sgEngage

MAY 15, 2024

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. Change management can be a long and uncomfortable process, but the introspection and analysis help you find ways to improve and more closely align with your mission. Getting the right people in the room is key.

Change Management 105

Change Management Disaster Change Management 105

sgEngage

JULY 5, 2024

This phase can be the most complex and time-consuming part—and one of the most effective ways to get a strong ROI. One important goal of your steering committee is to document your organization’s requirement list for technology solutions. Assess your organization’s wants and needs before you even start talking to potential vendors.

Fund 92

Fund Software Phase Chart 92

Cloud 4 Good

NOVEMBER 4, 2021

Cloud for Good recently sat down with BWF’s Jason Boley, Senior Vice President of Systems and Operations, to discuss the value and best processes of the RFP process. When does the planning phase end? First, planning to purchase and move to a new Constituent Relationship Management (CRM) system.

Process 92

Process Interview Phase Map 92

DNL OmniMedia

FEBRUARY 9, 2022

Discuss the project with your board. An RFP is a document that thoroughly details your project, its purpose, your needs, and the guidelines you’ve already laid out. Let’s Discuss Your Nonprofit’s Needs – Contact Team DNL. Their full range of tools and services include: Electronic document capture, tagging, and filing systems.

Consultant 52

Consultant Nonprofit Philanthropy Strategy 52

sgEngage

MAY 23, 2024

Use a proactive lens towards the post-award phase and understand if modifications are needed from a programmatic, financial, and operations vantage. From an operations perspective, how will reporting expectations impact current operations, and who is involved in managing the various administrative requirements?

Award 103

Award Grant Application Analysis 103

Connection Cafe

AUGUST 23, 2013

Interviewing team members, documenting requirements, prioritizing what is “mission critical” versus “nice to have,” getting agreement across stakeholders…it can feel like a never-ending cycle. Or would a “phase 2″ be more appropriate for some items? Risk Identification and Management.

Project 37

Project Articulate Nonprofit Adopt 37

Connection Cafe

DECEMBER 16, 2013

strictly scripted demonstrations, limited input from end-users, extensive requirements documentation neither vendor nor stakeholders can fully understand) to take note, as the selection process sets the tone and informs the quality of the rest of the project. User Adoption and Change Management. Thoughts on problems of scale.

Lesson 35

Lesson Learning Test Project 35