Remove Change Management Remove Team Remove Work
article thumbnail

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

sgEngage

It’s as if you’re a magnet for selfless, hard-working, passionate, I-don’t-care-how-many-hats-I-have-to-wear kind of people. 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?” Coordinate an upcoming event?

article thumbnail

How To Develop Proactive Change Management

NonProfit PRO

Poorly managed change in the work environment leads to burnout, disengagement within the team, and a culture of cynicism around change in general. While change is inevitable, we can minimize frustrations surrounding change by effectively planning for and managing the change.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

sgEngage

When your organization’s finances are handled by a small team, it becomes even more important to properly prepare and plan for personnel changes. Before you start to work on a succession plan, identify what each employee does and their roles and responsibilities.

Team 105
article thumbnail

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

.orgSource

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. Our survey shows that while many organizations value collaboration, theres often a need for digital literacy and alignment across teams.

article thumbnail

Change Management = Changing Mindset

sgEngage

Running a successful school is hard work as it’s not just a place of employment, but also the front door to the future of our students’ lives. Now as the Director of Finance at the school, my office is housed in the development department, where all the inner workings of ICCP take place. They need us to succeed.

article thumbnail

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

sgEngage

If, like my client, youre asking if its time to change your fundraising CRM , the starting point is understanding your current situation (your team, your data, and your needs) as well as your goals for the future. Training: What is the current skillset of your team and what is their capacity for adding new skills?

Change 105
article thumbnail

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

sgEngage

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.