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Improving Operational Procedures at Your Nonprofit: Optimizing Operations

July 11, 2024

9:00 am PT - 10:00 am PT | 12:00 pm ET - 1:00 pm ET


As a nonprofit grows and expands and changes over time, it is essential that operating procedures are optimized, streamlined and documented. Nonprofit leaders need to develop effective operating procedures to complete projects, manage programs and fulfill an organization’s mission. Striving to improve operational efficiency can help leaders understand how time is being utilized and which tasks are extremely cumbersome. The methods in which an organization operate should be well documented so that operating procedures and information doesn’t get lost from year to year or with leadership changes. The more procedures and programs your organization develops, the more important it is to document them. As an organization grows, staff take on different roles and one person will not know how to do everything. This workshop is ideal for organizations going through change, expanding, bringing on new staff or for organizations looking to improve their operating procedures.

Who Should Attend?

Professionals responsible for leading a team

What The Training Will Cover

  • Review methods and processes to document organizational tasks in a consistent manner so that all of the information is stored in the same place and using the same format.

  • Analyze the difference between policies and operating procedures to determine what your organization needs to improve efficiencies

  • Understanding how to track and determine employee tasks that may be daily monthly or weekly in various departments including fundraising, programs and marketing+communications.

  • Review how to supervise and manage by tasks to ensure volunteers and employees accomplish their work

  • Understand how a defined operating model can help nonprofits be more strategic in accomplishing their mission


Premier Members








Additional Information

All workshops are live with an instructor. Participants are encouraged to ask questions during the workshop. All registrants, will receive the slides & recordings via email after the live workshop.

Looking to register 3+ people? Email us at to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate. Upon registration, you will receive a link to participate in the training. Please check your inbox or spam folder.


This training is led by Dr. Leah Weiner who has a doctorate in education and psychology from Pepperdine University. Leah Weiner is the Founder and CEO of the Nonprofit Learning Lab. Leah’s approach to training focuses on making sure that the information provided helps participants solve a problem or create a solution related to their professional work.



1 hour of training = 1 credit hour



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