Self-Serve Support

Right now we are only able to offer Charity Growth Academy in English, but we hope to expand our offerings in the next phase of the program.

Your Action Plan is meant to provide a road map for your organization to kick start its digital transformation journey. It is expected that it will take your organization time to complete the recommendations, especially as some will require longer-term planning, resourcing and integration with your larger strategy (though many can also be completed quickly and easily).

You may also find that some recommendations aren’t the right fit for your organization based on where you are going, and that’s ok too. Your Admin can hide recommendations that aren’t right, and pin the ones you want to focus on now.

We have worked hard to create an extensive curriculum bank of resources from many sources, and to provide guidance on how to implement a range of tools based on publicly available information on that product. While we endeavour to keep these resources as up to date as possible, we are a small team. We encourage all users to evaluate the resources and recommendations provided and make an informed decision about implementation for their organization.

We have created three different role types for organizations in Charity Growth Academy. Only the Admin role is required for an account.

Admins: As admin, you are the account owner. You’ll have access to complete the assessment, and once you’ve done so, to manage the recommendations in your Action Plan. You’ll also be able to add and remove users, and transfer the Admin role to someone else. Note: there can only be one Admin per account.

Collaborators: Each account can have many collaborators, and this role is intended for those in your organization who will be marking off items in the Action Plan as complete, adding additional users (other than the Admin role), and accessing the learning resources.

Viewers can see the completed Assessment and the Action Plan, but can’t make any changes or track completion. Viewers can also access and complete any of the learning resources, including courses. This role is best suited for those in your organization who need to know what is going on, or who want to upskill, but won’t be actively participating in the Action Plan execution. This may include Board Members, senior leaders, or more junior staff – but each organization will be different.

Only users in the Admin or Collaborator roles can add new users to the organization’s account. To do so, while logged into your account, click on the drop down in the top right corner of the page where it says “Admin” and select “Organization”. On this page you’ll see all your organizations’ details and the current users. From there, select “New User” and enter the details requested in the form. You have the option to add a personal note to the recipient so they know why they are being added. To complete the process, click the “Add participant” button.

The recipient will receive instructions by email to complete their account set up.

At this time, your assessment cannot be edited. If you wish to change the inputs you provided, you’ll need to navigate to your “Organization” page by clicking “admin” at the top corner of the page when logged in, and click the button that says “Delete Account”. Please keep in mind that by doing so, you will lose all access to the Action Plan recommendations and resources.

Once your account has been deleted, you can begin the process from the beginning by clicking Get Started on the www.charitygrowthacademy.org home page.

If you’re looking to take your assessment again after you’ve made progress, see the “Can I retake the assessment?” question below.

Yes! We’ve added the ability to re-take your assessment when you’ve made significant progress on your Action Plan (or at least 6 months since you last took it). When you do this, you’ll not only get an updated Action Plan if there are new recommendations to add, you’ll also get a visual representation of your progress over time. To see if you’re eligible, visit the Assessment page and follow the instructions at the top of the page.

Note: you cannot change any of your assessment answers once they have been submitted.

To view your latest assessment, or download any of your previously submitted assessments, go to the Assessment page from the top navigation of your account. To see a graph of your progress over time, click on the button that says “View Your Progress”.

The curriculum bank is housed in a database called AirTable, which allows users to filter a large amount of information by a range of options. Click the “Filter” button at the top of the table, and choose what you want to see – such as cost, topic, or provider.

Only the current Admin can transfer the role to another user.

From the Administration drop-down in the top-right corner of your screen, select “Organization” from the menu. From the new page, choose the team member you would like to make Admin and select “Edit/Delete team member”. On the new page, scroll down to “Role” and change the current role to “Admin”. Remember to save your edits.

If the person you want to transfer the Admin role is not yet a part of your account, you’ll need to invite them first. After they have accepted the invitation you’ll be able to edit their role.

To delete your account as Admin, you must first transfer the organization admin rights to your team member.

To edit your organization’s details you must be the Admin for the account.

From the Administration drop-down in the top-right corner of your screen, select “Organization” from the menu. On the new page, select “Edit/Delete Organization” under your organization’s name and address. On the next page you can edit your organization’s details. Remember to save your changes.

To delete your organization’s details you must be the Admin for the account.

From the Administration drop-down in the top-right corner of your screen, select “Organization” from the menu.

To delete the organization, including all the data associated with team members, your assessment, and your Action Plan, select “Edit/Delete Organization” under your organization’s name and address. On the next page you can edit your organization’s details, or choose “Delete Organization” at the bottom of the form. This cannot be undone.

First, take a deep breath. Feel better? If not, try again. If yes, read on.

We know that your Action Plan is big. Here’s the good news: you were looking for guidance on how to get started and we’ve given you options that you can sort based on complexity, time, and cost. The goal of the Action Plan is to give you a thorough road map so you can start making progress at whatever pace is right for you.

Yes, it will take time, and resources. Yes, it will be worth it. And yes, incremental changes over time will get you farther than waiting until you can do everything all at once.

If you’re not sure where to start, sit with your team, your board, or anyone else who can help you and identify one recommendation to focus on. Pin this recommendation and make a plan for how you will tackle it. The rest of the recommendations will be there when you’re ready.

Only users in the Admin or Collaborator roles can track progress. To mark an action or larger recommendation as complete, locate it on your Action Plan dashboard and click the checkmark button.

Only users in the Admin or Collaborator roles can hide recommendations. To hide anything from the list, click the icon showing an eye. You’ll know it is hidden because it will turn red and be crossed out. The Admin and Collaborators will continue to see it in the list marked as hidden, but Viewers will not see it at all.

Your Action Plan is broken down by different categories to help you focus. Admins and Collaborators can pin up to five recommendations from the overall Action Plan by clicking the icon that looks like a pushpin beside the recommendation. Pinned recommendations will appear at the top of the Action Plan dashboard, and at the top of the category page where relevant.

All user types can see pinned recommendations, but only Admins and Collaborators can see recommendations that have been hidden.

There are a few things you can do:

• Review the recommendations with others on your team, especially if it is an area outside your normal scope of work.
• Review the resources attached to the recommendation to learn more about the topic and how it can help you.
  Visit the Learn page to review our courses and other resources.
• Book an office-hours session. While Charity Growth Academy is designed to be a self-serve platform, in our Open Beta phase we are still testing our approach. Because of this, we’ve made office hours available for users to ask questions about the recommendations or offer feedback. To book time with a CGA-er, click this link here. Be sure to provide as much detail as you can to help us prepare for the call.

At this time we are unable to offer implementation support, however this Action Plan is an excellent resource to share with trusted volunteers or consultants to help you take Action. In the future, we hope to be able to provide access to trusted implementation support. Stay tuned!

When taking the assessment again, you’ll answer based on your organization at that time. This might mean you are doing new or different things since we last asked you. If you give us new information, the Action Plan will update to give you the most up to date recommendations. New actions will be marked as “New” in the first month after taking the assessment again.