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:
- 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.