You’ve built the flows, launched the forms, and are navigating the shift from Database View to Web View—all while your team and responsibilities continue to grow. But as operations scale, so does complexity: tracking cross‑department initiatives, maintaining visibility into automations and reporting, and ensuring everyone understands what’s running, why it exists, and who owns it. In this interactive panel, three experienced operations leaders share how they use project management systems to bring structure, visibility, and accountability to advancement operations. You’ll see real‑world approaches leveraging a range of solutions from Microsoft to Monday.com to keep stakeholders informed. Designed for advancement operations professionals, this session focuses on moving from reactive task management to intentional operational infrastructure—so your systems, not just your people, are built to scale.
Shelby Lewis - Summer Search
Amanda Mogridge - Friends of Acadia
Alta Justus - Blackbaud