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.
I evaluated their current processes and submitted a report to management of my findings and recommendations. The report includes recommendations for improving workflow inefficiencies, deficiencies in internal controls and implementing best practices where they did not exist.
The Operations Manual serves to:
As nonprofit organizations are adjusting to the impact of COVID-19, they are reevaluating and revising their finance departments’ internal processes. If your organization is looking to take this step, let's schedule a complimentary consultation to discuss how I can assist your organization.