Hi, I am Suzanne!

Staff File Completeness Checklist for nonprofits

A step-by-step, structured overview into what staff contracting and management documents you need to prepare, share and store as nonprofit who cares about their team

A user says: “This file is opening my eyes one by one.”

Are you someone working for a nonprofit, as finance manager, controller or director?

Perhaps you are a founding member of a new nonprofit initiative?

I bet you are in this organization because you want to help solve a problem, promote a human right, preserve a wonderful piece of nature, give people a voice – or an education. Or something else that makes this world better. Your desire to contribute to this, is what makes you get up in the morning. You know people depend on you and you cannot let them down.

I am sure you feel very responsible for your own job as part of the wider organization.

And that is why you do not work 9 to 5. You are in it with your heart. That means, if something needs to get done, you work until it’s done.

You are eager to develop yourself, to learn new things and get better at them. And you also want to take good care of your team and your family and friends. Sometimes there isn’t enough time for your own hobbies. But that’s OK. Because in a way, your nonprofit is your hobby, too. And your team feels like family. You spend much time together and know each other well. Together you have big plans. Big ambitions and even bigger dreams.

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You have big ambitions and dreams for your nonprofit.
But sometimes they seem so far away, right?

 

Is this you, too?

 

  • Nervous about the future of your organization. It is so difficult to plan your finances, to know when you will have money to pay for things. You feel not in control of your finances.
  • Uncertain how to prepare a report for your donor. You are afraid you might make a mistake that will make you lose money on the project. Making a project budget is not that easy after all, and you are not sure how you can include all the costs needed.
  • Turned down as partner or grantee due to lack of policies and systems. I imagine that made you feel so humiliated and undervalued. And lost, because you have no idea how to get started on this. You are still a small organization, so how can you have all this in place without the help of that bigger partner who turned you down like dirt?
  • Panicking about making mistakes with taxes. Like not having the money to pay for taxes. Maybe you forgot to include taxes in your budgeting of personnel costs for a project?
  • In need of hiring extra hands, contractors or employees, and unsure how to contract for that. Afraid of what it will mean to be an employer all of a sudden? Perhaps you are not sure that you actually know how to be a good one, both for the people and the organization?

It’s OK and normal to be nervous about the future of your nonprofit. But it is more helpful to be careful & clever instead.

 

If you do not get your fundraising planned. If you do not manage to design projects that align with your mission and dreams and that support your organization instead of bleeding it dry. If you do not get a grip on your finances. If you do not set up and implement professional systems. If you mess up with your staff contracting and taxes

Well.

I am afraid that is when you will see that you cannot do what you dreamed doing. What you want to get done for the community you serve. Because you will not have the resources for the activities you want to run. And you will not be able to build trust with donors and supporters to obtain the resources you need.

And, yes, in the end you will need to close down operations. Close your nonprofit.

And the people you work for, the people you have in mind when you get up and get to work every day, those people will not be served. Their problems will not be solved.

I bet this is your worst nightmare.

Mine too.

 

That is why I am here to help you!

Plan your call with me now and

learn what 2 next steps you need to take in the coming month

Hivos

“Casey Foundation appreciates you for the time you invest in guiding and helping us and in all non-profit works you helped us through in the year 2020, like the formation of our bylaws etc. We appreciate and we are thankful.”

“God bless you for the wonderful work you do to support people to implement on what they do. I just want to tell that you are doing an awesome job to touch the world.”

Blog

How to find a partner organization for your nonprofit?

How to find a partner organization for your nonprofit?

A talk about how to set up a partnership for your project resulted in several questions about how to find a partner organization for your nonprofit. First things first: why do you need a partner? Before you start looking for a partner organization, write down why you...

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How to set up a partnership for your project?

How to set up a partnership for your project?

Your project proposal may include a partner. There are different reasons for mentioning a partner in your proposal: Your proposals looks more serious, especially if the partner is well-known. You will be better able to reach the impact you need, for instance if the...

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How to get started with a new project?

How to get started with a new project?

So what if you have designed a wonderful project and a donor wants to support it? What if you get that grant agreement??? Time to launch your project of course! Here are my tips for you how to get started with a new project. Set up a project team Probably you had an...

read more

Plan your call with me now and

learn what 2 next steps you need to take in the coming month