Resources
Read before you decide.
Guides, tools and an example Blueprint for associations and nonprofits planning, building or running their systems. Take what is useful, whether or not you ever work with us.
Not sure where to start? Take the 3-minute readiness scorecard
Guides
Five guides for the decisions that matter most.
Short, practical and written in plain English. Tell us where to send one, and it arrives in your inbox.
Before you replace your membership system9 questions to answer firstGet the guide
Before the board meetingGetting a technology decision approvedGet the guide
Discovery before the buildThe Blueprint, explainedGet the guide
What a month of support should coverFor anyone running SalesforceGet the guide
The AI Blueprint, explainedDeciding where AI belongsGet the guide
White papers
Longer reads for anyone shaping their organization's systems.
Eleven papers on the decisions behind a systems change: readiness, ownership, AI and what decision-makers need to see. Each one ends with a tool you can use the same week.
Before you start
Ready before you buildA readiness check in four areasGet the paper
Why technology projects fail before they startDecision rights, and who owns whatGet the paper
Buying time, not softwareA plan in stages you can fundGet the paper
Practical AI
What AI actually needs from your dataWhat to fix first, and in what orderGet the paper
Where AI belongs, and where it doesn'tA triage of uses by riskGet the paper
AI governance for a small organizationA one-page policy, ready for sign-offGet the paper
Running it well
Who looks after Salesforce once it is liveIn-house, freelance or a partner, and whenGet the paper
The hidden payrollThe staff time your systems quietly costGet the paper
The one-person riskWhen everything depends on one personGet the paper
Owning your systems after the buildWhat to insist on from any partnerGet the paper
Board reporting you can trustWhy the numbers never match, and the fixGet the paper
Tools
See where you stand, and what a plan looks like.
The readiness scorecard
Twelve questions across systems, data, process and people. You see your readiness band and a score for each of the four areas straight away.
Take the scorecard
An example Blueprint
Three pages from a Blueprint for Lakeview Association: the decision summary, the systems and what they cost, and the requirements and roadmap.
See the exampleComing soon
Articles and a glossary, on the way.
Practical answers to the questions we hear most
Short articles and a plain-English glossary of the terms you meet when planning a systems change are on the way. Leave your email and we'll tell you when they are up.
Rather talk it through?
A 30-minute conversation about your systems and what's getting in the way. You leave knowing what would help.