Deliverables Sample 2: Assessment and Restructuring of Program Offerings Based on Best Practice Benchmarks

  1. Took inventory of all the existing policies, processes and forms and categorized them in an appropriate system:

    a. Worked with all relevant parties to continuously improve the policies using best practices

  2. Organizational Development:

    a. Developed a charter for each master committee using a newly developed template in coordination with the committee chairs

    b. Supervised sub-committees charter development

    c. Led the strategy development and implementation of a centralized institutional and professional human capital recruitment, intake, onboarding and nurturing of staff & volunteers

    d. Supported committees’ performance enhancement efforts to improve service quality

  3. Business Continuity:

    a. Created business continuity plan for the entire organization as well as for each master committee

    b. Developed in partnership with each committee chair, SOPs for each master committee

    c. Supported sub-committee chairs in their development of their own SOPs

    d. Performed risk assessments (financial, operational & executional) and as a result, created risk mitigation plan

    e. Created a recovery plan (financial, operational & executional)

  4. Financial Enhancements:

    a. Advised fundraising team on new sources of operations fundraising

    b. Created major costs assessments & savings evaluation

    c. Supported the finance committee with budget assessment, financial reporting assessment and overall financial results improvements

  5. Governance & Organizational Development:

    a. Supported annual board & committees transition process (adherence to transition checklists)

    b. Continuously developed and maintained the needed Authority Matrices (capital projects, procurement, finance, program/event development, operations, HR … etc.)

    c. Coached the Bylaws sub-committee on suitable / feasible best practices to adapt

    d. Supervised the implementation and continuously updated the HR policies

    e. Supervised the implementation and continuously updated the board policies

  6. Strategic planning:

    a. Performed an environment scan to gather needed information

    b. Created Strategic Plan with:

    1. Mission

    2. Vision

    3. Values

    4. Unique identity positioning

    5. Priorities

    6. Goals & objectives

    7. KPIs for the organization and its committees

    c. Created reporting dashboards

    d. Performed regular business & operational audits to ensure all of the institutional guidelines built by TalentedXpert are adhered to

    e. Advisory, consultation and implementation – Offered assistance & guidance in implementing all the above

    f. Provided executive coaching to board members and committee chairs

  7. TalentedXpert’s Impact:

    a. Increased revenue sources diversity by 50%

    b. Increased revenue in one year by 15%

    c. Significantly improved effectiveness by improving efficiency of units by 75%