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Getting Ready for Drupal 10 Guide
Rebuilding a website takes substantial planning, execution, and staff time. This document includes the key areas of information for preparing, designing, implementing and launching your Drupal website as a member of the KM Collaborative. Thank you to the three KM Partners who served as pilots for our new collective Drupal distribution: SoCal Grantmakers, Council of Michigan Foundations, and Philanthropy Ohio! This guide draws on their strategy, expertise, and experience. We also want to thank the next group of KM Partners and their staff who launched their new websites on the collective Drupal distribution - Minnesota Council on Foundations, Northern California Grantmakers, Grantmakers in Aging, and United Philanthropy Forum.
Review the Getting Ready for Drupal 10 Guide below to learn more about Project Management, Timeframe, Budget, Accessibility, Design, Content Audit, Development, Content Migration/Creation, and Testing, Launch, Management, and Ongoing Support.
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Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
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Overview of the new Council of Michigan Foundations Website (Drupal 9)
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022.
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New Drupal 9 Websites, Features and Learnings with KM Partners
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022. The website is powered by the Forum's KM Collaborative and integrated with Salesforce. Thank you to Bill and Val for collaborating on this presentation and answering all the great questions raised!
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Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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Keeping Knowledge Management on New Leaders' Radars
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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Internal Controls and Efficiencies
Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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2023 Key Metrics for Philanthropy-Serving Organizations
The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs).
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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.