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If Only It Were Magic

Thursday, April 27, 2017

NCG member the S. H. Cowell Foundation is creating a new toolkit and needs your help.  Learn more below: 


If only it were magic… 

Realistically, selecting a client data tracking system is a major investment of time and resources for your grantees and the foundations. B3 Consults and Public Profit are teaming up to create a first-of-its kind toolkit for nonprofits on how to select data collection and evaluation systems to best suit organizational needs.  This project is funded primarily by the S. H. Cowell Foundation, with supplementary support from the Y & H Soda Foundation.

As part of the project’s discovery phase, the consultant team needs to hear from as many nonprofits as possible about their experiences selecting and using a client data tracking system (e.g. ETO, MS Excel, Salesforce, CTK, etc.).

We are inviting input from your grantees because this project aims to address the needs of organizations like theirs.

The Survey

We would like to hear from as many nonprofits as possible about their experiences selecting and using a data system. Please invite your grantees to take our 10-15 minute survey before May 31st. Take the Survey.

The first 75 individuals that complete the survey will each receive a $25 Amazon Gift Card!

About the Final Product

B3 Consults and Public Profit will build a toolkit for small nonprofits to use to select a data system that meets their needs. The toolkit will include:

  • A comprehensive guidebook that walks nonprofits through key considerations when selecting and adopting a data tracking system.
  • A set of planning tools that teams can use to document their agency-specific needs and considerations.
  • An online self-assessment that organizations can take to identify data systems most likely to meet their needs.
  • A set of web-based trainings for nonprofit staff.

Your contribution is vital in helping us frame the toolkit by first understanding nonprofits’ needs and experiences.

We are excited about the potential for this toolkit, which we aim to release in early 2018. The stories and information we can learn from a wide variety of nonprofits is a critical part of creating the most useful product.

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