people to understand and fulfill their roles and responsibilities. Let’s look at the 10 basic roles and responsibilities of a nonprofit Board of Directors.

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10 Tips for Better Grant Management Processes

sgEngage

Whether you are thinking about applying for your first grant or your organization manages several grants each year, it’s important to have clear processes to meet those mandates and avoid straying outside your mission. With many initiatives in a rapidly changing environment, it can be challenging to keep staff engaged throughout the process.

Grant 91
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Leadership’s Biggest Perk—Giving Others a Boost

.orgSource

But, in a demographically evolving workplace, the following statistics highlight deficiencies in the current process. How can we support women, people of color, and other minorities in achieving leadership roles? Turn the focus away from individual success and toward team building. Most mentorships begin with bonding.

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Lead From the Human Side of Technology

.orgSource

That dramatic entrance has changed the role of CTOs. Digital platforms and processes infuse every business activity. If you’ve participated in a website redesign or AMS conversion, you know it is not always an easy process for either the experts or the novices, especially when teams are unaccustomed to working across disciplines.

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The Seven Roles Of Being A Collaborative Leader

Eric Jacobsen Blog

Marshall says that there are seven different, important roles and responsibilities of collaborative leaders when leading teams , and those leaders should select the appropriate style to meet the team's needs. The seven roles are : The leader as sponsor -- You provide strategic direction, boundaries and coaching for the team.