Charter the operating result
Translate scope into the work that should improve, what must remain stable, the exclusions, phase output, nonprofit input, evidence gate, and stop decision.
Build the implementation charterStart with one phase gate
Make the next implementation decision visible and owned.
This site begins after the nonprofit has decided to pursue an implementation or has outside delivery help in place. It focuses on governance and transfer, not consultant selection, product rankings, or a sales intake.
Assign decisions and information boundaries
Name who owns scope, design, data, access, spending, timeline, adoption, and acceptance. Approve purpose and minimum information before external access expands.
Read the governance guideMake risk and assumptions visible
Keep risks, assumptions, issues, dependencies, decisions, owners, due dates, escalation, and close evidence in one reviewable operating record.
Build the RAID reviewProve the next irreversible step
Rehearse migration, test real work, protect staff capacity, prepare support, and require named acceptance before cutover.
Open the acceptance guideTransfer operation and exit
Move accounts, knowledge, configuration, documentation, recurring duties, support boundaries, recovery, and access review into nonprofit control.
Open the handoff control