Blog & Resources

Free Your Team to Climb Out, Not Burn Out

Free Your Team to Climb Out, Not Burn Out

In my line of work, I frequently engage with executives from both the nonprofit and business sectors who view system and process implementation as a project they can complete in 3-6 months. They often adopt a "check the box" mentality, envisioning a finish line where...

Regular Assessments for Mission-Driven Organizations

Regular Assessments for Mission-Driven Organizations

Nonprofit leaders dedicate themselves to championing causes and creating a positive impact. But how can you gauge the effectiveness of your drive towards your organization's mission? With regular performance assessments. These assessments provide a picture of...

Fine-Tuning Your Nonprofit’s Performance Assessments

Fine-Tuning Your Nonprofit’s Performance Assessments

Understanding and improving how well you're achieving your mission is fundamental. Let's explore how you can enhance these assessments to better reflect your impact and inform strategic decisions. Customize Your Data Views Consider how you track and visualize the...

Making Meaningful Progress with Year-End Impact Reporting

Making Meaningful Progress with Year-End Impact Reporting

Are we even making the impact we advertise? Do you resonate with that doubt? As we approach the end of another year, many leaders spent the last month knee-deep in year-end requests, reports, and fundraising activity. Between balancing countless spreadsheets, surveys,...

Don’t Sabotage User Adoption with Bad Management

Don’t Sabotage User Adoption with Bad Management

Aligning with Self-Determination Theory (Autonomy, Competence, Relatedness) equals successful management and high user adoption with any system. The four ways you sabotage your impact and fail adoption before you even start: Ignoring User Feedback and Needs...

Successful Salesforce Implementations Begin with a Clear Scorecard

Successful Salesforce Implementations Begin with a Clear Scorecard

I’ve been reflecting quite a bit this week at two community events in the Salesforce nonprofit world. Systems don’t bring clarity of vision, but they can provide clear feedback on progress toward that vision. Define what winning looks like for your team, then, and...

How Salesforce Experience Cloud and WordPress Work Together

How Salesforce Experience Cloud and WordPress Work Together

Have you considered building a portal or community site to interact personally with your customers, investors, or donors? Are you weighing the options between leveraging Salesforce Experience Cloud or custom integration with your existing WordPress website? Both have...

Virtual Office Tour with Jillian

Virtual Office Tour with Jillian

As a remote team, we've all grown accustomed to seeing our colleagues' faces contained within rectangle boxes in Zoom meetings. We know their voices and the corner of their workspace behind them. But what does it actually look like on their end? What kind of space do...

Integrating Discovery & Delivery with Dual-Track Agile

Integrating Discovery & Delivery with Dual-Track Agile

In the past, we kept design constricted to things like a brand or creative strategy. As we've seen more and more organizations move toward a design-first approach, the term evolved to refer to a different kind of strategy that ensures we're building right from a...