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A Network for the Common Good

Knowledge Management Collaborative

The KM Collaborative is a transformational technology service and an invaluable peer-learning community. Nearly 40 philanthropy-serving organizations have joined forces to create, maintain and continually improve the collective technology platform that powers their mission-critical applications. 

    An Invaluable Peer-Learning Community

    KM session lead Donita Volkvijn at 2023 Forum Conference

    Over the last twenty years, nearly 40 philanthropy-serving organizations (PSOs) have joined forces to create, maintain, and continually improve our scalable technology platform. By leveraging collective purchasing power and expertise, the Forum and our members have cultivated a growing learning network that provides significant operational efficiencies, a community of peers, and a robust platform at a fraction of what a system of this caliber would cost individually.

    Today, the Forum operates a Knowledge Management Collaborative that offers a transformational technology service and an invaluable community of practice. This has resulted in the increased impact of PSOs in their communities and the philanthropic field at large.

    Platform features include:

    • Online membership applications, invoices and renewals
    • Customizable event registration
    • Searchable member directories and networking

    KM Collaborative Partners

    Below is the list of current KM Partner organizations. If you would like to connect with staff at these organizations to learn about their experiences with the KM Collaborative, please do not hesitate to contact the KM team and we will facilitate the connection.

    What's New

    Join the KM Collaborative

    Interested in Joining?

    Participation in the KM Collaborative is limited to Forum members and requires an additional investment above Forum membership dues.

    If you are already a Forum member, please reach out to Courtney Moore to schedule an introductory call and start the discovery process to determine whether our collective platform is a good fit for your organization.

    If you are not already a member, please learn more about Forum membership and review our eligibility criteria.

    Existing KM Partners

    If you recently joined the staff of a KM Partner or are taking on new responsibilities involving the collective technology platform, please contact the KM Team to initiate the onboarding process. A member of our team will reply as soon as possible to outline and commence the onboarding process.

    Onboarding into the KM Collaborative

    When a new KM Partner joins the Collaborative, we offer an onboarding process in preparation for their Salesforce and/or Drupal launches. Throughout the onboarding process, we work with your team to make strategic decisions about your data and content migration, highlight existing features and functionality that align with your goals, and share best practices that reflect the collective experience of the Collaborative and its partners. 

    Find out more about KM Onboarding

    Engagement and Participation

    How to Engage with the KM Community

    • Attend bi-weekly Office Hours calls featuring updates on platform projects and an open-ended discussion portion during which any member can ask questions of the group.
    • Attend our annual gathering/virtual conference, known as KM Users Group, where we dive deep into Salesforce and Drupal learning topics and demos together.
    • Post your questions within the KM Slack workspace using our dedicated channels on core topics, such as Drupal and Salesforce.

    • Opportunity to deepen your knowledge and connect with other KM Partners by joining a KM Working Group.

       

    How We Manage the Platform

    Knowledge Management Committee

    A five-to-eight member committee that meets throughout the year to discuss the future of the Collaborative and make recommendations to the Forum Board of Directors on major issues.

    KM Committee Detail

    Advisory Group

    A six-to-eight member Advisory Group of ‘power users’ that meet regularly.

    Advisory Group Detail

    Drupal Working Group

    This group acts as advisors to the Advisory Group on the development and enhancement of the collective Drupal Distribution. This group aims to expand the collective capacity of the Knowledge Management (KM) Collaborative.

    Drupal Working Group Detail

    Salesforce Working Group

    This group acts as advisors to the Advisory Group on the development and enhancement of the collective Salesforce Package. This group aims to expand the collective capacity of the Knowledge Management (KM) Collaborative.

    Salesforce Working Group Detail

    Documentation Working Group

    The purpose of the Documentation Working Group is to grow and sustain the KM Collaborative’s video and written documentation of the Drupal-Salesforce Platform. This group creates new and maintains existing documentation, and aggregates and reviews all KM Partner-created documentation. 

    Documentation Working Group Detail

    Support

    One of the greatest strengths of the KM Collaborative is the strong learning community that helps the Forum team answer questions, provide insight and make suggestions. 

    From newbies to power users, all KM Partners are encouraged to participate in the community and take advantage of the expertise and PSO experience unique to our network. KM Partners are encouraged to reach out for help through any of the channels that make sense for their use cases and learning styles.

    As a member of the KM Collaborative, you have access to support in a variety of ways:

    Support from the KM Community

    • Includes access to KM Office Hours and KM Users Group
    • Our KM Slack Workspace

    Support from the KM Team and our Collaborative Vendors

    • Request support through the KM Support Form
    • Request a higher-level of support through KM Consulting Services
    Find out more about KM Support

    Events

    Resources

    KM Collaborative resources are restricted to current KM Partners; you will be prompted to log in to access them.

    Resources are continually being added, including guides to our Drupal website platform and Salesforce and the KM Collaborative's structure and function. Ranging from demos, program recordings to step-by-step documentation, there are a wide variety of resources to help you learn about and build your skills on our platform.

    Any materials found here are for you and you only; they are not to be shared with audiences outside the KM Collaborative.

    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

    Read More

    KM Collaborative Onboarding Resources

    Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.

    Read More

    Salesforce Reports and Dashboards Demo

    During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.

    Read More

    KM Collaborative: Using Email Templates and Template Builder in Salesforce

    This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

    Read More

    KM Collaborative: Consulting Services Support Options

    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'

    Read More
    View More Resources

    KM Collaborative: Using Email Templates and Template Builder in Salesforce

    This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

    Read More
    View More Resources

    KM Collaborative: Consulting Services Support Options

    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'

    Read More

    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.

    Read More

    How Do I Seek Support as a KM Partner?

    Find out how to seek support as a KM Partner using our variety of resources.

    Read More
    View More Resources

    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

    Read More

    KM Collaborative Onboarding Resources

    Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.

    Read More

    KM Collaborative: Tips and Tricks for Drupal 7 Admins Training

    This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more! Val Rozansky from the Forum led this training. The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.

    Read More
    View More Resources

    KM Collaborative Onboarding Resources

    Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.

    Read More

    Salesforce Reports and Dashboards Demo

    During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.

    Read More

    KM Collaborative: Using Email Templates and Template Builder in Salesforce

    This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

    Read More
    View More Resources
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