Have you ever spent unnecessary time on a request, all because you & your colleagues weren’t on the same page? *raises hand*
It’s not a great feeling! But that’s what happens when you don’t organize those requests early on. If you write content for your org, create reports, build lists, or do anything that requires even the slightest bit of niche expertise….let’s chat.
A while ago, I shared tips on how to build a staff process that people can actually follow. Because when you start getting overwhelmed with requests, a process is key to staying cool and organized.
We did the first step of clarifying how these requests play out in our orgs today. We’ve got notes on everything that matters: the types of requests we get, the needs of our requestors and our own team’s capacity. (If you haven’t read that first post, you’ll want to start here.)
Now that that’s done, we need to translate those points into a living, breathing process. That’s a big leap, especially when you’re not used to doing it!
Whether your nonprofit is using it or not, let’s talk Google Forms for a second.
In case you’re not familiar, Google Forms is a survey app that comes with the Google Suite of products. Much like Google Docs and Google Sheets, it has its own place in the G-Drive and lets you easily build form surveys.
Google is not sponsoring this post. I’m not even claiming it’s the best survey tool out there. BUT, it’s worth highlighting for three very nonprofitty reasons:
It’s accessible. Even if your org doesn’t use Google products, you could sign up right now to build your first form with no fuss.
This means that Google Forms has many applications for our work, regardless of how large or technologically sophisticated the org. A simple tool that can do all the things? Prettyyyy cool.
Getting ready to send out an email campaign on behalf of your nonprofit?
If there’s one project that unifies (or divides!) departments most, it’s the email campaign. Volunteer managers, fundraisers, & program staff all need to email their constituents. Even the ops staff don’t get a break, as they’re often the ones putting those lists together for us!
But whether this is your first campaign or your fiftieth, this doesn’t have to be chaos. A good process never hurt nobody, and you’ll definitely need one to execute something this important.
There’s a method to this particular nonprofit madness. Let’s talk email.
Whether it’s a seasonal trend or part of everyday life, we all know what it means to be busy. Tasks have this magical way of coming together all at once, threatening to bring our work worlds crashing down the moment we’re off our game.
So naturally, this is the time when everyone needs something from us.
Don’t get me wrong: I love helping my team. If I’m the best person to handle a task that moves our mission forward, that’s great! But being human, I can’t do all the things all at once. And you can’t either.