Roll It Out Right! Nonprofit Action Plan to Set Up Your New Software for Success (3-Part Web Series)

Roll It Out Right! A Nonprofit Action Plan to Set Up Your New Software for Success
Thursdays, August 22 – September 5 | 1:00 PM – 2:30 PM | Three-Part Webinar Series

Offered in Partnership with:
Idealware

It doesn’t matter how much time, effort, and expense you put into selecting the right software for your organization—if you don’t plan all the steps necessary to ensure a successful implementation, you’re wasting your precious resources. 

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. 

We designed this new course to help you with each step. 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 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. 

Registration to be completed via Idealware’s website – use discount code – 19-PA.

Special bonus for PANO members: Want to talk one-on-one with an expert consultant? Now’s your chance! Members of Idealware and Tech Impact’s consulting team will host open office hours, via video conference, to answer your individual questions and help you apply what you are learning in the course. Instructions for how to sign up for this special offer will be available once the course begins. Just make sure to use your discount code (19-PA) to sign up.

Course Schedule

August 22: Planning Your Implementation Project
In this opening session, we’ll define what typical implementation projects look like—and what successful ones look like. We’ll 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.

August 29: Keeping the Project on Track
In this session, we’ll look at examples of common challenges nonprofits face that cause projects to fail, and introduce project management basics to help you plan your implementation and see it through on time and on budget. We’ll also address relationships with consultants and vendors and how to make sure you’re getting what you need out of them, and explain how to evaluate an implementation project after completion to make sure everyone involved learns from the experience.

September 5: Fostering User Adoption
After reviewing the first two sessions, we’ll discuss the critical role user adoption plays in a successful implementation project and introduce the idea of change management to help ensure your success. We’ll also look at the importance of training and cultural shifts in user adoption.

Registration to be completed via Idealware’s website – use discount code – 19-PA.

Cost:
$115 – PANO Members - Use Discount Code: 19-PA
$135 – Regular Price

Registration to be completed via Idealware’s website – use discount code – 19-PA.