The Soapbox and Toolbox for New York State's Nonprofits

Thursday, January 17, 2019 1:00 pm

Strategic Software Selection for Nonprofits

Strategic Software Selection for Nonprofits

January 17, 24, and 31 from 1:00 – 2:30 PM Eastern

Price/Discount: $120 Nonmembers/$95 for NYCON Members (email for the discount code)

Registration Link:

In any software category there are usually dozens of options. With so many features and pricing plans to sort through, how do you choose the right system for your organization?

Over three sessions in January, Idealware Expert Trainer Eric Leland will teach you how to evaluate your organization’s needs, assemble a software selection team, sort through your options, review and test the software, and manage a smooth implementation.

If your organization is considering switching software or bringing on a new system in the next six months, you’ll save a lot of time, money, and headaches if you take the time now to think through the process and develop a plan. Let Idealware be there to guide you.

During this course you will:

  • Reflect on whether you actually need new software.
  • Learn how to evaluate your software needs.
  • Consider the potential return on investment (ROI) of new software.
  • Find out what it takes to build a selection team.
  • Hear how to work with vendors to get the right system at the right price.
  • Plan for the big move.
  • Think through how to onboard staff.
  • Review what it takes to maintain the new system
Toolkit Schedule
(All sessions take place at 1 pm Eastern and last for 90 minutes.)

January 17: Defining Your Process Before you begin listening to the sales pitches and walking through demos, we’ll first take a step back and ask whether you really need new software and consider how to measure the return on investment. From there we’ll look at the selection process and lay the groundwork for a thoughtful plan.
January 24: Evaluating Your Choices and Closing the Deal Once you’ve planned your process, it’s time to start learning about your different choices and comparing them against your needs. This session will show you what to look for as you evaluate your options and will talk you through each stage as you move closer to closing the deal.
January 31: Your New System in Action Course Partner Marketing Packet 5 The real work begins after you sign the contract. In this session, we’ll walk you through each of the major stages as you implement your system and onboard it with your staff.

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NYCON develops and promotes an effective and vibrant charitable nonprofit community throughout New York State.  We strengthen organizational capacity, act as an advocate and unifying voice, help to inform philanthropic giving, and conduct research and planning to demonstrate relevance and impact.