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#16NTCplan4change
Change Workshop:
Managing Change
to Ensure a Technology
Project’s Success
March 23, 2016
#16NTCplan4change
Presenters
Sandi Reinardy
Managing Director of Gift
& Constituent Records
University of Wisconsin
Foundation
Smita
Vadakekalam
VP of Services Heller
Consulting
#16NTCplan4change
About Heller Consulting
Experience Places People Focus
19 Years
1,000+ Clients
2,000+ Projects
San Francisco
Chicago
New York
Boston
Austin
40 People:
Smart
Skilled
Committed
Serve solely
nonprofits
All consultants
have worked in
nonprofits
#16NTCplan4change
Engagement Strategy
•  Marketing Automation
•  Taking Engagement Seriously
•  CMS Platforms: A Guide for
Nonprofits
CRM
•  State of CRM Whitepaper
•  Making Your CRM Aspiration a
Reality
•  CRMready Workshop
•  Engaging Constituents: Your
Strategies and CRM
•  Business Intelligence Tools
Review
•  Integrated Suites Review
Salesforce
•  Fundraising App Review Paper
•  NGO Connect: Maximizing its
Potential
•  NGO Connect & NPSP:
Choosing the Right Solution for
You
•  Advancement Connect:
Advancement Solution for Higher
Education
More Resources: TeamHeller.com/resources/
#16NTCplan4change
What we would like to cover today:
•  Purpose of change management
•  Best practices and strategies for before, during & after a project
•  Case study: University of Wisconsin
#16NTCplan4change
What is Change Management?
#16NTCplan4change
Poll: What Changes are You Facing?
•  Project Size:
–  Minor system, limited scope
–  Major system
–  Multiple system overhaul
•  Phase:
–  Thinking that things need to
change
–  In the messy middle
–  Live and living in a whole
new world
#16NTCplan4change
A simple definition
Change management:
The process, tools and techniques to manage the
people side of change in order to achieve the
required business results.
#16NTCplan4change
Quick History
#16NTCplan4change
ADKAR model from PROSCI
#16NTCplan4change
Pre-Project
•  Build awareness for change
•  Build desire for change
•  Build knowledge for change
#16NTCplan4change
Run it like a Campaign
#16NTCplan4change
Communicate the Threat of Not Changing
#16NTCplan4change
WIIFM?
FEEDING AMERICA / 14 /
End State: Spring 2017
BI	
  Tool	
  
Campaign	
  
Management	
  
Donor	
  
Managem
ent	
  
System	
  	
  
Online	
  
managem
ent	
  
system	
  	
  
System	
  B	
  replaces	
  System	
  A	
  
and	
  provides	
  central,	
  CRM	
  for	
  
ac>ve	
  cons>tuent	
  
management	
  
System	
  C	
  con>nues	
  to	
  process	
  
online	
  transac>ons,	
  send	
  
email	
  and	
  serve	
  .org	
  site	
  
ECRM	
  
Member
s	
  
Supply	
  
Chain	
  /	
  
Service	
  
Desk	
  
BI/warehouse	
  are	
  
deployed	
  to	
  manage	
  DM	
  
campaigns	
  
No	
  changes	
  will	
  be	
  made	
  to	
  the	
  supply	
  chain	
  service	
  desk	
  
instance	
  of	
  X	
  or	
  to	
  those	
  member	
  organiza>ons	
  on	
  
Blackbaud	
  ECRM	
  as	
  an	
  outcome	
  of	
  this	
  project.	
  
Lockbox
/Caging	
  
Vendor	
  	
  
G/L	
  
For the complete slide deck and resources from our
sessions at NTC in 2016, please visit
TeamHeller.com/16ntc-slides/
510-841-4222 TeamHeller.com510-841-4222 TeamHeller.com
#16NTCplan4change

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