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Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. I thought we’d be done with the selection process in a month, but it’s month four with no end in sight.

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Raise the Board’s Financial IQ

.orgSource

But it should be reinforced in person during the orientation for new members and in the documentation they receive. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Presentations from experts.

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A Lightweight Framework for Building An Association Data Strategy

Association Analytics

In today’s world, there are plenty of tech options, processes, and formulas to implement and manage data. Strategic Alignment The easiest first step is to review the overarching goals and success factors from your strategic plan. Do we have our training programs documented, and if so, how often do we update them?

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10 Considerations for Creating a Budgeting Process

sgEngage

That includes both the budget and the process for creating it. In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. What Does a Nonprofit Budgeting Process Include?

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Everything your association needs to know about business process mapping

Nimble AMS

The road to implementing new technology can be a long one, but your organization can smoo th the way with business process mapping. Read our blog to learn everything you need to know about b usiness process mapping and prepare your association for implementation success. What is business process mapping?

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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. Acknowledging these problems is the first step to improving your board’s operations and processes.

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Four common grant proposal documents (free samples included)

Candid

While Candid is working to reduce that burden broadly, here is one specific way we are trying to help: by providing sample grant proposal documents. There are four major documents that you may need to create if your nonprofit is looking for funding. Sometimes, this can be the first step in a funder’s broader grant proposal process.