One oddity that can be more pronounced in the nonprofit world is people basking in titles of “power” more so than focusing on goal-oriented outcomes that they are supposed to be there for in the first place. Maybe because the position held is the value over strictly getting a paycheck? I’ve seen some people take […]
If you’ve been involved in nonprofit board leadership, you’ve likely heard the phrase “Give or Get.” Like it or not, at its core, it’s about one thing: commitment. And while on Giving Tuesday, it’s common to think up how others could benefit your organization, take a moment to reflect inward as well. What Exactly Is
1. Strategic Layer Think of this as the foundation and roadmap to success. At this stage, it’s all about setting a direction and purpose—getting crystal clear on why a CRM will move you forward and what specific goals it will achieve. Here, you, or with the help of a consultant be asking questions like: “What
The three layers of a project Read More »
Last Friday, I broke 2 of my own rules and I paid dearly for it. First, it’s Friday and I never tackle major work or anything that could leave the day with work undone and me unsettled. It’s a sure fire way to let your work ruin some if not all of your weekend. Least
On breaking 2 of my rules: staging and Friday’s Read More »
Bringing in an expert to get you on the right path can be worth it many times over. After all, you do believe in the value of specialization, right? “Expertise doesn’t come cheap, but the alternative is far more costly.” Or in other words, it doesn’t matter how much of a “bargain” something seems to
Implementation Mode: CiviCRM Partner Read More »
Software as a Service (SaaS) relieves the technical overhead to experts so you can focus squarely on your mission and just sign-in and use the system. Here’s how the CiviCRM SaaS approach stacks up against those 8 key factors I mentioned rated on a basis of very low to very high (1-5). Control – 2
Implementation mode: CiviCRM SaaS Read More »
Want to dip your toe into the waters of what CiviCRM is like? Spark is the starter kit and ultra low cost option for CiviCRM onlookers. Here’s how the DIY approach stacks up against those 8 key factors I mentioned rated on a basis of very low to very high (1-5). Control – 2 Spark
Implementation mode: CiviCRM Spark Read More »
Thinking about going the Do It Yourself (DIY) route for your CiviCRM implementation? It’s a fantastic option for techies who love to get their hands dirty, have implemented other IT systems and want to truly understand the inner workings of their CRM. If you’ve got curiosity and a bit of patience, this could be a
Implementation Mode: CiviCRM DIY Read More »
It’s a bit like building a house: you can go full on DIY, hire a contractor, or choose a prefabricated model. Each choice comes with its own pros and cons, largely on some key factors that are unique to your situation. The reality is, you can only pick the right path with a reasonable level
4 ways to get started with CiviCRM Read More »
You know where you want to end up but how about where to even start with your CRM implementation? Well, it’s really all about your end goals and working backwards. You generally have 2 ways of looking at launching a CRM: Take a guess which one is more risky and causes you to pull more
Establishing your starting line Read More »
