Situation: A nonprofit organization knew they needed to implement ACH to serve their community because checks were taking up to two weeks to get to the grantee. Now their busy season was coming up. Was this nonprofit going to keep hampering their community impact because they could not pay their grantees in a timely fashion?
Approach: The chief financial officer called me, as I had helped others implement ACH quickly and successfully. I provided the team with IPD’s four-hour Think Differently Process Transformation Training™ to build skills and will to change how work is done. Then I coached an eight-person cross-organizational team through a 24 hour deep dive to design their new ACH process and outline their implementation plan.
Results: The team successfully reduced both the labor required and the turnaround time to get payments out the door. Now, two months later, they now poised to make their busy season less painful and to serve their community faster and better. See a process deep dive happen:
Is your organization planning and budgeting for the next fiscal year? Are you tired of fighting the same pain points year after year, such as overwhelming workloads, demands for better or faster results, or challenges to maximize costly technology? During this year’s budgeting and planning season, consider investing in process transformation to recapture capacity and solve pain points.
Rapid growth can create challenges for community foundations, leading to missed deadlines and poor quality. Learn how one organization enlisted me to help them understand their pain points and redesign processes with an eye to improve efficiencies, change systems, and build skills and will to support a more unified team.
A process map will create better outcomes for your organization
Recently, a software vendor told me that organizations considering a new software system would do well to supply their vendor with a detailed process map. Having such a map helps the vendor better address the organization’s needs and generate a more accurate quote. In four hours of work with your team, I can produce a process map that will help you achieve a better software outcome. Contact me to learn more.
December 1, 2022 @ 1:00 pm–2:30 pm EST
This presentation is a Midwest Series Webinar sponsored by the Indiana Philanthropy Alliance, Philanthropy Ohio, and the Council of Michigan Foundations. Members of any of these organizations are invited to register for this presentation with their organization.
Contact Lee today to discuss your challenge.
