ERP Workshop – Washington, DC

Enterprise Resource Planning (ERP): How to Select, Implement, & Avoid the Common Pitfalls

When: Thu, May 29, 2014 – Fri, May 30, 2014

Where: Washington, DC, United States


Is your organization considering investing in an integrated business system solution? This one-day workshop is an immersion in Enterprise Resource Planning (ERP), a management tool to integrate departments and functions – such as finance, HR, procurement, and contracts management —  onto a single computer system that meets your organization’s needs.  Making sure that the systems “talk” to each other and share data across the organization is a monumental challenge.

This workshop will help you minimize costs and administrative time in looking for the correct selection and facilitate a successful implementation.

Speak with technical experts and members who have gone through the process. Learn from their triumphs and challenges. Get the information you need to make those key decisions that can mean the difference between spending or saving tens of thousands of dollars.

SPECIAL OFFER: ERP considerations and implementations take a team. Register one person and bring a colleague for free!

During this workshop, you’ll learn:

  • The current state of the ERP marketplace as it relates to the international non-profit sector, as well as how best to navigate the various vendors and consultants
  • Different approaches and viewpoints from both peer IT and finance professionals for selecting and deploying an ERP system
  • The key IT architectural issues that must be considered before selecting an ERP system, particularly for field offices
  • How to decide whether internal execution or outside consulting is best for an ERP implementation
  • The key business drivers for selecting a new ERP solution
  • How to put together a request for proposal (RFP) to various ERP vendors
  • A formal process approach on how to analyze your existing internal system and business processes, streamline those processes, and integrate them into your existing or new ERP system
  • Approaches for training both your headquarters and field staff on a new ERP system

Who Should Attend

Information Technology, Finance, HR, Monitoring & Evaluation, Knowledge Management, and Operations professionals with responsibility for organization-wide systems integration.
Due to the format and nature of the sessions, and to maximize the experience for participants,attendance at this workshop is limited to international relief and development organizations.

SPECIAL OFFER. To bring a colleague for free, please have them Register by selecting Individual Registrant – Option 3. Print out a Registration Form and email to  (


1120 20th St, NW
Suite-500, North Tower
Washington, DC  20036

The nearest Metro stop to the workshop is Farragut North on the Red Line.


For more information and registration co to:

Opening & Closing a Field Office – Washington, DC – April 2014

April 23, 2014

University of California, Washington Center

Washington, DC

Instructor: Bill LesterVicki Tsiliopoulos


Opening or closing an office may have many logistical, legal, financial, and staffing related implications. Save your organization time and money and avoid many of the obstacles that organizations face.

Join us at this annual one-day workshop where we will provide practical, how-to guidance and many lessons learned by practitioners with hands-on experience in both opening and closing an office. A complete manual, templates, checklists, and procedural documents will be provided.

Get your questions answered

  • What are best practices when opening an office in a new country?
  • How do you find local legal representation, set up a bank account, or find a technology provider?
  • When closing an office, who should be involved? What do we do with our equipment?
  • What are some helpful strategies for managing an unexpected office opening or closing?
  • What are some of the obstacles most often faced by our local national staff when opening or closing an office?

Program Content

This workshop will include topics on:

  • Approval for the Office
  • Legal Representation and Registration
  • Security & Site Selection
  • Budgeting, Procurement, Insurance
  • Staffing
  • Technology & Communications
  • The Unplanned Office
  • Post Opening Review
  • Project and Emergency Office Closings
  • Disposition of Fixed Assets
  • Leases, Vendors, Records
  • Employee Contract Obligations

Learning Objectives

  • Understand critical elements in opening and closing an office
  • Learn key pain points in the process and the steps to document your organizational lessons learned as part of an operational knowledge management strategy
  • Develop and/or improve your organizational standard operating procedures for opening and closing a field office

Who Should Attend?

This workshop is designed for staff members who have operational responsibilities for opening and/or closing a field office. The course level is intermediate. No advance preparation is required. No prerequisites.

