Technology Succession Planning

Who at your organization knows how to operate your donor database? Who transfers information from your online donation software into your constituent management software? Where are the templates located for your broadcast email software? What if the person with that knowledge left the organization, would anyone know how manage these essential tasks and tools?

Many nonprofits employ succession plans for their Board Chair and maybe even for their Executive Director, but what about for their technology usage? A technology succession plan is something that every nonprofit should consider – something that will save tons of man hours during a transition and could potentially help to streamline your technology usage right now.

Consider taking these steps, from Idealware, to create your technology succession plan.