Every nonprofit has experienced it. Someone asks for a reimbursement form, volunteer application, grant template, or incident report. Five minutes later, three different employees send three different versions. No one is certain which one is current. The immediate...
New employees often receive very different onboarding experiences depending on who manages them. One manager provides a detailed checklist, schedules regular meetings and explains how different systems fit together. Another sends several documents and expects the...
Remote work exposes weaknesses that may remain hidden when employees share an office. An employee cannot lean over and ask a coworker where a document is stored. A manager may be unavailable when someone needs an immediate answer. Information discussed informally at...
Many nonprofit processes cross several departments before they are complete. A program employee submits a request to finance. Finance needs approval from a manager. The manager expects additional documentation from the program team. Operations may need to create...
A nonprofit updates an intake form, reimbursement request or incident report, but the old version keeps circulating. Employees may have saved copies on their computers. Managers may forward earlier attachments from email. Printed forms may remain in supply cabinets....
Email is often where important nonprofit work gets explained. A program manager sends instructions for handling a difficult situation. A finance employee clarifies which costs are allowable. An executive director explains how a partner relationship should be managed....