For more information:

Best Practices for Opening & Closing an Office or Project – Nairobi, Kenya – Nov 2013

November 5, – November 6 2014


More information here

Location:Nairobi Safari Club, Lillian Towers Koinange Street / University Way,
Nairobi, Kenya
InsideNGO is pleased to announce a NEW international workshop – Best Practices in Opening and Closing an Office or Project. Based on the highly successful US workshop, this two-day training is a must attend for those with operational responsibility for opening and/or closing an office. Experienced practitioners share lessons learned through actual case studies and provide attendees with templates, checklists, and procedural documents as part of an “Office Opening and Closing Manual. The highly interactive format encourages attendees to share their experiences and pose their questions.

You Will Learn to:

  • Develop or improve your organization’s Standard Operating
    Procedures for Opening and Closing an Office.
  • Successfully serve on an operational  opening or
    closing office team
  • Mitigate risk through the understanding of good practices
    and incorporation of lessons learned into your organization’s processes.

Opening & Closing a Field Office – Washington, DC – May 2013

May 01, 2013 9:00am – May 01, 2013 5:00pm


More information here

Location: University of CA, Washington Center, 1608 Rhode Island Ave, NW, Washington, DC
Do you need to know:What are the steps to take when opening an office in a new country? How to find local legal representation, set up a bank account, or find a technology provider?

When closing an office, who should be involved? What do we do with our equipment? How to handle an unplanned closing?

What are some good practices in this area and lessons learned from colleagues in opening and/or closing an office?

While organizations open and close offices in different ways, there are common elements to each and common issues to resolve. This one-day workshop will provide practical, how-to guidance by practitioners with hands-on experience.  Participants will walk through opening and closing a field office with provided templates, checklists, and procedural documents. Presenters will provide both lessons learned and guidance in good practices and request that participants share their experiences. Participants will receive a sample manual.

Program Content

This workshop will include topics on: Approval for the Office, Budgeting, In-Country Resources, Legal Representation, Security & Site Selection, Payroll, Technology Needs, Insurance, Training, Post Opening Review, Project and Emergency Office Closings, Disposition of Fixed Assets, Severance, Termination of Leases and more.

Learning Objectives

  • Understand critical elements in opening and closing an office
  • Learn key lessons learned in the process and understand the importance of documenting organizational lessons learned and share with operational teams
  • Develop and or improve organizational standard operating procedures for opening and closing a field office

Using SharePoint in the Global NGO Environment

A Full Day Colloquium and Peer Exchange

Washington, DC

June 21, 2012 ♦ 9:00am-4:30pm

Join us in Washington, DC, for a 1-day colloquium on Using SharePoint in the Global NGO Environment.  This event is for experienced SharePoint users and is limited to international NGOs that have been using SharePoint 2007/2010 or BPOS/ Office365 for 6 months or more. The goal is to share best practices and real-life models for SharePoint configuration, administration, publishing and use. The colloquium will be facilitated by experienced users from among your peer NGOs and will include demos, panels, and discussion.

InsideNGO, with co-sponsor NPOKI, is conducting this event – don’t miss the opportunity!  Please share this information with colleagues who might also benefit.

Preliminary Topics:

  • User adoption: lessons learned
  • Information Architecture
  • Office 365/ Cloud options: why and when should you adopt?
  • SharePoint without Internet Explorer: Macs, iOS, Android
  • SharePoint in remote places: options, hardware acceleration, offline
  • Search
  • Taxonomy – tagging and meta information in SharePoint
  • Migration from 2007 to 2010 or to Office365

What you will take away:

  • Identify best practices/lessons learned for those currently using SharePoint in a global NGO environment
  • Learn specific setup and customization methods that enhance the SharePoint experience
  • Network with others using SharePoint in a low resource environment
  • Get answers and suggestions to your specific SharePoint problems
  • Learn about training, deployment, budgeting, and evaluation of SharePoint
  • Learn what not to use SharePoint for
  • Learn how the limitations of using of SharePoint in the cloud might actually work to your advantage!

If you have other topics that you would like discussed or would like to be a presenter, please contact .

The link below will take you to detailed information for the colloquium including registration, fees schedule, and presenter information.  The fee for this event is $150 for InsideNGO and NPOKI members to cover the cost of lunch and event preparation.

Using SharePoint in the Global NGO Environment: