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...
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...
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...
In the pursuit of social change, nonprofit organizations are naturally drawn to their overarching goals but may inadvertently neglect the smaller, incremental changes that significantly enhance efficiency and effectiveness. Addressing these seemingly minor...
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,...
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...
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...
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...
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...
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...
