Gain Dollars and Hours Back to Use Toward the Mission

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For nonprofits, operating lean and at optimal efficiency doesn’t just go a long way—it’s pretty much required. The more time and money saved, the more time and money left over to be allocated toward doing the good work of the organization. Start saving time and money today.

MONITOR AND REFINE PROCESSES
With an operating system that gives visibility and holds you accountable, you’re more prepared to streamline processes, which makes for a healthier organization, enhances member service, and ensures nothing falls through the cracks.

Consider this example: do refund issues lie with the front desk, the program director, or with an executive? Who makes the call, and what’s the policy? How is it approved, and is it a pure refund or an account credit? Are you passing the member around to five different people on the same issue? Is money refunded in a timely manner, and is there an SOP around the process?

Some processes are centralized, and others happen differently across branches. Even if individuals know their responsibilities, providing visibility into others’ goals is a good idea. Make sure everyone knows what processes, and what parts of processes, they are responsible for so that no efforts are duplicated or neglected.

INVEST IN TRAINING
Investing the time upfront to train staff will save a lot of time in the long run. If you don’t invest in training staff at the start, you may end up spending more time, effort, and money training them after an issue arises. Getting out in front of staff training is good because it can drive a better staff experience. They become more confident in their jobs, and data is cleaner because they learn to input it correctly from beginning. Tip: find out if your software provider has opportunities for ongoing training for every budget, and if they will help you develop personalized training plans for your organization.

LEVERAGE ONLINE ACCOUNT MANAGEMENT TOOLS
Any time a member can do something from the convenience of his own home and staff don’t have to, it’s a win-win. Staff can be freed up to interact with members instead of processing transactions. Using online account management, members should have the ability to:

• pay down balances (this cuts down on your collections)
• update credit card information (this cuts down on your returns)
• update contact information (this cuts down on returned mail and emails)

Trends and Opportunities Survey 2013

By | Campaigns, Customer Experience, Downloads, Engagement, Facilities, Fundraising, Industry, Leadership, Marketing, Mission Delivery, Mobile, Online, Organizational Health, Programs, Trends Reports & Surveys | No Comments

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About the Survey
Daxko conducted the Trends and Opportunities Survey from December 2012 to January 2013 in order to gather insights in the mission-based nonprofit market. This year we included YMCAs, JCCs, and other community centers in our survey. Responses were collected online.

Thank you to all who participated in this year’s survey. Your insights will help guide Daxko in developing solutions to meet your changing needs so that together we can positively impact your communities.

Respondent Detail
377 executives and professionals participated in the 2013 Trends and Opportunities Survey, representing 256 YMCAs, 17 Jewish Community Centers, and seven community centers. C-level executives comprised the majority of respondents, with 79% falling into the roles of CEO, CFO, or COO. Organizations of various sizes participated in the survey, with operating revenues ranging from less than $1,000,000 to greater than $30,000,000.

Webcast: Measuring Your Mission through Social Impact Planning

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You need a strategy that helps you accelerate your impact. Join the conversation with Tom Massey to learn how our Social Impact Planning can produce significant, measurable improvements in lives and communities. Plus, we’ll introduce you to mission measurement, the elusive concept of using third-party research to validate prevention efforts that produce real results.