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Practical guides for nonprofit data work.
Step-by-step guidance on records, data systems, evaluation, and reporting, written from direct work with nonprofits and social-service organizations. Each guide is meant to be usable by a small team with the tools it already has.
How to organize a nonprofit shared drive without replacing your tools
Organize shared-drive information around real work, clear ownership, and simple naming rules, using the tools your organization already has.
Nonprofit records retention: what to keep, what to purge, and who decides
Build a records retention schedule a small team can maintain: the federal rules that set minimums, who should sign off, and a safe way to purge old files.
How to design a program evaluation logic model for a small nonprofit
Build a one-page logic model your staff recognize, then turn it into a realistic evaluation plan a small team can keep up with.
Choosing a dashboard tool your nonprofit staff will actually use
Choose a dashboard tool by starting with the decisions it supports, the data you have, and who needs to see it, with the tradeoffs of the common options.
Before you migrate: a nonprofit file and records migration checklist
Prepare a nonprofit file and records migration: what to inventory, what to leave to a retention decision, which platform limits to check, and how to pilot and verify the move.
What belongs on a nonprofit board dashboard (and what doesn’t)
Choose the few measures a nonprofit board needs, pair each with a comparison and a plain-language takeaway, and design the page so it is readable and safe for the people behind the numbers.
How to write an outcome survey your participants will actually answer
Write a short outcome survey a small nonprofit team can run: start with the decision, keep questions clear and neutral, respect participants, and read low response and small numbers honestly.
Can you say your program caused the change? Choosing an evaluation design that fits
Choose an evaluation design that fits a small nonprofit’s size and budget, and report results honestly without overclaiming what the program caused.