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administrative

You are here: Home / Archives for administrative

Zoom Tips

March 10, 2026 by Visis Strategy

If you work in nonprofit admin, chances are Zoom is basically a coworker at this point. Board meetings.Staff check-ins.Volunteer orientations.Webinars.Emergency “can everyone hop on a quick call?” moments. And while most of us know how to start a meeting in Zoom, there are a handful of small tricks that can make your meetings more organized, …

Read moreZoom Tips

How to be a Great Nonprofit Board Member – Thoughts from the Admin Staff

July 31, 2025 by Visis Strategy

I’ve been an admin staff member for many nonprofits over the years in a variety of roles and these are some of the common areas that can cause friction between board members and admin staff as well as among board members themselves. BOARD MEETINGS Add meetings to your personal calendar including the date, time, location, …

Read moreHow to be a Great Nonprofit Board Member – Thoughts from the Admin Staff

Feedback Surveys – Invaluable Information

April 1, 2025 by Visis Strategy

Once the event is completed, take one last step and give yourself the opportunity to collect invaluable feedback that can provide information about the event itself and connect people even closer with the organization. Post-event feedback surveys can be an incredible source of insight about the event but take it a step further with calls …

Read moreFeedback Surveys – Invaluable Information

Find the Money: Grant Research

March 5, 2025 by Visis Strategy

Securing funding is essential to an organization’s success – you can’t implement your programs without cash – but the trick is where to find it. Nonprofits should have multiple revenue sources but grants is a popular source of funding but unfortunately it’s not as easy as just writing a grant and waiting for the check …

Read moreFind the Money: Grant Research

Basic Grant Tracking

March 5, 2025 by Visis Strategy

For many nonprofits, securing grants is a vital part of sustaining and expanding their organizations. However, the process doesn’t end with winning a grant. Effective grant tracking is crucial to ensure that funds are used appropriately, reporting requirements are met, and future funding is secured. Let’s delve into the basics of grant tracking and how …

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The Essential Guide to Nonprofit Insurance

March 5, 2025 by Visis Strategy

Like any organization, nonprofits face a variety of risks. To safeguard against potential legal and financial pitfalls, it’s essential to understand the different types of insurance available. In this blog, we’ll explore the distinctions between general liability, professional liability, and directors and officers (D&O) insurance for nonprofits. General Liability Insurance What It Covers: General liability …

Read moreThe Essential Guide to Nonprofit Insurance

Bylaws vs. Policies & Procedures

August 7, 2024 by Visis Strategy

Bylaws vs. Policies and Procedures Starting and running a nonprofit requires meticulous attention to both governance and day-to-day operations. Two critical components that guide these aspects are bylaws and policies. While they may seem similar at first glance, bylaws and policies serve distinct purposes within a nonprofit organization and understanding the difference between these two …

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The Power of Checklists in Nonprofit Management

August 6, 2024 by Visis Strategy

The Power of Checklists in Nonprofit Management Running a nonprofit organization is no small feat. Balancing mission-driven work with the practicalities of management requires keen attention to detail, effective coordination, and a commitment to best practices. One surprisingly simple yet profoundly effective tool to aid in this endeavor is the checklist. As Atul Gawande highlights …

Read moreThe Power of Checklists in Nonprofit Management

Which Bank is Right for You?

June 4, 2024 by Visis Strategy

All banks are not created equal and with all the choices available, it’s important to select one that works for your organization. It’s a huge hassle to change banks so picking a financial institution that will grow with your organization will eliminate headaches down the road. Q.  Should I choose a local or national bank? …

Read moreWhich Bank is Right for You?

Bank or Credit Union?

June 3, 2024 by Visis Strategy

Whether you’re starting an nonprofit or looking for a new home for your organization’s money, the question often arises as to whether you should choose a bank or a credit union so let’s run through the pros and cons of each to help you decide what’s right for you. On a basic level there’s not …

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Your Nonprofit’s First Hire

April 20, 2024 by Visis Strategy

I’ve worked with many boards as they are considering hiring their first employee. This transition from a working board (aka “doing it all themselves”) to hiring their first employee* is understandably a big decision but also a really exciting one as it means the organization is ready to enter the next stage of growth. Is …

Read moreYour Nonprofit’s First Hire

Process: Shared Spreadsheets for Financial Tracking

January 23, 2024 by Darcy Schatz

Effective financial management is crucial for every organization for transparency, financial oversight, and effective program and service management. Organizations have a duty to their donors and stakeholders to implement sound systems and processes to track all financial activity but and a shared spreadsheet can be used in place of, or in conjunction with, a financial …

Read moreProcess: Shared Spreadsheets for Financial Tracking
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