Archive - 2018

1
5 Essential Tips for Crafting an Expert Fundraising Strategy
2
Salesforce Consultant
3
Communications Toolkit for System Launch
4
Webinar: Preventing Project Failure
5
Cynthia Coleman on Becoming a Certified Change Management Professional™
6
Lynn Krause
7
Worst Case Study: When Everything Went Wrong
8
Hear This: Common Phrases That Undermine Project Success
9
3 Major Reasons Technology Projects Fail
10
What Changes And What Stays The Same

5 Essential Tips for Crafting an Expert Fundraising Strategy

Guest Post by Aly Sterling

When the only constant element of our political and economic environment is its daily instability, it can be difficult guide your nonprofit with confidence. You can’t always predict what will happen next month (or even next week), but there are some steps you can take to begin ensuring the stability of your organization.

By assessing and optimizing your fundraising strategy, you can increase your organization’s endurance and adaptability in uncertain times.

That is, a strong and adaptive internal process for fundraising strategy is the ultimate safeguard against a rocky environment.

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Salesforce Consultant

Our work within the non-profit sector combines technical and strategy expertise with hands-on understanding of non-profit operations. Success in this role requires advanced knowledge of non-profit operations, technology, strategy and experience with Salesforce. A strong candidate will demonstrate the ability to work with organizations to develop efficient operational business processes and clear workflow systems, while following industry best practices.

Our projects range from facilitating a full database conversion and product implementation to performing operational and/or technical strategic assessments and business transformational consulting.

This position requires strong project management skills and the ability to juggle a number of projects at once. Because most of the work is client facing, strong written and verbal communication skills and a genuine interest in helping people and non-profits are very important. The ability to collaborate with peers and clients while building consensus is also critical for success in this position.

Responsibilities

  • Confidently deliver recommendations and facilitate decision making processes
  • Analyze current business practices and make recommendations for improved effectiveness and efficiency
  • Lead requirements gathering, system design, and system configuration
  • Lead and facilitate user acceptance testing
  • Deliver end-user training
  • Develop design and business process documentation
  • Conduct system assessments, develop roadmaps and project plans
  • Lead the migration of client’s CRM data to new system
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • Excellent written and verbal communication skills
  • Non-profit operations experience
  • Advanced knowledge of Salesforce for the non-profit sector
  • Strong project management skills
  • Ability to learn new skills quickly and be flexible and willing to take on new job tasks as they arise
  • Experience and aptitude to make strategic level recommendations and guide visionary decision making for non-profits. These recommendations could have significant influence over fiscal/budgetary, vision, personnel or future state CRM ecosystems
  • Mastery of MS Office, including Word, Excel, Access and PowerPoint

Preferred Qualifications

  • Salesforce Certified Advanced Administrator, Developer or Architect credential
  • Marketing Cloud Experience

Additional Benefits

We offer competitive compensation packages commensurate with experience, health and retirement benefits, educational opportunities for continual growth, and support a healthy work life balance.

This is a regular, full-time, management (“exempt”) position. In a standard workweek, 35 – 38 hours should be spent on projects & tasks billable to a client. Additional non-billable hours are expected and may include staff training or enrichment, client cultivation or general administration.

This position requires travel up to 40% of the time.

Click here to apply.

 

Communications Toolkit for System Launch

Change-Management-tips-MAWA

Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece of software,” we think. But then we log in and start to go about our work and find that nothing is as easy we thought it would be. This isn’t because of system problems (though new systems often have kinks that need to be worked out); it’s because the process, the visuals and sometimes even the data are different than they used to be. All of a sudden, it feels like everything has changed.  The most successful system launches are accompanied by clear, effective and frequent communications that prepare people for the new ways of working and let them know that support is available. In the pages that follow, we outline key components of the communications that make the launch process go as smoothly as possible, complete with real examples from our clients.

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Webinar: Preventing Project Failure

Technology is advancing at an unprecedented pace, and many nonprofits are looking to use new strategies and technology to increase the impact of their missions. While new technology initiatives can be a boon when successful, they can be a bust when there are unexpected challenges, barriers, and obstacles to overcome draining and demoralizing the team for months or even years.

