What's slowing the team down
From the pre-session intake. Walk through each as a group — is the framing right? Anything missing?
Daily
1Social media captions
Fresh captions while maintaining brand voice gets stale by week three.
Weekly
4Drafting grant applications
Each application takes a full day. Hard to start, harder to maintain consistent voice across them.
Personalized donor thank-yous
Want each donor to feel seen but writing 30+ personalized notes weekly takes hours.
Program recap reports
Synthesize what happened, attendance, photos, lessons learned — every single week.
Volunteer onboarding emails
Same info to each new volunteer, but want it to feel personal — not a form letter.
Monthly
3Pulling cross-system data for board reports
Donor CRM, attendance sheets, finance — manually consolidating every month for the board.
Newsletter drafting
Gathering updates from each team, writing intros, formatting — takes most of a day.
Researching potential funders
Sifting foundation databases, matching to programs, tracking deadlines.