How to Capture and Share What You Know
How to Capture and Share What You Know
Nonprofits run on know‑how—often living in someone’s head. That can work when you’re small, but growth can slow things down. The person who “just knows how it’s done” can’t keep doing it all, and it’s hard to delegate when staff or volunteers don’t have a clear set of steps to follow. Without a simple way to capture how you do things, it’s harder to scale, onboarding drags, and quality wobbles.
Policies and procedures don’t have to be long or legalistic to work. A short, plain-language policy paired with a step-by-step checklist can create quick consistency. When you connect those documents to basic training—brief activities, a short video walkthrough, or a simple review—people understand what to do and why it matters. The goal isn’t to build a giant manual overnight; it’s to focus on a few high-impact areas and make steady progress you can sustain.
This webinar focuses on what’s realistic for busy teams. We’ll start by deciding what to tackle first using a simple lens—risk, frequency, and mission impact—so you’re not guessing where to spend limited time. Then we’ll walk through the basic steps to draft and roll out a policy: capture the purpose, define the scope, clarify roles, outline the steps, and set approvals and updates. Finally, we’ll look at quick ways to turn those documents into training your staff and volunteers can use right away. We’ll highlight straightforward options, including ready‑made resources, without assuming a big budget, a large team, or specialized tools. You’ll leave with a clear starting point, a repeatable approach, and simple ideas you can put to work after the session.
By the end of this webinar, you will be able to:
- Identify and prioritize what policies to write
- Follow basic steps to draft clear policies and procedures
- Find simple ways to train staff and volunteer
VIRTUAL | OCTOBER 22, 2025 | 1pm-2pm EST
Your Instructor Margaret Helthaler
Margaret Helthaler is the Director of Marketing at Niche Academy, but she isn’t your typical marketer. With a BFA in graphic design, MFA in visual art, and a certificate in eLearning Instructional Design and Development, Margaret was a freelance graphic designer and college professor for many years—including over a decade of online teaching, curriculum development, training, and faculty management. She served Niche Academy as an instructional designer for three years before assuming her current marketing role. In her spare time, Margaret enjoys hiking, birdwatching, embroidery, and other creative pursuits.