Writing Standard Operating Procedures

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 tools 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 standard operating procedures. 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

Aaliya Ahmed, Quadrature Climate Foundation
Mary Kadzielski, Philanthropy.io
Jen Ruffner, Summit Foundation
Astrik Tenney, Strada Education Foundation
M.J. Thorne, The Goizueta Foundation

We thank May & Stanley Smith Charitable Trust and The Grove Foundation for sponsoring this learning series!