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Goals of this workshop

  • Spend less time worrying about Nonprofit Operations
  • Spend more time on program work and achieve your mission

Overview: 10 Steps to Success in Nonprofit Operations
Topics covered:

  • Insurance
  • Human Resources
  • Financial Management
  • Fundraising
  • Board of Directors

Step 1: Review the organization’s insurance policies

  • General Liability
  • Special event forms
  • Non-hired auto
  • Directors and Officers
  • Errors and Omissions

Step 2: Create a new hire packet
Training orientation procedures for new employees.

Step 3: Review employment records Organize records to include relevant information:

  • employee attendance
  • disciplinary warnings
  • vacation requests
  • employment hiring forms
  • benefit enrollment forms

Step 4: Review the accounting books

  • Resolve accounting/bookkeeping errors
  • Incorporate Nonprofit Chart of Accounts and/or clean up the chart of accounts
  • Hire an accountant on a monthly basis to review the financial books and provide Generally Accepted Accounting

Practices (GAAP) procedures.

Step 5: Create accounting/bookkeeping procedures and necessary forms

  • To keep in compliance with GAAP procedures.
  • Create reimbursement/check request

Step 6: Review vendor lease agreements and bill paying practices

  • Implement any cost saving methods the organization can take with working with its vendors.
  • For example, pay off a lease early to avoid having to pay an excess amount of interest.

Step 7: Review Database and File Saving Methods

  • Create database entry procedures
  • Train staff on those procedures
  • Create a file saving procedure (e.g. NameofFileDateVerson.doc)

Step 8: Review Development Tracking

  • Create procedures for grant writing and submitting grant proposals as well as cultivating the donor relationship
  • Create fundraising calendar that includes grant deadlines, report dates, and renewal dates

Step 9: Board Policies and Procedures

  • With board’s advice and input
  • Create or revise board orientation binder and board job description
  • Compile board minutes from all previous board meetings and place together in one binder, or one binder per year
  • The board minutes are supposed to be available for the public at all times

Step 10: Plan for the rest of the 10 months of the year

  • Review marketing practices of the organization including website, newsletter, and promotional materials. Plan steps for improvement of these materials.
  • Print out Healthy and Secure Computing booklet from Compmentor and start technology inventory. Assess the computer and networking situation in your office.
  • Plan how to templatize the organization’s event planning process so that events can be easily replicated, then create procedures for event planning.
  • Hire a personnel attorney to start to review and provide recommendations for Personnel Manual to be in compliance with the state’s employment law.
  • Organize the accounting paper files so they are ready for an accounting review or audit.
  • Assess whether or not an office move is necessary. Then take steps to look for a new office space. (See the Nonprofit Operations Blog)

Where can I get more training and information about the topics covered today?

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