Learning for Action

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New resource just released - Making Wise Decisions


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We’ve all been there. Frustrated with maintaining 15 different spreadsheets, 30 word documents, and 19 Survey Monkey surveys, a nonprofit leader says, “Enough! Let’s just get a data system.”

Yes! Finally! A centralized place for all the organization’s client-level data that will help the team serve clients better and make reporting to funders a breeze.

Joy and excitement fade to sadness as the team struggles to fathom how to go about getting a new data system, much less implementing one. And the stakes couldn’t be higher: nonprofits often invest upwards of $50,000 in a new data system.

A new free resource, Making Wise Decisions, was created with these nonprofits in mind. Developed by experts in program evaluation and data system development, Making Wise Decisions incorporates advice from small- to midsized-nonprofits that have adopted a new data system.

Making Wise Decisions offers user-friendly, step-by-step guidance to organizations that are considering adopting a new data management system. This free toolkit includes:

  • A comprehensive guidebook that walks nonprofit organizations through key considerations when selecting and adopting a data system.

  • A set of guidebook-aligned planning tools that teams can use to document their agency-specific needs and considerations.

  • An online “quiz” that organizations can take to identify data systems most likely to meet their needs.

  • Webinars and trainings to help nonprofits get started.



Developed by B3 Consults and Public Profit, Making Wise Decisions is generously supported by the S.H. Cowell Foundation, with supplemental funding from the Y & H Soda Foundation.

Click here to learn more!