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Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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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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We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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Whether you attended our Forum Conference workshop session or not, we invite you to join us for an hour-long informal conversation about The Benefits of a Networked Approach for PSO Business Model and Advancing Strategic Work.
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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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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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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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The Forum has recently undertaken a review process of our membership dues structure.
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A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
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Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work
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