Overview

It is more important than ever for nonprofits to harness the power of today’s nonprofit technology. Yet most nonprofit teams either lack the right tools, or do not use the tools they have to their fullest. At its best, nonprofit technology helps organizations increase internal efficiency while promoting external engagement. At its worst, technology becomes an obstacle to operational efficiency and effective communications with stakeholders. 

A nonprofit technology audit is the ideal first step to operational optimization with the help of technology tools. Your organization can benefit from a proper assessment conducted by nonprofit technology experts because:

• Few volunteer-driven nonprofits have enough in-house talent with the bandwidth and precise skill sets to address all the strategic, tactical, and practical aspects of building a sustainable organization.

• Effective technology use attracts strong professionals, which supports recruiting and retention of high-quality talent.

• Tools are only as good as the hands you put them in. Professionals need the right tools to build organizations. Staffing + technology = impact.

Our Nonprofit Systems Optimization service will examine current operations to help you achieve greater alignment with the organization’s goals. Auditors will review your programs and services and how you deliver them. They will examine where your funding comes from and how you approach fundraising and relationship building. They will look at the data you are collecting and how you are using it for analysis and reporting. Finally, they will examine the tools you are using and how you are using them. Throughout all, auditors will be attuned to your points of frustration.

How do we deliver this value and achieve these outcomes?

We partner with nonprofit teams to optimize the tools  you use. Our process has four steps:

1. Audit: Every organization is unique. We learn what you want to be able to do, assess how you currently work, and make recommendations to close the gap.

2. Implement: We adjust your tools based on the recommendations included in your audit, so you have an integrated system.

3. Train: Because tools are only as good as the hands you put them in, we then train staff to use your tools well. 

4. Check-in: The only constant is change. We check in to keep the tools working and aligned with your organization’s growth.

How do we take these actions?

• Nonprofit tools center on relationship management; therefore, we define tools as data, communications, processes, templates, and any software that supports these areas.  

• We choose the tools to support people, not the other way around.

• We perform an objective audit with no preference given to any tool or approach.

• We use in-software or Zapier-based integrations.

• We plan our timelines by starting the week on Thursday, so we have time to action items each week and report progress to the client.

• We ask clients to open all software accounts and add us as a user.

Click here for more information on our tech audit and our full NPSO services.