Roll It Out Right! A Nonprofit Action Plan to Set Up Your New Software for Success, Three-Part Course

Thursday, August 22, 2019 - 11:00am to 12:30pm
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Three Thursdays, starting August 22,  1 -2:30 PM Eastern

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. We’ll show you how to make sure you’re including all the right people throughout the process. We’ll help you determine whether you need outside help—and how to work effectively with consultants or vendors. And we’ll identify common mistakes and show you how to avoid them. 

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.  

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. 

Toolkit Schedule 

All sessions take place at 1 pm Eastern and last for 90 minutes. 

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. 

Other Info 

Participants will also be given weekly homework assignments.  

Please register with the email address where you would like to receive the access code and dial-in information for the online seminar. Also, be sure to add [email protected] to your contacts to ensure meeting details do not get caught in your spam folder. 

Please manually update your calendar to account for the correct time of each session (1:00 Eastern).

All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts. 

About the Presenters 

Eric Leland, Idealware Expert Trainer 

Eric has spent two decades working with progressive organizations and businesses tackling online and offline technology challenges. He’s a founding partner of FivePaths (, a technology firm that offers strategic technology consulting, information architecture, and web CMS and CRM platform development expertise to each project. Eric is very active in nonprofit, philanthropy, and technology circles, having served as co-chair to the Young Nonprofit Professionals Network in San Francisco, on the National Advisory Board for the Addiction Technology Transfer Center, and as a member of NTEN and the Tech Underground. 

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