Categories
Productivity staying organized

11 Tech Tools to Better Manage Requests

How do you organize work requests? Have you got your system down?

When it comes to project management, I’ve started and fallen off many systems. It’s easy to let yourself get disorganized as things get chaotic!

But it’s important to capture and organize those project needs and updates. Otherwise, details slip through the cracks and communication can break down.

Before we talk tech…

It’s important to remember that technology helps us implement solutions. But we’re the only ones who can actually solve our problems.

So before you jump into a new system, really think about how this tool can serve your process. Make sure you understand the nuances around requests, that you have a framework to support the tech, and that you’ve got a way to intake those staff requirements.

Let’s talk systems.

Categories
CRM/Data data management

10 Ways Your Nonprofit Can Use Google Forms

Does your nonprofit use Google Forms?

Google Forms is a form-builder app that comes with the Google Suite of products. It’s often used to create simple surveys.

Now, Google isn’t sponsoring this post. I’m not even claiming it’s the best survey tool out there. But I’m highlighting it here because 1) I use it all the time and 2) for three very nonprofit-y reasons:

  • It’s simple.
  • It’s free.
  • It’s accessible. Even if your org doesn’t use Google products, you could sign up right now to build your first form with no fuss.
Categories
Dee's Blog

7 PTO Tips For Those Who Struggle with Vacation Time

It’s time for me to come clean, gang. For the longest time, I was not good about paid-time off (PTO).

It’s not like I don’t take my time. In fact, I’ve never let a single day expire. I’ve just been so disorganized about this in the past, that it was stressful even figuring out what to do with the time when I finally did take it.

If I haven’t said this yet, I believe all of us should use every last hour of our vacation time. For one, us workaholics need that time away to relax and reset. But more importantly, that’s time we’ve earned. This is part of our compensation, ‘money’ we’d be throwing down the toilet if we didn’t use that time!

Categories
CRM/Data data management

How to Balance Database Management With Your Day Job

What’s one thing that devo staff, volunteer coordinators, operations managers, HR and Program people all have in common?

At any time, we can become the database admin, too.

“Accidental admin” is the term we’ve lovingly coined to all the data peeps who never signed up for this. These are the folks who were standing closest to the database at a time when their org needed the help.

Categories
Salesforce salesforce *career* advice salesforce *tech* advice

10 Great Resources for Nonprofit Salesforce Admins

Are you the Salesforce Admin for your nonprofit? Was that always the intention, or is it the case now because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is! It’s also how many of us got our start in Salesforce.

Categories
CRM/Data implementations Salesforce

10 Signs Your Nonprofit is NOT Ready for Salesforce

Salesforce is a powerful tool. If you’re implementing a new data system for your org, there are very good reasons why this might be the way to go.

But there are valid reasons to stay away, too.

My staff knows how much I love Salesforce. And as much as I wish every org could implement it without issue, that’s just not how it works! Your org needs to be in the right headspace to knock a Salesforce implementation out of the park.

Take it from someone who’s experienced some of these issues firsthand: this isn’t the right tool for everyone. And that’s okay.

So, how can you tell? Check for these flags before committing your org to the Salesforce Ohana.

10 Valid Reasons NOT to Implement Salesforce