Change Management and Chart - Nonprofit Technology

The Crucial Role of Change Management for CFOs: Driving Sustainable Success in Nonprofit Finance

sgEngage

SEPTEMBER 18, 2024

Though many nonprofit professionals are familiar with the term “change management,” few understand everything it involves. Finance departments and CFOs often focus on project management—which is the technical side of change—making sure all the boxes are checked, and everyone moves along the Gantt chart in an orderly fashion.

Change Management

Change Management Roles Change Management

Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

OCTOBER 5, 2022

So, how can we strategically navigate change? It is one thing to adopt certain principles for how you will navigate change personally, but things get even more complicated and interesting when you are navigating change management as a unit, group, family, or organization. Unplanned change – responding to the unexpected.

Change Management

Change Management Change Management Phase

How Nonprofits Can Avoid Buyer’s Remorse for Fund Accounting Software

sgEngage

JULY 5, 2024

Identify the specific functionality needs of your organization, such as a segmented chart of accounts for accurate fund accounting and whether the software was built for organizations like yours. An external subject-matter expert can also assist with the change management aspect.

Fund

Fund Software Phase Chart

Nonprofit Finance Leaders: Don’t Miss These bbcon 2023 Sessions

sgEngage

SEPTEMBER 5, 2023

Financial Management Luminary Session Panel Discussion: Using Your Voice in a Sea of Change *don’t miss* Your finance team touches all aspects of your organization—grant programs, fundraising goals, vendor management. That makes you a vital part of any change management conversation, but you may not always be asked to the table.

Blackbaud

Blackbaud Chart Denver Nonprofit

5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

FEBRUARY 9, 2024

It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial. This enables the vendor to account for everything and map your history to a new and optimized chart of accounts.

Fund

Fund Software Community Tips

6 Ways to Harness Your CRM Solution as a Change Management Tool

Connection Cafe

FEBRUARY 26, 2019

Implementing a CRM solution is opportunity to think boldly about your institution’s future and to chart a new course. Harnessing your CRM solution as a change-management tool. CRM implementation is an opportunity for you to change processes and workflows to better support your mission, but you’ve got to be prepared.

Change Management

Change Management Change Management Tools

Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

JANUARY 3, 2023

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.

Technology

Technology Change Management Nonprofit Law

Think Big (but Start Small) with Nonprofit Innovation

sgEngage

NOVEMBER 30, 2023

Hecht said innovative organizations start specifically with the business result or ideal mission impact and then chart their path to the outcome by working through the details: What is the experience my donor is having? What is the experience of my staff?

Nonprofit

Nonprofit Adopt Chart Press

Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

JANUARY 3, 2023

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.

Technology

Technology Change Management Law Nonprofit

How to Realign Your Digital Strategy

Forum One

MAY 31, 2023

Establish metrics that measure reactions, engagements, and your own internal successes and challenges in executing the plan—remember that staffing, budget, and organizational change management are components of your plan as well.

Digital

Digital Strategy Chapter Map

Leading with Innovation: Becoming a Chief Future Officer

sgEngage

OCTOBER 21, 2024

When planning for change, balance short- and long-term goals and have realistic expectations. Free Resource The Guide to Hiring a Modern CFO for Your Nonprofit Download now Balance Short-Term and Long-Term Goals Automation and technology are important, but it’s also crucial to implement thoughtfully.

Map

Map Articulate Evaluation Process

Fonteva Implementation & Managed Services

fusionSpan

NOVEMBER 21, 2023

When we deliver a Fonteva implementation project, we also deliver plans for change management, communication, training and development, to help ensure that resistance to adoption doesn’t undermine your investment. On the technical side, data architecture is key to implementing Fonteva effectively.

Service

Service Management System Tech

Go Old School.Use A Flip Chart For Gathering Ideas

Eric Jacobsen Blog

AUGUST 12, 2010

Thursday, August 12, 2010 Go Old School.Use A Flip Chart For Gathering Ideas Heres a great idea from communications consultant, speaker and author David Grossman : And, yes its old school. Grossman recommends that when you have something you want to get your employees input on, post a question on a flip chart in your department or office.

Chart

Chart Ideas Kansas City Mentoring

The One Record Myth in K–12 School Software

sgEngage

NOVEMBER 1, 2023

Now, if a board member or business officer asks for a report, we can quickly produce one using tables, line graphs, or charts and send a PDF or link to the report. Some stakeholders are more visual, while others are more numbers-driven. With Blackbaud’s flexible APIs, we can use whatever format is best for each audience.

Software

Software API Miami Blackbaud

Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

APRIL 26, 2024

The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor. Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles.

Relationship

Relationship Practice Build Evaluation

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

APRIL 2, 2024

This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data

Data Blackbaud Policy Database

If You're Part of the Cream, You're Gonna Get Licked

NTEN

JUNE 16, 2010

" Often, she sees senior managers and people at the bottom of the org chart pushing for openness, meeting resistance at that middle manager level - the cream of the Oreo. Tags: Change Management charlene li Leadership NPTech open leadership Social Media. They get licked. And what are you doing about it?

