A Nonprofit Operations Assessment: From Procedures to KPIs

Description:

Have you ever stumbled across policies from decades ago, only to wonder whether you still need them or who was even responsible for maintaining them? If keeping your nonprofit’s operations, compliance, and risk management organized feels overwhelming, you’re not alone. Many organizations grow quickly, rely on informal processes, and suddenly realize their internal structure hasn’t kept pace.

During this webinar, Bonnie Chavez will help you regain control of your operations without adding unnecessary complexity. Rather than relying on last-minute fixes or assigning everything to one person at the end of the year, this session introduces a more sustainable, decentralized approach that supports continuity, accountability, and long-term growth.

You’ll learn:

• how to assess and organize your organization’s Standard Operating Procedures, Policies and Procedures, and Key Performance Indicators;
• practical ways to break compliance and risk management tasks into manageable, bite-sized pieces;
• how to avoid knowledge silos and build systems that support staff transitions and succession planning;
• how strong internal operations can improve funder confidence, audit readiness, and overall organizational resilience; and,
• how to use a customizable tracking template to clearly document tasks, responsibilities, and timelines

Who should attend:

This webinar is ideal for anyone responsible for operations, compliance, risk management, or serving as a point of contact for audits—especially those new to these responsibilities or working in organizations that have experienced rapid growth. By the end of the session, you’ll feel more confident, more prepared, and equipped with practical tools to create calm, organized systems that support your mission now and into the future.

After the webinar, you’ll receive:

• slides and handouts; and,
• a link to the webinar recording.