Writing Standard Operating Procedures

This event is part of the PEAK Second Line Learning Series.

Are you struggling to document your organization’s complex processes and keep them up-to-date? In this interactive session, five foundations of various sizes will share their approaches to documentation and offer practical tool and tips, and then lead an exercise aimed at developing your process documentation skills. Then, participants will have the opportunity to apply these next-level practices by starting to draft process SOPs. You’ll leave with a practical roadmap for creating a process document tailored to your organization’s grantmaking procedures.

By attending this session, participants will deepen their knowledge in the following areas:

• Awareness of different types of documentation and tools to support each type
• Process mapping and how to create detailed, step-by-step documentation

Speakers

Mary Kadzielski, Philanthropy.io

Madeleine Keogh, Philanthropy.io

Astrik Tenney, Strada Education Foundation

Jen Ruffner, Summit Foundation

M.J. Thorne, The Goizueta Foundation

Aaliya Ahmed, Quadrature Climate Foundation

Event Pricing and Access

Cost per person for each session:

• Organization Members: $25 per session
• Consultant Members: $25 per session
• Individual Members: $50 per session
• Nonmembers: $50 per session

Registrants will receive the Zoom information two days before the start of the session, as well as one hour before the start of the session. This session will be recorded and sent to registrants who are not able to join live.