Org

Org DC Chart Social Media

What do Innovative Organizations Have in Common?

NTEN

NOVEMBER 13, 2009

Organizations that innovate have that one person, be it CEO, middle manager or bottom of the org chart, who is willing to stand up, declare the need for change, and then "put on a show" about it until people fall in line to follow. " Seth was quick to answer: they have a changemaker. Or is there something more? .

Organization

Organization Org Social Media Chart

The Unrecognized Risk of Status Quo Problem-Solving Skills for Grantmakers

sgEngage

MAY 25, 2023

Nonprofits show and share what worked, usually with tidy stories and charts. Most really good proposals and reports often better reflect an organization’s capacity to hire a great grant writer or marketing expert than their ability to do great work.

Problem

Problem Skills Proposal Grant

Forget the Tech, Let’s Talk Mission

NTEN

MAY 27, 2010

The Organizational Chart ~ Look for Obstacles. The way in which mission focused technology comes to be is largely based on the organizational chart, that funny diagram made up of boxes and lines that either puts tech on the path to success or the highway to, well. and the mission. that can awaken and visualize the needs. Conclusion.

Tech

Tech Org Chart San Diego

Book Review: When Millennials Take Over and the Fluid Workplace

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 9, 2015

The trends are: The decline of hierarchical management or the flattening of the organizational chart. In other words, leadership development and career advancement is no longer about an organizational chart or direct reports. The social internet revolution. The Millennial generation entering the workforce.

Review

Review Chapter Leadership Chart

2011 NTC Preview: 6 Steps to Refocus Your Small Org Tech Strategy

NTEN

JANUARY 28, 2011

This chart is only a sample, and is not complete.) Categorize that core Tech Now add one more column to your chart: commodity or value. This should be a simple one page document. Figure out where you are spending your money and time Take the list above and break it into a new table.

Org

Org Tech San Diego NTC

Prepared for Change

Connection Cafe

MAY 21, 2012

How am I prepared for change? Do you have a change management plan? Too often development and marketing professionals are focused on getting the gift, pitching the story, making a call, but we need to step back and assess our readiness for change. Is there a chart that outlines drop dates for print publications?

Change

Change Chart Statistics Blackbaud

Research Friday: Looking Back - 2011 makes a strong case for capital

ASU Lodestar Center

DECEMBER 1, 2011

But it wasn’t just program change; management steps and tough decisions were also required. Nonprofits told us about their planned financial management actions in 2011: Nonprofit leaders have learned to expect the unexpected. In fact, 88% of respondents indicated some sort of shift in their service delivery.

Research

Research Survey Model Chart

Learning to Love the Re-Org: How We Executed a Staff Restructuring

Museum 2.0

OCTOBER 24, 2017

When we had seven people, we barely needed an organizational chart. It was a full six weeks of work before we started talking about names of existing employees and tentatively slotting them into roles on the new chart. As it turned out, everyone’s job changed. Some people changed managers. Some people changed jobs.

Org

Org Learning Structure Museum

The Activity Level Discussion in Museums: Is a Role Marketplace an Answer?

Museum 2.0

NOVEMBER 12, 2019

I'd managed for ages by then, and I'd certainly put in place change management. Then—and here's the radical part—give staff the opportunity to take part in higher-rated projects across the museum, seeing work as roles and responsibilities, and not just titles and boxes on an org chart.

Museum

Museum Roles Activism Activities

Tips for Content Curators from Beth Kanter: How To Avoid Getting "Content Fried"

NTEN

AUGUST 15, 2012

I've charted those – so I know when they occur). For example, if I have to do some writing that requires a higher level of attention for me than does scanning Twitter or reading and responding to email, I schedule my writing time during peak concentration hours in the day.

Content

Content Exercise Technique Journal

Guest Post by Kira Marchenese: What Happened When We Introduced 350 Staff to Social Media

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 10, 2010

Breaking up into small tables worked – I saw table after table of people leaning in, standing up, gathered around flip charts. Tags: change management training materials. Our biggest worry was that people would find it irrelevant to their work and would check out. In fact, just last month, I took.

Social Media

Social Media Media Remix Social

Leading Tech Change When You're Not the Boss

NTEN

JANUARY 27, 2010

Formal authority is granted through position on an org chart, or through mandate (or sometimes fiat) from the senior management of an organization. Tags: Change Management Leadership Newsletter NPTech NTEN. Leadership and formal authority are not the same thing -- anyone who has experienced a bad boss can attest to that.

Tech

Tech Change Demonstration Influence

A Closer Look at Nonprofit Technology Benchmarks: Tech Adoption Levels

NTEN

AUGUST 13, 2012

The above chart represents the responses from survey participants. Survey respondents were asked to select the description (without the labels, to avoid bias) that most closely aligned with their organization's approach to technology decisions. What Do the Results Tell Us About Tech Adoption at Nonprofits? “We

Adopt

Adopt Benchmark Tech Technology