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Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

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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.

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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

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As your organization contemplates formalizing its job succession preparedness strategy within the finance department, there are three major areas to consider: segregation of duties and cross-training, safeguarding of assets, and cross-organizational impact.

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Is It Time for Your Nonprofit or School to Make a CRM Change?

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Know Your Current Situation Frustrations with your CRM may be due to the limitations of the tool, but they may also be due to the way your team has chosen to use the tool, or a lack of training. Training: What is the current skillset of your team and what is their capacity for adding new skills?

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I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness

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Capacity and/or Partnership – what can the organization handle internally? Ensure Program Sustainability With a focus on the grant management, it can be easy to lose sight of how the program will continue. Risk Analysis – what could threaten the project or the organization? What needs are missing?

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How to Build a Culture Around Your CRM and Use it for Growth

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A CRM-centric culture ensures that every interaction, whether internal or external, is rooted in data-driven decisions and strategic alignment. Operational efficiency: A well-integrated CRM simplifies event planning, volunteer coordination , and internal communications. Involve Your Team Teamwork really does make the dream work!

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Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

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Change Management: Managing the change within the project lifecycle or overall organization. Technical Governance: Guidelines for development on and management of the Salesforce platform. Remember the three parts of governance: change management, organizational strategy, and technical governance.

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10 Tips for Better Grant Management Processes

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Make information readily available to internal stakeholders so it’s easier for people to do their jobs. Talk to your funder, peers, and internal experts to ensure that you understand the language of grants and other funding sources. Foster strong internal partnerships. Will this help you launch a program or expand your reach?

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