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Knowledge Management and Client Success Platform

Knowledge Management and Client Success Platform

Imagine Canada is seeking to engage with a firm or a consultant to develop a platform and associated content to support organizations in meeting the Nonprofit Standards that make up the Imagine Canada Accreditation. Please submit all expressions of interest, which should not exceed 3 pages in length (excluding cover page and/or cover letter) to with the subject line “Standards Program CMS” by March 17, 2023.

We encourage submissions from firms or consultants who have a background in content marketing, customer success methodologies, and in designing, developing and launching knowledge management systems. Expert knowledge of the nonprofit sector, or of the Imagine Canada accreditation process is an asset, but it is not required. Bilingualism is likewise an asset, but is not required. 


Imagine Canada is a national, bilingual charity that works with and on behalf of Canada's charities, nonprofits, and social entrepreneurs to create an operating environment in which social good can thrive. We believe in a stronger Canada where charities work together, alongside business and government, to build vibrant communities. In 2022, Imagine Canada was pleased to celebrate the 10th anniversary of the Standards Program, an accreditation program created to improve the governance and operations of charities and nonprofits across Canada and to strengthen donor and public confidence in the sector. Accreditation is a capacity-building and risk-management-enhancing certification process that seeks to provide organizations with a blueprint that will elevate their governance and practices. This enables them to more effectively deliver on their missions and have the greatest possible impact.

To support the continued growth of Accreditation into the coming decade, Imagine Canada is investing in tools and resources to support the success of organizations interested in improving their operations and governance practices. In 2023, with generous support from Canada Life, this will include building an updated digital knowledge platform. This platform will be the next generation of the Standards Community platform and will include resources currently residing on*.It will support progress and learning for nonprofit staff and board members going through accreditation. It will provide ready-to-use access to policy templates, resources, and how-to guides that make it simple to follow leading practice in fundraising,financial transparency, HR, board governance, and volunteer management. It will also make it easier for organizations to communicate with Imagine Canada so we may support them in their journey, and for our broader community to share their collective knowledge with each other. 

* contains a variety of tools and resources to support nonprofit organizations, including the Standards Community. The development of aspects of Sector Source outside of the Standards Community is out of scope for this project. 

Key Project Deliverables
  • Discovery: Ecosystem and journey mapping with stakeholders to understand how platform is part of overall service delivery and experience, and it’s relationship to other Imagine Canada knowledge platforms (e.g., Grant Connect Helpdesk, HR Intervals,, etc.); Identify and prioritize use cases for the platform
  • Content development: Content style guide development; content audit and migration plan, focusing on resources currently available on 
  • Resource Development: Manage sourcing of new content pieces - e.g., policy templates, how-to guides, etc., and updating of most popular evergreen content
  • Platform build: Development and usability/accessibility testing of new bilingual knowledge platform (e.g., Zendesk, Salesforce Experience Cloud, Coda, Notion) including set up of analytics and SEO, as well as customer experience features (emails, forum, etc.) 
Expression of Interest Submissions

The project is expected to cost under $50,000 not including any technology or translation costs, and to be completed by the end of 2023. Submitted expressions of interest should not exceed 3 pages in length (excluding cover letter) and should include:

  • Any proposed frameworks and approaches to meet deliverables
  • Team biographies and experience
  • High level workplan including dates for key deliverables
  • Examples of any similar projects completed in the past 
  • Approach to accessibility, inclusive design and language 


Expressions of interest should be submitted by March 17. Any questions about the submission process and project can be directed to and must be received prior to March 14. Please allow two business days for responses. 


The Standards Program is made possible with support and financial contributions from founding and presenting sponsor Canada Life.

Founding and presenting sponsor