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Process Improvement

Help Tax-Aid Identify and implement process improvements to reduce cost, effort, errors, and other inefficiencies, and use defined metrics to measure their success.
Tax-Aid
San Francisco, CA, USA
Tax-Aid
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Tax-Aid
San Francisco, CA, USA

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Cause
Human services
Skills
Strategy consulting

Posted March 2nd

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Process Improvement

Project details

What we need
  • Written recommendations to improve a specific process, including the controls necessary to maintain the revised process
  • An outline of key metrics for tracking how successful the process improvements are over time, with current-state benchmarks
What we have in place
  • We currently have the general format of the form, which should make it easy for you to get started. We also have the translation of the questions on the sheet, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to put staff to work on other important projects in the office!

We have a bilingual client intake form that is currently set up in Microsoft Excel. We have to edit this form every year and the document is very difficult to edit and format. We need help with creating a better formatted form so it is easy for us to edit each year.

Project plan

P
Prep: Distribution of Materials
  • Volunteer Manager provides current state map or process assessment document and other relevant materials to the Professional (see the Process Assessment project if you do not have a current state map)
  • Professional connects with Volunteer Manager for a brainstorming/overview session on perceived inefficiencies and potential improvements
  • Volunteer Manager explains the key goals for the process improvement (e.g., reduced cost, errors, time, etc.)
1
Milestone 1: Research & Analysis
  • Professional review the documentation provided and requests clarification as needed
  • Professional performs any additional research and analysis, including interviews with key stakeholders if needed
2
Milestone 2: Draft Recommendations
  • Professional provides initial recommendation on process improvements, controls, and key success metrics
  • Organization provides feedback which the Professional incorporates
3
Milestone 3: Final Recommendations
  • Professional delivers a final document summarizing recommendations for process improvements and controls to maintain the new process
  • Professional provides an outline of the key metrics the Organization should track in order to measure success over time, as well as the current-state benchmark metrics
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About the org

Tax-Aid
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Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Read the Impact Story
Fermin created a beautiful upgraded client intake form for us
Jill S.
Jill S.

Executive Director

Process Improvement Project

(No testimonial has been submitted by Fermin Feroshi)
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