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20NTC Session Proposal

How Tech Assessments Can Increase User Adoption


Ready to take the plunge and move to a new CRM or update your website? Starting with a careful assessment can make or break your project, but many don’t know where to begin. Come learn how to determine what kind of assessment makes sense for your project, who should be involved in the assessment process and at what level, and how getting the right voices at the table at the right time can help.

Using nonprofit examples, we will explore how to ensure that the time and effort you put into the assessment process pays off with organizational buy-in and increased user adoption of your new systems.

Learning Outcomes

  • Share ways that organizations of all sizes can use different types of tech assessments, from an audit to needs assessment to strategic assessment
  • Learn how to advocate internally for an assessment and assessment steps you can take without a professional partner
  • Learn how tech assessments increase and improve user adoption


Case Study


Lila Pigott

Director of Services

Idealist Consulting

Lila has a long history working in nonprofit and mission-driven organizations and has been an Idealist since 2012. She has a focus on program management and fundraising, is a casual cyclist and loves spending time with her young son.





March 14, 2019


3:00pm – 4:15pm

CFRE Credits

NFR - 1.25

Collaborative Notes

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Session Evaluation

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