How to improve your nonprofit operations in under two months!

<p class="MsoNormal">I had the opportunity to attend Tech Soup&rsquo;s Net Squared Conference in San Jose on May 30<sup>th</sup> and 31<sup>st </sup>2006.&nbsp; Aspiration&rsquo;s own Allen Gunn facilitated several sessions at the conference and I had the opportunity to learn a lot about Web 2.0 and all the exciting new things that nonprofits are and can do on the web <a href=""></a>. </p>  <p class="MsoNormal">I also had the opportunity to lead a small Q &amp; A session during the Tips and Tricks part of the afternoon session titled <strong>&ldquo;How to improve your nonprofit operations in under two months.&rdquo;</strong>&nbsp; I came up for the title for my Q &amp; A session because I recently noticed a trend I take when I start working for an organization.&nbsp; I follow a sequence of steps during the first two months of working for an organization to improve its operations and ultimately save the organization MONEY. Its not that the organization is running their nonprofit poorly, its just the organization can do things to improve its operations, save the organization money, which in return will help it to better achieve its mission.&nbsp; </p>    <p class="MsoNormal">Here are the steps I take to improve my nonprofit operations in two months or less. These are helpful steps for Executive Directors, and nonprofit Administration folks.</p>    <ul><li><a target="_self" href="/blog/nonprofitoperations/accounting1">Accounting/Fiscal</a>:      </li><ul><li>Review       the accounting books and resolve accounting/bookkeeping errors</li><li>Incorporate       Nonprofit Chart of Accounts or clean up the chart of accounts,</li><li>Organize       the accounting paper files so they are ready for an accounting review or       audit</li><li>Create       accounting/booking procedures manual to keep in compliance with GAAP       procedures</li><li>Create       reimbursement/check request and other necessary fiscal forms.</li><li>Review       vendor lease agreements as well as bill paying practices and implement       any cost saving methods the organization can take with working with its       vendors.</li></ul></ul><ul><li><a href="/blog/nonprofitoperations/insurance1" target="_blank">Risk      Management</a>:</li><ul><li>Review       the organization&rsquo;s Insurance policies making sure all the policies are       current with the correct information</li><li>Request       special event forms from my Liability insurance provider (to fill out and       submit every time the organization holds an off site event)</li><li>Purchased       errors and omissions insurance for Aspiration, to protect us when we do       consulting work.</li></ul></ul><ul><li><a target="_self" href="/blog/nonprofitoperations/riskmanagement1">Office      Space</a>: </li><ul><li>If       needed, identify, negotiate, plan and implement the organization&rsquo;s new       office move.</li></ul></ul><ul><li><a target="_self" href="/blog/nonprofitoperations/legal2">Human      Resources</a>:</li><ul><li>Hire       a personnel attorney to review and provide recommendations for Personnel       Manual to be in compliance with the state&rsquo;s employment law.</li><li>Created       new hire packet and training orientation procedures for new employee. &nbsp;</li></ul></ul><ul><li><a target="_self" href="/blog/nonprofitoperations/legal2">Legal</a>:      </li><ul><li>For       Aspiration I hired a Nonprofit Specific attorney to provide legal advice       to handle California filings (Aspiration       relocated its office from Massachusetts       to California)       and also to provide advice about our fiscal sponsor projects. </li></ul></ul><p>I have linked to blog posts where I discuss these steps in greater detail.<br /></p>