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.
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A Free Microsoft 365 License Can Still Become a Continuity Risk
Microsoft’s nonprofit grant transition can affect staff applications, identity, devices, security controls, files, and continuity at the same time.
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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
Free, fillable guides for reviewing your environment and documenting practical next steps.
Topics we cover
Explore the guides above for practical help with Microsoft 365 governance, cybersecurity, backup planning, and technology risk.
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 lead, 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?
A Technology Readiness Review gives leadership an organized picture of security, documentation, backups, vendor coverage, and the priorities that matter most.