Course summary

Well done on completing this course. Here is a summary of the key ideas from the course. We encourage you to discuss what you have learnt with your team.

“Focus on bringing change to mission critical processes, on what is most urgent, and fix that first.”

Benefits of clarity in organisational processes:

• Efficiency and cost savings
• Repeatability and scalability
• Confidence and bigger impact

Core processes:

• Fundraising
• Financial management
• Human resources process
• Program and operations management
• Impact measurement and reporting
• Compliance and legal affairs
• Stakeholder/ donor engagement

Benefits of clarity in organisational processes:

• Efficiency and cost savings
• Repeatability and scalability
• Confidence and bigger impact

Document your key processes:

• Identify your core process and give each process a name.
• Break the core ‘umbrella’ process into its sub-process
• Add high level bullet points of the steps in each sub-process.

Important steps in documented processes:

• Train people on the process, get feedback and incorporate input
• Assign process champions who can ensure the process is followed and update and maintain it

Leaders guide questions:

• Which process not working or causing the most frustration in your organisation?
• Which step in the process is not working (refer to your documented process)?
• Which of the three is not working: does it take too much time/ does it cost too much money/ is the quality of the product or service weak, or inconsistent?
• Discover the root cause: Use the Five Why’s approach.