About: How to Improve Your Nonprofit Operations in Less Than Two Months   Sponge Permalink

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Overview: 10 Steps to Success in Nonprofit Operations Topics covered: * Insurance * Human Resources * Financial Management * Fundraising * Board of Directors * General Liability * Special event forms * Non-hired auto * Directors and Officers * Errors and Omissions Step 2: Create a new hire packet Training orientation procedures for new employees. Step 3: Review employment records Organize records to include relevant information: Practices (GAAP) procedures.

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  • How to Improve Your Nonprofit Operations in Less Than Two Months
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  • Overview: 10 Steps to Success in Nonprofit Operations Topics covered: * Insurance * Human Resources * Financial Management * Fundraising * Board of Directors * General Liability * Special event forms * Non-hired auto * Directors and Officers * Errors and Omissions Step 2: Create a new hire packet Training orientation procedures for new employees. Step 3: Review employment records Organize records to include relevant information: Practices (GAAP) procedures.
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  • Overview: 10 Steps to Success in Nonprofit Operations Topics covered: * Insurance * Human Resources * Financial Management * Fundraising * Board of Directors * General Liability * Special event forms * Non-hired auto * Directors and Officers * Errors and Omissions Step 2: Create a new hire packet Training orientation procedures for new employees. Step 3: Review employment records Organize records to include relevant information: * employee attendance * disciplinary warnings * vacation requests * employment hiring forms * benefit enrollment forms * Resolve accounting/bookkeeping errors * Incorporate Nonprofit Chart of Accounts and/or clean up the chart of accounts * Hire an accountant on a monthly basis to review the financial books and provide Generally Accepted Accounting Practices (GAAP) procedures. * To keep in compliance with GAAP procedures. * Create reimbursement/check request * Implement any cost saving methods the organization can take with working with its vendors. * For example, pay off a lease early to avoid having to pay an excess amount of interest. * Create database entry procedures * Train staff on those procedures * Create a file saving procedure (e.g. NameofFileDateVerson.doc) * Create procedures for grant writing and submitting grant proposals as well as cultivating the donor relationship * Create fundraising calendar that includes grant deadlines, report dates, and renewal dates * With board’s advice and input * Create or revise board orientation binder and board job description * Compile board minutes from all previous board meetings and place together in one binder, or one binder per year * The board minutes are supposed to be available for the public at all times * Review marketing practices of the organization including website, newsletter, and promotional materials. Plan steps for improvement of these materials. * Print out Healthy and Secure Computing booklet from Compmentor and start technology inventory. Assess the computer and networking situation in your office. * Plan how to templatize the organization’s event planning process so that events can be easily replicated, then create procedures for event planning. * Hire a personnel attorney to start to review and provide recommendations for Personnel Manual to be in compliance with the state’s employment law. * Organize the accounting paper files so they are ready for an accounting review or audit. * Assess whether or not an office move is necessary. Then take steps to look for a new office space. (See the Nonprofit Operations Blog) * New Nonprofit Nexus * Nonprofit Operations Blog * Monthly Nonprofit Operations brown bag lunch discussions - Starting Wednesday, September 20th
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