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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. What don’t they know? Do smaller organizations have culture? Sure, they do.

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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

Let’s get one thing straight – change is the only constant we can count on. Throughout countless different phases and stages of life as a human being, we know that things will always be changing. Relationships evolve, professional development occurs, where we live, what we do, who we see, what we enjoy, how we act… it all changes.

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

sgEngage

In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

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

sgEngage

As their list of frustrations grew and their unfulfilled hopes piled up, they asked me if I thought it was time to change to another donor CRM. There is no simple answer to the question of whether to consider a new constituent relationship management system. Change management: How does your team respond to change ?

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Discussing a Change in Leadership with Your Donors

sgEngage

As bridge builders whose success depends on forging authentic relationships with donors, fundraisers can sometimes find the line between the professional and the personal becoming blurred. In the discipline of change management , a key tenet is being a champion of the positive potential.

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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

sgEngage

Developing working relationships across the various departments of the organization creates synergies and efficiencies during the year. When employees leave, these relationships can be vulnerable, especially during the rush to fill the vacancy.

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Make the Champion Disruptor Your Catalyst for Change—Use AI to Drive Transformation

.orgSource

We can decide what experiences and relationships to create.” Encourage Collaboration Collaboration is a critical aspect of change management. Most of us are wondering how AI will impact the future of work and our own professions. What is significant about this moment in time is that we can choose. Yes, AI is the mega disruptor.

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