Courses |

IT

Data migration and change management

In this course, you’ll learn how to move your organization’s data from one system to another without losing important information or disrupting your work. We’ll walk through the basics of data migration, including how to plan your move, clean and organize your data, and avoid common mistakes.

You’ll also learn how to prepare your team for change. From getting buy-in to training staff on new tools, we’ll show you how to manage the human side of a successful transition.

Whether you’re switching donor databases, upgrading software, or just trying to make sense of your data, this course will give you the confidence and tools to do it right.

Learning objectives

Strategic planning

Understand the importance of planning your data migration, including identifying key data types and their roles in nonprofit operations.

Data migration

Develop a high-level plan for managing a data migration project, including budgeting, scheduling, and risk management.

Change management

Balance the technological and human aspects of change management to ensure a smooth transition across systems.

Curriculum outline

• Basics of data management - Understand why data matters, the different types of data, and how to prioritize them in your migration plan.
• Key concepts of data migration - Learn the high-level steps of a migration and how data supports nonprofit decision-making.
• High-level data migration plan - Outline the planning, budgeting, and coordination needed to manage your migration from start to finish.
• Change management - Explore how to engage staff, build buy-in, and prepare your team for using new systems.
• Common risks and pitfalls in data migration - Identify potential challenges and learn strategies to reduce risk and increase success.

Anticipated time to complete

NTEN courses typically require about 60 minutes of video content to complete, while optional content varies by course.