January 17th 2019 11:00 AM - January 31st 2019 12:30 PM
Idealware Webinar
Idealware Webinar
Members $ 95.00
Non-members $ 120.00

In partnership with:  

This training counts for Excellence in Principles & Practices. Email Akila Copeland to opt in.

In any software category there are usually dozens of options. With so many features and pricing plans to sort through, how do you choose the right system for your organization?

Over three sessions in January, Idealware Expert Trainer Eric Leland will teach you how to evaluate your organization’s needs, assemble a software selection team, sort through your options, review and test the software, and manage a smooth implementation.

If your organization is considering switching software or bringing on a new system in the next six months, you’ll save a lot of time, money, and headaches if you take the time now to think through the process and develop a plan. Let Idealware be there to guide you.


(All sessions take place at 1 pm Eastern (11:00 am MST) and last for 90 minutes.)

January 17: Defining Your Process

Before you begin listening to the sales pitches and walking through demos, we’ll first take a step back and ask whether you really need new software and consider how to measure the return on investment. From there we’ll look at the selection process and lay the groundwork for a thoughtful plan.

January 24: Evaluating Your Choices and Closing the Deal

Once you’ve planned your process, it’s time to start learning about your different choices and comparing them against your needs. This session will show you what to look for as you evaluate your options and will talk you through each stage as you move closer to closing the deal.

January 31: Your New System in Action

The real work begins after you sign the contract. In this session, we’ll walk you through each of the major stages as you implement your system and onboard it with your staff.


Other Info

Participants will also be given weekly homework assignments.

Please register with the email address where you would like to receive the access code and dialin information for the online seminar. Also, be sure to add training@idealware.org to your contacts to ensure meeting details do not get caught in your spam folder.

All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts.


  • $95 with discount code
  • $120 regular
  • Please email Akila Copeland for the Colorado Nonprofit Association member discount code

Additional Information

  • Idealware pricing applies
  • This training is NOT free to members of Colorado Nonprofit Association
You will be taken to Idealware's website to register
Event Description
Learning Objectives

During this course you will: 

  • Reflect on whether you actually need new software. 

  • Learn how to evaluate your software needs. 

  • Consider the potential return on investment (ROI) of new software. 

  • Find out what it takes to build a selection team. 

  • Hear how to work with vendors to get the right system at the right price. 

  • Plan for the big move. 

  • Think through how to onboard staff. 

  • Review what it takes to maintain the new system.


Eric Leland, Idealware Expert Trainer

Eric has spent two decades working with progressive organizations and businesses tackling online and offline technology challenges. He’s a founding partner of FivePaths (fivepaths.com), a technology firm that offers strategic technology consulting, information architecture, and web CMS and CRM platform development expertise to each project. Eric is very active in nonprofit, philanthropy, and technology circles, having served as co-chair to the Young Nonprofit Professionals Network in San Francisco, on the National Advisory Board for the Addiction Technology Transfer Center, and as a member of NTEN and the Tech Underground.

You will be taken to Idealware's website to register

Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition. 

This training counts for Excellence in Principles & Practices. Email Akila Copeland to opt in.

Event Custom Fields
Training/Event Topic Communications
Training Medium Online
Event Region Statewide

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