THE ULTIMATE LGL Policies & Procedures Templates Bundle
Documented and accessible LGL data entry policies and procedures:
Keeps your LGL database clean and usable
Provides you confidence in the results when running lists, mailings and reports
Protects your organization from staff turnover
Reminds current and future staff how and why your copy of LGL has been set up and should be used
LGL Policies & Procedures Templates Templates Included
THESE TEMPLATES WILL HELP YOU
QUICKLY CREATE DOCUMENTATION ON HOW YOUR ORGANIZATION USES LGL
With These Thorough Templates At Your Fingertips:
IMMEDIATELY AVAILABLE FOR DOWNLOAD
So what does a typical procedure look like?
Take a look at the pages below.
WHY WE CREATED THESE TEMPLATES
We get it - No one really feels like creating policies and procedures for their organization's CRM software. But let’s be honest. Documenting policies and procedures helps ensure data consistency and increases efficiency.
That’s where templates can help you out. Having been in the fundraising world for 13 years and owning a consulting firm for 10+ years that partners with nonprofit organizations to leverage their CRM software, we see how busy you are every day.
So we collected the most helpful documentation from working with previous clients to make your life a little easier. They really help save time for what matters most: letting you focus on engaging your supporters in meaningful ways.
Felicia Terry Terry
For over 15 years Felicia Terry has been partnering with nonprofits, organizations and educational institutions to select, implement and maximize their CRM and donor management systems. As the Principal Specialist of Nonprofit Software Specialists, LLC (NPSS), she directs all consulting engagements from initial concept to final execution and understands the impact a CRM system has in moving an organization’s mission forward.
Felicia has first-hand experience working within nonprofit organizations and is well versed in the possibilities and pitfalls of the nonprofit environment. Prior to consulting, Felicia served nonprofit organizations for over 13 years in development (including annual giving, capital campaigns and membership), which allows her to bring the best practices from the industry to her clients.
As a CRM software guru, Felicia is known for her creative energy and support of organizations large and small. Her clients value her experience in the nonprofit development world, relish her passion, and enjoy the sense of humor she brings to each project.