A large nonprofit client wanted to implement changes to the roles and responsibilities of a team within their finance department to streamline processes, operate more efficiently and prepare for programmatic changes. However, prior to making any changes, they wanted to ensure that they had a clear understanding of each team member’s current processes, many of which changed due to the pandemic.
To meet the client’s needs, I interviewed each of the nine team members and compiled a 180-page Operations Manual documenting the step-by-step processes each of them follows in performing their daily functions. The Manual includes exhibits with copies of documents, screenshots of the computer software used and financial records that are part of their processes.
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