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Cynthia Coleman on Becoming a Certified Change Management Professional™

Our very own Cynthia Coleman has just earned her CCMP™ credential through the Association of Change Management Professionals. Over the years at Heller Consulting, we’ve learned that the logistics of strategy and technology projects can be managed through project management, but true success ultimately depends on how the individuals involved participate and adapt to new ways of carrying out their work. Change management is the key to ensuring that our clients fully realize the benefits of their investments in technology.

Cynthia has been a true leader in bringing best practices around change management to our work and we’re thrilled to share her insights on what it takes to become a Certified Change Management Practitioner™.

  Read More

Lynn Krause

Lynn Krause
Consultant

Lynn has been working with nonprofit organizations for 10 years. Prior to joining Heller Consulting, Lynn worked in senior development roles with the American Heart Association, The Diversity Center of Northeast Ohio, and several other regional organizations.

Lynn has extensive experience in nonprofit administration particularly in management and operations, board development and engagement, large-scaled community events, communications, and utilizing CRM tools to enhance the constituent engagement process. Additionally, Lynn has extensive experience in nonprofit charitable giving specifically around corporate giving, foundations, peer-to-peer campaigns, and individual gifts.

Salesforce Certified Administratorsalesforcecertification-16-sales-cloud-consultant

 

Worst Case Study: When Everything Went Wrong

worst case study train wreck

When things go awry in complex technology projects, organizations can find themselves trapped between two difficult options. They can continue pushing forward with the initiative, potentially wasting resources on a project that is beyond hope of success, or they can abandon the initiative, undo existing work, and hope for funding to try again in the future. Both options carry risk of damaging support for the project and morale of the organization. If the issues in the project impact the organization’s constituency, their reputation could also take a hit. (Read more about the costs of struggling projects here >>) It can be extremely stressful to figure out the best path forward when mired in issues and trying to carry out business-as-usual at the same time. Unfortunately, technology has not (yet) given us the ability to stop time while we get our operational houses in order, but it can help to reach out to an objective third party for help.

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Hear This: Common Phrases That Undermine Project Success

9 phrases that mean trouble egg brink fall

During a technology initiative, the signs of trouble are not always clear. Team members can be working their hardest to complete their tasks, but somehow the project milestones keep getting delayed or redefined. Rarely do staff want to pull the emergency brake on a project, openly calling attention to major concerns, even if they are frequently discussed in private and impacting costs. (Read about the costs of struggling projects here >>) This is why it’s essential for leadership, managers, and staff to be aware of common warning phrases that can signal trouble is on the horizon for a project.

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3 Major Reasons Technology Projects Fail

3 reasons technology projects fail

Have you ever purchased a kitchen gadget or a piece of exercise equipment that promised to make your life amazing and then used it one-to-six times before abandoning it? I know I’m not the only one who has multiple garlic presses in a drawer and have watched more than I’d like to admit of the infomercial for that twisty board thing that is supposed to tone your entire body. Luckily, those sorts of purchases don’t really result in huge cost overruns or months of lost productivity. However, when we go to work, we tend to bring the same brains that buy gadgets and sometimes use them in large technology projects, but to disastrous results. In our experience, here are the 3 biggest reasons technology projects fall apart:

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What Changes And What Stays The Same

Rachel what changes stays same

We have a full staff retreat every year in January and it is always a really great time for us to connect as a team, review what worked in the past year and what we’d like to do differently this year, and take some time to share new ideas from the field.  I am one of Heller’s boomerang staff members (someone who left the company and returned at a later point), and they let me write the blog post this year to share my perspective on what our retreat looks like after having been gone a few years. Several people asked me through the week “How does retreat compare to those from before you left?” My answer: it was both pleasantly familiar and inspiring in whole new ways. The general feel of the retreat – the comradery amongst the team, the humor and productive-but-not-stuffy nature of the meetings – was very much the same. But the content of what we talked about was deeper and smarter and more focused than I think it ever has been.

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