Translate Your Programs to Nonprofit Cloud

Learning Objectives 

After completing this unit, you’ll be able to:

• Map your programs and benefits to Nonprofit Cloud for Programs objects.
  
• Provide examples of programs and benefits for different nonprofit missions.
  

Get Ready

In the last unit, you learned that defining your programs and benefits in Nonprofit Cloud for Programs isn’t a one-person task. Planning how to track your mission takes many stakeholders inside—and maybe even outside—of your organization. This work is fundamental for the success of your Nonprofit Cloud for Programs implementation, and it can be tricky.

In this badge, you follow the nonprofit Hunger No More International (HNMI) to see how they did this work.

HNMI is an international nonprofit organization that has grown rapidly. The group is seeing success in its mission to end hunger and promote healthy food options globally by providing access to nutritious meals, education, and resources. HNMI is new to Nonprofit Cloud for Programs, and its staff is working together to determine how to track their work.

Don Greybird, HNMI’s head of programs, gathers his team and background information about grant reporting requirements, any prior funding cycle’s campaign allocations, cause-area examples, and trends in mission delivery and measurement. With everyone together and all of the background information they need, HNMI is ready to hash out its program and benefit structure in Nonprofit Cloud for Programs.

Follow along with their decisions.

Define Your Programs and Benefits

When you’re meeting with your team, determine how to divide your work into program and benefit records. For each benefit, you must also specify its unit of measure and benefit type. It’s also helpful to think about how these programs and benefits are scheduled: Are they walk-in services where you record ad-hoc disbursements, or planned with benefit schedules and sessions?

The HNMI team, for example, offers several different types of benefits, such as classes, meal service, food pantries, bulk food distribution, and one-on-one counseling. There are benefits given in emergency situations, ongoing food distribution, education programs, and work that supports food system development.

After careful consideration, they decide they’ll have four different programs and group similar benefits across programs using benefit types.

Their programs are:

• Disaster and Emergency Response, which contains all of their individual and bulk food distribution in emergency situations.
  
• Nutrition Education, which contains all of their classes and counseling focused on educating individuals.
  
• Food Distribution, which contains any non-emergency food distribution.
  
• Food Systems Development, which contains the classes and counseling they provide to improve farmer outcomes and develop local healthy food systems.
  

Then, in the Food Distribution, for example, they define these benefits:

• Pantry, measured in kilograms
  
• Mobile Pantry, measured in kilograms
  
• Fresh Markets, measured in kilograms
  
• Cafe, measured in Meals
  
• Cafe to You, measured in Meals
  
• Food to Schools, measured in kilograms
  
• Partner Food Bank Distribution, measured in kilograms
  

But, wait! There’s also benefit types. HNMI’s offers similar types of benefits across programs. Benefit types help them track the impact of particular kinds of activities, no matter in which program each is included.

A few examples at HNMI:

• A Bulk Food Distribution benefit type groups an emergency bulk food distribution benefit in the Disaster and Emergency Response program and a food to schools benefit in the Food Distribution program. Those benefits are measured in kilograms.
  
• A Classes benefit type groups healthy cooking classes in the Nutrition Education program and farmer training classes in the Food Systems Development program. Those benefits are all measured in hours.
  
• An Individual Food Distribution benefit type groups the pantry, mobile pantry, and fresh markets benefits in the Food Distribution program. Those benefits are measured in kilograms.
  

HNMI could have chosen different ways to divide their mission between programs, benefits, and benefit types. The important thing is that the team decided this structure together, and they know where and how to track their work.

Review Examples of Programs and Benefits by Cause

What about other cause and mission areas? In the following table, we provide some example programs, benefits, units of measure, and benefit types.

For other examples, check out Program Management Implementation Examples in Salesforce Help.

Now that you know how to define your programs and benefits, it’s time to enter them into the system. In the next unit, you follow HNMI as they set up records in Nonprofit Cloud for Programs.

Resources 

• Salesforce Help: Get Started with Program Management
  
• Salesforce Help: Program Management Implementation Examples