The YES! Concierge
Organize it
Administrative organization, calendars, reporting, documentation and workflows. Order for the paperwork that keeps a nonprofit running.
The YES! Concierge
What organize it includes
“Our paperwork is everywhere” is one of the most common things nonprofit leaders tell us. Organize it brings documents, dates and routine tasks into one clear system your team can actually keep up with.
Administrative organization
Sorting files and setting up a document library so anyone on your team can find what they need.
Calendars
One shared calendar for meetings, grant deadlines, filings and reports.
Reporting
Templates and routines for board reports, funder reports and internal updates.
Workflows
Simple checklists and handoffs so recurring tasks don’t fall through the cracks.
How it works
From first call to follow-through
- SortWe take stock of documents and dates.
- Set upWe build the library, calendar and templates.
- Hand offWe show your team how to use them.
- MaintainYES! can keep things running as part of the Concierge.
What you can expect: A place for every document, a calendar you can trust, and routines that save your team hours each month.
Part of a bigger picture
Six ways YES! supports your team
Organize it is one of six areas of the YES! Concierge. Most organizations need a mix, and the Concierge lets you move between them as priorities change.
Questions
Frequently asked questions
Is Organize it done remotely?
Yes. YES! provides virtual administrative support, so the work can be done wherever your team is.
Do we have to change the tools we use?
Not necessarily. We start with the tools you already have and recommend changes only when they clearly help.
Paperwork everywhere?
Let’s organize it.
Free initial consultation. yanira@yesagencyllc.com