Like many nonprofits, there’s a lot of effort that goes into the mission of the organization. You and your team spend months planning and organizing events, and coming up with creative ways to cultivate and retain donors. Not to mention working on your corporate gift programs, grant writing, and building relationships with community partners. Nonprofit work can be fulfilling, yet tiresome, sacrificial and emotionally draining.
Melissa White, on October 30, 2019
Wendy Levine, on October 3, 2019
Managing a software selection project
Whether your nonprofit is looking for a new CRM system, an event tool, or a complete digital marketing and donor management platform - an organized software selection project will ensure that you find the right solution for your organization.
A good selection project consists of the following:
1. Project team and executive sponsor
Selecting a new software system can be a huge decision. Take the time to consider what and who will be impacted by the change, and then put together a team that has the time and knowledge to assist with the selection process. Depending on the size of the project and the size of your organization, a project team may range anywhere from 2 members to 10.
When putting your project team together, consider the following:
- Who will be directly affected by the new system?
- Who will have the most valuable input? Don’t overlook lower-level employees who have been with the organization for a long time and may have a very different perspective from leadership.
- Who are the biggest users of the current system? Whether software or a manual system is being replaced - you will need to make sure that you aren’t losing needed functionality.
- Who will be the biggest consumers of information coming out of this system? Your ED will need operational reports, the board will want high-level intelligence, and others will need specific information to do their jobs effectively.
Alex Jeter, on July 12, 2019
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Alex Jeter, on July 8, 2019
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