Learning & Event Calendar
The Nonprofit Software Implementation Toolkit
Cost: $120 or $95 with 2019 NDANO Member Discount (Login to Members Only Portal for code)
Implementation involves a number of elements, including getting buy-in from the people who will be using the system and those who lead the organization, making plans to migrate data and integrate the new software with your other systems, and training staff on procedures and best practices for using the new software.
Idealware designed this new course to help you with each step. They’ll show you how to make sure you’re including all the right people throughout the process. They’ll help you determine whether you need outside help—and how to work effectively with consultants or vendors. And they’ll identify common mistakes and show you how to avoid them.
This course includes “homework” after each session to help you put these lessons into practice, as well as additional resources for you to take with you to help with your own implementation projects.
During this course you will learn:
- What a typical implementation project looks like.
- Who is involved.
- How to adjust for common scenarios.
- How to keep the project on time and scope, including best practices for project management and avoiding common bottlenecks.
- How to work with vendors and consultants.
- What common mistakes to expect, and how to avoid them.
- Best practices for change management and user adoption.
This three-part course takes place Tuesdays, Feb. 19 - March 5, 12-1:30 p.m. Central Time.
Planning Your Implementation Project
Feb. 19, 12-1:30 p.m.
In this opening session, explore what typical implementation projects look like—and what successful ones look like. Review key software selection techniques to apply, identify the steps of an implementation project and who should be involved in- and outside your organization, consider timelines and budgets, discuss project scope, and address the process of migrating data from your existing systems.
Keeping the Project on Track
Feb. 26, 12-1:30 p.m.
In this session, review examples of common challenges nonprofits face that cause projects to fail, and get introduced to project management basics to help you plan your implementation and see it through on time and on budget. Also address relationships with consultants and vendors and how to make sure you’re getting what you need out of them, and learn how to evaluate an implementation project after completion to make sure everyone involved learns from the experience.
Fostering User Adoption
March 5, 12-1:30 p.m.
After reviewing the first two sessions, discuss the critical role user adoption plays in a successful implementation project and learn about the idea of change management to help ensure your success. Also take a look at the importance of training and cultural shifts in user adoption.
About the Presenter
Eric Leland, Founder at FivePaths.com
Eric has spent two decades working with progressive organizations and businesses tackling online and offline technology challenges. He’s a founding partner of FivePaths, a technology firm that offers strategic technology consulting, information architecture, and web CMS and CRM platform development expertise to each project. Eric is very active in nonprofit, philanthropy and technology circles, having served as co-chair to the Young Nonprofit Professionals Network in San Francisco, on the National Advisory Board for the Addiction Technology Transfer Center and as a member of NTEN and the Tech Underground.
- Participants will also be given weekly homework assignments.
- Please register with the email address where you would like to receive the access code and dial-in information for the online seminar. Also, be sure to add firstname.lastname@example.org to your contacts to ensure meeting details do not get caught in your spam folder.
- All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts.