Process Mapping
Job descriptions are organized in a way that help potential job seekers understand the expectations. Listings typically include essential functions such as contract management or community engagement; knowledge, skills, and abilities, such as sales, fundraising, or the ability to work independently.
Too often the manual behind the job posting is out of date, too detailed or nonexistent. A custom process map organizes parts of a job into phases that help frame the frequency and importance of tasks, from daily critical functions to long term strategic thinking and analysis. With brief descriptions and software links, the map acts as a quick-start guide for new hires.
The best time to use a process map is when a longtime employee is leaving and new hire is filling very big shoes. The process map evaluation can uncover efficiencies and streamlining that put the new hire on the road to success, while determining if products and services are underutilized, not suited to the role, or can be automated or even eliminated.
Custom training for office applications
There are many options for training around current office applications; from schools that specialize in this type of training, to online self-directed platforms and freely available videos on YouTube. The challenge is that the training is never going to match up exactly with an organization’s needs. Weeks or even days later much of the lesson is forgotten.
We offer an affordable solution for custom training by working directly with your employee on the product they’re using and the task they’re trying to achieve, creating a best-practices one-sheet highlighting critical steps. This is particularly important when a task is only done once a month or a handful of times each year.
After an employee has done something a few times they may feel confident they can do it without referring to a lengthy manual but then skip an important step and end up with a bad result.
CRM and Database Support
When it comes to managing a customer or client list, there are plenty of options. Powerful tools that support email communication, appeal mailings, billing or invoicing. But these products, even the ones intended for the nonprofit sector can come with a hefty price tag. Office software can often be used to provide affordable options with products most business already have.
Public speaking training
Whether being tasked with running a monthly board meeting or speaking at a large conference, there are effective techniques for clarity, confidence, timing and staying on message. We take you through the mechanics of presentation using a solid foundation of organizational tips and tricks to allow your message shine through.