This project is in progress
Matched with Ansu T
Matched with
Ansu T.

Process Improvement

for  Tax-Aid
San Francisco, CA, USA
Posted by
Jill S.

Executive Director

Posted Date
Jun 11, 2019
Virtual volunteer opportunity
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Impact statement
This project will save us $7,888 , allowing us to serve more people with low income

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
Additional Details

We have a questionnaire that we use to collect client information. The design is great but we need an editable version that can also be a fillable PDF for clients to complete online.

What We Have In Place
  • We currently have a great form, which should make it easy for you to get started. We also have time to work with you, and the ability to provide any other information you need.
How This Will Help

If people can understand the questionnaire and it flows easily we can ensure that their taxes are prepared quickly and correctly.

Project Plan

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.)
Milestone 1: Research and 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
Milestone 2: Draft Recommendations
  • Professional provides initial recommendation on process improvements, controls, and key success metrics
  • Organization provides feedback which the Professional incorporates
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

Our Mission

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

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