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KM Partners' Currently Used Tools

December 2021

This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.

Using a Sandbox with Forum Salesforce Package

September 2021

This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.

Source:
United Philanthropy Forum

The Storytelling Spectrum

August 2021

These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.

Source:
United Philanthropy Forum

Slowing Down for Data Stewardship

August 2021

This is a recording of the KM Collaborative's 2021 User's Group Session: Slowing Down for Data Stewardship

Source:
United Philanthropy Forum

Requirements Gathering

August 2021

This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.

Source:
United Philanthropy Forum

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