Workflow Automation: Internal processes and project management

Coordinate work across multiple team members to consistently run internal processes.

Examples:

• Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift portfolio to review with the boss weekly, collecting the documents to take to the in-person ask)

• Templating the logistics for an in-person event (i.e. a gala or a volunteer day) such as reserving the space, ordering snacks, and updating attendance post-event)

• Standardize the draft, review, and execution of one-to-many fundraising touch point like an email newsletter, or getting an annual appeal sent through a mail house