Migrate Nonprofit Data between Microsoft Teams accounts

Company Name: Paws 4 Kids 4 Paws Mission, Vision, Values, or other unique aspects of your company:  Our mission is to provide animal-assisted experiences for youth to develop their strengths by helping rescue animals become more adoptable. Paws 4 Kids 4 Paws inspires and motivates youth learners who struggle with academic or social settings. By developing youth strengths beyond traditional academics, our unique learning experiences promote thoughtful, meaningful connections to animals and others. Youth learn they are capable, strong, and compassionate leaders who can advocate for themselves, others, and animals. Project Title: Migrate Nonprofit Data between Microsoft 365 / Teams accounts Project Goal:  The main goal of this project is to complete the setup of our nonprofit Microsoft 365/Teams account. We have been operating under an existing business account from the start. We received a Microsoft Grant in 2024 of our own licenses for the nonprofit. We need to complete the setup under our own Microsoft domain and migrate data only the nonprofit's data from the corporate account to the new nonprofit account. Data to be migrated includes, but is not limited to: Domains, including set up of appropriate MX records. This will need to be iterative, so we do not lose full access to existing data, especially email, during the migration. Users Email by user Email groups (Shared mailboxes + team mailboxes) set up and data migrated Nonprofit Teams, including the team structures, conversations, channels, posts, chats, files, and other things like team meetings, forms, whiteboards, and planners/task lists. Files and folder structures Teams phone (1 user existing, Optional: 1 user to be added a phone)

Enhancing Grant Management Processes for Financial Accountability

Streamline the financial accounting processes of Paws for Kids to improve grant-related expense tracking and reporting. Provide actionable recommendations for transitioning to a more collaborative financial management system that integrates QuickBooks with payment systems like PayPal and Amazon. Develop user-friendly tools and templates for tracking expenses and matching them with receipts to comply with grant reporting requirements.

Youth Program Evaluation System: pre-post individual sessions & longitudinal

Develop an evaluation plan for youth programs that will work for currently active programs and for planned/future programs.

Improve nonprofit website

We have a website in WordPress with a paid theme. We need additional pages and improvements to make our site more current and usable. We would like to add some pages where we can update content. Additional pages needed: Supporter page, including identifying different types of supporters and levels of support Related / partner organization page (trainers and shelters / rescues who work with us, educators who support our programs...) Expanded or new "The Team" type of page where we can easily add new additions to our team as they join us (Staff, volunteers, board...). Integrated calendar that is easier to manage and improves visibility of events and programs. If possible, integration with Microsoft Teams calendar would be helpful. Integration and display of feeds from our social media channels. Desired enhancements to our existing site: Improve, as needed, the CSS and style guide for consistency (including fonts, headers, background colors, example the difference between H2 and the Body, making sure site uses consistent fonts...) Home page - Expand use of the rotating featured image / heading area. We will want to update standard items as well as add special / featured items that are visible for a certain period (like for an event or special announcement). Integration with auto feeds is ideal (e.g., blog/podcast, programs, calendar...) Verify and improve accessibility of the website for various types of disabilities, ideally with guidelines or templates for new content that will help make sure it follows the guidelines. Fix and/or improve featured images for desired display and alt-text... Blog - Create a standard template to use for new blog posts that has all key sections set up with guidance on what is needed when. Blog - Make it easier for guest bloggers to submit posts for our review. Blog - Block SPAM comment posts but make sure staff are notified when a potentially valid comment is ready to be approved. Blog - Integrate or create feed from You Tube for podcast in development. Enhancing our donation area to show different levels of suggested donations. Improve the information provided with the donation confirmation screen to work as a donation receipt (including all desired information for donors), Any portions of these updates will be beneficial so projects that are smaller in scope can choose which parts are of interest and/or get priorities from us.