Post a Project

Operations

These projects help you improve your internal processes, human resources, vendor management, financial systems, data collection and data storage systems.

Assessment

1-HOUR PHONE CALL

Management

Ask an expert your questions about management within your organization

PROJECT

Process Improvement

You need this if:
(1) You have a clear understanding of an inefficient process within your Organization
(2) You want to redesign this process to operate more effectively

PROJECT

Vendor Management Assessment

You need this if:
(1) You regularly order materials and services for your organization, and want to improve the way you choose, manage and negotiate with your vendors

Data Systems

1-HOUR PHONE CALL

Data & Analytics

Ask an expert your questions about data & analytics for your organization

PROJECT

Data Collection Plan

You need this if:
(1) You are not adequately collecting data for your programs
(2) You are not able to accurately measure the performance of your programs
(3) You intend to do an impact measurement project

PROJECT

Data Crunching & Analytics

You need this if:
(1) You want your data set to be analyzed
(2) You are looking for key statistics to be identified within your data set

PROJECT

Excel Training

You need this if:
(1) You and your team want to start using spreadsheets to manage your tasks and projects effectively
(2) You need to learn how to sort, filter, analyze and format your data more efficiently

PROJECT

Salesforce Database Customization

You need this if:
(1) You think you could be using Salesforce more effectively to track your donor, volunteer, and constituent relationships
(2) You recently started using Salesforce and want to tailor it to your Organization's specific needs

PROJECT

Salesforce Training

You need this if:
(1) You need to learn the fundamentals of the Salesforce platform and how to make it work for your organization
(2) You are looking to work with an expert to address Salesforce proficiency gaps and improve organizational efficiency

Financial Systems

1-HOUR PHONE CALL

Finance

Talk to an expert about your organization's finance challenges

PROJECT

Accounting System

You need this if:
(1) You are in need of a more efficient accounting system to manage your Organization's finances
(2) You want a more effective way to report your finances and plan for your Organization's financial future

PROJECT

Financial Forecasting

You need this if:
(1) You are looking for a clear window into your financial future
(2) You want to see your financial impact when key revenue and cost drivers are manipulated

PROJECT

Operating Budget

You need this if:
(1) You want an overview of where your dollars are going
(2) You are looking to gain important insights to give you and your main stakeholders confidence in future projections

HR Systems

PROJECT

Employee Handbook

You need this if:
(1) You want a tool that employees can use to understand your Organization's expectations for them
(2) You are looking to highlight employees' legal requirements, rights and vacation policy all in one place
(3) You want a third party to review and update your current employee handbook

PROJECT

HR Systems

You need this if:
(1) You are hiring your first employees and need to set up your HR systems
(2) You need help keeping track of processes like onboarding, payroll processing, benefits and insurance
(3) You are looking to audit your existing HR systems and processes

Process

PROJECT

Process Assessment

You need this if:
(1) You see an opportunity to improve your Organization's internal or external processes but would like guidance from an expert

NOTE: This project is prerequisite for the Process Improvement project which will take the deliverables of this project and outline specific recommendations for process improvements.

PROJECT

Process Improvement

You need this if:
(1) You have a clear understanding of an inefficient process within your Organization
(2) You want to redesign this process to operate more effectively

Tech Systems

PROJECT

Google Apps Setup

You need this if:
(1) You are looking to boost productivity across your team
(2) You need assistance with systems setup and implementation of Google Apps

PROJECT

Tech Systems Setup

You need this if:
(1) You have a plan for updating your technical systems, but need someone to implement it
(2) You want help troubleshooting issues that arise as you set up your new tech system