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Viewer's Choice Training
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities or report on their accomplishments in a given year. From highlighting programming, special initiatives, new resources, collaborations, and more.
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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 W.K. Kellogg Foundation's Strategic Communication Planning Tool is a resource that will help you develop a game plan for your communication efforts.
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Candid breaks down the process into five simple steps, sharing the key components of each phase and best practices for streamlining your efforts.
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For the seventh year in a row, Cision and PRWeek have joined forces to shed light on the trends, challenges and opportunities ahead for PR and corporate communications teams.
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The Communications Network has fielded a survey among foundation and nonprofit communications leaders to explore how the shared American values of diversity, equity, and inclusion are being adopted and applied across the social good sector.
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