Workflow for nonprofits

3 Common Nonprofit Workflow Issues

Do you work for a nonprofit, or is there one that is near and dear to you? If you’ve ever worked or volunteered for a nonprofit, you know that resources are often stretched to accomplish the organization’s mission. This leads to making do with outdated equipment and procedures for the sake of conserving donated dollars.

Here are three ways that Issuetrak can alleviate pain points, increase productivity, and save valuable resources for nonprofits without breaking the bank:

Volunteer Management & Onboarding

Is your inbox flooded with volunteer inquiries and requests for letters of appreciation? If so, it’s time to consider an Incoming Email solution that can quickly turn those requests into manageable tickets. From there, background checks, volunteer orientation, client confidentiality agreements, liability waivers, and more can be tracked and managed through attachments and private notes for internal documentation and collaboration. The same process can be applied to staff onboarding as well.

Paper documentation, unfortunately, can easily be lost, damaged, or picked up by the wrong hands. With a software solution like Issuetrak, everything is secured and automated to streamline the workflow and notify the right people when an action is required. What happens if you forget? Escalation rules ensure that next steps aren’t overlooked. As a result, money, time, and bandwidth are saved, allowing your team to focus on the mission at hand.

Program Reports & Audits

A nonprofit needs to be able to demonstrate its impact to their donors, volunteers, and community partners. At a glance, the dashboard allows program managers to identify outstanding reports, open cases, and more. Whether reports are requested at a moment's notice or scheduled ahead of time, the process is seamless, saving valuable time and energy.

Additionally, a private Knowledge Base allows you to document critical processes, like reporting, for staff training as well as program audits. As a result, staff have easy access to a library of resources, and individuals aren’t left answering the same questions over and over.

Donor Recognition Process

Donors are the backbone of nonprofits. Without a smooth donor recognition process, your donors could be left feeling unappreciated and your financial reports unbalanced. Issuetrak’s task manager comes standard with every site and is completely customizable for even the most complex workflows. If there are gaps in your process, they can easily be identified and fixed. It might look something like this:

Donor recognition task list in Issuetrak

Additionally, a private Knowledge Base allows you to document critical processes, like reporting, for staff training as well as program audits. As a result, staff have easy access to a library of resources, and individuals aren’t left answering the same questions over and over.

From start to finish, every piece of the process is documented and the appropriate people are notified. This ensures a smooth process, happy donors, and proper documentation for audits.

Whether it’s volunteer management, reporting, donor recognition, or something else entirely, our Product Experts can customize a solution to meet your nonprofit’s unique needs. Through automation, we can give back time to your workday so you can focus less on management and more on your mission.