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Practical technology resources for nonprofit leaders
Structured guidance for executive directors, CFOs, operations leaders, and internal technology contacts working on security, Microsoft 365, governance, backups, vendors, and planning.
Featured guide
Start here if you are responsible for a Microsoft 365 tenant and want an organized structure to review against.
Microsoft 365 Governance Guide for Nonprofits
- Who it is for
- Executive directors, operations leaders, and internal technology contacts responsible for Microsoft 365 tenants.
- What it helps answer
- Who administers the tenant, how licensing is assigned, how sharing and OneDrive are governed, how identity and MFA are configured, and how retention and review cadence are set.
- What is included
- A practical structure covering identity, administrators, licensing, groups, sharing, OneDrive, SharePoint, retention, backup, vendor access, and review cadence.
More guides
A short editorial library, expanding over time.
Topics we cover
Areas the resource library will continue to grow into. The featured guide and additional guides above address the first two topics today.
Technology leadership and planning
Roadmap, lifecycle, budget, and vendor oversight for mission-driven organizations.
Security and evidence readiness
Controls, records, and review cadence that support boards, funders, insurers, and auditors.
Microsoft 365 and Google Workspace governance
Identity, sharing, licensing, and administration for evolving tenants.
Backup and recovery
Independent backups, on-site and off-site design, and documented recovery.
Vendor and access management
Vendor inventory, access method, internal owner, and review cadence.
Reporting and workflow improvement
Leadership dashboards and scoped workflow projects tied to operations.
Case studies as learning resources
Published case studies show how we approach modernization, backup, documentation, and planning inside live nonprofit environments.
How to use these resources
These resources support internal planning and conversations with leadership, boards, vendors, insurers, or auditors. They do not replace a professional assessment, legal advice, or qualified audit work.
Need help applying this to your environment?
An IT Risk Review gives leadership an organized picture of security, documentation, backups, vendor coverage, and the priorities that matter most.