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tools

You are here: Home / Archives for tools

Feedback Surveys – Invaluable Information

April 1, 2025 by Visis Strategy

Once the event is completed, take one last step and give yourself the opportunity to collect invaluable feedback that can provide information about the event itself and connect people even closer with the organization. Post-event feedback surveys can be an incredible source of insight about the event but take it a step further with calls …

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Find the Money: Grant Research

March 5, 2025 by Visis Strategy

Securing funding is essential to an organization’s success – you can’t implement your programs without cash – but the trick is where to find it. Nonprofits should have multiple revenue sources but grants is a popular source of funding but unfortunately it’s not as easy as just writing a grant and waiting for the check …

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Basic Grant Tracking

March 5, 2025 by Visis Strategy

For many nonprofits, securing grants is a vital part of sustaining and expanding their organizations. However, the process doesn’t end with winning a grant. Effective grant tracking is crucial to ensure that funds are used appropriately, reporting requirements are met, and future funding is secured. Let’s delve into the basics of grant tracking and how …

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The Power of Checklists in Nonprofit Management

August 6, 2024 by Visis Strategy

The Power of Checklists in Nonprofit Management Running a nonprofit organization is no small feat. Balancing mission-driven work with the practicalities of management requires keen attention to detail, effective coordination, and a commitment to best practices. One surprisingly simple yet profoundly effective tool to aid in this endeavor is the checklist. As Atul Gawande highlights …

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Process: Shared Spreadsheets for Financial Tracking

January 23, 2024 by Darcy Schatz

Effective financial management is crucial for every organization for transparency, financial oversight, and effective program and service management. Organizations have a duty to their donors and stakeholders to implement sound systems and processes to track all financial activity but and a shared spreadsheet can be used in place of, or in conjunction with, a financial …

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Wild Apricot: My Favorite Management Software

February 13, 2021 by Darcy Schatz

Much of my career has been spent working in membership or association nonprofits so I’ve been exposed to a variety of platforms. Of all I’ve worked with, I can honestly say Wild Apricot is my favorite and here’s why: Wild Apricot is a robust system that can give your organization a professional image and provide …

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A Tool I Love: Screenpresso

January 1, 2021 by Darcy Schatz

I create a lot of content for manuals, training materials, and even automated emails for members who often have the same issue or question. To add some clarity to this information, I used the Print Screen function to capture the relevant parts of the information, pull the image into an editor, crop, add notes, highlighting, …

Read moreA Tool I Love: Screenpresso

Tool Review: Online Form Software

August 1, 2020 by Darcy Schatz

Organizations have to collect a lot of information: volunteer signups, feedback surveys, registrations, general information, applications, and the list goes on and on. I am often asked for the best online form and the answer always depends what the intended purpose is. Here’s a few I like and how I used them. Google Forms Free …

Read moreTool Review: Online Form Software

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