uncovering hidden time sinks in nonprofit operations

A team reviewing a one-page intake summary

Stop Making People Repeat Their Story, Add a One-Page Intake Summary That Follows Every Handoff

At 4:45 pm, the intake queue is still long. A partner calls back with a “quick question,” but they don’t have the full context. A supervisor needs an answer that’s safe to stand behind. And the client is asked, again, to re-tell the hardest parts of their life. Repeating the story isn’t just inefficient. It’s […]

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