Back in 2019, as a leader in a small but quickly growing nonprofit, I was struggling to keep up with the day-to-day that was required to successfully run programs and ensure smooth operation. I had an ever-growing task-and-project-list, and I knew this stuff all needed to get done. But I also knew that every minute I spent tackling tasks was one minute spent not creating connections or building the organization and generating lasting impact.

If this organization was going to achieve maximum mission impact - saving the lives of companion animals - I needed to remain focused on the big picture. But how?

I reflected on an experience I had while I was working in corporate America: a Kaizen event - a simple framework that breeds continuous improvement. I realized this was exactly what our leadership team needed. So I got the ball rolling on a Kaizen-type process improvement project for one of the most time-consuming (and critical) programs within our organization: volunteer onboarding & training.

My team and I got to work. We:
  • Defined our goals and measured the "current state"
  • Mapped the process and identified waste, gaps in information, and missing resources.
  • Eliminated waste, filled gaps, and developed resources.
  • Tested the improvements and tweaked them as-needed.
  • Rolled out the changes with a strategic communication (and training) plan for each of our audiences.
When all was said and done, we had drastically increased this program's capacity, improved our conversion rate by more than fifty percentage points, drastically improved retention, and significantly increased program engagement.

On the heels of wrapping this process improvement project, I was approached by other program leaders within the organization - they wanted to tackle process improvement (and development!) projects within their programs too!

Before I knew it, my role had completely shifted. I started as a program manager, and I quickly became a cross-functional strategy, engagement, and process expert who excelled at identifying pain points and solving for them. Within a year, our nonprofit had completed 3 major process overhauls that generated significant program growth (and put us in a place to make informed, data-driven decisions in areas that we previously had zero program data).

And so my love for organizational development and strategy was born. I promptly became an expert Process & Communications strategist, both within my organization and within my network and community.

The story

01.

A spreadsheet worth thousands.

With the creation of one spreadsheet, I was able to help a nonprofit bookkeeper eliminate 4+ hours worth of work every. single. week. This new spreadsheet requires next to no technical know-how (just one simple copy & paste - it takes 30 seconds), and it has given the organization 4+ hours per week back. This spreadsheet tracks program impact, so it's also allowed the organization to seek (and secure) significant program funding

02.

Significant program savings

In a recent project, we streamlined a nonprofit's application process, cutting it from 40 hours of labor per week to 20. In addition to significant time savings, we were also able to cut process-related labor costs by about 80%; before the project, the process was administered entirely by paid staff. Since the project, 80% of the process is being completed by a team of volunteers and by customized automations.

Additionally, applicants are now flowing through this process at a much faster rate, which has created a significant increase in revenue opportunity.

03.

Volunteer Program Overhaul

In a week-long project with a medium-sized nonprofit, we created a system that:
  • Increased capacity to onboard volunteers by 100%
  • Improved volunteer conversion from 20% to 75%
  • Significantly improved volunteer engagement & retention through resources and training
  • Allowed us to measure the impact of the volunteer program (and share this impact in grant applications, with donors, and more)
The estimated organizational savings for this project is well in excess of $35k annually (when looking at saved labor costs and the value of a volunteer).

I'M INSPIRED

let's do this!

Are you ready for some significant wins that will change the way you run your business?

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