Process Improvement

Help Tax-Aid Identify and implement process improvements to reduce cost, effort, errors, and other inefficiencies, and use defined metrics to measure their success.
San Francisco, CA, USA
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San Francisco, CA, USA


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Posted January 9th

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Project Details

What We Need
  • Written recommendations to improve a specific process, including the controls necessary to maintain the revised process
  • An outline of key metrics for tracking how successful the process improvements are over time, with current-state benchmarks
Additional Details

We need a better solution to help us manage the location booking process for our community based tax sites. This involves multiple different parties; administration, volunteer managers and on site hosts. We currently use a google sheet which is cumbersome. We are thinking about using Airtable. Can you help us set this up?

What We Have In Place
  • We currently have the locations where we plan on offering our services, which should make it easy for you to get started. We also have contact information for the parties involved, and the ability to provide any other information you need.
How This Will Help
This project will save us $7,888 , allowing us to focus on delivering excellent customer service

There's a lot of moving parties to confirming events. Our tax season is akin to a four month party. Can you help us manage this process?

Project Plan

Prep: Distribution of Materials
  • Volunteer Manager provides current state map or process assessment document and other relevant materials to the Professional (see the Process Assessment project if you do not have a current state map)
  • Professional connects with Volunteer Manager for a brainstorming/overview session on perceived inefficiencies and potential improvements
  • Volunteer Manager explains the key goals for the process improvement (e.g., reduced cost, errors, time, etc.)
Milestone 1: Research & Analysis
  • Professional review the documentation provided and requests clarification as needed
  • Professional performs any additional research and analysis, including interviews with key stakeholders if needed
Milestone 2: Draft Recommendations
  • Professional provides initial recommendation on process improvements, controls, and key success metrics
  • Organization provides feedback which the Professional incorporates
Milestone 3: Final Recommendations
  • Professional delivers a final document summarizing recommendations for process improvements and controls to maintain the new process
  • Professional provides an outline of the key metrics the Organization should track in order to measure success over time, as well as the current-state benchmark metrics
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About The Org

Our Mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.