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Pre-Implementation Checklist for Nonprofits
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Long before your technical changeover, your team can get started preparing for a smooth implementation. Use this checklist to ensure every step is crossed off!
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Click FILE -> MAKE A COPY to edit this worksheet. You will then have a private document you can use for your data.
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If you would to see CharityEngine's software, please book a demo with our team.
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Seven Steps to a Smooth Implementation
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Assess Your Current Tech Stack
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How many data sources do you have?
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How much do these systems cost?
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Do you have systems with duplicate functionality that can be consolidated?
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Talk to Your Team
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What platforms do they need to do their jobs?
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What are their biggest pain points?
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What level of technical expertise do they have?
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What level of support will they expect?
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Do you have a data expert who can lead your data migration?
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Clean Up That Data!
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Start with an audit.
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Create data standards to keep your information and reporting clean.
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De-dupe your records. There are tools your vendor can recommend.
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Knock Down Data Silos
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Consolidate records to minimize multiple platforms.
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Have everyone use the same data sources.
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Update data often.
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Evaluate Your Infrastructure
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Check your wifi and connectivity.
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How about hardware? Computers, phones, laptops, tablets.
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Take a fresh look at your team and responsibilities, and shuffle if needed.
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Organize Your Information
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Streamline data in logical places.
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Categorize and quantify your data.
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Consider a data migration map.
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Get rid of useless data.
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Set Goals
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Increase in first-time donors?
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Increase in sustainers?
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Increase in total funds raised?
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Increase in donor retention?
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Fundraising or participation goals per event?
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New outreach methods to try?
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Increased engagement with emails?
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Increased traffic to donation page?
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Increased conversions
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