Many nonprofits do not have an information shortage. They have more documents than employees can realistically understand. Policies, procedures, forms, presentations, spreadsheets and training materials may be spread across SharePoint, Teams, OneDrive, email and...
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 employee finds three documents that appear to answer the same question. One is labeled “final.” Another has a newer date. A third was emailed by a manager and includes instructions that do not appear anywhere else. None of the documents clearly identifies...
A nonprofit may organize its procedures successfully and still create a serious problem if employees can access information they do not need. A volunteer finds a manager-only document. A program employee sees confidential HR guidance. A contractor gains access to...
An animal shelter may have detailed emergency procedures for severe weather, disease outbreaks, fires, power failures, missing animals and sudden overcrowding. The problem is rarely that no plan exists. The problem is that employees and volunteers cannot find the...
