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Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

sgEngage

The short answer: change management. What Is Change Management? Put simply, change management is making sure that the human element is always in the picture as new initiatives are put into play. They need to articulate the “why” this change is being made: Where is the change coming from?

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Leading with Innovation: Becoming a Chief Future Officer

sgEngage

The role of a Chief Financial Officer has always been to use data to tell the story of your organization’s past, present, and future. While these are all still part of a typical CFO’s role, in recent years there has been an increased emphasis on having a future-oriented mindset. Who needs a crystal ball when you have data?

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Key Qualities and Skills to Look for in Potential Board Members

Blue Avocado

Each board member may bring a specific skill or may be a generalist, but in the aggregate, the board provides a full set of business skills to ensure that the executive director is employing best practices — whether it’s finance, budgeting, strategic planning, change management, or succession planning.

Skills 106
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Change Management: 3 Steps to Make Change a Reality at Your Nonprofit

Saleforce Nonprofit

As a nonprofit leader guiding your staff through changes over the last two years, you might have investigated change management. Change management is a set of tools and techniques your nonprofit can use to build buy-in and support staff members as you lead an organizational change. A “Why” Statement.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative.

Project 111
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Beyond the Newest Philanthropy Buzzword: Knowledge Work Is Core to Equitable Change

sgEngage

Professionals tasked with a knowledge role often organize what feels like chaos—to create structure and focus attention on the most important information. We may want to move toward treating reporting as a compliance tool to public reporting as an articulation of shared desires and advocacy. Fast forward to today….

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Best Practices for a Stress-Free Fund Accounting System Implementation

sgEngage

Articulating this to your team not only sets appropriate expectations, but also allows users to better understand the implementation process and get excited about new functionalities on the horizon. The size of your implementation team will vary by organization, but you should include a diverse set of roles.

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