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

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You have less wiggle room in terms of time and budget. How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” The short answer: change management. What Is Change Management? Absolutely.

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

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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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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

sgEngage

And even when you have a full roster, people retire, move, or decide to change jobs. While it’s difficult to imagine a stable workforce during a time of labor shortages, your organization can help to ensure uninterrupted processes and continued missional impact by developing a robust job succession planning strategy.

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Governance Is a Journey: How APICS Built Trust, Resilience, and Growth

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At the time of this interview, Abe Eshkenazi, CSCP, CPA, CAE , servedand continues to serveas the CEO of APICS (now the Association for Supply Chain Management ). Governance Is a Journey, Not a Destination When Eshkenazi arrived at APICS, he quickly realized that governance wasnt a one-time project; it was a continuous process.

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Strategies for Building a Future-Ready Association in 2025 and Beyond 

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With disruption happening all around us, were here to upscale your team and ensure that your organization is ready to thrive, improving operational efficiencies and positioning you for success. Track these metrics over time to adjust your strategy as needed. Regular training keeps your team adaptable and prepared for change.

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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

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. Technological change – new software and systems.

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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.