Use at the service desk
Open the control that matches the operating decision in front of the team.
These cards help a nonprofit operate live software. They do not receive tickets or system data, provide managed services, interpret contracts, certify controls, or replace accountable professional review.
Define a software service charter
A system is live, but ownership, service boundaries, decision rights, and review dates are still implied rather than documented.
02 / SupportBuild a support triage matrix
Requests arrive through email, chat, meetings, and personal messages without consistent priority, ownership, or response expectations.
03 / AccessMaintain administrator continuity
One employee or contractor holds the practical knowledge, elevated access, recovery path, or vendor relationship for a critical system.
04 / AccessRun a quarterly access review
Roles have changed, contractors have come and gone, or the team cannot explain who can see, export, change, or delete important records.
05 / ReliabilityCheck integration and data-job health
Automations, imports, exports, syncs, or reports can fail quietly until staff or constituents notice missing information.
06 / ValueReview renewal value and exit readiness
A renewal is approaching and the organization has usage numbers but no shared view of mission value, operating burden, risk, or alternatives.