Resources
Free templates to get you started, and premium resources for deeper impact — all instant access, no waiting.
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Free Templates
Download and customize these templates — no email, no purchase required.
SOP Template — Program Delivery
A ready-to-use template for documenting your core program delivery process step by step.
Download FreeOnboarding Checklist
Streamline new hire onboarding with this comprehensive checklist covering day 1 through week 4.
Download FreeVolunteer Coordination Workflow
Map out your volunteer intake, scheduling, and follow-up process in one clear workflow.
Download FreeBlog
Practical insights on workflow design, automation, and nonprofit operations.
Coming Soon
Why Every Nonprofit Needs SOPs (Even Small Ones)
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5 Signs Your Workflow Is Costing You Time
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The Nonprofit Leader's Guide to Automation
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Case Studies
Real results from real nonprofits.
Community First: From Chaos to Clarity
How a mid-size human services nonprofit eliminated 15 hours/week of duplicated work by systematizing their intake and reporting processes.
Bright Futures: Scaling Without Breaking
An education nonprofit grew from 3 to 12 programs in 18 months — without adding operations staff — by building workflow systems first.
Hope Alliance: The Onboarding Fix
Reduced new staff onboarding time from 6 weeks to 10 days with documented SOPs and automated training sequences.
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