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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.
Ops Insights #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?
Ops Insights #015 Streamline Another Process
Time is one of our most precious resources, and in the world of fundraising, it’s easy to feel like there’s never enough of it. What if you can get more time back to focus on other tasks? Yes, it is possible through the power of streamlining. Streamlining your operational processes can make a world of difference. Make the decision today to streamline one more initiative. We’ll walk through an example to give you some motivation.
Ops Insights #014 Automate One Process Today
It is such an exciting time to be in philanthropy for many reasons. However, this exciting time has also come with increased demands, but not necessarily increased resources. Doing more with less means we need to help you not only work smarter, but we need to help you work double duty without actually working double duty. This means we need to get you tools, techniques, and processes that are working in the background for you while you work on other things.