A nonprofit wants to make a substantial technology shift that will affect multiple teams and...

When a nonprofit is making a substantial technology shift that will affect multiple teams and departments, the initial steps should include forming a powerful guiding coalition and establishing a sense of urgency. These steps are critical for successful change management.

Form a powerful guiding coalition:

This involves assembling a group with enough power and influence to lead the change effort and encourage collaboration across departments.

Establish a sense of urgency:

Creating a sense of urgency helps build the momentum needed for change by highlighting the importance and benefits of the technology shift to the entire organization.

Kotter's 8-Step Change Model

Salesforce Nonprofit Cloud Consultant Study Guide