Annual Convening
How to Effectively Operationalize Your Tech and Process Changes
Organization Members Only
How do you operationalize foundation-wide change and prioritize work across functions? How do you make decisions that respect your foundation’s organizational culture, and its values around equity and inclusion? The California Wellness Foundation faced 30 years of grant coding that had no throughlines making it difficult to pull and structure useful data from their grantmaking system. and learn from their grants. When embarking on the journey to tackle this challenge, they unearthed other operational roadblocks that became equally important to solve. In this session, they explored practical tools and approaches that the Foundation and Grantbook applied in stewarding multiple technology and process changes across the organization. Come away with new skills in project management. Learn how to prepare for implementation, efficiently sequence your work, strategically prioritize technology and process changes, and finally realize these changes in your systems and across your people.
Speakers
Jamie Fawcett
Grantbook
Amber Lopez
The California Wellness Foundation