01 / GXD IMPACT
GXD Impact.
Ongoing senior Salesforce guidance shaped around your charity’s priorities, budget and the capacity of the people doing the work.
02 / OUTCOME
A PLAN YOUR CHARITY
CAN SUSTAIN.
A Salesforce improvement plan matched to the charity’s mission, budget and staff capacity, with ongoing guidance to keep changes useful and maintainable.
Use your available capacity on improvements that matter to the mission. Understand trade-offs and give your Salesforce owner and delivery partner a clear direction.
Clear recommendations. Recorded decisions.
03 / FIT
SENIOR GUIDANCE.
ALONGSIDE YOUR TEAM.
For charities with an internal Salesforce owner or delivery partner that need experienced help with priorities, technical decisions and supplier proposals.
Relevant work may include fundraising, beneficiary services, volunteer coordination, grant management and dependable reporting. Scope reflects organisational needs and complexity; a charity may have a highly complex Salesforce estate.
04 / RECEIVE
DIRECTION YOU CAN USE.
CONTEXT THAT STAYS.
A MAINTAINED IMPROVEMENT ROADMAP
Keep the next improvements connected to mission, budget and staff capacity.
WRITTEN RECOMMENDATIONS
Understand significant changes before committing to a direction.
A CURRENT RISK AND DECISION LOG
Retain what has been decided, the rationale and the risks requiring attention.
A MONTHLY LEADERSHIP SUMMARY
See progress, blockers and the decisions needed.
GUIDANCE FOR THE INTERNAL SALESFORCE OWNER
Give the person responsible for the platform experienced support in applying the plan.
THE FIRST THREE MONTHS
01 / ESTABLISH
A working improvement roadmap tied to mission, funding constraints and staff capacity, with responsibilities and gaps in the available evidence recorded.
02 / CHALLENGE
Written recommendations on proposed changes: what the charity can sustain, which manual work matters most and what a supplier needs to clarify.
03 / REVISIT
An updated plan, unresolved-risk record and next decisions that reflect the charity’s capacity and funding position.
This progression uses the agreed monthly service limits. Your organisation owns decisions; implementation remains separately scoped.
05 / SCOPE
A DEFINED SERVICE.
CLEAR RESPONSIBILITIES.
ONGOING GUIDANCE
Two leadership sessions per month.
One bounded design or supplier-proposal review per month.
Up to four focused written advisory questions per month.
Initial response within two working days.
Substantive reviews scheduled according to agreed scope.
WHAT YOU PROVIDE
A named decision-making sponsor, a platform owner, relevant information and a team or supplier able to implement agreed actions. Your organisation retains decision ownership.
Estate boundaries, review size and responsibilities are agreed before commitment.
Excluded: configuration, development, daily administration, incident response and full project management. Additional work is agreed separately.
06 / INVESTMENT
INVESTMENT IN
CONTINUING DIRECTION.
£2,500 per month.
Initial three-month commitment.
07 / STARTING POINT
START WITH THE
EVIDENCE AVAILABLE.
GXD Assess can establish the current position and priorities. It is optional where suitable existing evidence and a roadmap are available. Implementation is separately scoped.
GXD Progress explains our delivery system and approach. GXD Guardian explains our governance system, with Librarian as its knowledge core.
08 / CONVERSATION
WHAT SHOULD SALESFORCE
MAKE POSSIBLE FOR YOU?
Tell us what you need to achieve and what is getting in the way. We will discuss whether GXD Impact fits and agree the scope before commitment.