The One Spreadsheet Every Nonprofit Manager Needs

What recurring tasks does each person on your team actually own? It's almost impossible to remember everything a team member is responsible for, and a job description usually won't tell you. When that information lives only in someone's head, onboarding gets harder, performance conversations get murkier, and an employee departure can create unnecessary chaos. In this episode, I share my simple, one-tab staff task checklist I use when leading nonprofit teams. It documents each position's recurring work and how often it needs to happen. It also becomes a practical tool for interviewing candidates, onboarding new employees, managing performance, cross-training staff, reviewing job descriptions, and being ready for staff departures. You'll also learn how this simple exercise can expose tasks only one person knows how to do, processes that still lack documentation, and responsibilities that have quietly changed over time. This episode answers the following questions: How do I keep things from falling through the cracks when an employee leaves? What should I document before a key employee quits? How do I onboard a new employee without constantly answering questions? How do I know if important tasks depend too much on one employee? How do I hold staff accountable when responsibilities aren't clear? How do I cross-train employees at a small nonprofit? How do I update job descriptions when staff roles have changed? Links mentioned in this episode: The checklist in an editable Excel format: https://successfulnonprofits.com/checklist Free Online Trainings for Nonprofit CEOs: https://successfulnonprofits.com/trainings/ Looking for more? Check out these amazing episodes: Why Our Team Members Fail with Dr. Tiffany Slater 12 Ways You Can Recruit and Retain Top Talent Stop Doing $25-per-Hour Work