Welcome to the Claude for Nonprofits community! This guide provides everything you need to successfully launch and scale Claude at your organization.
We've designed a flexible, self-paced approach that can be adapted to meet your organization’s needs. Move through these milestones at your own pace:
Foundation (Technical Setup and Access)
Activation (First Users and Early Wins)
Acceleration (Scaling and Integration)
Expansion (Advanced Use Cases and Impact)
Foundation (Technical Setup and Access)
Key Resources:
Getting Started Guides - SSO, user management, and technical configuration to guide admin through the technical set-up
Driving Adoption at your Organization - Course includes customizable templates for change management and adoption for your organization
Recommendation Actions:
Complete user management and technical configuration steps (SSO, SCIM, etc.)
Set data retention and sharing policies
Define success metrics using audit log data for activity tracking and consider surveys for deeper insights
Plan your change management strategy and set success criteria
Implementation Tips:
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Activation (First Users and Early Wins)
Key Resources:
Recommendation Actions:
Create a shared project and upload Claude documentation so all team members can reference and understand your approach (an alternative approach would be making this available on an internal intranet)
Find 3-5 enthusiastic team members to invest in the pilot and provide early feedback. Anoint these champions as go-to experts in Slack/Teams to field questions and keep conversations active.
Choose your first few uses cases: Start with a horizontal productivity win (fast, visible, broad impact), then quickly layer in a department-specific use case that shows what's newly possible—not just faster, but fundamentally different
Implementation Tips:
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Acceleration (Scaling and Integration)
Key Resources:
Recommendation Actions:
Build a weekly use case spotlight schedule
Track activity metrics using audit logs and success metrics through other collection methods such as surveys
Identify and enable appropriate connectors and capabilities (in admin settings)
Participate in monthly webinar series every third week of the month (email will be sent with invites to all registered admin)
Implementation Tips:
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Expansion (Advanced Use Cases and Impact)
Key Resources:
Recommendation Actions:
Run an internal Train the trainer, our self-paced course to help build internal expertise and scale
Identify new functions or areas of the organization that are interested in adopting Claude and determine what expansion rollout might look like
Implementation Tips:
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Your Success, Our Priority
Remember, there's no "right" timeline for implementation. Whether you're moving quickly toward organization-wide adoption or taking a measured, department-specific approach, we're here to support your journey and be your partner in this transformation!