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Tips and Tricks: Using Asana to Manage KM Support Requests
This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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These are the notes and a recording from the 2021 KM Users Group session titled Email Deliverability with Allison Jai O'Dell. Allison is a Director of Data and Information Technologies at The Funders Network.
Email marketing is still the #1 way to reach your members and prospects—so long as your emails land in inboxes rather than spam folders or promotions tabs! This session presented best practices for email content, subject lines, senders, audience segmentation, signup forms, acquisition channels, data structures, tracking, and analysis that improve deliverability (that is, inbox placement). These tips and tricks are contextualized with real-world analogies that demystify deliverability algorithms and provide talking points for colleagues.
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Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.
Any Consulting Services request requires a minimum of two weeks' advance notice, preferably longer. We will try to accommodate rushed requests but cannot guarantee it. Consultations with the Forum staff are non-billable and encouraged
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The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.
Check out our Electric Embers resource for more general information about the listserv product and to take advantage of the Forum's group pricing.
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United Philanthropy Forum (Forum) has cultivated a network of national and regional philanthropy-serving organizations (PSOs) to jointly develop technology, share costs, and leverage each other’s knowledge and capabilities. Through the Knowledge Management (KM) Collaborative, PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, and lifting common standards.
Each Partner organization is required to sign the KM Collaborative’s Memorandum of Agreement (MOA) annually. The MOA details the fiduciary and legal requirements of each Partner and the Forum. All KM Partners should be familiar with the terms detailed in this agreement.
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United Philanthropy Forum (Forum) has cultivated a network of national and regional philanthropy-serving organizations (PSOs) to jointly develop technology, share costs, and leverage each other’s knowledge and capabilities. Through the KM Collaborative (aka Drupal-Salesforce Platform or technology platform), PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, a shared Knowledgebase, and lifting common standards.
This KM Partner Guide provides detailed information about the expectations, responsibilities, and best practices for organizations and their staff participating in this collaborative. It also details the project's governance structure and how decisions about functionality are made.
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Please use this template as an annual KM budgeting guide and adjust it accordingly for your organization. It is meant to be used alongside your organization's annual budget, including your PSO's annual Forum membership dues. Forum membership is intentionally not part of this template since membership dues do not include KM annual fees and related expenses. Your organization may want to depreciate some of the costs related to your KM work. Please consult your finance/accounting team about how to edit this template to align with your internal accounting process and best practices.
Note: Should you prefer to work in Excel, click the Google Sheets link below then click File > Download > Microsoft Excel (.xlsx). We made sure the downloaded file functions properly in Excel as well.
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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.
News
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for April 12, 2024.
Event
Join us to explore the new Forum Drupal 9/10 Website together. We will also discuss our process - everything from project management to user testing and our lessons learned!
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