Does this sound familiar?
- I’ve had to track down files that previous volunteers or staff stored on their personal computers
- We have a lot of paper documents but don’t have space to store them and can’t access them when we need to
- I can’t ever find the minutes to last month’s board meeting or know what my committee is supposed to discuss this week
- We don’t have an operations manual so we spend a lot of time trying to figure out how to do tasks.
- We duplicate work because board and staff responsibilities aren’t clearly laid out
- I feel like I spend a lot of time doing “busy work” instead of working on important projects
- I’m sure there’s tools out there to help me do my job better but I don’t have time to look for them
- I think we’re wasting money that could be spent on our programming but I don’t know how to figure that out.
If you answered “YES” to even one of those items, then I can help you figure out where to implement systems and tools so the organization, and everyone in it, is more efficient and effective.
What Package do you Need?
Finance
- Create tracking systems
- Document processes
- Donor management
- Budget creation and management
HR
- Draft employee handbooks
- Establish basic policies
- Set up employee review processes
- Create onboarding and offboarding checklists
Membership
- Setup membership management platforms if necessary
- Establish membership levels and benefits
- Create systems for managing member inquiries and payments
Technology
- Review hardware and software needs and make recs
- Source and implement new solutions
- Train staff
- Document procedures
What’s the process?
Have you ever seen the makeover reality television shows where experts help bar or restaurant owners identify the problems in their business and then implement solutions to put them on the right track? That’s exactly what this is – without the yelling.
With an easy three step process, we get your organization on track within two months.
STEP 1: DISCOVER
We start with a short session to determine the scope of work. What are the main items you’d like to fix? Where are the critical areas to resolve? What’s the timeline? Who will be implementing the suggestions – me or you?
STEP 2: EVALUATE
I meet each person involved in the problem areas to understand their frustrations and ideal situations and other information such as their level of tech comfort. I also meet with leadership, other staff, etc. as appropriate.
STEP 3: IMPLEMENT
The last step is implementation. Depending on what was agreed upon as the project scope, you’ll either receive a written plan to complete in-house or I’ll get to work implementing the changes including documentation and training as necessary.
Why work with us?
Benefit #1: Option for a “Done for You” Package
Other consulting firms may create a great plan but leave you to implement it on your own which may or may not happen depending on your organization’s capacity and skill. We give you the option of implementing it yourself or having us lead the implementation.
Benefit #2: Experience and Expertise
With over 20 years in nonprofit operations, we’ve seen it all and successfully assisted hundreds of organizations to become more efficient and grown their programs.
Benefit #3: Range of Perspectives
We’ve held many positions within nonprofits – from volunteer to staff member or Operations Manager to Executive Director to Board Member – and bring all those perspectives to our consulting work when analyzing problems and solutions.
Benefit #4: Customized Solutions
No two organizations have the same structure so while the challenges may be similar, we know that your organization needs a customized solution based on your budget, programs, technology needs, and many other factors. We take the time to get to know you and that ensures the solutions are tailored to your needs.
Investment
Pricing is easy. It’s a straight up $5,000 for each package. No haggling or worry about how much the project might cost.
Expert solutions. One price. Problem solved.
Consulting services are intended to be conducted with a specific time frame and task setup. If your organization needs ongoing administrative assistance following the consulting period, we can help with that either by providing it ourselves or assisting you to hire your next – or first – awesome administrator.
I’m in – let’s get started!
Reach out today to schedule a no-obligation chat about getting your organization on track.