Guide to Preparing for a Systems Selection

Session materials from PEAK2019.

In this hands-on, activity-filled session, participants will learn how to prepare for selecting a new grants management system—from setting goals and completing a stakeholder analysis to gathering requirements and performing a needs assessment that evaluates and prioritizes those requirements. Foundation staff sometimes begin a systems selection by asking peers to recommend a system. While seeking others’ suggestions is a valuable step, the first steps are to determine internal needs and identify which systems can meet them.

Participants will learn about:

Setting goals

Analyzing stakeholders

Assessing needs

Lisa Nespeca


ChangeVantage Consulting

Lisa M. Nespeca is the owner of ChangeVantage Consulting, whose motto is ‘Transforming Change into a Business Advantage’. ChangeVantage believes that when an organization chooses or needs to make a change presents the ideal opportunity to improve the organization. She has 20 years of experience leading large-scale change management, organization development, software selection and development and human resource management projects. Lisa has worked in many sectors including: philanthropy, non-profit, telecommunications, manufacturing, utilities, education and healthcare. She also has both corporate and non-profit senior leadership experience.

Grants Management Professional Competency Model

Cross-Cutting Competencies

  • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.
  • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.