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For leaders and ops team members at small to midsize nonprofits to get guidance, uplifting, and resources for philanthropy data, database, and operations.
#086 Optimize Processes Before your Processes Outpace You
Process optimization is one of the eight buckets of philanthropy operations. This bucket ensures you have the workflows and processes in place to succeed. It’s building flowcharts and SOP documentation, such as how you will handle the various data streams coming into your organization and optimize them for efficiency and effectiveness.
As we think about process optimization in this way, it’s helpful to consider how fundraising strategies change over time and how technology, especially these days, advances rapidly. In November 2022, we saw a huge shift in what’s available in terms of modern tech advances, and we continue to see the pace accelerate every year. If you are running processes the same way you were 5 years ago, it’s time to take a step back and ask yourself, is there a better way we can do this today?