This episode is sponsored by:
Welcome to another powerful episode of the Lead with Heart Podcast, your nonprofit leadership podcast focused on heart-led strategy and sustainable growth. This week, I sit down with Stephanie Sloan, founder of JLC Systems and an expert in streamlining nonprofit operations through effective SOPs.
Stephanie shares her IMPACT Method — a practical framework for evaluating workflows, preventing burnout, increasing donor and volunteer engagement, and preparing your organization for funding success. If you’ve ever felt like you’re building the plane while flying it, this episode is your permission to pause, document, and scale with intention.
In this episode:
- [03:05] Stephanie’s background in processes and systems
- [05:00] Why so many nonprofits struggle with efficiency
- [08:14] How to create an effective SOP
- [13:45] The value of evaluating and documenting processes
- [19:31] Evaluating processes to move from a reactive to a proactive mindset
- [25:19] How small nonprofit teams can benefit from SOPs
- [27:09] Storing SOPs and the people involved in creating them
- [31:09] Stephanie’s IMPACT method for developing organizational efficiency
NOTEWORTHY QUOTES
“ This is not hard. Just take the one thing that is the most important to your staff and the most important to your mission and make sure it’s documented.” – Stephanie Sloan
“If we all ceased to exist tomorrow, would the mission move forward? That’s the power of a well-written SOP.” – Stephanie Sloan
RESOURCES
E42: Empowering Nonprofit Leadership Development and Growth with Kristin Harrington, Partner at Lead Star
The EmC Masterclass developed by Dr. Lola Gershfeld is for everyone looking to enhance their communication and collaboration skills to raise more revenue for their mission. This groundbreaking Emotional Connection process has been integrated into top universities’ curriculum and recognized by international organizations like ICF HRCI, and SHRM. Use the code LEADWITHHEART to enjoy a generous 10% discount.
Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors. A partner that helps you raise funds both online AND on-location. Donorbox is a comprehensive suite of tools, services, and resources that gives fundraisers, just like you, a custom solution to tackle your unique challenges. Helping you…help others. Visit donorbox.org to learn more.
CONNECT WITH STEPHANIE
LinkedIn: Stephanie Sloan
Instagram: @jlcsystems
Website: https://www.jlcsystems.com/
CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
This episode is sponsored by Donorbox
As the fundraising engine of choice for over 80,000 organizations in 90+ countries, Donorbox’s easy-to-use fundraising tools help you raise more money in more ways. Seamlessly embed a customizable donation form into your website that reduces donor drop-off with a 4x faster checkout, launch a crowdfunding or peer-to-peer campaign, sell event tickets, raise funds on the go with Donorbox Live™ Kiosk, and much more.
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