Organizational Housekeeping for Nonprofits – Start the Year Off Right!

At the beginning of every new year, we all make personal resolutions and plans. So, why not make “Organizational Housekeeping” the resolution for your Nonprofit? Whether it is grant applications, monitoring visits, annual audits, Board Retreats, or other projects, there are organizational documents you need to provide at a moment’s notice, when you are the busiest. So, why not prepare ahead by implementing a bit of “Organizational Housekeeping”? This session will guide you through the organizational documents that are needed every year and will provide ideas on how to plan, prepare and systematize collecting them to have within easy reach at a moment’s notice. By investing some time at the start of each year, you will save a lot of time throughout and will gradually build a library of organizational history. There is no better time than now to implement your “Organizational Housekeeping Plan.”

What you will learn:

· What are some of the documents needed each year?

· What is the best way to organize them to have within reach?

· When should I plan to gather these?

· What should I do with the “old” ones?

· Keeping up throughout the year